What goes in and what comes out

Who it is for

Account executives working live deals

Account executives, client partners and sales managers who already have a proposal in front of a named buyer and need it to survive being forwarded around the account.

What you start with

The proposal you already sent

Your existing proposal deck, scope document or PDF, plus the discovery notes where the buyer described the problem in their own words and the objection raised on the last call.

What you get

A narrated proposal walkthrough

A short presenter-led video following your document's own section order, exported in HD or 2K for the committee room screen, ready for you to review and send yourself.

Where a forwarded proposal has to hold its own

A proposal video is not a shorter proposal. The document still carries the terms, it is still what gets marked up, forwarded to procurement and eventually signed. What the video carries is the part of the sale that used to live only in the room: why this scope, why this number, why now. Five points in a live cycle where that distinction is worth an hour of your time, and one or two where it honestly is not.

Reach the person who was never on a single call

Your champion has been in six calls with you. The person who signs is not one of them. What reaches the finance lead is a PDF forwarded on a Thursday afternoon with three lines of context typed by someone paraphrasing you from memory, into an inbox where it sits beside four other vendors' PDFs that look roughly the same. The strongest part of your case, the reasoning behind the number, never travels with the file.

A video attached beside the document travels intact. The finance lead opens it at the pricing table and wants to know what the number is anchored to. The security reviewer skips ahead to the one clause that could land on their sign-off. The person whose signature actually closes this will read perhaps two pages of anything. Each of them gets your reasoning in the words you chose, at the pace you chose, rather than your champion performing your pitch second-hand. The proposal stays the document that gets marked up and signed. The video is what keeps those three separate readings from each being a summary of a summary.

Give the follow-up something to open

Day nine after sending. No reply. You have already sent the polite nudge, the case study and the article that was vaguely relevant, and the next message in the sequence is the one where you start sounding like you are chasing a payment rather than closing a deal. Meanwhile nothing has actually changed inside the account: the same three people still have the same unanswered question, and none of them wants to schedule another hour to ask it.

A follow-up that carries something to watch changes what the message is for. Instead of asking for a status update, you are handing over the two minutes that answer the objection raised on the last call, or the revised scope after they asked for phase one only. Because a first cut is built from documents you already have, sending a fresh one is a short job rather than a production. Whether it lands still depends on the deal, and no video rescues a proposal the buyer has quietly moved on from.

Say their own words back to them

In discovery the operations lead told you their team closes the month by hand and it costs them two days every cycle. That sentence is the whole reason this deal exists. By the time it reaches the proposal it has been compressed into a bullet under Business Challenges, phrased in your company's vocabulary, sitting above a features table that could have been written before you ever met them. The buyer reads it and recognizes nothing of the conversation.

Spoken narration is where their own words fit. The opening line can be the sentence they said, quoted back before anything about your product appears, and every section after it can be tied to something they raised rather than to a capability you happen to have. You write that script, because only you were in the room and only you know which phrasing is safe to repeat. The workflow turns it into a presenter-led walkthrough; it does not know what the buyer said.

Explain it once instead of in five separate meetings

Getting the same explanation to five stakeholders currently costs five calendar slots, and they are not in the same five weeks. Legal has questions in week two, security surfaces in week three, and the divisional head who was on holiday asks in week four for the overview everyone else already got. Each retelling drifts a little: a number rounded differently, a caveat dropped because the call was running long, a scope line remembered as broader than it was.

One recorded walkthrough fixes a single version of the story. Everyone who joins the evaluation late watches the same scope, the same timeline and the same numbers, in the same order, whenever they get to it. The live meetings you do book then start from questions rather than from the overview, which is a better use of the hour you fought to get. It does not remove the meeting where price is negotiated, and it should not.

Survive the conference room screen

The video you sent to one inbox does not stay in one inbox. Somewhere in week three it is played in a conference room, projected on a wall-sized screen for a committee deciding between you and two other vendors, with the lights on and nobody in the room having met you. On that screen a soft, over-compressed file reads as a company that did not take the meeting seriously, before a word of your scope is heard.

Native HD and 2K output is not a vanity setting in a deal review. Pricing tables, architecture diagrams and timeline slides have to stay legible from the back of the room, and a presenter shown at that size is judged the way a person in the room would be. The same master also survives being reused, cut into a shorter recap or brought back into the renewal conversation a year later, without the generational softness that comes from re-exporting a small file.

How account executives use VisionStory on a live deal

Every step below is checked against one artifact: the exact version of the proposal sitting in the buyer's inbox right now, not the draft on your drive and not the pricing you expect to get approved this week. Every figure spoken in the video and shown on screen has to match the file they can open while they watch.

Before any video reaches a client, the account executive confirms that pricing, scope, timeline and contract wording in the narration and on screen match the proposal document currently in the buyer's hands.

  1. 01

    Turn the proposal you already sent into the walkthrough

    Bring the proposal deck, scope document or PDF you sent into AI Presentation and it becomes a presenter-led walkthrough that keeps your original section order, so the buyer meets the problem, the scope, the timeline and the commercial terms in the sequence they already have on paper. That ordering matters here, because the committee will be reading the document and watching the video side by side. Check that every figure, date and scope boundary on screen matches the version the buyer actually received, not the draft on your drive.

    Feature AI Presentation
    AI Presentation
    Turn an existing deck, document or PDF into an avatar-led narrated presentation that keeps the original section order.
  2. 02

    Rebuild it around what this buyer actually said

    A walkthrough that only follows the document is accurate and forgettable. Hand AI Video Agent your discovery notes, the objection raised on the last call or the scope you revised after they asked for phase one only, and you get back a scene-by-scene script with presenter, voice and captions attached, every line of it still editable. Then open it next to the quote the buyer is holding and read the two against each other: the agent works from what you fed it, not from what was agreed off the record and not from which phrasing your champion can survive being quoted on. Wherever the two disagree, the quote wins and the script gets rewritten by you.

    Feature AI Video Agent
    AI Video Agent
    Turn a prompt, URL, PDF or script into an editable multi-shot video draft with an avatar, voiceover and captions.
  3. 03

    Keep your own voice on a deal you have been in for months

    The committee has heard you for weeks, so a stock narrator on the follow-up reads as a change of personnel at the worst possible moment. Voice Cloning builds a reusable voice from a recording you made and authorized yourself, so the first proposal video and the fourth revision three weeks later still sound like the person who has been on the calls. Clone only from your own consent-based recording, never a colleague's or a customer's voice without written permission, and keep the narration to things you would say on a live call, because the buyer will assume you did.

    Tool Voice Cloning
    Voice Cloning
    Create one reusable voice from an authorized source recording.
  4. 04

    Export at the size it will be shown, not the size you send it at

    Deliver the final cut in native HD or 2K, because the file you email to one contact is the file that ends up projected in a committee room. At that size, pricing tables, architecture diagrams and dates have to stay readable from the back row, and a soft presenter reads as carelessness. Before it goes anywhere, watch the export full screen once rather than in a preview window, confirm every number on screen matches the proposal, then send it yourself to the people you chose.

    Feature HD and 2K Video Output
    HD and 2K Video Output
    Generate a presenter video at native HD or 2K resolution for large-screen playback and long-term reuse.

Frequently asked questions

  • It is a short video that goes out alongside a written proposal, walking the buyer through the problem, the scope, the timeline and the commercial terms in the same order the document puts them. It exists because the proposal usually gets forwarded to people who never joined a call, and a PDF cannot explain the reasoning behind a number. The document stays the thing that is marked up and signed; the video carries the explanation that used to live only in the meeting.

Users Love VisionStory

Discover why content creators and marketers trust VisionStory for their AI video needs. From powerful features to an effortless user experience, our community can’t stop raving about the results they achieve with VisionStory.

See all reviews on G2