Skip Navigation
July 27, 2022·10 min read

10 Proven Video Scripts and Email Templates for Virtual Selling

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.

An example of a video script template for virtual selling.
Read This Guide as a PDF An example of a video script template for virtual selling. Take this guide to go as a portable PDF. (Perfect for sharing with your team!) Download PDF
  1. Contents
  2. 1. First Touch Video Scripts and Emails
  3. 1.1 First Touch: Personalized First-Touch Intro (from Impact)
  4. 1.2 First Touch: Inbound Lead Follow-Up (from Revenue River)
  5. 1.3 First Touch: Account-Based Video (from SmartAcre)
  6. 2. Follow-Up Video Scripts & Emails
  7. 2.1 Follow-Up: No Response (from Vidyard)
  8. 2.2 Follow-Up: Reviving a Dead Opp (from Vidyard)
  9. 2.3 Follow-Up: Break-Up on a Lead Gone Cold (from HubSpot)
  10. 3. Closing Video Scripts and Emails
  11. 3.1 Closing: Micro Demo Video (from Six & Flow)
  12. 3.2 Closing: Proposal Walkthrough (from Salted Stone)
  13. 4. Post-Sales Video Scripts & Emails
  14. 4.1 Post Sales: Upsell/Re-Engagement (from BabelQuest)
  15. 4.2 Post-Sale: Sales Handoff to Services (from New Breed)
  16. 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)

Email Template Hey Teri,

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!

Video Script
IntroductionHey Teri! It’s Lindsey with IMPACT.
ValueI made this video to send to you so you could see the value of having a personalized video in an email message.
PurposeAt 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 StepsI’d love to schedule a meeting with you to dig deeper into your sales process to identify opportunities to use video.
CTAUse the link in my signature to book 30 minutes on my calendar for us to chat.
Thank YouThanks for watching and talk to you soon 🙂
Example Video

First Touch: Inbound Lead Follow-Up (from Revenue River)

Email Template 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

Video Script
IntroductionHello, thanks for reaching out to Revenue River. My name is…
ValueLet’s set up a call, we’re a team of experts who can solve.
PurposeHelp us discover where you need help
Next StepsBook time on my calendar, send details or questions to kickstart
CTACalendar link
Thank YouLooking forward to speaking
Example Video

First Touch: Account-Based Video (from SmartAcre)

Email Template

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.

Video Script
IntroductionHi [name]. Cookies are for closers! That’s something we say here at SmartAcre.
ValueBased on [company name]’s website, you have an impressive lead capture process. I love how you are using [technology] to [add personalization].
PurposeAre you getting the most out of your tech stack?
Next StepsI’d love to hear more about your challenges and share ideas from our MarTech experts.
CTABook a meeting – I’ll send cookies.
Thank YouLet me know if you have any other questions and thanks so much for watching!

Example Video

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)

Email Template 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.

Video Script
IntroductionHey {first name}
ValueI 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 StepsI would love to chat about XYZ and get your thoughts on …
CTAPlease book time in my calendar
Thank YouThanks for watching!
Example Video

Follow-Up: Reviving a Dead Opp (from Vidyard)

Email Template 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.

Video Script
IntroductionHey {first name},
ValueI wanted to send you a video because back in {date}, your team chatted with {AE} about X, Y and Z.
PurposeI wanted to see if your priorities have shifted, or maybe if this is a better time to chat.
Next StepsI 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}
CTABook time in my calendar
Thank YouThanks for watching!
Example Video

Follow-Up: Break-Up on a Lead Gone Cold (from HubSpot)

Email Template 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}

Video Script
IntroductionHi 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.
ValueThe 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.
PurposeWhile 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 StepsMy 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.
CTAShould 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 YouBe well, I’m here if you ever need me.
Example Video

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)

Email Template

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.

Video Script
IntroductionHey Alex, great chatting with you just now!
ValueWe 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.
PurposeHighlight key automation features that they’re interested in and share related resources they can read to keep the deal moving smoothly.
Next StepsWe’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.
CTAI’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 YouLet me know if you have any other questions and thanks so much for watching!
Example Video

Closing: Proposal Walkthrough (from Salted Stone)

Email Template

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.

Video Script
IntroductionHey {first name}! This is what we’ve been working towards together. I’m thrilled to be sending you our {engagement type} proposal.
ValueWe’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}.
PurposeThis proposal document outlines the process, scope of work, budget, and timeline for Salted Stone to partner with {company name}.
Next StepsThe 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.
CTAYou can find a link to my calendar in the email, feel free to book time when it’s convenient.
Thank YouThank You — Looking forward to discussing your feedback!
Example Video

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)

Email Template

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.

Video Script
IntroductionHey {first name}
ValueI wanted to send you a video because back in {date}, your team chatted with {AE} about X, Y and Z.
PurposeI wanted to see if your priorities have shifted, or maybe if this is a better time to chat.
Next StepsI 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}
CTABook time in my calendar
Thank YouThanks for watching!
Example Video

Post-Sale: Sales Handoff to Services (from New Breed)

Email Template

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}

Video Script
IntroductionHi team, we’ve just closed a great deal with (Company Name).
ValueHere’s everything I learned about our new client that you’ll need to know before meeting them.
PurposeFirst 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 StepsNow that you know all about (Company Name), please feel free to ask me questions.
CTAClick here to see the contract and relevant assessments or assets.
Thank YouEnjoy working with (Company Name)!
Example Video

Tools for Virtual Selling

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.
Lori Connor

Lori Connor

Lori is a Content Marketing Manager at Vidyard. Over the past decade, she's written everything from news stories to tech whitepapers. She travels the continent to hike, camp, and swordfight.