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Documentation Index

Fetch the complete documentation index at: https://docs.trailercast.io/llms.txt

Use this file to discover all available pages before exploring further.

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Recording

  • Use a consistent meeting structure. Demos that follow a known pattern (intro → discovery → demo → Q&A → next steps) produce better trailers because the AI has clearer signals about what’s a “moment.”
  • Encourage prospect reactions. When prospects say “that’s awesome” or “wait, you can do that?”, those are the moments the AI weights highest. Pause and let them react.
  • Name features verbally. “What you’re seeing here is our integration builder…” gives the AI a much cleaner moment label than silent screen-sharing.
  • Use a real microphone. Choppy / muted / heavily-compressed audio causes transcription errors that cascade through the pipeline.

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Sharing

  • Personalize the message you send the link in, not the trailer itself. The trailer is for the prospect’s evaluation team; your message is for the champion.
  • Send within 24 hours of the call. Engagement drops sharply after that.
  • Watch the engagement heat-map before your next call. Lead with whatever they rewatched.
  • Don’t send the same trailer twice. If you need to re-share, rebuild with different clips first so it’s freshly relevant.

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Buyer Spaces

  • Use a Buyer Space for any deal above $25k ACV. The setup cost (~10 minutes) is justified by the polish.
  • Keep the Discovery section concise. 3–5 bullets, in their words. Long discovery sections lose readers.
  • Add at least one comparison row that’s NOT in your favor. Honest comparison builds trust; sycophantic comparison gets dismissed.
  • Include implementation plan even if you don’t have a custom one. Generic “kickoff → integration → go-live” timeline is fine, the act of showing it builds trust.

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Team workflow

  • Use Comments to coach. Drop a comment on a teammate’s trailer with feedback (“you nailed this objection, same playbook on the next one”). Asynchronous coaching scales better than weekly call reviews.
  • Set up a Slack integration channel for “deal alerts.” When prospects engage with high-stakes Spaces, you want the team to know in real time.
  • Reclassify aggressively. Mis-classified calls cost you data quality. If a “demo” was actually discovery, reclassify before reviewing.

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AI Personalization

  • Revisit your form quarterly. Positioning evolves. The form should evolve with it.
  • Be specific in pain points. “Reps waste time” is generic. “Reps spend 30 minutes per follow-up making custom Loom videos that prospects open once” gives the AI something to actually weight against.
  • Use your buyers’ actual phrases. If they say “discovery call” not “qualifying call,” put that. The AI imitates.

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Follow-up

  • Reply to “Awaiting reply” threads within 4 business hours. Speed of response correlates strongly with deal progression.
  • Use Generate Follow-Up Message before re-engaging a cold thread. The AI uses fresh engagement data, what they DID watch, to angle the message.
  • For multi-stakeholder deals, switch from trailer link to Buyer Space. Each stakeholder gets their own thread.

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Operational

  • Don’t try to scale outbound by sending the same trailer to 50 prospects. Engagement is a function of relevance. A custom Buyer Space for 10 prospects beats a generic trailer to 50.
  • Run the smoke test before every release of new content. If you’re a marketing team using TrailerCast as a content engine, walk through the SMOKE_TEST every time you ship new collateral.
  • Monitor the Activity tab daily. Three minutes of skim time gives you a sense of where deals are alive.

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What NOT to do

  • Don’t overload the AI Personalization form with marketing fluff. Specific is better than impressive.
  • Don’t share trailers with no engagement context to multiple prospects with the same email. Engagement attribution gets confused.
  • Don’t mark every recording private. Privacy is appropriate for sensitive content; default openness is what makes the platform’s coaching loops work.
  • Don’t try to replace your CRM with TrailerCast’s Reports. We’re a sales experience platform; your CRM is the system of record for deals.