Send personalized videos that convert

Last updated on August 15, 2024
Master the art of send personalized videos that convert to optimize your processes and deliver results faster.

Send personalized videos that convert

Why personalized videos work

When you send a one-size-fits-all email, it blends into the noise. Personalized videos cut through that clutter by showing you took the time to understand your prospect. Addressing them by name, referencing their company, or commenting on a recent achievement builds instant rapport. People are more likely to watch a quick, tailored clip than read a long email, and that engagement translates into higher reply rates and faster conversions.

Steps to create high-impact videos

  1. Research your audience
    Before recording, check LinkedIn profiles, company news, or recent blog posts to find details you can mention. A quick note about their latest project or industry challenge shows you did your homework.
  2. Write a concise script
    Aim for a 30–60 second video. Start with a friendly greeting, mention their name and context (“I saw your post about X”), share a brief solution or insight, and end with a clear call to action (“Let’s hop on a quick call to discuss how we can help”). Keep it conversational—imagine you’re chatting at a coffee shop.
  3. Set up a simple recording environment
    Use a smartphone or laptop camera in a well-lit space. Position the camera at eye level, minimize background noise, and ensure you’re framed from the chest up. A plain background and natural lighting make you look professional without extra gear.
  4. Record and review
    Look directly into the camera, smile, and speak clearly. After recording, watch the clip to check for stumbles, background distractions, or audio issues. If you notice any hiccups, do a quick retake—authenticity is important, but so is clarity.
  5. Add personalized visuals
    Overlay their name or company logo on-screen for a brief moment to reinforce personalization. A simple text layer created in your video tool is enough to make the message feel custom without distracting from your face.
  6. Host and generate a shareable link
    Upload the video to a platform that creates a thumbnail preview and tracking link. Platforms like Loom or Vidyard let you see who watched, when they watched, and how long they stayed. Use that data to follow up intelligently.
  7. Embed in your outreach
    Craft a short email introducing the video link. For example: “Hi [Name], I recorded a quick video thinking about how [pain point] affects [company]. Watch here: [link]. Let me know your thoughts!” Embed the thumbnail so it looks clickable in the email.

Tools and platforms for personalized video

  • Loom
    Enables instant screen-and-camera recording, custom thumbnail uploads, and viewer analytics. You can caption the video with the recipient’s name using Loom’s title field.
  • Vidyard
    Offers personalization tokens that automatically insert prospect names on-screen. It integrates with CRMs like HubSpot or Salesforce for seamless sending and tracking.
  • Sendspark
    Specializes in one-to-one video emails. You can record straight from the browser, add personalized text overlays, and track engagement without leaving your inbox.
  • Bonjoro
    Alerts you when a new lead arrives, so you can record a welcome video within minutes. It sends a mobile-friendly link and tracks who watches in real time.
  • BombBomb
    Integrates with popular email clients to embed videos directly in the email body. It includes automated follow-up sequences based on whether prospects watched or clicked.

Best practices for video outreach

  • Keep it short and focused
    Viewers decide in the first 10 seconds if they’ll keep watching. Lead with their name and context, then dive into the value you offer.
  • Be authentic, not scripted
    Reading from a teleprompter can sound robotic. Memorize bullet points instead, so you maintain eye contact and a natural tone.
  • Use captions or text summaries
    Many people watch videos muted, especially on mobile. Adding brief captions or including a one-sentence summary in your email body ensures your message gets across.
  • Maintain consistent branding
    Add a small logo in the corner or use your brand colors for text overlays. Subtle branding reminds viewers who’s speaking without distracting from your personalization.
  • Set a clear next step
    Don’t leave prospects guessing. Ask them to reply, book a time on your calendar, or click a link for more details. A specific CTA increases the chance of a response.
  • Follow up strategically
    If someone watches but doesn’t reply, send a short note referencing the video: “I noticed you checked out my video—did you have any questions on how we can help with [pain point]?” This keeps the conversation alive without spamming.

Measuring success and optimizing your strategy

Track these metrics to understand what’s working and where to improve:

  • View rate
    Percentage of recipients who click and watch your video. A low view rate could mean your subject line or thumbnail needs tweaking.
  • Watch time
    How long viewers stay engaged. If many drop off early, consider shortening the video or delivering the key point faster.
  • Reply rate
    Number of direct responses generated. A high reply rate indicates your personalization and CTA resonated.
  • Conversion rate
    Percentage of viewers who complete the desired action—booking a call, signing up, or making a purchase—after watching. Test different CTAs or value propositions to boost this metric.
  • Pipeline velocity
    Measure how quickly video recipients move from initial contact to next stage compared to text-only outreach. Faster progression suggests video is accelerating interest.

By mastering personalized video outreach, you’ll create memorable interactions, build trust quickly, and convert more leads into loyal clients. What prospect will you record your first personalized video for to kickstart your conversion boost?

How will you incorporate personalized videos into your current outreach to see faster results?

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