Personalized Sales: A 5-Step Guide to Winning More Business

Helpful Summary

Overview: We explore the concept of personalized sales and share 5 quick steps for video outreach personalization using Pitchlane.

Why you can trust us: With our software, you don’t have to choose between either personalizing your sales process or scaling up your outreach volume. 

Pitchlane helps businesses achieve hyper-personalization and hyper-scale at the same time and we’ve put this guide together based on our wealth of experience helping sales professionals like you.

Why this is important: Finding the right personalized sales approach will significantly boost your ability to attract customers, close deals, and achieve recurring revenue.

Action points: Create your first Pitchlane video and start booking more sales calls today.

Further research: Go through our blog to learn more about optimizing your sales outreach processes for better results.

Want to Turn Skeptics and Prospects Into Lifelong Customers?

We get it—the markets are saturated, information is as accessible as ever, and potential clients get bombarded with sales messages from you and your competitors day in and day out. 

Unlike 10 or 20 years ago, it’s just not as easy to win prospects over.

However, new personalized sales strategies have emerged.

Today, winning over prospects requires more than a one-size-fits-all strategy for all potential customers. You need to connect to each prospect on an individual level; showing them intentionality, authenticity, and exactly how your product can cater to their specific needs.

Read on for steps to implement our top sales personalization recommendation (personalized video prospecting) and convince prospects that you’re the best choice for them.

Why Listen to Us?

Pitchlane is a sales video platform for outbound teams that want to create personalized videos without recording every message by hand. Homepage case-study snippets include Mauricio signing one new client from 155 contacts and Erik reporting a 300% increase in meetings booked plus $14k MRR from Pitchlane.

What is Personalized Sales?

Personalized sales is a strategic selling approach that involves tailoring your product offerings and messaging to the unique needs of individual prospects and audience groups. 

Just like giving someone the exact gift they wanted for their birthday shows care and forethought, personalized sales show potential customers your best intentions and attention to detail. It gives your prospects scenario-specific product options to choose from, showing authenticity and boosting loyalty.

Personalized sales videos

Personalized sales videos are short prospect-specific videos used to make cold outreach or follow-up feel relevant. For small account lists, a rep can record each video manually. For larger lists, use an AI personalized video outreach platform like Pitchlane: record one base pitch, let the background recording bot create website-personalized versions, and send them through your outreach tools.

If you are comparing tools before choosing a workflow, read our guide to video prospecting tools.

5 Steps For Personalizing Your Sales Approach With Pitchlane

Sales is not easy. But, there are many ways to personalize your approach so you lose fewer deals and convert more prospects into paying customers. One such way is personalized video prospecting. 

Compared to generic or mass messaging, personalized sales videos show an in-depth understanding of your potential customers’ needs, piquing their interest instantly and connecting with them on a much deeper level. 

Also, unlike text or graphic promotional materials, the relatively uncommon nature of personalized sales videos can contribute to keeping you at the top of prospects’ minds. 

However, the bigger your prospective client pool is, the more daunting it may appear to create personalized videos for each prospect. Thankfully, Pitchlane uses automation to make video outreach practical at scale: record once, choose prospects, and create personalized versions for each lead.

Here’s our five-step guide to booking more meetings and driving conversions with Pitchlane:

1. Record your video

2. Select your prospects

3. Allow Pitchlane’s bot to work its magic

4. Send out your personalized videos

5. Analyze your outreach results

1. Record Your Video

While sales videos are not yet as commonly used as SMS or social messaging, they are quite effective—84% of people say they’ve been influenced to buy from a brand after watching a video from them. 

The first step to creating a video outreach campaign with Pitchlane is to record your video. Before hitting the record button, remember to:

- Consider the pain points of your prospects.

- Draft your email copy and video script (Pitchlane provides multiple templates for this).

- Avoid mentioning a name or company so the video can be used as a base to create multiple versions for different recipients. 

Also, don’t forget to smile when recording to make the video warm and welcoming.

2. Select Your Prospects

With Pitchlane, you record your pitch once and personalize it for every lead. One reusable recording can become website-personalized versions for a large prospect list without manually recording each video.

However, ensure that you choose target prospects with key similarities you can reference in the recorded video so that it feels personal to each recipient when they watch it.

3. Allow Pitchlane’s Bot to Work Its Magic 

Next, Pitchlane’s background recording bot visits and records each prospect’s website to personalize the video version they receive accordingly. Each result combines the reusable pitch with that prospect’s website background.

4. Send Out Your Personalized Videos

Pitchlane integrates with over 30 cold email outreach platforms—including Hubspot, Instantly, SmartLead, QuickMail, and more. 

To successfully run video outreach campaigns with our software, simply:

- Select your preferred outreach tool.

- Set up Pitchlane to automatically add leads and their videos to the tool.

- Send the emails out en masse.

- Set up reminders to follow up with prospects subsequently.

5. Analyze Your Outreach Results

After successfully creating and sending personalized videos at the intended scale, take some time to analyze the results of your different campaigns. Identify the best-performing videos and emails so you can use them as a blueprint for future campaigns.

And just like that, you’ll be well on your way to booking more meetings and closing more deals.

Best Practices For Personalized Video Sales Outreach

If you’re still unsure about video outreach and how best to take advantage of it, here are some best practices from our video outreach experience:

Know Your Audience: Research your prospects thoroughly. Understand their pain points, interests, and needs. Then, tailor your message to address these specific elements to make your outreach more relevant and engaging.

Keep It Short and Sweet: Aim for a video length of 60-90 seconds. Make sure to deliver your key message quickly to respect your prospect’s time. Brevity ensures your message is memorable and to the point.

Start with a Strong Hook: Capture attention within the first few seconds. Begin with an interesting fact, a question, or a personalized greeting to pique curiosity and encourage the prospect to watch the entire video.

Use Personalized Elements: Keep the spoken base video reusable. Put the prospect’s name, company, or other lead-specific variables in the email, video title, or landing-page context, and use the prospect’s website as the personalized video background.

Be Authentic and Human: Show your personality. Be genuine and conversational in your tone. Prospects are more likely to respond positively when they feel they are interacting with a real person rather than a scripted corporate message.

Include a Clear Call to Action: End your video with a specific and actionable call to action (CTA). Whether it’s scheduling a meeting, signing up for a demo, or visiting a landing page, make sure the next step is clear and easy to follow.

Boost Your Profits With Video Outreach at Scale

A repeatable personalized-video workflow separates the reusable spoken pitch from the prospect-specific visual context.

Pitchlane lets you record one reusable video while its background recording bot visits and records your target prospects’ websites to create a website-personalized version for each lead.

Get started with Pitchlane today!