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Virtual selling is the name of the modern sales game. Here are 10 video scripts and email templates that help real-world sellers break in with prospects remotely.
“Virtual selling” isn’t a new term, but over the last few years, it’s gained serious prominence in the sales world.
Traditionally, outside sales meant face-to-face selling—whether that was via door-to-door sales, in-person customer meetings, or events and conferences.
But then the pandemic changed all that. With outside sales off the table, inside sales—done remotely from an office or over the phone—became the new standard. And even as buyers settle back into old norms, sellers are discovering that their virtual selling tools and tactics are helping them score more replies, meetings, and deals.
In this remote-focused world, it’s up to you to ensure that the customer engagements you were having face-to-face continue seamlessly, even when you’re a city, country, or continent away.
Stumped on how to get started? We got in touch with our partners to find out how their sales teams make virtual connections. In this guide, you’ll discover their winning email scripts and templates (with video examples!) that real sellers use to achieve success with virtual selling.
Take this guide to go as a portable PDF. (Perfect for sharing with your team!) Download PDF - Contents
- 1. First Touch Video Scripts and Emails
- 1.1 First Touch: Personalized First-Touch Intro (from Impact)
- 1.2 First Touch: Inbound Lead Follow-Up (from Revenue River)
- 1.3 First Touch: Account-Based Video (from SmartAcre)
- 2. Follow-Up Video Scripts & Emails
- 2.1 Follow-Up: No Response (from Vidyard)
- 2.2 Follow-Up: Reviving a Dead Opp (from Vidyard)
- 2.3 Follow-Up: Break-Up on a Lead Gone Cold (from HubSpot)
- 3. Closing Video Scripts and Emails
- 3.1 Closing: Micro Demo Video (from Six & Flow)
- 3.2 Closing: Proposal Walkthrough (from Salted Stone)
- 4. Post-Sales Video Scripts & Emails
- 4.1 Post Sales: Upsell/Re-Engagement (from BabelQuest)
- 4.2 Post-Sale: Sales Handoff to Services (from New Breed)
- 5. Tools for Virtual Selling
First Touch Video Scripts and Emails
Video is an incredible way to make a first impression with a prospect. Buyers are often amazed by the personal engagement that comes with a video message—and you get to establish that invaluable face-to-face connection without the need to actually meet them in person.
Here are a few top-tier templates from our friends at Impact, Revenue River, and SmartAcre.
First Touch: Personalized First-Touch Intro (from Impact)
I noticed on your LinkedIn profile that your organization would like to start using more video content. Check out this 30-second video I made for you on how companies like IMPACT are using personalized video in the sales process to humanize the buying experience for prospects. Video allows your prospects to form a relationship with you before you have a conversation, set expectations for the appointment and more.
See my video here: video sharing link
embed video
Let’s schedule a time where I can talk you through this!
| Introduction | Hey Teri! It’s Lindsey with IMPACT. |
|---|---|
| Value | I made this video to send to you so you could see the value of having a personalized video in an email message. |
| Purpose | At IMPACT we use this tactic in a variety of ways from following up on discussions to introducing ourselves to clients during the onboarding process. |
| Next Steps | I’d love to schedule a meeting with you to dig deeper into your sales process to identify opportunities to use video. |
| CTA | Use the link in my signature to book 30 minutes on my calendar for us to chat. |
| Thank You | Thanks for watching and talk to you soon 🙂 |
First Touch: Inbound Lead Follow-Up (from Revenue River)
Hey first name,
Thanks for reaching out. Here are some resources based on where you filled out this form
Let’s schedule a call, but first let me introduce myself. Watch this 30 second video
embed video
Schedule a meeting
| Introduction | Hello, thanks for reaching out to Revenue River. My name is… |
|---|---|
| Value | Let’s set up a call, we’re a team of experts who can solve. |
| Purpose | Help us discover where you need help |
| Next Steps | Book time on my calendar, send details or questions to kickstart |
| CTA | Calendar link |
| Thank You | Looking forward to speaking |
First Touch: Account-Based Video (from SmartAcre)
Hey [first name] / Personalize!
Kudos on your impressive digital marketing strategy. / Something relevant to their role.
Curious if you are getting the most out of every step of your leads to sales process? / Hit on a challenge.
Here’s what I noticed while I was on your website. / Add value.
Watch this 90 second video. Not going to lie, a few cookies were harmed in the filming process. Find out why… / Tie to “offer”
embed video
Let’s talk at your convenience. Book time on my calendar, chat with us on our website, or reply to this email. / Give them multiple ways to connect so they can base it on their preferred format, not yours.
| Introduction | Hi [name]. Cookies are for closers! That’s something we say here at SmartAcre. |
|---|---|
| Value | Based on [company name]’s website, you have an impressive lead capture process. I love how you are using [technology] to [add personalization]. |
| Purpose | Are you getting the most out of your tech stack? |
| Next Steps | I’d love to hear more about your challenges and share ideas from our MarTech experts. |
| CTA | Book a meeting – I’ll send cookies. |
| Thank You | Let me know if you have any other questions and thanks so much for watching! |
Follow-Up Video Scripts & Emails
So you’ve made that initial connection, but now your prospect’s gone dark. No need to panic! Video is a great solution for those deals gone cold.
Here’s a selection of great follow-up video templates from HubSpot, as well as our very own Vidyard sales team.
Follow-Up: No Response (from Vidyard)
Hey first name,
I haven’t heard back from you. I wanted to bring your attention to XYZ…Since you title/role, I thought this would be relevant/you’d want to explore.
I made you a video to provide more information/say hello.
embed video
Please let me know your thoughts.
| Introduction | Hey first name |
|---|---|
| Value | I wanted to send you a video to provide some context to my previous email and because I noticed XYZ and since you title/role, I thought this would be relevant. |
| Purpose | *Summarize main points of value prop/why you’re reaching out* |
| Next Steps | I would love to chat about XYZ and get your thoughts on … |
| CTA | Please book time in my calendar |
| Thank You | Thanks for watching! |
Follow-Up: Reviving a Dead Opp (from Vidyard)
Hey first name,
I wanted to reach back out because of your conversations with AE in date. To jog your memory, your team was interested in XYZ.
In the video below, I have summarized our previous conversations around XYZ.
embed video
Looking forward to hearing from you to see if this is still a priority/if this is a
better time to chat.
| Introduction | Hey first name, |
|---|---|
| Value | I wanted to send you a video because back in date, your team chatted with AE about X, Y and Z. |
| Purpose | I wanted to see if your priorities have shifted, or maybe if this is a better time to chat. |
| Next Steps | I would love to jump on a quick call to sync up and see if we can provide value and help with relevant area based on previous convos |
| CTA | Book time in my calendar |
| Thank You | Thanks for watching! |
Follow-Up: Break-Up on a Lead Gone Cold (from HubSpot)
Hey first name,
I realize time is valuable and maybe this isn’t the best time to have a conversation about our product. Before I go quiet, I wanted to send you tthis short video and leave you with a useful resource.
Watch this short video to learn what this resource includes
embed video
| Introduction | Hi team, Over the last few weeks I have tried to get in touch with you and your team. Recognizing the current state of the industry I can only imagine the strain you might be under. That in mind, I went and downloaded our 2020 Marketing Insights whitepaper for you. Perhaps your team will find value in the resource when strategizing for what’s to come. |
|---|---|
| Value | The attached document has insights into how consumers have shifted their focus, the ways in which they are spending their time and how best to connect in new ways. |
| Purpose | While our tools certainly help you to better connect with the buyer, our resources often become a great way to stay informed of trends in marketing + sales and enable your team to make the most effective decisions each step of the way. |
| Next Steps | My hope is that you takeaway some good insights from my past emails and that this last one serves as a good next step to helping you. |
| CTA | Should you ever want to discuss strategy, GTM plans or growth models I am always happy to reconnect with you – I might send you resources from time to time as well in hopes of continuing to help from the sidelines. |
| Thank You | Be well, I’m here if you ever need me. |
Closing Video Scripts and Emails
You’re almost across the finish line. It’s time to close that opp! A video message can help drive that deal to success.
Check out these business-winning templates from Six & Flow and Salted Stone.
Closing: Micro Demo Video (from Six & Flow)
Hey first name,
Great to chat with you today and I appreciate you sharing some of the background on what’s going on at company. From our conversation, there are a few main points where HubSpot can really help manage your growth processes: Giving your sales and marketing teams quickly accessible insights to better understand the flow of activities. Easily segmenting the most engaged leads so that your teams can better prioritize their time by following up with key contacts. Using automation to nurture your visitors based on their interest, and highlighting high priority leads for your teams to cut down on admin work
I’ve created a short (~3m30s) video below to walk you through what this looks like in HubSpot, check it out:
embed video
If you’ve got any questions or feedback ahead of our next meeting, please book a time and let me know how I can support.
| Introduction | Hey Alex, great chatting with you just now! |
|---|---|
| Value | We talked about quite a few features, so I wanted to quickly highlight the CRM and some of the cool things you can do with the automation. |
| Purpose | Highlight key automation features that they’re interested in and share related resources they can read to keep the deal moving smoothly. |
| Next Steps | We’ve got a meeting set up next week to scope out your personas and map them to the properties in HubSpot to really make the automation work for you. |
| CTA | I’ve included a few relevant links so you can educate yourself on the features, book a meeting with me at the end of this video if you need anything else before our next meeting. |
| Thank You | Let me know if you have any other questions and thanks so much for watching! |
Closing: Proposal Walkthrough (from Salted Stone)
Hey first name,
We’ve completed the proposal! There’s a lot of important information to review. The approach aligns with your timeline and goals.
Take a look at this brief proposal overview I recorded so you can find everything you’re looking for.
embed video
Do you have time to chat through this at time on day? Here’s a link to my calendar—feel free to book time when it’s convenient.
| Introduction | Hey first name! This is what we’ve been working towards together. I’m thrilled to be sending you our engagement type proposal. |
|---|---|
| Value | We’ve outlined a approach type that’s guided by main strategic deliverable and backed by main strategic deliverable tactics The goal of this engagement type is to goal 1, goal 2, and goal 3. |
| Purpose | This proposal document outlines the process, scope of work, budget, and timeline for Salted Stone to partner with company name. |
| Next Steps | The next step is to hop on a call this week to walk through the approach and address any questions you or your team may have. |
| CTA | You can find a link to my calendar in the email, feel free to book time when it’s convenient. |
| Thank You | Thank You — Looking forward to discussing your feedback! |
Post-Sales Video Scripts & Emails
Just because you closed that deal doesn’t mean you’re done quite yet. Video is a great tool for keeping momentum rolling through post-sales activities, like upselling or handoffs to other teams.
Here are a couple of handy post-sales templates from BabelQuest and New Breed.
Post Sales: Upsell/Re-Engagement (from BabelQuest)
Hey first name,
I wanted to reach back out because of your conversations with AE in date. To jog your memory, your team was interested in XYZ. In the video below, I have summarized our previous conversations around XYZ.
embed video
Looking forward to hearing from you to see if this is still a priority/if this is a better time to chat.
| Introduction | Hey first name |
|---|---|
| Value | I wanted to send you a video because back in date, your team chatted with AE about X, Y and Z. |
| Purpose | I wanted to see if your priorities have shifted, or maybe if this is a better time to chat. |
| Next Steps | I would love to jump on a quick call to sync up and see if we can provide value and help with relevant area based on previous convos |
| CTA | Book time in my calendar |
| Thank You | Thanks for watching! |
Post-Sale: Sales Handoff to Services (from New Breed)
Hey first name,
I’ve finished the video for sales handoff for (Company Name). They purchased (Product Names).
Please watch the video before kickoff and feel free to ask me any questions!
embed video
| Introduction | Hi team, we’ve just closed a great deal with (Company Name). |
|---|---|
| Value | Here’s everything I learned about our new client that you’ll need to know before meeting them. |
| Purpose | First up, they came in through (lead source) and the contacts are (contact names). They purchased (product names).They are a (persona name).Other important factors: Industry Company size Company foundedThe sales process was (easy/difficult/fun/engaging and provide reason).We discussed a lot of goals, including: And we discussed timeline and scope, which you can locate here and are, roughly: |
| Next Steps | Now that you know all about (Company Name), please feel free to ask me questions. |
| CTA | Click here to see the contract and relevant assessments or assets. |
| Thank You | Enjoy working with (Company Name)! |
There are a ton of tools available when it comes to video platforms, CRMs, and project management. Here are a few tried-and-true solutions to get you started.
- HubSpot: As part of HubSpot’s free CRM, your team can leverage contact deal and task management, email tracking and engagement notifications, meeting scheduling, sales quotes, and more.
- Vidyard: The online video platform built for business. Increase leads, accelerate your pipeline, and delight customers, all with one-to-one video messages.
- Zoom:A remote conferencing tool that has a ton of functionality for staying in touch.
- Slack: A collaboration and messaging platform that keeps remote teams together.
- Google Workspace: Cloud productivity and collaboration software that makes working on projects across teams simple and easy.
- Monday.com: A platform that powers teams to run processes, workflows, and projects in one digital workspace.
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