Plan a B2B Meta video in which a real practitioner explains one work problem in their own setting. Use the observed reference and its limits below.

REFERENCE OBSERVED IN A PUBLIC AD
Notion ran an approximately 33-second square video identifying Dr Jamie Phillips as a former Chief Medical Officer. Interview footage alternates with Notion document and AI interface views. He discusses clinical-governance knowledge sharing, making information accessible, and spending less time on busy tasks. The separate ad body lists many Notion AI features; the video does not show him personally endorsing every item in that list. The public record shows a Sign up button but did not return a destination URL for this video. The record does not establish product outcomes or advertising performance. An automatic transcript contains errors, so describe the seen scenes and verified captions rather than inventing exact speech. Source record: https://www.facebook.com/ads/library/?id=1069499388814060

WORKED FICTIONAL ADAPTATION
ClearLedger could interview a real finance-operations specialist about why overdue invoice ownership becomes unclear. A demo document shows a row moving from “follow-up needed” to a named owner and date. The speaker could explain the method they use. If ClearLedger has no consenting customer, keep the speaker identified as an employee or expert and the demo clearly labeled; do not turn it into a customer testimonial.

MY INPUTS
- Product/service and verified capability:
- Named speaker, real role and relationship to the business:
- Permission to use their name, image and words:
- One work situation they can honestly describe:
- Actual document, interface or process to show:
- Offer and destination that exist now:
- Approved customer claim, if any, with source:
- Filming constraints and private information to remove:

METHOD
Start with the speaker's real job and one task they handle. Let them name one problem, then cut to a document or interface that illustrates the exact step. Return to the speaker for what changes in their work. Keep all product claims tied to what the footage actually shows. Cut feature lists that the speaker cannot explain. End with a matching offer rather than a generic claim. Keep captions readable on a phone; edit for a natural voice, not a corporate script.

DELIVER
1. An interview question list that elicits the real example without feeding a claim to the speaker.
2. A 30–35-second scene plan: time, speaker thought, supporting shot, caption and claim source. Mark any line needing speaker confirmation.
3. Two opening options: one names the work problem; the other starts with the document. Say which buyer each serves.
4. Exact primary text, headline, CTA and destination match.
5. A b-roll and permission checklist, including readable product detail and anonymized data.
6. A reviewer checklist distinguishing what the speaker said, what the product view shows and what the ad body claims.

If no real speaker or permission exists, do not fabricate a testimonial. Return an employee-led demonstration plan with the speaker relationship stated plainly and list the owner decisions still needed. If no actual capability or destination exists, mark that part pending. Do not invent medical, financial or revenue outcomes.