Method CRM
SOFTWARE MARKETING | PRODUCT EDUCATION | ONGOING VIDEO PRODUCTION PARTNERSHIP
More than video production.
A partner who understands your business.
Rated the #1 QuickBooks CRM, Method automates sales, operations and customer management—with real-time, two-way sync to QuickBooks Online and Desktop. For growing businesses with complex operations, Method delivers a customizable CRM that adapts to their business—not the other way around.
Producing effective video content for a leading SaaS company like Method requires more than recording the screen and demonstrating features. It requires an investment in understanding Method CRM and QuickBooks, the businesses that use them, their accounting practices and the challenges Method helps solve.
That's why Method CRM turned to Laforet Film & Creative. Serving as Method's primary video production partner, I collaborated with its marketing team to develop educational content, product explainers, brand videos and marketing campaigns. That understanding became the foundation of our ongoing production partnership.
The Challenge
Explaining sophisticated business software isn't simply a matter of demonstrating features. To communicate Method CRM's value effectively, I needed to understand what a CRM does, what makes Method different, who its customers are and how Method streamlines their daily operations.
Because Method works hand-in-hand with QuickBooks, that also meant developing a working understanding of both QuickBooks Online and Desktop, financial workflows and the business processes connecting customer management, sales and accounting.
Alongside its nimble marketing team, Method needed a production partner who could go beyond following scripts and assembling footage. They needed someone willing to proactively invest the time to understand their products and customers, then independently turn that knowledge into effective video content.
The Approach
Through weekly Zoom meetings with Method's marketing team, I actively participated in discussions around current projects, upcoming campaigns and creative direction.
Working collaboratively on scripting, I then independently managed the production process from concept through final delivery. I helped Method take numerous projects from a vague idea all the way to the finish line—including major campaigns, product launches, executive thought leadership, explainer videos, social media campaigns and other initiatives.
Most projects involved recording my own voice-over narration, capturing software demonstrations, incorporating carefully selected stock footage, music and design elements from Method's Figma account, creating motion graphics and handling all post-production.
When a project required on-camera talent, I travelled to Method's Toronto location to film members of their team. Completed videos were then uploaded to Frame.io for review and approval before final delivery.
As Method's primary video production resource, my responsibility wasn't simply to execute instructions. It was to understand the subject matter, anticipate creative challenges and take ownership of producing content that resonated with their core audience.
The Results
By investing the time to understand Method's products, customers and business processes, I was able to independently manage the production work while remaining in lockstep with their marketing team. Over time, that familiarity meant less time spent explaining the software and more time focused on developing effective content. Method had a dependable production partner who understood their business, could contribute creative ideas and take projects from initial discussions through final delivery.
Over three and a half years, our partnership supported Method's ongoing educational, brand and marketing initiatives without the need to build and manage an internal video production department.
“Working with Geoff Laforet & Laforet Film & Creative was a boon to our marketing campaigns and an overall 10/10 experience… We really valued having him as a creative thought partner on all of our campaigns. Highly recommend!”
Matas Pranckevicius | Integrated Marketing Lead, Method CRM