This document provides tips and templates for using video in business prospecting. It discusses how video can enhance email and social media prospecting. It then describes 10 video templates that can be used, such as webcam videos, website hover videos, and pre-meeting videos. The document emphasizes keeping videos short, personal, and focused on clearly demonstrating value. It also provides suggestions for crafting attention-grabbing subject lines and introductory copy.

1. Prospecting with Video
Top Templates, Examples, and Ideas Worth Stealing

2. Content formats and channels
MOST COMMONLY USED IN MODERN PROSPECTING
Phone Call Email Social
Video can enhance the impact of each (well, at least email and social!)

3. Content formats and channels
MOST COMMONLY USED IN MODERN PROSPECTING
Phone Call Email Social
Video can enhance the impact of each (well, at least email and social!)

4. Email w/ Video Social w/ Video
How do you actually do this?
IT’S A LOT EASIER THAN MOST PEOPLE REALIZE

5. Using Video in Prospecting
● Personal, human, and authentic
● Leverage your personality & body language
● Opportunity to use visuals
● Demonstrates effort & commitment
● Pattern disrupt: grab their attention!
THE POTENTIAL BENEFITS OF

6. Whether consciously or not, every seller using
video develops templates and scripts that are
reused over and over.
Compared to email and voicemail, video
message templates are multi-dimensional:
● Webcam vs. screenshare
● Messaging ‘script’
● Visual elements or props
● Thumbnail image
Top templates for video prospecting

7. 1. Webcam ‘selfie’ video (with or without prop)
Deliver a message similar to your email
and voicemail scripts

8. 2. LinkedIn profile ‘hover’ (prospect’s profile)
Screen recording on their LinkedIn
profile, with your webcam also on
“Hi [Name], I can see from your LinkedIn profile that
you’re responsible for [role] at [company].
I’m reaching out because I’m working with a several
other [role] who are having a hard time [problem]. I’m
helping them [value prop].
If you’re having a similar challenge, can I send you
another video to show you how I’m helping?”

9. 3. Relevant article, comment, or post ‘hover’
Screen recording while on an article, post
or comment your prospect will recognize.
Something that ties back to your message and
value proposition
● Article or post that mentions them
● Article or post they commented on or shared
● Easily found on their LI activities!
Post that mentioned my prospect, Justin,
which I can use as a conversation starter!

10. 4. Website ‘hover’ (prospect’s website)
Screen recording while on your
prospect’s website
Something that ties back to your message and
value proposition
● Content resources page
● About Us page
● Careers page
● Products page
● Customers page
● etc.

11. 5. Successful customer profile or story
Screen recording of LinkedIn profile of
one of your customers who has a similar
title to your prospect
“Hi [Name], I know this isn’t YOUR LinkedIn profile
up here. In fact, this is [customer name] who is also a
[role].
I’m working with them and several other [role] to
[value prop] and I’d love to...”
Pro tip: include customer video using a playlist

12. 6. News or milestone ‘congrats’
Just a friendly ‘congrats’ or use to pivot to
your message/ask

13. 7. Solution show-and-tell (short teaser!)
Quickly show-and-tell how your solution
works so they can visualize.
“Hi [Name], I know your time is extremely valuable, and I
genuinely think I can help.
So I took the liberty of making this short video to give
you a clear sense of exactly what we do so you can share
with your team...”
KISS: Keep it Short, Seller! Just a teaser :)

14. 8. Promoting an event or webinar
Invite your prospects to an upcoming
event or webinar.
Great way to build personal rapport
without always asking for a mtg!
● Record custom versions for tier 1 prospects
● Record one generic version for all others

15. 9. Sharing a content asset, article or blog post
Provide a short recap and your own
perspective on a content asset, blog post,
or recent report.
Contextualize for your specific prospects
or a key persona.
● Record custom versions for tier 1 prospects
● Record one generic version for all others
● Post to your LinkedIn profile and tag
prospects!

16. 10. Pre-meeting (or post-meeting) video!
You finally booked that discovery
meeting! Now make sure they show up
and maximize the time.
“Hi [Name], I hope you’re looking forward to our video call
tomorrow to discuss [topic]!
My goal for this meeting is [goals] and you’ll be able to walk away
with [expectations]. The one big thing that would really help to
ensure you get the most value is to [what they need to prepare]...”

17. Beyond the templates - getting creative!
Frank “Whatever it Takes” Weschler has eaten the hottest wings
and braved the most difficult terrain parks to book meetings

18. Beyond the templates - getting creative!
The emc3 team was prospecting TikTok, so they came together
to create an amazing mashup video of their own TikToks!

19. Beyond the templates - getting creative!
Chris van Praag at BabelQuest creates (and edits) one-to-many videos
where he teaches himself new tricks … and wow do they get attention!

20. Beyond the templates - getting creative!
Matt at Woodway UK shows his prospect a very clear problem they have
today, and how he can help solve it.

21. Mastering the Art of Subjects and Intro Copy

22. The Art of the Subject Line
The promise of a video opens
up new opportunities!
● Focus on pattern disrupting and
piquing curiosity
● Include the word ‘video’
● Get creative and be unique!
If I were prospecting Rebecca at Acme:
“Acme + Vidyard | Video for You”
“Rebecca, made you this video: Stand out!”
“54 seconds that could change your life :)”
“Video about Acme, response rates, & 2021”
“Rebecca, seeing is believing - made you
this video”

23. The Art of the Intro Copy
Pique their interest and (subtly)
address potential concerns
● Why are you sending a video?
● Is this safe to click?
● I don’t have time to watch!
● Will this actually be valuable?
If I were prospecting Rebecca at Acme:
“Rebecca, as someone who is selling each
and every day, you know how difficult it
can be to get the attention of prospects.
So I made you this 54 second video to
clearly show how I can help you, and
others at Acme, boost your response rates.
And you won’t believe how it ends!”

24. The Art of the Intro Copy
Pique their interest and (subtly)
address potential concerns
● Why are you sending a video?
● Is this safe to click?
● I don’t have time to watch!
● Will this actually be valuable?
If I were prospecting Rebecca at Acme:
“Rebecca, as someone who is selling each
and every day, you know how difficult it
can be to get the attention of prospects.
So I made you this 54 second video to
clearly show how I can help you, and
others at Acme, boost your response rates.
And you won’t believe how it ends!”

25. Using Video in Prospecting
● www.vidyard.com/video-selling-master-class/
● www.vidyard.com/free (get going!)
ADDITIONAL RESOURCES