Video Email Templates: Examples for Each Stage of the Sales Cycle

Looking for innovative ways to engage prospects and move them through the funnel? Our video email templates are one of the fastest, easiest ways to supercharge your sales outreach. Adding a personalized video to your email boosts open rates, click-throughs, and responses—all while helping you build authentic connections.

Video email adds a human touch, builds trust quickly, and makes your outreach memorable. Whether you’re prospecting, following up, or closing a deal, incorporating video into your emails helps shorten sales cycles and win more business.

To help you get started, we’ve pulled together six video email templates for sales professionals—with scripts and examples you can customize for each stage of your process.

Sales email templates and video examples

1. Cold email outreach

Only 23.9% of sales emails are opened, according to Gartner. Therefore, you need to offer a compelling reason for someone to open your cold email—like video! In this cold email template, you briefly introduce yourself, offer value, and add a touch of personalization. Thirty seconds is all it takes to record and send a video prospecting email that reaches and resonates with your recipient.

Cold email template

Hey [Prospect Name]! I’m [Your Name], and I am reaching out with [Your Company Name]. We are [brief overview of company]. Typically, we work with [who you commonly help, department, industry, pain points, etc.)]. I’m reaching out because we help teams like yours [share why you are reaching out / how you’re a good fit]. I’d love to connect and hear more about your team and business to see if we can be of any help. Click the link below to schedule a time on my calendar. Take care!

Video example:

2. Sales follow up email

Sent a cold email with no response? Often, sales outreach requires a follow-up, or several, to capture your recipient’s attention. If you send a traditional plain-text cold email first, try recording a video email next. This adds variation to your outreach and an additional touch of personalization, which never goes unnoticed. Try using this sales follow-up video email template to stand out in your next touchpoint.

If you're conducting customer follow-up at a dealership, check out our automotive-specific script!

Sales follow up email template

Hi [Recipient Name], [Your Name] with [Your Company] here. I wanted to follow up on my previous email with a personalized video to put a face to the name. As I mentioned, we work with teams just like yours and help [explain your value prop]. I’d love to show you how other teams are benefitting from [your product/service] today. Click that button below to schedule a time to chat, and I look forward to hearing from you soon! Thanks.

Example video:

3. Meeting recap email

Sending a video recap after a meeting keeps prospects engaged and moving through funnel. In your recap, thank attendees for their time, summarize key points, and outline action items or next steps. In addition, link to relevant resources and documents using Covideo’s CTA buttons to drive action. Lastly, ask if there are any additional questions or hesitations you can address to keep the deal moving forward.

Meeting recap email template

Hi [Recipient Name]. It was great talking with you earlier; thank you again for taking the time out of your busy day. I wanted to send over a quick recap of what we discussed to make sure we’re all on the same page. [Share major meeting recap/goals/pain points]. I’d love to continue this conversation and dive into specifics to see how we can help! I’ve included [a link to a case study with a similar client, etc.] as well as to my calendar—just click that button and schedule a time that works for you. If you have any questions in the meantime, don’t hesitate to reach out. Talk soon and thanks again!

Example video:

4. Sales proposal email

Video’s not just for prospecting! Rather than sending a long, lengthy email, get in some extra face time by presenting your sales proposal with a video email. In your video, reiterate the main points from previous conversations and use screen recording to walk through the proposal together. Sending proposals via video may also speed up the sales cycle. Look at this video script and example for a bottom-of-the-funnel opportunity.

Sales proposal email template

Hi [Recipient Name], it’s [Your Name] with [Your Company]. I hope your week is going well. I loved hearing about [Recipient Company] and am excited about the potential for us to work together. Given our conversations, it sounds like [present the proposal]. That would be my best recommendation, and I’ve attached a document with those details and pricing to this email. Feel free to share this information and my video with other decision-makers involved. Thank you again for connecting, and we are so excited to potentially partner with you all! Let me know if you have any questions, and we’ll talk soon.

Example video:

5. Sales to customer success handoff email

When it’s time to hand off a customer from sales to another department, send a Covideo to pass the proverbial baton and introduce your customer to their new best point of contact. A smooth transition and well-tended customer help stave off churn and leave the door open for expansion and upselling.

Sales handoff template:

Hey [Recipient(s)], it’s been a pleasure working with you so far. I wanted to send a video over to introduce you to my colleague [Name]. They will be taking over going forward. [Share your colleague’s role]. I can assure you that you’ll be in great hands. Again, it’s been a pleasure. I’m attaching [Colleague’s Name]’s intro right here:

*have the colleague record a quick, personalized video introducing themselves, elaborating on how they will be involved and next steps.

Example video:

6. Thank you and referral email

Thank you videos have some of the highest view rates: Everyone enjoys feeling appreciated! Once the sale is closed, thank customers for their business with a personalized video email. Use this opportunity to ask for reviews and referrals while they are excited about your solution!

Thank you messages don’t need to be limited to after a sale. You can say thanks after a meeting, signing up for a newsletter, providing a referral, offering a recommendation, attending an event, etc. As you can see, the options are endless!

Thank you video email template

Hi [Recipient Name]. It’s [Your Name] from [Your Company]. I wanted to thank you for your business. It has been a pleasure working with you. We are always here and fully prepared to help you [overcome pain points and/or reach goal]. If you were satisfied with your experience, we’d greatly appreciate you leaving us a review. Or, if you know of anyone else that would benefit from [your service/product], please let me know! I’d love to have the opportunity to help others in a similar position. Thanks again, we’ll talk soon!

Example video:

Pro Tips: Video for Sales

These video email templates are helpful to use as a baseline, but it’s just as important to make sure you're incorporating video email best practices. Keep in mind these few pro tips and best practices that lead to more effective video emails and sales email templates.

• Upgrade your subject line: Use the word “video” in the email subject line to boost open rates by 19%.

• Include CTAs: Include one, strong CTA at the end of your video. For extra emphasis, include a CTA button that aligns with the action you want your prospect to take.

• Maximize engagement: Keep videos short (under 30 seconds) to maximize engagement. However, the length of videos will vary based on their context (e.g. meeting recaps will likely be longer than cold outreach).

• Receive instant notifications: Turn on email notifications so you know exactly when your videos have been viewed, allowing you to follow up when your message is top of mind.

• Integrate Covideo: Streamline your efforts and make outreach more efficient by integrating Covideo with your current systems like Gmail, Outlook, Salesforce, or your CRM.

• Switch it up: While video email is helpful at every stage of the sales cycle, use it where it makes the most impact for you. For beginners, try using video for cold outreach and thank you messages. If you’re more comfortable on camera, incorporate video throughout various stages of the sales cycle.

Boost results with video email for sales

Ready to increase response rates, engage prospects, and move them through the funnel to the point of conversion? Request a demo to see how you can add a personalized video to your next sales email and start winning more deals.