Create a followable resource path

Tap Tap Go’s profile, video and document features can connect a live demonstration to supporting material. Choose a short overview or recorded explanation that matches what was shown. Name the resource during the conversation and make it easy to identify afterwards. Avoid sending an entire library without guidance. The recipient should not need to remember every menu or reconstruct the presenter’s sequence.

Preserve the demonstration’s conditions

Explain when the material uses illustrative records or a particular configuration. Keep current feature status clear. A recorded demonstration may not represent every account or market, so provide a route to confirm the relevant details. The profile acts as a useful reference point, while the actual evaluation still requires questions about the recipient’s needs and the current product setup.

Imagine this

Hypothetical scenario

A hypothetical team demonstration focuses on profile resources and contact sharing. Afterwards, the presenter points to a named overview on the profile. The recipient can revisit the workflow and share the appropriate public material with a colleague, with sample data clearly identified.

Make it practical.

Use this checklist as you read. Checks are not stored.

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