Cultivate Leads: Use videos to connect and build relationships with prospective clients.

Here are some ways you can do that in your video:

• Kick things off with a friendly greeting and a quick explanation of why you are reaching out.
• Use the EVA (Empathy, Value, and Action) Framework - Empathize with your potential client’s challenges, provide value to help them overcome these hurdles, and include a clear call to action to set an appointment with you.
• Respect your potential client’s time by keeping your video under a minute long. Keep your message focused and to the point.

TIP: Use a whiteboard at the start of your video with your recipient’s name to get their attention so they play your video.

Check out easy ways you can utilize videos in your marketing.

Onboard New Clients: Create videos to record a tailored welcome message, a reminder to set their annual review and other messages. It creates the opportunity to include a personalized message in a campaign that can be sent to many but be presented individually.

See how this can be done on Marketing Advantage.

Conduct Effective Meetings: Consider adding an alternative host to your virtual meetings to ensure the meetings stay efficient and smooth. This is helpful if you are in back-to-back meetings, run into technological hiccups (laptop or computer stops working), or in case you get sick.

If you are utilizing the benefits program and have a Zoom account, you can assign an Alternate Host for each meeting invitation when you schedule a meeting or can edit after the meeting invitation has been sent under the “Options” tab at any time before the meeting starts.

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