By  , Digital Sales & Marketing Coach

Should our sales team use personalised 1-2-1 video in emails to prospects?

Should our sales team use personalised 1-2-1 video in emails to prospects?

Wondering if personalised 1-2-1 video in sales emails could help your sales?

We’ll honestly look at how sales communication has changed and how video can be a strong way to connect with people.

We’ll also talk about the good and bad parts of using video in sales emails and mention tools you can use.

By the end, you’ll know if personalised video is a good idea for your sales team.

How sales communication has changed

Sales communication has grown from phone calls and simple emails.

Now we can talk to people in many ways, like social media, live chats, and video.

But with so many choices, it’s important to think about which ways really help your sales.

Video as a great way to connect with people

Video is fun and can do many things, letting salespeople make a personal and special experience for possible customers. But like any tool, we need to know when and how to use it well.

The good parts of using video in sales emails

Personalised video in sales emails can help in many ways, like getting attention, more replies, building trust, showing products or services well, and being different from others.

But it’s also important to think about problems, like making sure the message is clear and picking the right tools.

Right, let get into a bit more depth to help you make decisions.

Grabbing Attention and Getting More Replies with Personalised Video

Making a great first impression

We know first impressions are important, and with so many emails filling our inboxes, it’s important to stand out right away.

Personalised video can make a big difference because it lets your sales team show a friendly and interesting face, catching the reader’s attention.

But remember, keep the video short and focused, so you don’t lose their interest.

Making sales more personal

Let’s be honest; no one likes feeling like just another name on a list.

Using face-to-face video, your sales team can make things more personal by saying the person’s name and talking about their needs.

Keep in mind that a well-planned, personal video might take more time to make, but the possible rewards could be worth it.

Once your sales team gets good at these videos, it will be faster than writing the email.

Getting more replies

When you spend time making a special video, people might be more likely to answer because they appreciate your effort.

But, it’s important to be real and honest in your approach.

If the video seems fake or too scripted, it might not work as well.

Finding the right balance between professional and friendly is key to getting more replies and making real connections with your audience.

Building Trust with Face-to-Face Video

Making sales more personal

In our digital world, it’s easy for people to feel disconnected from the companies they talk to.

By using face-to-face video in sales emails, your sales team can show their faces and make a more personal connection.

This friendly feeling can help break down walls and make people feel more comfortable talking to your team.

Showing you’re real and trustworthy

Trust is important for sales, and personalised video can help your team show they’re real and trustworthy.

By talking straight to people, your sales team can show they understand their needs and really want to find the right solution.

Remember that being honest about your company’s products or services, and any limits, can also help build trust.

Letting people talk back

Regular sales emails can feel like a one-way street, but using face-to-face video lets people talk back with their own video messages or questions.

This can lead to deeper conversations and help your sales team fix any worries or problems more easily.

Prospects may not be used to this way of communicating, but it’s certainly at the cutting edge. Check out VideoAsk from the makers of Typeform.

Whether you sell to regular people or other businesses, when people are used to seeing you in video emails, it’s easier to move to Zoom or Microsoft Team meetings.

Qualifying with pre-recorded video

The VideoAsk service has a wide range of examples for inspiration here. It would allow you to get more interaction with prospects on your website and in your email.

You’ll be able to automatically qualify prospects using video funnels, rather than manually qualifying leads. This will free up your sales teams’ time.

You simply pre-record a set of questions and the funnel leads to the next step based on their answers.

Here are some other ways you can use VideoAsk.

  • Lead Qualification
  • Lead Generation
  • Video Content
  • Testimonials
  • Feedback
  • Training
  • Video contact form
  • Video FAQ

Showing Off Products or Services with Personalised Video

The best and most common way to use video in email is usually a face-to-face style, where the salesperson talks directly without any distractions.

But, it’s also good to try new ways to show off your products or services.

You could have the product in the room with you or share your screen to show important pages on your website, to talk through.

By trying different ways to show your stuff, you can make a fun and unforgettable experience for your prospects, which can help your sales.

Giving demonstrations of your products/services

When you want to show off your products or services, a picture might help, but a video can be even better.

Personalised video lets your sales team give impressive demonstrations that help prospects understand why your product is great.

These demos can be made just for each prospect, so they see the most important features and benefits.

We’re only talking about a quick insight.

Of course, a properly organised demonstration in-person is best where you can have a two-way conversation. For a B2C business that might be in a shop/showroom or at home, or for B2B on Zoom/Microsoft teams.

Talking about key features and benefits

Personalised video is great for showing off features and benefits that might be hard to explain with just text.

Your sales team can use video to show complex ideas and the parts of your products or services that make them special.

This can help prospects make smart choices and feel good about their decisions.

Answering questions and fixing worries right away

One of the biggest reasons to use personalised video in sales emails is that you can fix concerns and answer questions right away.

By talking to prospects and answering their questions honestly, your sales team can show that they really care about finding the perfect solution for each person.

This special attention can help build trust and help you make more sales.

Standing Out from Competitors with Face-to-Face Video

Having a different sales approach

In the world of business, it’s important to be unique and different from others.

Using face-to-face video in your sales emails is a cool way to make your brand stand out from competitors.

This new approach shows that your company is thinking ahead and is willing to change based on what people like.

Creating experiences they’ll remember

People remember things they see and do more than just reading words.

Personalised video helps you make fun and unforgettable moments with the people you want to sell to, leaving an impression that makes them think of your brand.

By making your messages more exciting and personal, you’ll connect with your audience better, which can help turn them into customers.

Changing to fit what people like

Everyone likes different ways of talking, and using personalised video in your sales emails means you’re reaching more people.

Some might enjoy watching videos more than reading, while others might like the personal touch that video gives.

By being flexible with how you communicate, you show that your company really wants to understand and meet the needs of the people you’re selling to, which leads to better relationships and more sales.

Making Messages Clear and Easy to Understand

Explaining tricky ideas

Personalised videos in sales emails can help explain difficult ideas, making them easier to understand.

By showing these ideas visually, you help your audience get the message quickly and clearly.

This way, communication is smoother and it’s easier for people to see why your products or services are great.

Mixing pictures and words

You’ve probably heard that a picture is worth a thousand words.

When you use both pictures and words in your video, your message becomes even stronger and clearer.

Face-to-face video lets you use visual and verbal hints, making it simpler for your audience to understand your message.

This mix helps reach more people with different ways of learning.

Helping different learners

Everyone has their own way of learning, and face-to-face video helps you reach people with different styles.

By using visuals, sounds, and even movement, your video becomes more interesting and appealing to a wider audience.

Being flexible in how you communicate shows your company’s dedication to understanding the needs of your target audience.

This leads to better connections and more sales.

Now that we’ve explored how personalised video can help build trust with prospects and potentially lead to more sales, it’s time to talk about some of the popular tools that can help your sales team create and send these videos.

Remember, we’re giving you an honest, unbiased look at these tools, so you can make the best decision for your business.


Loom is a user-friendly tool that allows you to record and share videos quickly and easily.

With Loom, you can capture your screen, record yourself with your webcam, or do both at the same time.

The tool offers a range of features like video trimming, call-to-action buttons, and viewer analytics, making it a great choice for sales teams looking to add a personal touch to their email communications.

Plus, Loom offers a free plan with basic features, so you can test it out before committing to a paid plan.

Loom may have a more accessible price point for smaller teams – see the Loom pricing page here. But that doesn’t mean it will give you a better return-on-investment. However it could be a good place to start.

Compare Loom to the other tools below.


Vidyard is another popular video platform that offers a wide range of features to help your sales team create engaging and personalised video emails.

If you use Hubspot CRM, Vidyard is closely integrated – check out Vidyard’s guide here.

With Vidyard, you can record and send videos directly from your email inbox using their browser extension.

The platform also includes features like video analytics, custom video thumbnails, and the ability to add interactive elements to your videos, such as links and forms.

Vidyard does offer a free plan, but you might need to upgrade to a paid plan to unlock all of the features you need for your sales team. Check out the Vidyard Pricing page here.

Hubspot CRM’s Video Hosting

If your sales team used the Hubspot CRM, take a closer look, including which subscription plans video hosting is available on.

One of the features of Hubspot CRM’s video hosting is your ability to organise your prospects by how they’ve interacted with your videos.

“Record and embed videos anywhere on your website and in emails, and measure video performance with in-depth reporting.”

  • See how your videos are performing with powerful reporting
  • Provide tailored customer support with one-to-one videos
  • Track video views in your HubSpot CRM database and see how video influences lead conversion


BombBomb is a video email marketing platform designed specifically for sales teams.

It helps you record, send, and track video emails, making it easy for your team to engage with prospects on a personal level.

BombBomb offers features like video analytics, email tracking, and pre-built video email templates, which can save your sales team time and effort.

The platform doesn’t have a free plan, but they do offer a 14-day free trial, so you can test it out before deciding if it’s the right fit for your team.

Check out BombBomb’s pricing page, including features, here.

Vimeo’s Screen Recorder

Vimeo, a well-known video hosting platform, also offers a screen recorder feature that can be useful for your sales team when creating face-to-face videos for sales emails.

With Vimeo’s Screen Recorder, you can record your screen and webcam simultaneously, making it easy to create personalised videos showcasing your product or service while speaking directly to your prospects.

The tool allows you to trim your video, add captions, and share your recordings directly from the platform.

Additionally, Vimeo offers advanced privacy settings, ensuring your videos are only seen by the intended recipients.

While Vimeo’s Screen Recorder is a part of Vimeo’s paid plans, they offer a 7-day free trial that lets you test out the features before committing to a subscription.

A summary of these one-to-one email tools

In the end, tools like Loom, Vidyard, BombBomb, Hubspot CRM and Vimeo’s Screen Recorder, have different features and options to help your sales team make interesting and personal face-to-face video emails.

It’s important to look at what each tool offers and how much it costs to find the best one for your team’s needs and budget.

By adding video to your sales plan, you can make the prospect’s experience better and increase your sales results.

Next Steps

We’ve talked about how sales communication is changing and how video can be a great way to connect with people who might be interested in what you’re selling.

We also looked at the good things about using personalised face-to-face video in sales emails and talked about different tools like Loom, Vidyard, and BombBomb.

Now it’s time to figure out if using video is the right choice for your sales team.

First, think about how personalised video in sales emails can help your team.

Will it help you get people’s attention, get more responses, build trust, and show off your products or services better?

Can it help your team stand out from competitors and make your messages easy to understand?

Next, look at the tools we talked about, like Loom, Vidyard, BombBomb, and others.

Think about their features, what they can do, and how much they cost to find the best one for your team’s needs and budget.

In the end, it’s important to make a smart decision about whether to use video in your sales strategy.

By carefully thinking about the good and bad points, you can choose the best plan for your team and be ready for the future of sales communication.

Remember, the goal is to build trust with people who might buy from you and make more sales. So, if personalised face-to-face video in sales emails can help you do that, it’s definitely something to think about.

If you need help with sales enablement and using technology and video/written content to make the selling easier…

click here to arrange a no-pressure conversation with Mark Reynolds, or learn more about us here.

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