Interactive SaaS Demo and Customer Training Specialist

TITLE: Interactive SaaS Demo and Customer Training Specialist for TruckIQ We are seeking an experienced interactive product demo and customer education specialist to help select the appropriate software platform and create an initial product overview and training tutorials for TruckIQ, a commercial truck finance and dealer-performance platform. This is a fixed-price pilot project with a budget of $3,500–$5,000. Third-party platform subscriptions and licensing fees are excluded from this budget and should be identified separately in the proposal. If the pilot is successful, the freelancer may be hired to produce approximately 20–25 additional training tutorials and assist with future product updates. ABOUT TRUCKIQ TruckIQ helps commercial truck dealers manage the transaction lifecycle, including: • Dealer inventory invitations • Customer credit applications • Soft-pull prequalification • Sales-to-F&I handoffs • Lender matching • Finance submissions • Approval and stipulation management • Secure document delivery • Funding coordination • Aftermarket product presentation • Management reporting PROJECT OBJECTIVE We need two related types of content: 1. A polished, interactive TruckIQ product overview for prospective dealers, lending partners and other business stakeholders. 2. Detailed training tutorials that teach dealership personnel how to complete specific workflows. The selected freelancer should help us determine whether these objectives are best served through: • Screenshot-based interactive demonstrations • Narrated videos • Editable HTML demonstrations • A combination of formats We want the finished content to be professional, easy for viewers to understand and practical for our internal team to maintain as TruckIQ changes. PLATFORM SELECTION We have not selected the final software platform for this project and will be looking for a recommendation. The recommendation should address: • Which platform should be used and why • Whether one platform can support both the product overview and training tutorials • Whether true HTML capture provides a meaningful benefit for TruckIQ • The expected monthly or annual software cost • The difficulty of maintaining and updating the content • Whether we will retain access to and control of the source projects • Whether content can be exported or migrated if we change platforms • How the platform protects confidential information during capture and editing • The advantages and limitations of the recommended approach We prefer to avoid purchasing a costly enterprise platform unless its additional functionality provides a clear and practical benefit. PILOT SCOPE The initial pilot will include: • Platform evaluation and written recommendation • Product-overview strategy and storyboard • Review and refinement of the existing narration • One 4–6 minute interactive TruckIQ product overview • Two 2–3 minute step-by-step training tutorials • Professional AI narration or recorded voiceover • Captions, callouts, hotspots, zooms and highlights • Consistent TruckIQ branding • At least two reasonable revision rounds • Editable source projects • A reusable template for future tutorials • Written maintenance and update instructions • One live handoff and training session We already have an overview script, screenshots, product descriptions and a list of approximately 20–25 training workflows that can be used as starting materials. PRODUCT OVERVIEW WORKFLOW The product overview will generally follow this transaction sequence: 1. The dealer sends a curated inventory invitation. 2. The customer reviews equipment. 3. The customer completes the Smart App. 4. TruckIQ provides prequalification guidance. 5. The transaction is assigned to F&I. 6. The finance manager reviews lender matches. 7. The transaction moves through approval, document collection and funding. 8. The dealer presents aftermarket protection products. 9. TruckIQ identifies eligible post-sale missed opportunities. The purpose of the overview is to explain how the major TruckIQ components work together. It should not become a detailed tutorial for every feature. TRAINING TUTORIALS The two training tutorials will each demonstrate a specific TruckIQ workflow from beginning to end. Each tutorial should clearly explain: • What the feature does • When the feature should be used • What is required before starting • Each step in the process • Important fields or decisions • What happens after completion • Common mistakes to avoid The tutorials should establish the production format that will be used for the remaining TruckIQ training library. SECURITY AND CONFIDENTIALITY All recording and development must use a sanitized training environment with fictional customer information. The selected freelancer must protect all credentials and project materials, must not upload confidential information to unauthorized third-party services, and may be required to sign a confidentiality agreement. RESPONSIBILITIES The selected freelancer will: • Review the TruckIQ workflow and existing materials. • Compare the appropriate interactive-demo and training platforms. • Recommend the best platform and content format. • Explain the costs and tradeoffs associated with the recommendation. • Develop a product-overview strategy and storyboard. • Improve and organize the existing narration. • Capture or import software screens. • Add clear hotspots, callouts, zooms, highlights and transitions. • Create professional narration and captions. • Build an interactive product overview. • Produce two detailed workflow tutorials. • Create a repeatable tutorial template. • Apply consistent TruckIQ branding. • Make the content easy to update when the software changes. • Provide editable source projects and ownership of the completed work. • Create written maintenance instructions. • Conduct a live handoff and training session with our team. REQUIRED EXPERIENCE Please apply only if you have direct experience creating demonstrations or training content for B2B SaaS products. Candidates should have experience in several of the following areas: • Established interactive-demo or customer-training platforms • Interactive product walkthroughs • SaaS onboarding and customer education • Product marketing • Sales enablement • Instructional design • AI narration and closed captions • HTML-captured product demonstrations • Customer training libraries • Financial, automotive, commercial equipment or dealer-management software A general video-editing portfolio by itself will not be sufficient. We need someone who can understand a specialized business software workflow, develop the appropriate content strategy and explain the product clearly. HOW TO APPLY Please include: 1. Links to two interactive SaaS product demos you personally created. 2. Links to two customer-training or onboarding tutorials you personally created. 3. The demo platforms you have used. 4. Your recommended initial approach for TruckIQ. 5. Whether you recommend screenshot, video, HTML capture or a combination. 6. Your estimated completion time. 7. Your fixed-price proposal, including any assumptions, third-party software costs or items excluded from the price. Please begin your proposal with the words “TruckIQ Demo” so we know you reviewed the complete posting.