Best practices for video greetings in Salesframe
Video greetings are an easy way to put a face and voice behind your message. They make offers more memorable, follow-ups more human and help you stand out from competitors who only send plain emails and PDFs.
1 - How video greetings work in Salesframe (quick version)
You start from the presentation deck and click Add video. From there you can either record a new video greeting directly in Salesframe (browser or mobile app) or upload a video you recorded earlier. Your browser or app will ask for camera and microphone permission, you can redo the recording if you are not happy with it, and there are no strict limits on length or file size. Once you save, the video is added straight into your current presentation and also stored under My files → Video greetings with a thumbnail so you can reuse it later.
2 - Keep it short and clear
Even though there is no technical time limit, attention is limited.
Aim for 30–90 seconds in most cases
Focus on one main idea: a short intro, a recap or a clear next step
If you have more to say, put the details in the slides and documents, not in the video
A simple structure that works almost everywhere:
Who you are and why you’re sending this
What they’ll find in the link / presentation
What you suggest as the next step
That’s it.
3 - Talk like a human, not like a news anchor
You don’t need to be perfect on camera. In fact, being slightly imperfect usually makes you more trustworthy.
Imagine this as a mix between a short Zoom call and a voicemail
Look at the camera regularly, but it’s fine to glance at notes or away briefly
Speak the way you normally would with that customer
Don’t read a script word-for-word, use a few bullet points instead
Smile, even a bit, it changes how your voice sounds
If you stumble a little but the message is clear, don’t worry. You can always retake, but “real and clear” beats “perfect and stiff”.
4 - Make it personal and memorable
Remember that your video might be shown around inside the customer’s company: to a manager, a colleague or even their CEO. This is your chance to be memorable in a good way.
Good ideas for recording environments:
Right after a meeting, just outside the customer’s premises
“I’ve just left your store/office, here’s a quick recap…”
In a meeting room with some interesting but non-distracting background, like art or a brand wall
Outdoors or in a nice space (courtyard, lobby, break area) when the light is good
At your office desk if the background is clean and professional
Whatever you choose:
Make sure your face is clearly visible
Avoid loud background noise if you can
Keep the camera reasonably stable (phone against a laptop, wall, tripod, etc.)
Small details like “I recorded this right after our meeting” or a recognisable background help the video feel specific to them, not generic.
5 - What to actually say (examples)
You don’t need fancy scripting. Adapt these to your style:
After a first meeting
“Hi [Name], thanks again for your time today. In this link you’ll find a short summary of what we discussed plus the proposal we walked through together. Take a look when you have a moment, and if it makes sense, let’s pick a time next week to go through questions.”
Sending an offer
“Hi [Name], here’s your offer in a format that’s easy to share internally. The first part covers the overall idea and impact, and the last slides show pricing and implementation. If you forward this to colleagues, I’m happy to join a call to walk everyone through it.”
Re-engaging a sleeping deal
“Hi [Name], it’s been a while since we last spoke, so I wanted to send a quick recap in case you’re still considering options. The link below has a short overview of how we could help and the latest version of the proposal we discussed.”
Short, straightforward and tied to the content in the link is usually enough.
6 - When to use video greetings
Video greetings work especially well when:
You are reaching out to a new contact and want to put a face to your name
You send a proposal or important material that will be forwarded internally
You want to recap a meeting so people who weren’t there still understand the context
You’re trying to reopen an older discussion and want to stand out in their inbox
You don’t need a video for every message. Use it when you want to make sure they remember you and understand why the link you’re sending matters.
7 - Quick checklist before you hit record
Before you record:
Is the camera and sound working and pointed roughly at your face?
Is the background okay for anyone at the customer to see?
Do you know your one main message for this video?
After you record:
Watch the first seconds to make sure audio and framing are fine
If it feels completely off, just do a quick retake
Otherwise, save it, let Salesframe add it to your presentation and move on
A simple, honest video greeting, recorded in one or two takes, is already more than most salespeople ever send.
