Video Email Templates Examples for Each Stage of the Sales Cycle
Looking for innovative ways to engage prospects and move them through the funnel? Video email is a quick, and simple solution to add to your sales process that boosts email open, click-through, and response rates while connecting with prospects across a more personalized, and effective medium. We’ve included 6 video email templates to help you get started.
Video email helps you stand out in the inbox, build quick rapport with prospects, and add a human touch to your sales outreach. And not to mention, is a brazenly different approach, separating you from your competition. Not only that, but incorporating video into your outreach contributes to better engagement, faster sales cycles, and ultimately, more closed-won deals.
But being on video can be intimidating for some – we get it. Our goal is to make you more comfortable and confident on camera, so you can reap the benefits of video selling. That’s why we’ve gathered 6 sales email templates and scripts to jumpstart using video for sales. Below, you’ll find a sales email template and video example to use at each sales cycle stage.
Now, the goal here is to get your wheels turning on the various ways video can be used in sales and spark ideas on where video fits best in your sales process. We’re not saying you need to use video at every single touchpoint – like everything else, that’s overkill. Let’s jump in and look at sales email templates at various steps of your pipeline.
Sales Email Templates and Video Examples
1. Cold Email Outreach
Nearly 85% of cold emails go unopened. Therefore, in order for your cold email to get noticed, you need to do something different. A cold video email is a simple solution to differentiate yourself and stand out in the inbox. In this cold email template, you briefly introduce yourself, offer value, and add a touch of personalization. Thirty seconds is all 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!
2. Sales Follow Up Email
Sent a cold email with no response? More often than not, sales requires a follow-up, or three, to capture your recipient’s attention. If you sent 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 sales follow up video email templates to stand out in your next touchpoint:
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, as this might be a better way to connect, put a face to a name, and share my message with you. 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.
3. Meeting Recap
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 discussed, and outline action items or next steps. In addition, link to relevant resources and documents using Covideo’s CTA buttons that 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 and I wanted to 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 some specifics to see how we can help! I’ve included a link to a case study with a similar client, as well as 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!
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 poins from previous conversations and use screen recording to walk through the proposal together. Talking through the details makes it easier for you to explain, and for the prospect to comprehend. Likewise, sending proposals via video tends to speed up the sales cycle. Take a look at the 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.
5. Sales to Customer Success Handoff Video Email Template
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 expansions and upsells.
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]. S/he is the one who will be taking over [share your colleague’s role working with them]. I can assure you that you’ll be in great hands. Again, it’s been a pleasure I’m attaching [Colleague’s Name] intro right here:
*have the colleague record a quick, personalized video introducing themselves, elaborating on how they will be involved and next steps.
6. Thank You and Referral Email Template
Thank you videos have 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 – 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 and referral 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 learning about and 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 our service, we’d greatly appreciate leaving us a review and sharing your experience. 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!
Pro Tips: Video for Sales
So you’ve got a few video email templates to use as a baseline. But, its just as important to make sure you’re incoproating video email best practices to make your outreach more effective. So, before we send you on your way, keep in mind a 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 (ie. 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 – Gmail, Outlook, Salesforce, etc.
- Switch it up: While video email is applicable at every stage of the sales cycle – use it where it makes the most sense 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? Add a personalized video to your next sales email with Get Covideo Free, and start driving more deals.