Sales

Video Message Checklist for Sales Professionals

Philipp Schachinger
Last updated on February 12, 2025
  • 5x higher open rates and 8x higher click-through rates than plain text emails.
  • Builds personal connections in virtual sales.
  • Boosts reply rates when used between days 2–20 of a sales sequence.

Key Benefits:

  • Personalization: Tailor messages to prospects’ needs.
  • Trust Building: Visual presence feels more genuine.
  • Retention: Visuals help prospects remember your message.

Quick Steps to Success:

  1. Prepare: Write a short, tailored script and set up good lighting, audio, and a clean background.
  2. Record: Start strong, maintain eye contact, and keep the video under 3 minutes.
  3. Edit: Remove pauses, add branding, and design an engaging thumbnail.
  4. Share: Use email, LinkedIn, or CRM tools and follow up with clear CTAs.
  5. Track: Measure metrics like view duration and reply rates to refine your approach.

Tools to Consider:

  • Vidyard: AI script help and analytics.
  • Loom: Quick sharing.
  • CRM Integrations: Automate follow-ups and track engagement.

Video messages are a powerful tool to grab attention, build trust, and increase conversions. Start creating personalized, concise, and professional videos today!

5 Ways Video Messages Help You Book Meetings And Close Deals In Tech Sales

Preparation Before Recording

Getting ready before hitting record is key to creating video messages that leave a lasting impression. Here’s how to ensure your videos come across as polished and professional.

Writing a Tailored Script

A well-structured script can make all the difference. Use this simple framework to organize your message:

Script Section Purpose Key Elements
Introduction Grab attention Mention the prospect’s name and their company
Value Build relevance Highlight specific pain points or industry context
Purpose State intent Clearly explain why you’re reaching out
Next Steps Drive action Include a specific, actionable call-to-action (CTA)
Thank You Close professionally End with a brief note of appreciation

Keep it short and to the point – 3-4 sentences per section work best for keeping viewers engaged [4]. Personalization is key here. Addressing the prospect’s unique challenges not only grabs attention but also builds trust.

Setting Up Equipment and Environment

You don’t need expensive gear to look professional. Focus on the basics:

  • Camera Position: Keep your camera at eye level with your head and shoulders in the frame for a natural and engaging look.
  • Microphone: Use a headphone mic if you don’t have an external microphone for clear audio.
  • Lighting: Face a window to take advantage of natural light, which works wonders for video quality [2].
  • Background: Choose a clean, distraction-free background to maintain focus on you.

Checking Audio and Video Quality

Before you start recording, run through these quick checks to ensure everything looks and sounds great:

  • Record a short test to check sound levels and eliminate background noise or echo.
  • Make sure your face is evenly lit and free of harsh shadows.
  • Confirm your camera is in sharp focus and the framing is steady.
  • If you’re relying on an internet connection, ensure it’s stable for consistent quality.

For an extra boost, tools like Vidyard’s AI Sales Script Generator can help refine your script, ensuring it flows naturally while hitting all the right points [2]. Don’t forget to include a calendar link in your supporting message to make scheduling follow-ups effortless for your prospects [1].

With your script, setup, and checks complete, you’re ready to deliver a standout video message.

Recording Best Practices

With your script and setup ready, it’s time to deliver a message that resonates and drives action.

Starting Strong

Kick things off with enthusiasm and address your viewer’s situation right away. Open with a personalized greeting and a hook that ties directly to the prospect’s context, like acknowledging a recent accomplishment. This approach grabs attention within those critical first 10 seconds [1].

Eye Contact and Body Language

Your non-verbal communication plays a big role in establishing trust. Here’s how to refine your on-camera presence:

Body Language Element Best Practice Impact
Eye Contact Look directly at the camera lens Builds a personal connection
Facial Expression Keep a natural, friendly smile Shows warmth and approachability
Hand Gestures Use purposeful, natural movements Highlights key points without being distracting
Posture Sit or stand straight with shoulders back Exudes confidence and professionalism

Position yourself about an arm’s length from the camera. This ensures proper framing and lets you move naturally during your delivery [2].

Keeping the Message Short

Short and focused videos are more engaging. Aim for 1-3 minutes to share your message effectively without losing attention [4]. Use this timing guide to structure your content:

Section Time Allocation Focus Area
Opening Hook 15-20 seconds Build a personal connection and set the context
Value Proposition 30-45 seconds Highlight specific benefits and solutions
Call to Action 15-20 seconds Provide clear next steps

Practice your delivery to ensure a smooth and conversational tone. This helps you stay on point while keeping the message natural. SalesLoft’s research shows that videos sent between the second and twentieth days of a sales cadence have much higher reply rates [1].

When recording, maintain a steady pace and use tonal variations to emphasize key ideas. The goal is to sound professional yet relatable, leaving a lasting impression.

Once your delivery feels polished, you’re ready to prepare your video for sharing and follow-up.

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Post-Recording Steps

Once you’ve recorded your video message, it’s time to refine and polish it before sharing it with your prospects. Here’s how to make your video stand out.

Editing for Clarity

Good editing can make your message more engaging and easier to follow. Focus on removing long pauses, filler words, or any technical hiccups. Vidyard’s research highlights that smooth transitions and clear audio are key to keeping your audience’s attention [2].

Editing Element Best Practice Purpose
Audio Quality Remove background noise and adjust volume Ensures your message is clear
Pacing Cut out long pauses and repetitive parts Keeps viewers engaged
Transitions Use subtle transitions between key points Creates a polished, professional flow

Designing an Eye-Catching Thumbnail

Think of your thumbnail as your video’s first impression – it should grab attention and set the right tone. A strong thumbnail can encourage viewers to click and watch.

"The thumbnail is your video’s handshake – it needs to be professional, engaging, and true to your brand."

For a great thumbnail, consider including:

  • A high-quality screenshot from your video
  • Your company logo in a corner (top-right works well)
  • Short, benefit-focused text overlay
  • A friendly image of yourself making eye contact

Adding Branding and Personal Touches

After editing and creating a thumbnail, take your video to the next level by adding elements that reflect your brand while keeping it personal.

Branding Element How to Use It Why It Matters
Intro Card Show your company logo, name, and title Builds trust and sets the tone
Lower Thirds Display your contact info or key points Reinforces your main message
End Screen Include a call-to-action with a booking link Encourages viewers to take action

Using tools like Invido can simplify this process [3]. These platforms provide templates and automation features to ensure your videos are consistent and professional, all while saving you time.

Once your video is edited, branded, and ready to go, the next step is sharing it effectively to engage your prospects.

Sharing and Following Up

Once your video message is polished, the next step is sharing it effectively and keeping the conversation alive with smart follow-ups. Here’s how to make the most of your video messages through thoughtful distribution and tracking.

Picking the Right Distribution Channels

Choose channels that align with your audience’s habits to ensure your video message reaches the right people.

Channel Best Used For Key Advantages
Email Personalized outreach Easy tracking, tailored communication
LinkedIn B2B connections Professional reach, business context
CRM Tools Sales management Automated tracking, team collaboration

When using email, make sure the video thumbnail is placed prominently to grab attention right away.

Crafting Follow-Up Messages That Work

A strong follow-up keeps the momentum going after sharing your video. HubSpot‘s Mid-Market Sales Manager, Adam Rataj, showcases this approach by providing clear next steps in his emails:

"Reply to this email to discuss how these features could benefit your team specifically."

Here’s how to make your follow-ups effective:

  • Reference specific parts of your video to show you’re paying attention.
  • Include one clear call-to-action to guide the next step.
  • Maintain a tone that matches your video to keep things consistent.
  • Share additional resources to keep the conversation engaging and useful.

Leveraging Analytics to Fine-Tune Engagement

Analytics tools like Invido or Vidyard can help you measure success and improve your strategy. Use these metrics to understand what’s working:

Metric What to Track Why It Matters
View Duration Average watch time Shows how relevant your content is
Click-through Rate CTA engagement Measures how well your message converts
Reply Rate Response frequency Indicates how effective your message is

Personalized videos can boost click-through rates by 8x and reply rates by 4x compared to generic messages [5].

For even better results, integrate your video platform with a CRM system. This automates follow-ups and keeps engagement tracking consistent. Vidyard’s sales team has found this approach helps customers feel more connected, as if they already know the sales rep before the first meeting [2].

With these strategies, you’re set to take your video messaging to the next level.

Useful Tools and Resources

The right tools can make your video messaging more effective and save you time. Here are some platforms to consider when refining your video messaging approach.

Invido

Invido

Invido helps you create professional videos effortlessly. With features like custom branding and video analytics, it ensures your identity stays consistent while letting you track how your audience engages with your content.

Key Software and Integrations

Different tools cater to different sales needs:

  • Loom: Great for quick video sharing.
  • Camtasia: Ideal for advanced video editing.
  • ScreenFlow: Perfect for creating high-quality, polished videos.

For deeper integration, platforms like HubSpot, Salesforce, and SalesLoft pair video messaging with CRM systems. These integrations allow you to automate follow-ups, monitor engagement, and fine-tune your approach.

"Video will become a standard component of sales strategies, requiring tools that offer both simplicity and sophistication" [2]

HubSpot’s video integration highlights this potential, showing a 50% increase in response rates when videos are seamlessly included in sales emails [2].

"Video messaging is a great sales prospecting tool for sellers to introduce themselves and show prospects that we understand their pain points" [3]

When choosing tools, prioritize:

  • CRM Compatibility: Ensures smooth integration with your existing workflows.
  • Analytics: Offers insights into viewer behavior and engagement.
  • Ease of Use: Simplifies adoption for your team.
  • Scalability: Grows with your team’s needs.

These tools help sales teams create engaging, professional video messages that build trust and boost conversions. Start with the basics and expand your toolkit as your strategy develops.

Conclusion: Key Points for Effective Video Messages

Creating impactful video messages involves careful planning, execution, and follow-up. As VentaVid puts it: "The video message will only act as a trigger if you make it personal" [6].

To get the best results, focus on these core elements:

  • Write concise scripts – keep it to 3-4 sentences per scene [4]
  • Ensure high-quality audio and video
  • Include clear calls-to-action in both the video and accompanying materials [1]

"Every sales message should direct the prospect to take the next steps, and your video prospecting is no different" [1]

Using analytics tools can help you understand what works best for your audience. By connecting video platforms with CRM systems, you can monitor engagement metrics and fine-tune your strategy. The key is addressing your prospects’ needs with a polished, professional approach.

With these tactics and the right tools, you can simplify your video messaging process while achieving better results.

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