Playbook: Win New Clients by Helping Them Shine with Short Form Video

This playbook is designed for marketing agencies looking to expand their services and win new clients through short-form video content.

Here’s a step by step that gets you to land new clients and get more mileage out of existing clients.

Step 1: Prospect Outreach

Run an outreach campaign with a message that looks like this.

Sample Email Template (feel free to tweak this) 

Hi {prospect_name},
Are you looking to build your personal brand and establish yourself as a thought leader in {their_area_of_expertise}?
I can help you create professional videos with just 5 minutes of your time.

Here's how:
-> Each week, I send you a Recording Studio link with a trending topic and video script.
-> You tweak the script, record in short segments with a teleprompter, and you're done.
-> We edit the video and deliver it in all formats, ready to post on social media.

Your first session is free—interested? Let me know, and I’ll send over the link!

Step 2: Provision Trial Workspace

When you hear positively from the prospect.
Create a Trial Workspace for this Client using Zync’s Provisioning Tool.
Trial period for this workspace is set to 3 days.

Provision Trial Workspace - Add New Workspace


Adjust their workspace and set up their Brand Kit and Creator Profile (~5 min)

Step 3: Create First Recording Session

Once workspace is created spend 5-10 min in creating their first session.
Create a new session for the user based on {their_area_of_expertise}
Find Trending topics as you see fit.
Tweak the video script as you see fit.
Get the Recording Session of the URL and share it with them.

Step 4: Review Content Kit

[You may need a couple of reminders for them to complete the workspace before the trial period ends]

You'll receive an email once their content kit is completed.
You can review the video and make edits to it in the video editor as you see fit.
You can send them the video from the Content Kit.

Step 5: Convert to Customer

Now present them with an option to continue doing this every week or even every day.
Share your different pricing options and secure your deal with them.
Once they sign up you can convert their workspace into a Paid Workspace through your agency portal.

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