Recording Personalized Videos Without Writing or Reading a Script

Recording Personalized Videos Without Writing or Reading a Script

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Personalized video is the next best way to connect when you cannot meet in person. 

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However, even using the best technology won’t help you attract customers if you’re not authentic and willing to understand their problems and help them before they buy from you. 

The question is, “How do you effectively engage viewers with personalized video and then get them to take the next action step that you choose?”

The answer is two-fold:

  • Building your confidence for being on video so you present yourself as natural and authentic
  • Understanding how to craft a compelling video message that encourages your viewers to take the next action-step that you decide is important. It has to be “All about them” and not about, “What you do” because you think they need your product or service.

Build your Confidence for Being on Video

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At Vaetas, we discovered that the biggest obstacle to using video for prospecting and business development is that people lack confidence when being on video. 

If you dread being on video, you’re not alone. Most people do and being on video ranks up there with the fear of public speaking, often cited as the #1 fear worldwide, above even death. 

It’s amazing, that as professionals, we can get on the phone or craft a compelling email message to reach out to prospects and customers on a daily basis.

However, when that red recording light goes on, we feel every imperfection we think we have is getting major exposure; and we’re not sure what to say or how to say it.

Then we get tongue-tied and sometimes even break into a cold sweat! This is a real challenge even though our imaginations are amplifying our fears.

The truth is, most viewers care more about how you can help them and not about how you look or sound on video. 

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When you connect with people through a personalized video message, they’re getting to know you from the very first touch…and this is the beginning of building the trust necessary to turn them into customers

Simple 7-step structure that helps to increase engagement and response rate!

  • Step1: Begin by determining your desired call-to-action – How do you want your viewer to respond to you? Email you back? Call you? Visit your website? This is important for increased conversions. 

Takeaway: Remember to have only one topic and one call-to-action per video.

  • Step 2: It​​​​’s all abo​​​​ut helpi​​​​ng them – Review their website, LinkedIn profile, etc. to determine the problems their business or industry is facing. List them as bullet points. Next to each problem, list your solution. Start with one that offers your best solution. If it doesn’t convert, you can send a different one at a later date.

Takeaway: Do the research so they feel that you’re talking specifically to them in your personalized video. This answers their first question, “Why is this person contacting me?

  • Step 3: Introduce yourself - Name, company, position and what your company provides. Make it short and to the point without explanation.

Takeaway: This adds to your credibility at the beginning of the video and keeps them watching. Telling them who you are answers their next question, “Who is this person?

  • Step 4: State why you’re contacting them - Make it about them and not what you offer. If you lead with how you can help them without identifying or relating to their problems, it’s a sales pitch and doesn’t work.

Takeaway: Make them feel that you took the time to discover and understand what’s important to them. This separates you from your competition and is the first level of building trust.

  • Step 5: State the desired next step – This is the lead up to the actual call-to-action. It defines the next step in connecting. For example: “I’d like to schedule a call to discuss_____” or “I’d like to schedule a short demo to show you________.”

Takeaway: Tells the viewer the next-step in furthering the relationship. Opening your email and getting them to watch your video is the first two conversions. This is the third-level of conversion that establishes the true first connection.

  • Step 6: State how you want them to respond – This is your call-to-action at the end of your video informing them of the next action-step – Call you, email you or send them to your online scheduling calendar. 

Takeaway: A call-to-action increases your chances of turning a cold prospect into a lead if you’re authentic and followed the previous steps.

  • Step 7: Ensure you promptly follow up – More deals are lost because of the lack of follow-up. It is amazing that people will wait several days before following up with someone that has expressed interest. Be persistent for a reasonable amount of time without annoying people.

Takeaway: Timely follow-up builds credibility and trust with your prospects. Treat everyone like they matter because they do!

  • Bonus Tip: Adding video to your email can increase click rates by 300%. In your email subject line, put the word video in brackets along with their name. For example: [Personal Video] for Bob Martin or: [Personal Video] Bob, About your LinkedIn Profile

Takeaway: Remember to tie your subject line into your email’s message or you’ll lose credibility. Arousing curiosity skyrockets your email’s open rate. Couple that with genuinely helping them to solve a real problem leads to sales.

Recording Personalized Videos Checklist

Don’t write and then read a script to record your video. It’ll make you sound mechanical. Instead use a list of talking points in the following sequence. Don’t try to wing it. Rather, list the details as your talking point bullets.

Talking Points

  • Begin by saying hello and include the person’s name
  • Introduce yourself (Name, company, position, what your company does)
  • State why you’re contacting them (Problem/Solution: Make it about them and how you can help them - not what you offer or a sales pitch)
  • State what is the desired next step
  • State how you want them to respond

Talking Points Example:

To: David Bower | VP Sales | Acme Corporation

From: Vito Santoro | Co-Founder | Vaetas, LLC | We specialize in easy-to-use call-to-action video technology.

Problem: Sales cold-calling/outreach on LinkedIn is no longer producing leads at a satisfactory rate for their company.

Solution: Help them increase conversions on LinkedIn using call-to-action videos

Next Step: Set up demo at his convenience

Call to Action: Email me back a date and time to schedule the demo

This is an example of how to articulate the talking points in a video recording:

Hello David, my name is Vito Santoro and I’m a Vaetas Co-Founder. We specialize in easy-to-use call-to-action video technology. As the VP of Sales for Acme Corporation, you’re aware that prospecting on LinkedIn is essential to driving new business for B2B companies. However, the conversions can be challenging. We’ve found that using personalized call to action videos has increased our cold LinkedIn response rate by 38%. At your convenience, I’d like to schedule a short demo to show you how. Please email me back a day and time that works for your schedule. Thank you.

Accountability Buddy Activity – Make this Fun!

Goal: Select a person who has a similar interest in recording personalized videos, or just wants to help you. Use the instructions and send each other video emails. Then record a feedback video to critique and offer suggestions on how to improve your/each other’s on-camera presence and message. Sending these critique videos help you to practice becoming confident on video.

This activity helps you in two ways:

  • Practice and build confidence recording and sending short personalized videos according to the toolkit guidelines - with someone you trust.
  • Develop a natural conversation-style on-camera presentation that is effective, on-point and communicates confidence and your business authority.


To compete in 2019 and beyond, you need to build a personal brand that communicates your authenticity and ability to help others. Video content posted on the Internet will exceed 80% worldwide by 2020, (85% in the US). If you do not begin incorporating video into your marketing, sales and customer retention programs, it will be difficult to compete.

We hope this article is helpful and encourages you to begin incorporating personalized video into your business development process. It you have any questions, feel free to contact us.

To your continued success,

 The Vaetas Team