Send a video to summarize what you discussed in your last meeting and set expectations for your next one. This also keeps your deal moving forward, as the video can be easily shared with key stakeholders who need to stay looped in but weren’t able to attend the meeting. Think of every video reply as another opportunity to build a connection with your prospect as they get more familiar with your voice and face.
What is a post-meeting recap?
A post-meeting recap is a fantastic way to build trust with your prospects. Done right, it shows you paid attention, understand their pain points, and have a plan to solve their problems.
A post-meeting recap gives you the opportunity to thank your participants, solidify what you talked about, and add value to the relationship.
Even the most attentive prospects can forget some of the more important details of a call. People are busy! A post-meeting recap is a great way to remind a prospect what was discussed and solidify the finer details.
With video, you can take this even further. According to research from B2B Decision Labs, 60% of people forget almost everything they read in a plain email within 48 hours of reading it. Not so with video, as people are much more likely to remember specific details about the message when it’s in video format.
Another benefit of sending a post-meeting recap video is the opportunity to provide added value based on what was discussed. This is a great opportunity to include a mini-demo walkthrough to highlight something mentioned in the call, or include a relevant resource to add additional context to your conversation and recap.
How to use the Post-Meeting Recap template
This video type should really be your bread and butter. It’s a super-simple, yet extremely effective way to make sure deals progress while maintaining a strong relationship with your prospects or customers.
This video can be filmed both selfie-style with a webcam, or (depending on the level of detail you want to go into) with Vidyard’s Screen + Cam feature. This option is great for including a mini demo or a resource asset as the background to your video.
Remember to thank your viewer, both for watching the video and for taking the time to meet with you. Recap the key pain points that you discussed, and communicate the solution you can provide. Always finish with a clear call to action to confirm next steps and keep the deal moving forward.
When to use the Post-Meeting Recap template
All the time! The post-meeting recap video template should be used to communicate with prospects and customers after every meeting. Some recap videos will require more context and content than others, but this is such a powerful video to keep customers happy and deals moving forward. Don’t sleep on this post-meeting recap template.
