Video Prospecting: A Beginner’s Guide (Incl. 4 Free Tools!)

Are your prospects not replying to your very well-drafted emails? Are you looking to increase your company’s sales? Do you want to grow your business’ awareness and capture the attention of your prospects by building a rapport with them?

You’re at the right place. In this guide, we will introduce you to video prospecting: an effective marketing and sales tool that will allow you to convert leads to customers if used properly! You’ll be able to build a personal relationship with your prospects while introducing your business and your product or service on video.

What is Video Prospecting? A Definition & Benefits

Video prospecting image

Hubspot wanted to test a hypothesis: are videos more effective at creating opportunities than emails and phone calls? After running a test over 45 days with 5 marketing representatives, Hubspot discovered that video helped them achieve 4x the number of sales opportunities.

Coincidence? Not really. A sales representative at Dynamic Signal had a 200% meeting to opportunity conversion increase when she added a video to her sales pitch. 

This is video prospecting 101!

In simple words, video prospecting is the process of using video content to connect with potential customers and convert them into sales opportunities or deals. 

Notice that we’re talking about video content. That means including a pre-recorded video somewhere in the customer journey, not using a tool such as Zoom, Google Meet, or Microsoft Team in your sales call.

There is an array of benefits to using video prospecting: it allows you to connect with your prospect on a personal level by building a rapport and establishing trust. Additionally, personalizing videos will show your prospects that you care about them, and your customer relationships with be positively impacted

How To Send A Prospecting Video?

Sending a sales email

Now that you’ve decided to reap the benefits of video prospecting, you might be wondering: how to do video prospecting? It would be a shame if you produce a high-quality video with your whole team, and then it ends up in a folder on your desk that you never touch again!

When drafting your marketing and sales strategy, you will have to decide in what way your prospect will receive the video.

In general, you can send the video by simply adding the video to the sales email, or by sending a link to a landing page that includes the video. But, what’s the difference?

Firstly, adding the video to the sales email will draw more attention to your text, and will inevitably lead to increased reading times of your email. Your prospects are more likely to watch a video if it is already loading and buffering in the middle of their screen, as they open their email. Your content will get all the attention it deserves!

Meme getting attention

However, adding the video as a link in your sales email also has great advantages. A well-crafted and personalized landing page can be a great value; specially if topped with a video. Once your prospects click on the link, they will be taken to this landing page: a new opportunity to make a sale or sign a deal. Here’s a guide on how to personalize landing pages!

Video Prospecting Use Cases

Recording a prospecting video

Depending on your marketing and sales strategy, and business needs, the message that you want to deliver to your prospect will vary. If you’re a small business starting out, or if you’ve developed a new product/service, a demonstration video is key to familiarize your prospect with what you do. However, if you haven’t done business with the prospect in a long time, and feel like a refresher is long due, then, a reminder video is essential. Here are the most prominent use cases for video prospecting: 

  • Demonstration video: your prospects are unfamiliar with your business and often need a product demonstration before signing the cheque. By engaging your leads and showing them the behind-the-scenes of your products, you are more likely to secure a sale by prospecting for real buyers


  • Follow-up video: follow-ups should generally include additional information, a sign-on bonus/offer, or a simple thank you. You’ll show your prospects that your company is trustworthy and serious about business. These videos are generally sent out after a meeting, or a call!


  • Support videos: instead of sounding like a sales pitch, support videos provide prospects with potential solutions to their problems, making your company a problem solver. Recordings are a great way to showcase a tutorial of how your product works, while indirectly delivering your sales pitch and highlighting your product’s best features.


  • Testimonial videos: you can ask your long-term customers to provide you with a testimonial to add to your prospecting video, because word-of-mouth recommendations are key. Remember to always ask your clients for permission to add their names and to use their footage.


  • Reminder videos: sending your prospects a reminder video of who you are, what services you provide, and what your company stands for is a great tactic to remind them of your existence! Make sure to prepare a video that is in line with your branding, and don’t forget to add a call to action.
Meme send reminder email

Different Prospecting Video Formats

Working on laptop sending sales video

Choosing a type of video prospecting is generally based on your company’s vibe, your prospect, and the message you’re wishing to deliver. Here are the most common video prospecting types: collaborative, webcam, personalized, screen recording and animated. 

  • Collaborative videos: if you want to have other members of the team on your project, then collaborative videos are for you. This type is especially great if you want your prospect to get a feel of the whole company. However, to avoid having to get everyone in the same place at the same time, consider using Videotape: the app that allows you to create videos with everyone, from any smartphone! 


  • Webcam videos: If your goal is to spark virtual conversations, then webcam videos are for you. By engaging with your prospect in a video call, you will humanize the relationship. The challenge, however, is to secure that meeting first!


  • Personalized videos: By creating branded videos that target your prospects, you can guarantee a great first impression. Stepping away from redundant template emails and using personalized videos will show your prospect that you care. If your lead does not respond to your personalized video, then you know that it’s a dead end.


  • Screen recording videos: These types of videos are most commonly used when you’re wanting to demonstrate your product to your prospect. By allowing your lead to see what you’re doing on the screen, they’ll be more familiar with your product, and therefore more willing to make a deal.

  • Animated videos: with the right idea and execution, animated videos will secure you a sale. These videos are pieces of digital art as they combine digital imagery to create smooth clips. These videos are great if you are trying to build brand identity, since they’re extremely customizable. 

4 Free Tools to Try for Video Prospecting and Video in Sales

Guy in sales recording a video

A lot of tools are available on the market to allow you to create videos for your prospects. Each application will be more suited for a different type of video prospecting: Zoom is great for webcam videos, and Videotape is essential for collaborative videos.

1. Videotape

Videotape is a software that allows you to create collaborative, personalized videos in less than a minute! The app is designed for teams that want to make an impression and convince prospects faster: Your message is much more powerful when you don’t tell it alone, but together as a team. Effectively, recipients feel appreciated by your personal and authentic video message and you’ll get the desired signature.

Videotape for sales prospecting videos

2. Loom

Loom is an application that allows users to record using their camera, microphone, and desktop simultaneously and create shareable videos. It can be used on any device using the Chrome extension. Loom is great if you’d like to share your screen, but it doesn’t allow to easily include other team members or personalize it.

Screenshot of Loom website

3. Vidyard

Vidyard is software that allows sales representatives and marketers to record and send videos quickly to customers.

4. PlayPlay

Playplay is an application that targets businesses wishing to create engaging and on-brand videos. Playplay doesn’t facilitate the creation of collaborative videos, but, is great for animated videos.

Screenshot of Playplay website

In this new reality of over-digitalization, prospects are looking for familiarity. Therefore, personalization is the new standard and collaborative videos will allow you to show your company’s structure to your prospects and gain their trust. So, if you’re ready to create a collaborative and personalized video, Videotape is your go-to app!

Creating a Collaborative Prospecting Video: 9 Quick and Easy Steps

Create a collaborative sales video

To succeed with video prospecting, you need to be genuine, authentic, and human. It’s recommended to make eye contact with the camera to grab your lead’s attention, especially while introducing the call to action. When you’re ready to send your video, choose an attractive thumbnail and include “video” in the subject line to differentiate yourself from the competition. 

Step 1: Research your prospect

By gathering information about your prospect, you will be able to create a personalized video, therefore maximizing your chances of making a sale.

Ask yourself these questions: Why does your prospect need your service or product? Is your service or product a solution to their problem? What goal can you help your prospect achieve? 

Step 2: Choose your video format 

In this guide, we’ve shown you 5 different video formats that can be adapted as per your business needs. However, including your leadership team in your prospecting video to create a collaborative videotape shows your prospect that you are serious about business and can be trusted. 

The more familiar faces there are in the video, the more human and attractive your business will be – this is why we think that collaborative videos are best!

Step 3: Write your script 

By writing an initial script, you will be able to tweak it and personalize it for each and every prospect, saving you time and energy. Additionally, you will be able to run your ideas with the different decision-makers in your company to get the final approval, before actually shooting the video. 

Remember that your message needs to be clear, straight to the point, engaging and compelling. 

Step 4: Download Videotape

Get the Videotape app for free in the App Store or Google Play and create your account or sign in. 


Step 5: Start a new project

If you’re a sales professional responsible for creating the video prospect, then starting the project on Videotape will be your responsibility. By starting the project, you will avoid chaos and you will be able to coordinate with every team member wishing to be in the video.

However, don’t forget to:

  • Enter the recipient and the occasion.
  • Set a recording time per person.
  • Determine a deadline for new clips.
  • Write a short instruction for your colleagues.
Videotape invite others for sales, onboarding, recruitment, marketing or internal comms

Step 6: Invite others to join with a link

After starting the project, the Videotape app will generate a link that can be sent to the rest of the team via WhatsApp, email, Slack, Teams, or any other service of your choice. When participants open the link on their smartphone, they instantly enter the recording flow for your video project or are taken to the App Store or Google Play to download the Videotape app for free. Make sure to specify each person’s task and script portion while sending the invite for smoother results. 

Videotape manage open projects for sales, recruitment, internal communication, onboarding

Step 7: Let everyone record and submit a personal message

Your colleagues will be able to record and submit their portion of the video one by one, creating a professional collaborative video. 

With Videotape, your colleagues can work on the video prospect around their schedule, and you won’t have to bring everyone into a busy room to record the clips. Whether it’s at the office or in their home, every participant will feel have the freedom to record their portion whenever they please; don’t worry, Videotape will remind them of the deadline!

Step 8: Edit your video

Here’s your time to shine! Once every team member has sent in their portion of the video, you will be able to rearrange the clips in the order you like, and add the wanted music and titles. Don’t worry, no prior editing experience is needed. Videotape is beginner-friendly, and you’ll be able to:

  •  View, reorder, or delete video clips
  • Record additional clips
  • Set opening and closing titles
  • Pick colors for your titles
  • Select a music soundtrack

Pro-tip: if you upgrade your account to business, you’ll be able to add your logo to your video!

Videotape final render check

Step 9: Tape everything together! 

Once you’re satisfied with the final product, you can save the video and share it as a link to the clean landing page or as an MP4 file. For video prospecting purposes, the MP4 version is much more suitable. But for internal feedback purposes, link sharing will be a game changer: imagine not having ten video versions sitting on your desktop!

Final Thoughts for Better Video Prospecting

Personalization is the new standard – and even though the future of marketing and sales is digital, we should never forget to add a warm human touch. And since face-to-face conversations still hold value, video prospecting will allow you to connect with your lead in a fast and reliable way. 

Walk the extra mile and get your whole team involved in a collaborative video, to show your prospect your company’s enthusiasm, and the team that is ready to service them. Videotape will help you achieve your video quickly and easily by allowing your team members to contribute from the comfort of their own desks. As a sales professional, you’ll be able to edit and tweak the video according to your company’s standards on the application, and you’ll then be able to share it with your prospects.