💡 Prepare

  • 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?

📹  Record

  • 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!)

✉️ Share

Through Gmail:

  • Copy & Paste video thumbnail

Through Salesforce:

  • 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!

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