How This Account Manager Uses Video to Help Customers Grow Without Calling More Meetings

How This Account Manager Uses Video to Help Customers Grow Without Calling More Meetings

Dan is an Account Manager for Drift Chat. He spends his time helping and growing ~70 customers after they onboard his product.

But Dan can’t meet with every customer every week. So he needs a way to help between meetings.

That's why Dan sends async video messages.

Instead of waiting for the next meeting, he records quick video recommendations.

Here’s an example for his customer at Gong. 

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In 2 minutes, Dan shows them how to update their Chatbot to increase conversion.

Why Dan’s Video Worked:

  1. There’s a clear reason to watch - Dan introduces the problem/opportunity right away.
  2. It shows exactly how to take action - Dan shares his screen and walks through the steps.
  3. It’s brief - The customer only needs 2 minutes to watch.
  4. There’s no hard sell - Dan uses video to give rather than ask.
  5. It’s personal - Dan shows his face, he’s expressive, and he’s speaking as an expert.
  6. It’s easy to follow-up - Dan knows who watched and how much they watched so he can follow-up and make sure the customer has what they need.

For Dan, this means helping his customers with fewer meetings and less time writing up long email explanations. 

“Using video to make recommendations to customers is 100x faster than typing a long email. My customers can watch on their own time and we both save calendar space. With Drift Video, I’m able to track views and then follow-up once they watch.”

Want to turn your 30-minute meetings into 3-minute videos? 

Get a Free Drift Video account here.

Matthew Arevalo

Chief Experience Officer, Pinfinity | Expert in Fan Commerce & Brand Narratives | 20+ Years of Cultivating Impactful Experiences

4 年

Pretty rad.

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Arvin Zatulovsky

Revenue Operations at CoachHub - The digital coaching platform

4 年

Been doing that over 2 years ;)

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Phil Ovitt

Energy, Commodities, Geopolitics, Policy | VP, Sales & Business Development | Rapidan Energy Group

4 年

Great stuff!

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Sam Arnold

Census: The Universal Data Platform

4 年

How could this NOT be the next big thing for Drift?

Christina Nalband

I help 9-5'ers flip their first house

4 年

I never thought I’d see the day! Dan Salvetti ?????? love this

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