This is the session where your team meets Craft. You run it — no vendor on the call. It works because it’s designed around one rule: nobody leaves the room without a first recording made. Fear of recording lives in the imagination, and the only cure is doing it once and seeing the debrief come back.
Total time: about 45 minutes.
Before the session
Run through this checklist a day or two ahead:
- You’ve recorded your own appointments. At least two or three real ones. You’ll open the session with your own film, so you need film. (If you don’t run appointments yourself, record a ride-along.)
- Your scorecard is loaded and speaks your company’s language — your sales process, your terminology. See Scorecard Best Practices.
- Every rep is entered in Company Settings > People with the right team assignment — but don’t send invites yet. You’ll fire them live in the session. See Team Management.
- Your consent answer is decided. Recording consent requirements vary by state. Reps need one clear sentence for the day a customer asks. Get this from your leadership or legal counsel before launch, not after.
- You know what phones your reps carry and that they can install apps on them.
Don’t gate the launch on CRM integration. That work runs alongside the rollout — every week between kickoff and first recording drains the energy the launch created.
The run of show
Open with your own film (10 min)
Play a short clip from one of your own recordings. Tell the team what the AI caught in your selling — something real, ideally something you didn’t love. Then show your debrief.
This is the most important ten minutes of the rollout. A manager who goes first, on their own film, changes what recording means before anyone has a chance to object. The message isn’t “you’re being watched.” It’s “I tried it on myself, and here’s what I got out of it.”
Show one debrief end-to-end (5 min)
Walk through what a rep gets minutes after every appointment: the score against the scorecard, what went well, one thing to try next time, and the follow-up campaign Craft built and sent from what the customer said. Point out that the notes hit the CRM without anyone typing.
This answers “what’s in it for me?” before anyone asks it.
Send invites live (5 min)
Open Company Settings > People on the screen and send the invites while everyone watches. Each rep gets the setup email on the spot: they download the app, sign in, and grant microphone and location permissions right there in the room.
Doing this live means nobody’s stuck later with a login problem and nobody can quietly not install it. If an invite doesn’t arrive, check spam and resend. See Manager & Leadership FAQ.
Everyone records before leaving (15 min)
Pair reps up. One plays the customer, one runs the first few minutes of a real pitch — greeting, rapport, a couple of discovery questions. Two or three minutes is plenty. Then swap.
Everyone taps record, everyone stops, and within minutes everyone watches their own first debrief arrive. That moment — seeing your own conversation scored and summarized — is the whole point of the session. It’s no longer abstract.
Set expectations (5 min)
Close with three commitments, stated plainly:
- Every appointment gets recorded, starting today. Not just the good ones.
- Week one is reps-only. You won’t critique anyone’s film this week. Reps meet their own recordings before anyone else reviews them.
- From week two, you’ll coach from film weekly — timestamped comments, clips in team meetings, and 1:1s built on real moments.
Then point them to auto-start so recording doesn’t depend on remembering.
After the session
Same day, send a short follow-up message to the team. Something like:
Great launch today. Two things: (1) every appointment gets recorded starting now — auto-start is on, so just run your day. (2) Your debriefs are yours this week. Watch them, try the “one thing” each suggests. I’m not reviewing anyone’s film until next week. Questions or app trouble, come straight to me.
Within 48 hours, check the dashboard for reps with zero real recordings and follow up individually — it’s almost always a forgotten habit, a permissions issue, or nerves, and each has a two-minute fix. See Reading Your Dashboards for what to watch in week one.
If you’re rolling out to a large team, run this session with a pilot group of 3-5 first — your best reps or most willing volunteers, not the skeptics. Two weeks later, run it again for everyone with the pilot group’s wins as your opening material. See Driving Adoption for the full pilot-to-champions playbook.