Recorded a simple Loom video.
Sent to prospects instead of long emails.
Booking rate jumped from 12% to 64%.
THE SETUP:
Loom free account (no cost)
Screen recording + webcam
One template video
Personalize intro for each prospect
THE VIDEO STRUCTURE:
SECONDS 0-10: Personal intro
"Hey [Name], saw you're processing invoices manually at [Company]"
SECONDS 10-40: Show the magic
Screen recording of automation working
Real invoice → Extracted data → QuickBooks
No explanation. Just show it working.
SECONDS 40-70: Paint their future
"Imagine this running for every invoice you receive"
"No more manual data entry"
"Get those 8 hours back weekly"
SECONDS 70-90: Clear next step
"If this solves your problem, book 15 minutes here"
Show calendar link on screen
"If not, no worries"
SECONDS 90-120: End with context
"I've built this for 23 similar businesses"
"Most are live within a week"
"Looking forward to showing you more"
Total time: 2 minutes max
THE TEMPLATE VIDEO:
Record once with generic example
Re-record just the personal intro (10 seconds) for each prospect
Keep the demo portion same
Change company name in closing
THE LOOM BENEFITS:
They see your face (builds trust)
They see it working (visual proof)
They watch on their schedule (convenient)
They can replay (process information)
You track if they watched (qualify interest)
THE OUTREACH SEQUENCE:
Day 1: Send personalized 2-minute Loom
Subject: "Quick video for [Company]"
Day 3: Follow up if they watched
"Saw you watched the video. Thoughts?"
Day 5: Follow up if they didn't watch
"Might have missed this. 2-min video showing how we eliminate invoice entry for [industry] companies"
THE RESULTS:
Videos sent: 37
Videos watched: 31 (84% view rate)
Discovery calls booked: 14
Conversion rate: 45% of viewers book
OLD EMAIL APPROACH:
Emails sent: 37
Response rate: 12%
Calls booked: 4
NEW VIDEO APPROACH:
Videos sent: 37
Response rate: 45%
Calls booked: 14
THE MESSAGES I SEND:
"Hi [Name], noticed you're handling [pain point] manually. Made you a quick 2-min video showing how we've solved this for [similar companies]. Link: [Loom]"
That's it. No long explanation.
THE INDUSTRIES THAT RESPOND BEST:
Visual people: Construction, real estate, design
Busy people: Doctors, lawyers, executives
Tech-comfortable: Marketing agencies, consultants
Result-focused: Accountants, operations managers
THE VIDEO VARIATIONS:
INVOICE AUTOMATION VIDEO:
Shows invoice → extraction → QuickBooks
Used for: Accounting, retail, restaurants
FORM PROCESSING VIDEO:
Shows patient form → extraction → system
Used for: Healthcare, fitness, services
CONTRACT EXTRACTION VIDEO:
Shows contract → data extraction → database
Used for: Legal, real estate, consulting
THE PERSONALIZATION:
Use their company name in intro
Reference their specific pain point
Show their industry type in demo
Mention their location if local
Takes 45 seconds to customize per prospect.
THE TRACKING ADVANTAGE:
Loom shows:
- Who watched
- How many times they watched
- How much they watched
If they watched 95%+ → Hot lead, follow up immediately
If they watched 30-70% → Warm lead, follow up in 2 days
If they didn't watch → Follow up with "might have missed this"
THE QUALIFICATION:
People who watch full video and don't book: Not interested, move on
People who watch and book: Highly qualified, likely to close
People who watch multiple times: Very interested, prioritize
THE CLOSE RATE:
Discovery calls from video: 14
Clients closed: 9
Close rate: 64%
(vs 28% close rate from email-generated calls)
THE TIME INVESTMENT:
Record template: 15 minutes once
Personalize per prospect: 45 seconds
Total for 37 videos: 45 minutes
Result: 14 booked calls, 9 new clients, $18,900 revenue
THE CLIENT FEEDBACK:
"Loved the video, so clear"
"Could immediately see how this helps us"
"Way better than reading a long email"
"Felt like you understood our problem"
YOUR HOMEWORK:
Create free Loom account today
Record 2-minute automation demo
Send to 5 prospects this week
Track watch rates and bookings
Stop writing long emails. Start sending short videos.
What automation demo can you record today?