Building meaningful relationships with your leads and clients is the cornerstone of successful business growth. In a world where personalisation is key, sending a tailored video message can leave a powerful impression. With the HighLevel mobile app, it’s easier than ever to send a personal video message directly to your contacts – all from your smartphone.
In this guide, I’ll show you exactly how to do it and highlight some smart use cases that will help you enhance your client experience.
Why Use Video Messaging?
Video messaging offers that personal touch which written messages often lack. It shows you’re genuinely interested, willing to go the extra mile, and excited to help. Whether you’re welcoming a new client or following up with a fresh lead, a video message can make you stand out and build stronger connections.
How to Send a Video Message Through the HighLevel Mobile App
Important Note: This feature only works if you have a mobile phone number saved for the contact, as the link to the personalised video is sent via text message. Make sure you’ve collected this information before proceeding.
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Step 1: Log into the HighLevel Mobile App
Open the HighLevel mobile app on your device and log in with your credentials.
Step 2: Navigate to Conversations
Tap on the “Conversations” tab at the bottom of the screen. This is where all your client and lead interactions are managed.
Step 3: Select or Search for the Contact
Scroll through your list or use the search bar to quickly locate the contact you want to reach.
Step 4: Open the Contact’s Message Thread
Tap on the contact’s name to open the conversation thread.
Step 5: Record Your Video Message
- Tap the “+” (Plus) button or the “Attachment” icon (this may vary slightly depending on your app version).
- Select the “Camera” option to record a new video or “Gallery” option to upload a pre-recorded video.
- Record your personalised message – keep it clear, friendly, and to the point.
- Tap “Stop” when you’re finished, and “Use Video” if you’re happy with the recording.
Step 6: Send the Video Message
Add a short text message if you wish, then hit “Send”. Your video will be delivered directly to your contact’s inbox.
Use Cases for Video Messaging
Welcoming New Leads
A new lead has booked a discovery call. Stand out from the crowd by sending them a warm, friendly video message like:
“Hi [Lead’s Name], thanks so much for booking a call with me! I’m looking forward to our chat on [Date]. In the meantime, if there’s anything specific you’d like me to prepare for, just let me know. See you soon!”
Onboarding New Clients
When you’ve just won a new client, a personalised welcome video can make them feel valued from the start:
“Hi [Client’s Name], welcome on board! I’m excited to be working with you to achieve [Their Goal]. I’ll be sending over the onboarding details shortly, but if you have any questions, feel free to reach out. Looking forward to a successful partnership!”
Following Up After a Sales Call
Keeping leads engaged after a sales call can be tricky. A simple follow-up video can be the difference between a sale and radio silence:
“Hey [Lead’s Name], it was great chatting with you today! I just wanted to follow up and see if you had any more questions or thoughts about moving forward. I’m here whenever you’re ready.”
Announcing Special Offers or Updates
Have something exciting to share? Deliver it with personality:
“Hey [Client’s Name], just wanted to let you know we’ve rolled out something fantastic! [Describe Offer/Feature]. Let me know if you’re interested in learning more. Would love to walk you through it!”
Requesting Reviews or Testimonials
Collecting testimonials feels much more personal when you ask face-to-face:
“Hi [Client’s Name], I’ve really enjoyed working with you to achieve [Their Goal]. If you’re happy with the service, I’d truly appreciate a quick review. It would mean a lot and help more people like you find us. Thanks again for your support!”
Sharing Important Updates or Instructions
Sometimes a short video explanation is far more effective than a long email:
“Hey [Client’s Name], just wanted to walk you through [New Process or Feature]. If you run into any issues, feel free to reach out. Happy to help!”
Tips for Creating Effective Video Messages
- Be Authentic: Forget perfection – clients appreciate seeing the real you.
- Keep It Short & Sweet: Aim for 30 to 60 seconds to hold their attention.
- Show Enthusiasm: Your energy will be contagious and leave a lasting impression.
Start Using Video Messaging Today!
HighLevel’s mobile app makes it incredibly easy to build stronger connections with your leads and clients through personalised videos. Whether it’s welcoming a new client or following up after a call, video messaging can take your customer experience to the next level.
Ready to level up your client experience with HighLevel? Book a Discovery Call with Julian – click here. We’ll show you how to make the most of HighLevel’s powerful features to scale your business.
