Personalized video outreach is a game-changer in sales. It helps build relationships, improve engagement, and increase conversion rates. With HeyGen, you can easily create high-quality, tailored videos for outbounding, lead follow-ups, pre-call introductions, and post-meeting summaries. Follow this guide to streamline your sales outreach with video content.

Quick tips for sales outreach videos

To maximize the effectiveness of your sales outreach videos, keep them short and relevant, with 30-60 seconds for cold outreach and 60-90 seconds for follow-ups.

Personalization is key—address recipients by name, reference shared interests, or mention past interactions to establish rapport.

Ensure your message includes a clear call to action (CTA) that directs prospects toward the next step, whether it's scheduling a call, replying, or downloading a resource.

Since most emails and LinkedIn messages are viewed on smartphones, optimizing videos for mobile viewing is crucial.

Lastly, leveraging AI avatars can help maintain consistency across all outreach efforts while projecting a professional, branded image.

Step 1: Define your objective and script

Before creating your video, clarify your outreach goal:

1. Outbounding: Engage new prospects and introduce your offering.
2. Lead follow-up: Re-engage leads who showed interest but haven’t converted yet.
3. Pre-call video message: Establish rapport and set the stage before a scheduled meeting.
4. Post-meeting summaries: Recap key discussion points and outline next steps.

Once your objective is set, draft a concise and engaging script. Visit our write and use video scripts in HeyGen for engaging videos resource and don’t miss the section on how to generate a script with AI.

Pro tip: Keep your script concise and conversational. Focus on how your solution benefits the prospect.

Step 2: Choose or create your AI avatar

HeyGen offers a wide range of avatars for every occasion and options for creating custom avatars to bring your videos to life!

See this resource for step-by-step instructions on how to choose a Public Avatar from HeyGen’s extensive library of avatars with 700+ voices compatible with 170+ languages and dialects. Each Public Avatar also comes with multiple Looks, which are varying outfits, poses or backgrounds.

Want even more personalization? See our video avatar: create your digital twin guide to make your very own avatar using photos and videos from your smartphone. For the best output, see this Best Practices for creating AI avatars and voices.

Want something completely custom or out-of-the box? Try generating an avatar from text where your imagination is the only limit. Whether hyper-realistic, in an animation style of your choice, or set fully in a fictional world, generate the perfect avatar for your needs in unlimited outfits and surroundings. See our guide on how to change your avatars’ outfits and surroundings for further customization, and if you’re new to prompting, see our prompting best practices guide.

For a more human touch without losing scale, create Personalized Video messages that can address viewers by name or even reference specific details about their needs or interests. These videos can be used in email campaigns, sales outreach, or even customer support.

Step 3: Create videos for different sales touchpoints

Video is a powerful way to personalize your outreach and enhance your communication throughout the sales process. This section covers four strategic video types designed to engage prospects, address objections and drive conversions at every stage.

1. Outbounding videos (cold outreach)

1. Goal: Introduce your product/service and generate interest.
2. Best format: 30-45 seconds, direct and engaging.

Key elements:

1. Personalized greeting (mention name/company).
2. Quick pain point and solution statement.
3. Clear CTA (book a meeting, download a resource, reply to email).

2. Follow-up videos for leads

1. Goal: Reignite interest and keep leads engaged.
2. Best format: 45-60 seconds.

Key elements:

1. Reference past interactions (previous emails, event attendance, demo requests).
2. Address objections or unanswered questions.
3. Include a value proposition and a friendly CTA (schedule a call, request a trial).

3. Pre-call video messages

1. Goal: Set expectations and build rapport before a scheduled meeting.
2. Best format: 30-60 seconds.

Key elements:

1. Warm introduction (mention the meeting details).
2. Quick agenda overview (what will be covered in the call).
3. Call-to-action (confirm meeting time, ask for specific input).

4. Post-meeting summaries

1. Goal: Recap key points and outline next steps.
2. Best format: 60-90 seconds.

Key elements:

1. Thank the prospect for their time.
2. Summarize discussion highlights.
3. Reiterate key action items and next steps.
4. CTA: Ask for confirmation on follow-ups, encourage engagement.

Step 4: Design your scenes & edit your video

Video is the perfect medium for quickly and effectively communicating a message, and HeyGen makes it easy to design engaging scenes. To get started, see this step-by-step guide on how to create and edit videos in HeyGen. Polish your video to perfection with HeyGen’s intuitive editing tools. HeyGen uses a text-based editor to ensure your scenes, text and transitions align perfectly with your script.

Don’t miss our scripting tips which can help ensure accurate pronunciation and pauses for a natural flow.

Browse HeyGen’s extensive library of professionally designed templates or create your own to match your brand’s unique look and feel.

Upload assets such as product images, videos, animations, music, or screen recordings that illustrate your product’s key features.

Step 5: Distribute your sales videos effectively

Once your video is ready, send it through the most effective channels:

1. Email: Embed videos in outreach and follow-up emails.
2. LinkedIn Messages: Use direct messaging to personalize outreach.
3. CRM Integration: Add videos to automated sequences in platforms like HubSpot or Salesforce.
4. SMS & WhatsApp: Share links to short, impactful videos for immediate engagement.

Pro tip: Track video performance to see engagement rates and optimize future outreach efforts.

Bonus tips for sales video success

1. A/B test your outreach: Test different video lengths, styles, and messaging approaches.
2. Personalize at scale: Use HeyGen’s Personalized Video feature to create customized videos for multiple leads simultaneously
3. Follow-up consistently: Persistence is key—use video touchpoints to stay top of mind.
4. Optimize for engagement: Keep videos conversational, value-driven, and easy to watch.

Looking to take your personalization a step further and create a digital sales assistant that can answer prospects and customers’ questions in realtime? Check out HeyGen’s Interactive Avatars feature and demo Interactive Avatars for a taste.

By leveraging HeyGen for sales outreach, you can create highly engaging, personalized video messages that convert leads into customers. Start crafting your video outreach strategy today!