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Incorporate video messaging strategically at key moments throughout your sales process to boost your conversion rate and shorten your sales cycle! Here are 12 effective use cases for video messaging in sales.

Supercharge Your B2B Sales with Video Messaging: 12 Essential Use Cases

With the power to convey speech, body language, and emotion, video messaging provides a unique and convenient format for busy buyers to engage with your message when it suits them. Coupled with the ability to screen-record your product, presentations, or offers, video messaging complements your emails, calls, and meetings to capture your leads' attention and keep the deal moving forward.

Here are some best practices for using video messaging in different stages of your sales process:

First Outreach

Use video messaging for the first or second point of contact to grab your lead's attention and boost reply rates.

👋 Cold Outreach with Email or LinkedIn

Introduce yourself, discuss a problem they might be facing, explain how you've helped similar clients, and include a strong call to action.

Give the video a title with the prospect's name, and share it with a few sentences of text on a message or email.

Middle of the sales process

Use video messaging in the middle of the sales process to build trust and help the buyer understand your value offering.

💬 Before meetings

Send a video walking through the agenda, introducing participants, and explaining what the buyer should prepare to reduce no-shows and facilitate decision-making.

🤝 After meetings

Send a summary video to all participants, reminding them of the next steps and keeping the conversation going. Keep in mind that this video will likely be shared internally to other stakeholders. Use that to your advantage and adjust your messaging to fit new listeners.

💻 Product Demo’s

Create a library of product demo videos using screen and camera recordings. After a call or meeting, quickly combine relevant clips with a personalized intro to cater to your buyer's needs. This tailored approach helps buyers understand your product's relevance to them, increasing the likelihood of a purchase.

❓ Answer Questions

Answer questions be recording quick screen+cam recordings of your product and service on the go, or grab a premade video from your library.

🤩 Customer Success Story

Build credibility by showing how you solved this problem for a similar client. Seeing the case in a video builds credibility and trust.

🗣️ Reconnect with Lost Leads

Have you had prospects almost ready to sign but then stopped replying? A personal video message is a great way to restart the conversation and book another meeting, giving the deal new life.


Use video messaging in during closing to clearly present the deal, address any concerns, and boost your closing rate.

📝 Walk through an offer

After discussing the proposal in a meeting, send a video with the contract to ensure a clear presentation for all stakeholders, not just the meeting attendees. Record your screen and camera while highlighting key points, helping to avoid misunderstandings and presenting the deal in the best way possible.

🤙 Send video reminders

Along with calls and texts, send video messages to encourage prospects to complete the deal and to address any issues they may have.

After Sales

Use video messaging after sales to reduce churn and increase the chances for upselling.

🎉 Warm welcome and introduction to next point of contact

Send a personal video message to thank customers and introduce them to their next point of contact.

🙂 Customer Service

Answering customer questions with video messages to provides clear, personalized guidance in a format that can be viewed when it fits the client. Prepare videos for the most common questions in your library.

📈 Book new meetings for up-selling

Retouch with existing customers and introducing additional value-adding services through a personal video message. This can help you book a meeting for an up-selling opportunity.

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