- When in your sales process are you sending your video?
- Who are you sending your video to?
- Why are you sending the video?
- What are you going to say?
- Clear the clutter around you
- Position yourself in center of the frame
- Test audio / video (note - external monitors or things plugged into your computer might affect quality)
- Start with your recipient's name so they know the video was made just for them
- Stick to ~30 seconds
✍️ Edit Video Page
- Add your logo
- Customize the text on the page
- Add your call-to-action
- Make the call-to-action your brand color
🌁 Edit Thumbnail
- Add your logo or your recipient's logo to the video thumbnail
- Write a caption (with your recipient's name!)
- Copy & Paste video thumbnail
- Download the thumbnail
- Upload thumbnail to Salesforce as an image
- Hyperlink the thumbnail to Video Share URL
Through Text, LinkedIn, or anywhere else:
- Copy & paste the link
✅ Want to double check everything is working perfect? Send yourself a test video!