Nov 21, 2024
5
min Read

Pre-Meeting Video Template: Start Strong, Build Trust

Andrew Mewborn
Nov 21, 2024

Building a connection before a meeting helps set the stage for a good conversation. A Pre-Meeting Video Template is a simple way to introduce yourself, explain the purpose of the meeting, and make the other person feel valued. 

If you want to make a strong first impression and start building trust early, then use this template!

Here’s how a Pre-Meeting Video Template can help you build trust, set clear expectations, and prepare for your meeting.

What is a Pre-Meeting Video?

A pre-meeting video is a short, personalized video you send to a client, business partner, or stakeholder before a meeting. You introduce yourself, explain the meeting’s purpose, and start building a connection before speaking in person or on a call.

It’s like a digital handshake. 

In a world full of text-heavy emails, a video stands out. It’s quick, friendly, and feels more human.

The video doesn’t need to be long—30 to 60 seconds is enough. Just say hello, give a short intro, and share what the meeting will cover. It shows you value their time and are prepared for the conversation.

Why Sending Pre-Meeting Videos Work?

Pre-meeting videos make you stand out. They create a stronger connection by showing your face, voice, and personality—something text can’t do. It makes your outreach feel more real and trustworthy.

Not everyone uses videos like this. That’s why it works. It shows you care, are willing to try something new, and want to leave a great first impression. Learn more about how video for sales can enhance your outreach strategy.

Free Pre-Meeting Video Template

Why Use Video Instead of Email?

Videos connect better than text. Here's why sales videos work:

  • Personal Connection: Seeing and hearing someone makes it feel more real. People get to know you before the meeting.
  • Clear Communication: It’s easier to share ideas without confusion. Your tone and enthusiasm come through clearly.
  • Memorable: Videos stick in people’s minds longer than emails. They help you stand out in a crowded inbox.

How a Pre-Meeting Video Template Can Help You?

Creating a pre-meeting video for every prospect takes time. A template simplifies the process. It saves you time, ensures a professional look, and keeps your messaging consistent.

Here are the top reasons to use a pre-meeting video template:

1. Saves Time and Keeps Quality High

Making a new video for every meeting can be time-consuming. A template gives you a ready-made structure. Just add small updates for each recipient. This lets you focus on researching and personalizing your message instead of starting from scratch.

Templates also help keep your videos polished and professional. You can avoid rushing and trust the framework to deliver a great message every time.

2. Keeps Your Branding Consistent

With a template, you can include your company’s logo, colors, and style. This ensures all your videos match your branding. Consistency builds trust and makes your company look organized and reliable.

Templates also keep your tone and messaging the same across all videos. This makes your communication feel unified, which helps prospects remember you and your brand.

3. Gives You More Time to Personalize

A template handles the basics, like your introduction and agenda. This gives you more time to focus on personal details. You can mention the prospect’s achievements, challenges, or needs.

Adding personal touches shows that you care and have done your homework. It makes the video feel unique to each recipient without taking much extra time.

4. Makes Your Videos Engaging

A template helps you structure your video in a way that grabs attention. For example:

  • Start with a friendly greeting.
  • Share the meeting’s purpose.
  • End with a clear next step.

Templates also remind you to include best practices, like a call to action or an interesting statistic. These small details make your message more memorable and engaging.

5. Reduces Stress

Making videos can feel intimidating, especially if you’re not used to it. A template removes the guesswork. You’ll know exactly what to say and how to structure your message.

This makes recording videos easier and less stressful. You can focus on being yourself, which helps your personality shine through naturally.

6. Easy to Scale for Teams

If multiple people on your team send pre-meeting videos, a template keeps everyone on the same page. It ensures consistent messaging, branding, and professionalism.

This also makes onboarding new team members easier. They can use the same structure right away, so your entire team delivers a seamless experience for prospects and clients.

Free Pre-Meeting Video Template

Overview of Distribute's Pre-Meeting Video Template

Pre-Meeting Video Template
Free Pre-Meeting Video Template

Distribute’s Pre-Meeting Video Template helps you quickly create clear, engaging videos for prospects before meetings. It provides a simple structure to keep your message focused and professional, ensuring each video makes a positive impression.

The template includes these key parts:

  • Personal Greeting: Start by greeting the prospect by name. Introduce yourself, your role, and your company to set a friendly tone.
  • Connection Acknowledgment: Mention how you came across the prospect or their business. This shows you’ve done your research and builds rapport.
  • Agenda Overview: Share what you’ll cover in the meeting. A brief preview keeps everyone prepared and focused.
  • Value Proposition: Highlight how your company can help with their needs or goals. Keep it short and relevant to their challenges.
  • Call to Action: Invite them to share any specific topics or questions before the meeting.
  • Friendly Closing: End with a positive, enthusiastic note to leave a good impression.

Step-by-Step Guide on Pre-Meeting Video Template

Here’s a simple guide to get started with the Pre-Meeting Video Template:

1. Open the Template: Go to Distribute.so and select the Pre-Meeting Video Template.

2. Start Using It: Click the “Use as Template” button to begin creating your video.

3. Customize the Template: Edit the template to match your team’s needs. Add specific questions, goals, or any details related to the project.

4. Share with Your Prospect: Send the link to your prospect.

5. Track Progress: Use the built-in tracking tools to see how well the template is being used and if your goals are being met.

Free Pre-Meeting Video Template

Conclusion

By using a pre-meeting video template like the one from Distribute, you save time, stay consistent with your branding, and focus on personalizing your message to make it more meaningful.

For sales teams, account managers, or anyone wanting to strengthen client relationships, pre-meeting videos are a simple but effective way to show you care about their needs. And with a ready-made template, it’s easy to create polished videos that focus on connection rather than just logistics.

Give it a try. Start using pre-meeting videos to make a great first impression and set the stage for productive conversations.

Free Pre-Meeting Video Template
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