Holiday Video Templates
Keep the decorative ball rolling on deals over the holidays with these easy video templates for jolly follow-ups and customer well wishes.
An account hand-off is the process of handing a customer account from one person (typically in sales) to the team member who will be in charge of the account in that deal stage. This is a crucial part to the sales cycle as it’s your chance to show the prospect why signing on with your product or service will be worth it.
The problem with the typical hand-off done by phone call or text-based email is the lack of human connection and personalization. However, the best way to overcome this is with a short personalized video.
An account hand-off video couldn’t be easier to make. One approach is simply using a video recording tool like Vidyard to record and share a personalized video.
Before you make your personalized video, make sure to plan what you want to tell the prospect or customer. One way is to first re-introduce the salesperson and then introduce the person in charge of the account so that they can greet the prospect and talk about the next steps.
Once you’ve planned out what you’re going to say, use Vidyard’s camera recording option and hit the record button. Aim to keep these videos relatively short and straight to the point—like a quick meet and greet.
You can use this account hand-off template whenever the deal moves from one stage to another, especially when a different person is introduced to handle the account.
This way, you provide a smooth transition in terms of the next steps for the customer, and just in case they have any questions early on, they’ll know who exactly to reach out to.