Elevate your sales with video messaging

Try Covideo Free Request Demo

A must-have in your sales toolkit

Improve response rates, increase sales opportunities and close more deals with video messaging.

Create the Ultimate Sales Toolkit to Attract New Customers

Record with ease

Easy recording

Record personalized, one-off videos using your smartphone or webcam.

Instant upload

Upload existing materials like marketing videos to utilize all of your video assets.

Screen capture

Record your screen, your face, or both using Covideo’s Chrome extension.  

Video library

Create a comprehensive library of video content you can use over and over.

Customize your approach


Include customizable buttons that drive engagement and set clear next steps. 

Video landing page

Opt for a custom-created landing page or select from our ready-to-use designs.


Add captions to ensure accessibility and reinforce your message. 

Customizable player

Control of colors and design of your video player to fit your brand.

Send from anywhere

Simple sending

Send your videos via email, text messaging or from your CRM.

Social sharing

Share videos on social media or send them via direct message.

Website overlay

Drive traffic to relevant sites by laying your video over the URL of your choice. 

Compressed links

Send with confidence knowing your videos won’t get caught in spam filters.

Track your success

View notifications

Receive real-time notifications that alert you when your videos are viewed. 

Detailed reporting

Gain powerful insights through analytics that track views, engagement, & clicks.

Admin reports

Leverage team reporting to drive adoption and see where you’re winning.

Record your first video in minutes.

Boost results instantly.


Start for free

Creating a Sales Toolkit

If you had to make a list of some of the most invaluable resources that small businesses have available to them, a sales toolkit would undoubtedly be right at the top.

But first, let’s address – what is sales kit and what are they most commonly used for? Simply put, a typical marketing sales toolkit is a term encompassing anything and everything you would need to know about your business’ sales process and how it operates. This includes buyer personas, for example – which are detailed breakdowns of your fictional “ideal customer” so that you have someone to “write for” with the collateral you’re creating. It includes pricing information about your products and services and why these factors are set the way they are. It would include the sales responsibilities of not only departments but various people within those departments. It would include marketing materials like flyers and brochures. The list goes on and on.

Covideo completes any sales toolkitsee for yourself through our free trial. No credit card required.

Oftentimes, sales kit examples will break things down based on various departments. One section might cover marketing, another might be sales, and other still might directly relate to your B2B sales toolkit. All of this is in service of the most important goal of all: making sure that each department within a business has a crystal clear understanding of their role, all so that they can perform their job more effectively and efficiently than ever.

Where to Start

Whether you’re talking about a B2C or B2B sales kit, if you truly want to build one of your own there are a number of important things you’ll need to keep in mind.

First and foremost, you need to come to grips with the idea that there really is no “one size fits all” approach for how to create a sales toolkit. How one business might go about developing a sales toolkit will vary wildly from even their closest competitor, as no two businesses are created in quite the same way.

All of this is to say that while it’s great to get some ideas by looking up common sales toolkit template or sales toolkit PDF examples, you need to look at these for what they really are – a starting point in every sense of the term. Only by looking at your own organization and determining exactly what you need your sales kit design to accomplish will you be able to come up with the sales kit ideas that are right for you.

For the best results, take the time to familiarize yourself as much as possible with your own unique sales techniques and strategies. You know what works for you and your sales kit letter isn’t supposed to reinvent the wheel – instead, it’s supposed to reinforce what is already there. In fact, we’d even go as far as to say that if you’re new to creating a sales kit, don’t even worry about the sales kit design. The content is what’s most important. If the quality content you need isn’t available, the best design in the world isn’t going to be able to help you.

Sales Toolkit Software

In general, one of the biggest components of your sales toolkit will be the sales toolkit software that you choose to use on a regular basis. These days, the process simply isn’t complete without the sales process tools that businesses need to remain on the cutting edge.

Sales software and sales tools for sales reps don’t just make the process easier – they help you eliminate waste from your sales process, all in a way that allows your employees to work smarter, not harder, at the exact same time.

By far, one of the most effective sales tools for B2B and B2C brands in particular is Covideo – a solution that was built from the ground up with you in mind. Covideo is one of the rare types of sales tools that can be used throughout ALL phases of the sales cycle. It’s a video messaging tool that allows you to record and send sales videos, all while sharing them via email, text and more. It’s great for video prospecting, follow ups, building trust, and connecting face-to-face.

But better yet, it’s built to integrate into the platforms that you’re already working with – making your sales process even more efficient and effective.

Using Video in Your Sales Toolkit

Never forget that video messaging is a great way to get your foot in the door and stand out in someone’s inbox. Using video in sales emails immediately differentiates yours from every other message that a person might receive that day.

It’s also invaluable in that it helps people put a face to a name. Up until now, they may have seen you as little more than a corporate logo. Now, they can hear the tone in your voice when you speak and look into your eyes and sometimes, that can make all the difference in the world.

Likewise, a sales opportunity tool like Covideo can help build trust AND speed up the sales cycle, both of which are common challenges that sales people face on a daily basis.

Regardless of the type of business you’re running or even the industry that you’re operating in, this is the best sales tool and should be included in your kit. There are also sales toolkit software examples out there that can help with more specific goals like lead generation, cold calling videos, prospecting in personal selling, sales follow up emails, and more.

Request a demo to see Covideo in action!

Sales Manager Toolkit

So again, it’s more than okay to look at sales toolkit examples to get ideas all day long – it’s just that your actual sales kit folder will vary wildly because it should be built with you and your unique goals in mind.

A creative sales kit aimed at a business like a marketing firm, for example, will obviously differ from a more interactive sales kit needed for those in a different profession. The same is true of a sales manager toolkit, which will soon take on a life all its own.

Techniques for Sales Managers

One of the biggest sales management techniques there is involves trying to gain as much insight as possible into your sales team and their processes, for example. Therefore, it stands to reason that actually building the kit would be the responsibility of the sales manager themselves. But they need to do so in a way that supports their existing sales management system. They shouldn’t have to change the way they work to make up for the limitations of their kit. Their sales manager toolkit should be built to empower the way they already like to do things.

Inside a sales kit folder designed specifically for managers you’d likely find a list of not only techniques, systems and spreadsheets, but also territory plans and more. In essence, you’d find everything they need to do their jobs – all by way of one collection of sales management PDF documents and similar collateral that is laser focused on what they’re trying to accomplish. It would be common to see sales management PPT documents, sales territory plan template Excel documents, a sales activity tracking spreadsheet or two – you name it.

Again, the absolute beauty of a sales kit is that everything is finally included in one place. Not only does it make it easier for someone like a sales manager to do their job, but it’s accessible to literally everyone within an organization. If everyone is clear at all times about exactly what role they’re playing and why it’s so important, it’s easier to keep everyone on the same page and moving in the same direction. At that point, guaranteeing that everyone is following the same, correct process all but becomes a forgone conclusion.

Are there ways to accomplish these goals without this unified sales management system? Of course – but they tend to be equal parts time consuming and frustrating for most people. But the most critical thing to understand is that you no longer have to rely on these antiquated techniques of the “old school.” You don’t have to give in to inefficient processes that weren’t built with the modern enterprise in mind.

Thanks to the breakneck pace at which modern technology continues to advance, there IS a better way to get things done. Any sample sales kit template can show you just how true this is, literally in a matter of minutes.

Add a New Tool to Your Sales Kit Today

So if you’ve spent time looking up different types of sales kits for inspiration and you’re ready to build one of your own, or if you’re looking to enhance your sales process by adding a powerful new tool to your existing sales kit, please don’t delay – contact our team at Covideo.

Not only do we offer a totally free, no obligation 14 day free trial so that you can see what Covideo can do with your own two eyes, but we’re also more than willing to set up a time to meet and strategize to find out how we can really change your process for the better. We’ve been helping organizations build better sales tool kits (and by extension, better sales processes) for many years, and we truly can’t wait for the opportunity to do the exact same thing for you.

No credit card required to sign up for a free 14-day trial with Covideo

Easy to use. Hard to forget.

The perfect combo. Try today and see.


Get Started