Use cases
An intro is just the beginning. These are the moments where a short personal video does what a text cannot, and how each one is set up in Video Intros.
01
First introductions
A new lead usually gets an auto-reply and a phone call from a number they do not recognize.
Send a short video from the person who will actually handle the lead. The lead sees a face and a name before the first call, on a page that carries your brand and your proof.
In Video Intros: Use an introduction touchpoint with no appointment context. The page opens straight on the personal message.
02
Appointments and pre-arrival
A reminder text confirms a time. It does not give the customer a reason to keep it, or tell them who is coming.
Before the appointment, the assigned professional records a short video: who they are, when they will arrive and what will happen. The appointment stops being a slot on a calendar and becomes a commitment to a person. Video Intros measures whether the video was delivered, opened and watched, so you can compare kept appointments against your own baseline.
In Video Intros: Use an appointment touchpoint. The page shows the day and time in plain words and what to expect.
03
Lead follow-up
Most follow-up is the same message, sent again. It is easy to ignore because nobody appears to be behind it.
Follow up with a face. A 15-second check-in from a named person reads as attention, not automation, and the page gives the lead one clear way to reply.
In Video Intros: Use a follow-up touchpoint with no context line, and keep the script to one question.
04
Offers, proposals and status updates
Updates on offers, estimates, claims and proposals carry weight, and they usually arrive as a template.
Record the update. The customer hears the news and the next step from the person responsible, and can call or text back from the same page.
In Video Intros: Use a status touchpoint. Its context line says what the update is about, and no date is needed.
05
Milestones
Under contract, project complete, policy bound, first day. These moments pass with a system email.
Mark them in person. A milestone video is short, specific and from someone the customer already knows.
In Video Intros: Use a milestone touchpoint. A date is optional.
06
Welcomes and onboarding
The handoff from sales to service is where customers start to feel like a ticket.
The new point of contact introduces themselves on video before the first working session, so the relationship carries across the handoff.
In Video Intros: Add a custom touchpoint for the handoff, with your own script and page copy.
07
No-show recovery
After a missed appointment, the usual options are silence or a rebooking link.
A short, friendly video from the person who was going to show up keeps the door open without pressure.
In Video Intros: Use a follow-up touchpoint with a script written for a missed visit.
08
Thank-yous
Thank-you emails are read as receipts.
Fifteen seconds of a real person saying thank you is remembered, and it is the natural moment to point to your reviews.
In Video Intros: Use the thank-you touchpoint. The page can show your Google reviews link.
The whole relationship
Touchpoints follow the customer from the first hello to the thank-you.
A new lead hears from a person first.
The customer knows who is coming.
News lands with a face, not a form letter.
The big moments get marked.
A check-in that sounds like one.
The relationship outlasts the sale.
Bring Video Intros to your team. We set up each organization with you directly during early access.
