Speed Up The Sales Process With Video Proposal Templates

It can be frustrating and time consuming trying to close deals. 

Templates help scale the sales process and prevent prospective clients from slipping through the cracks. 

With these 8 free video proposal templates, speed up the sales process and add your personal touch.

What you get:


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Start a 14-day free trial of ActiveCampaign. No credit card, no setup, no hassle.

Close your deals faster and win over potential clients with video proposal templates

It can be frustrating trying to close deals. We’ve created free video proposal templates that help speed up the sales process so you can prevent prospective clients from slipping through the cracks.

How to stand out from the crowd during the early stages of the sales process

A plain business proposal generally gives potential clients the information they need to make an informed decision about your company, the products or services you sell, and why they should work with you. However, such proposals do not have the ‘human touch’ of a personal video which is highly effective in converting new leads to the next step in a sales cycle. The great thing about a video proposal is that:

  • it allows you to connect with prospective clients or your audience in a personal way
  • it’s the modern equivalent of a handwritten note
  • it connotes a meaningful investment in developing a personal relationship
  • it cuts through the standard ‘copy and paste’ or automated messages

And that’s just the start.

Whether you’re a new business or want to grow your sales team, implementing personal video to your marketing and sales efforts is the key to closing more deals. You can send personalized videos anytime, but what if you’re not sure what to say?

After four years and analyzing results from over 40,000 companies across the world, Bonjoro has seen which templates and scripts generate the best ROI and impact.

How to use your free Bonjoro video proposal template

The format of each template is designed to be plug-and-play with Bonjoro. Each template includes a subject line and copy for the body. When you find a template you like just connect Bonjoro with your ActiveCampaign account, and create your own video template in just a few simple clicks.

Custom Video Proposal Templates included:

  • Book a call with a potential client
  • Follow up sales proposal
  • Rekindle “gone-cold” potential clients
  • Meeting recap & proposal
  • Onboarding potential clients
  • Upsell new customers
  • Get client testimonials from happy customers

How to Create a Template in Bonjoro

Step 1

Simply find the specific objective or template you want to use

Step 2

Open Message Templates in your Bonjoro account

Step 3

Copy and paste your desired template message and subject line from this document into the Message Template editor.

Video proposal templates can include call-to-action ideas like a link to your appointment calendar or a document. Each template is designed to get more prospects to respond to your outbound sales or marketing efforts so you can book more calls and close more deals, and get more leads to engage with your offer, so they end up paying for your course or product. These video templates are going to help you stand out and make more money.

What is your sales process?

Before you use your pre-built video proposal templates, it will help to define a clear business goal that you want to accomplish. Then, decide which trigger event in your ActiveCampaign account (i.e. tag added, added to a list, etc.) creates a video task in Bonjoro.

The idea is that you’ll be able to easily access your proposal(s) in minutes based on certain actions that a person has taken and is recorded in your ActiveCampaign account. Since Bonjoro links together with your ActiveCampaign account, you’ll be able to send out a personalized video at the right time.

What should you say in your video message?

When it comes to recording and sending a personalized video message, shorter videos tend to work better than long videos. A short video is around thirty seconds in length or a script that is one page. If you write a script that’s longer than one page, do a couple of rounds of editing and cut out all the unnecessary fat. Then read it out loud to listen for opportunities to make the language more conversational, or sentences shorter. The result is a video that’s engaging and succinct.

Script elements have:

  • an introduction
  • natural transitions
  • a conversational tone
  • a call-to-action

You don’t need a fancy teleprompter to remember your lines. Be genuine. If you make a small mistake, keep going and don’t edit it. People want to see authenticity!

What does Bonjoro+ActiveCampaign look like in action?

When you connect Bonjoro with ActiveCampaign, you can easily generate tasks to record personal videos at just the right time. This means you can:

  • create personalized video campaigns in Bonjoro based on key customer events and tags in your ActiveCampaign account
  • pass custom attributes from your ActiveCampaign account into Bonjoro so they are visible at the time of recording your message on Bonjoro’s web or mobile apps
  • customize every video with your own branding and call-to-actions

Ready to get started?

Start a 14-day free trial of ActiveCampaign. No credit card, no setup, no hassle.