How to use personalised videos in your B2B sales proposals

Hello Subscriber,

In today’s email, here are two very practical ideas:

1. How to create a personalised video

2. Proposal walkthrough videos

How do I create a personalised video?

If you’ve never created a personalised video, here’s what I recommend:

1. Go to loom.com and open a free account.

2. Watch some videos about how to use Loom.

3. Record your personalised video.

4. Embed your new video into an email or proposal.

5. When your customer watches your video, you’ll get notified.

Proposal walkthrough videos

Probably the easiest personalised video to create is a walk-through of one of your proposals.

You’ve already done the hard work to learn about this customer’s unique situation and what they’re hoping to achieve. Why not increase the chances of communicating your proposals successfully with a personalised video?

I normally recommend that personalised videos are no longer than 59 seconds. This advice keeps us focused on the need for brevity and clarity. However, it’s probably OK to give yourself the freedom to be longer with a proposal walk-through video.

But don’t fall into the trap of being too long!

Here’s a proposal and video structure that you might use.

If you’re using loom.com, or your favourite video application, all you need to do is: