A Pre-Recording Privacy Checklist for SaaS Demos (That Actually Works)

If you share your screen for demos or onboarding calls, privacy leaks usually come from workflow gaps, not security breaches.

I used to rely on post-editing to blur sensitive details. It worked sometimes, but it was slow and stressful. One missed frame was enough to expose user data.

Now I use a pre-recording workflow, and it has made demos safer and faster.

The Checklist

1. Prepare demo-safe data first

Use synthetic names, test emails, and non-real account identifiers before recording.

2. Mark high-risk fields

Identify where sensitive data can appear:

• names
• email addresses
• phone numbers
• addresses
• account/order IDs
• payment-related values

3. Mask before recording

Do not wait until editing. Pre-mask sensitive zones before hitting record.

4. Refresh and verify persistence

Many apps rerender fields on refresh. Confirm your masking still holds after reload.

5. Run a 30-second dry run

Quickly review the test clip. Catch sidebars, popups, autocomplete, and notification leaks early.

6. Record final only after checks pass

This single habit dramatically reduces editing work and privacy risk.

Why this approach works

Most exposure incidents are tiny mistakes under time pressure. A repeatable process beats ad-hoc fixes every time.

For small teams and solo founders, this also reduces stress before client-facing demos.

Optional tool support

You can run this checklist manually, but browser-first masking tools make it much easier to stay consistent.

Product website: https://blurmate.devstorex.top

If you have your own no-leak workflow, I’d love to compare notes in the comments.