How to Send the Perfect Follow Up Email After Meeting Using Personalized Video

Oliver Bridge

If you’ve been working in sales for some time, you probably know that face-to-face meetings are the real deal.

Even today, when meeting in person has become such a rarity, video calls still have an irreplaceable role to play. Talking to someone, watching their reactions, and adapting in real-time can give you a great opportunity to close sales or set yourself up to succeed.

It also gives you a chance to instil trust and create a stronger connection with the prospect.

But, one thing that a lot of salespeople miss out on is sending a follow-up email after a meeting or video calling the prospect. With just one email, you can sum up everything you went through and give your prospects clear paths towards conversion.

In today’s article, we’ll go through how you can make the most out of your meeting follow-up emails with personalized video.

The importance of following up

Why do you even need to follow up? Is it really necessary to send an email outlining everything you’ve already discussed?

Some salespeople believe this to be too pushy. They may even be afraid that this approach could deter some interested prospects.

Over and over, studies have found that following up with your leads is an invaluable technique that can do wonders for your conversion rates. For example, around 80% of prospects say “no” before they say “yes”. It seems wasteful to give up after the first “no”, especially if your prospect already agreed to the meeting in the first place!

This study of more than 2.000 U.S. companies from Harvard Business Review found that companies that follow up with sales leads within the first hour have 7x more chances of qualifying said lead.

So, not only does following up pay off but it particularly pays off to do it as soon as possible!

Following up on your sales meetings: general rules

If you have a prospect that’s interested in your offer enough to agree to a meeting, you should do everything in your power to move that prospect further down the funnel.

In other words—don’t leave anything to chance. Make sure you don’t make any beginner mistakes and write that email with style.

Here are some things you should definitely consider when writing a meeting follow-up email.

Decide what your goal is

This might seem obvious but too many salespeople send their follow-up emails without a clear, actionable step for the prospect to take. You want your message to have a clear call to action.

Should the prospect confirm their interest in a trial? Should they fill in a form, schedule another meeting, fill out an order? Whatever the next step is, the follow-up email is the perfect moment to outline it.

Also, don’t be afraid to be direct. Since the prospect has already met with you, there is no doubt that they have an interest in your product. Make it clear from your email that you believe the meeting went well and you’re eager to continue your collaboration.

Make it personal

Don’t open your email with the exact same sentence for all prospects—that’s just lazy.

More importantly, personalized emails get consistently stronger ROI: 122%, to be exact.

So, try to mention something specific about the prospect as soon as possible. Maybe there is an inside joke that made the both of you laugh during the meeting? Mentioning the client’s industry, job title, or company name—all of these are solid personalization techniques that can make your email feel more customized.

Write an honest subject line

We all know that subject lines can have a dramatic impact on open rates. Your subject should cut through the clutter and make sure that all your smart writing doesn’t go to waste.

But, don’t take this the wrong way and write a dramatic, pushy subject line. An honest, direct subject is bound to make the prospect feel you’re trustworthy and authentic in your approach.

Subjects like these can all be good directions to explore:

  • “Today’s meeting update”
  • “Pleasure talking to you earlier, [NAME]”
  • “Key next steps”

Try to skip subjects like “Help me help you” or anything that makes it sound like you’re trying too hard.

Choose the right time to hit “send”

As mentioned, the best time to send a follow-up email is right after the meeting. But, if you can’t keep doing this as soon as each meeting is done, there are some general rules about email sending times.

According to Hubspot, when you send your email will largely depend on who you’re sending it to.

Source: Hubspot

So, B2B emails for smaller companies are probably best sent midweek, in the morning hours, specifically between 8 and 10 AM. On the other hand, if your target audience is entrepreneurs, the day of the week doesn’t matter as much since they open their email more frequently. For this group, Saturdays at around 10 AM seem to work best.

Keep things short

Lastly, try to keep your emails short and to the point—it’s just good practice.

Shorter emails send clearer, more streamlined messages and are easier to make sense of. They also put more emphasis on the CTA.

Another reason to make your emails shorter is to accommodate mobile users. In particular, your subject lines should be shorter because of the way they show up on smartphones.

The good news here is that shorter subject lines are generally considered better practice, as confirmed by 82% of marketers who keep their subject lines under 60 characters.

Why use video in your follow-up email?

So, how does video fit into this story?

As it turns out, video content is among the most popular content types right now. Marketers are quickly realizing this, with as many as 70% of businesses claiming that they’re spending more on video than they did last time this year.

More importantly, people seem to prefer it. Around 78% of people claim to watch videos every week, with more than half of those people claiming to watch them daily.

On a different note, video (especially personalized video) gives you a chance to create a real connection with your leads. Showing your face, mentioning their name, and giving them that personal attention is still an unmatched approach in sales.

Not to mention that videos simply allow you to tell more in less time. They’re also more engaging and easier to consume than endless lines of text.

Sending follow up emails with Bonjoro

Now, we’ll be the first to admit—sending a personalized video after each sales call, for every single customer sure sounds like a lot of work.

But that’s just the thing: it doesn’t have to be.

With Bonjoro, you can film, edit, send, and track all of your videos in one place. You have a platform that enables you to roll out a personalized video strategy with zero editing or coding knowledge.

All you need is a dedicated approach to each prospect and some time out of your schedule (less than you’d expect).

Let’s see how you can use Bonjoro to add personalized videos to your follow-up email after a business meeting.

>> Use Bonjoro to send personalized videos after your sales meetings! <<

Creating and sending your videos

Making a video in Bonjoro takes only a few moments and it requires no professional equipment. You can do everything from your PC/laptop/smartphone!

Assuming you have a Bonjoro account, all you need to do is go to your Tasklist and click on the button “New”. There, you’ll be able to add a person, group or a CSV list as the recipient(s) of your video message.

Click on “Add a person” and type in the email of the person you want to send the video to. You’ll go through a few steps where you can give the task a name and assign it to your team.

Pro tip: to make the most out of your outbound sales efforts, you can get highly qualified leads from other places and add them to Bonjoro as a CSV list. Get those conversions with a personalized video!

You’ll see all your tasks (contacts) in the Tasklist on the left. Click on any of those names and click the “Record now” button on the right. This will open your camera with the red recording button that you can press at any time when you’re ready to record the message.

From there, it’s pretty straightforward and intuitive. Finish your recording, choose a thumbnail, write a personalized message, and hit ”Confirm & Send”.

Once your video is sent, you’ll be able to track your metrics and reply directly to all customer replies in Bonjoro.

Make your life easier with automation

You can take things a step further and avoid sending videos to each prospect manually.

If you integrate Bonjoro with your current CRM tool, you can create a Bonjoro workflow to automatically create a task when you move a prospect from one lead stage to another. You can also create a workflow based on a tag in your CRM such as “Meeting complete”.

In Bonjoro, you have countless tools you can connect with. If you can’t find your preferred CRM tool on our list, you will probably find it among more than 1.000 tools available through our Zapier integration.

Hubspot CRM, Agile CRM, MailChimp, Pipedrive, Salesforce—these are only some of the tools you can connect with Bonjoro.

Sales follow up email templates

Lastly, here are some messages that you can use for your lead follow-up emails. Choose an example of a follow-up letter you like the most and tweak it to fit your business and customers.

But remember that you should also tailor your message to the prospect as much as you can, so finding that perfect balance between templates and customization is the key!

Follow-up message #1

Subject: Nice meeting you!

Hey [NAME], nice meeting you today!

I feel like we really got off to a good start and I look forward to us working with you. Let me know if you’re still on board and I’ll let you know what the next steps are. Thank you for your time!



Follow-up message #2

Subject: Just checking in

Hi [NAME],

Just letting you know that I had a lovely time at our meeting today, I feel like we can help [COMPANY NAME] grow. The next step is to [NEXT STEP, e.g., schedule demo, start trial, etc.] so let me know if you’re happy with our offer and I’ll [NEXT ACTION].

Talk to you soon!


Follow-up message #3

Subject: Looking forward to working together!

Hi [NAME],

Just following up on our meeting. I hope you had a fun time learning about [YOUR TOOL/INDUSTRY]—I know I always do! If you have any questions, please let me know. Otherwise, let me know if we’re still on and I’ll send you what the next steps are.



Follow-up message #4

Subject: The next steps

Hi [NAME],

Thank you for your time, I hope you found our meeting as useful and fun as I did. Here’s a quick recap of what we went through:




If everything is in order, please let me know if you’re ready to [NEXT STEP]. I’ll be waiting for your response!

Best regards,


The final word

Sending a follow-up email after meeting your prospects should become standard procedure in your sales funnel.

It’s a good opportunity to make sure the meeting doesn’t go to waste and push your prospects one small (but significant) step towards a conversion. It’s also a great way to nurture leads and provide that personal touch throughout the way.

And, if you can complement this follow-up email with a customized video, you can make full use of personalization in a few easy steps.

With Bonjoro, this is a piece of cake! Simply record your video using the devices you already have at your disposal, use a message template, and send videos to all your prospects. You can also integrate with your CRM tools to make the process even quicker.

Register for a free trial and start sending personalized videos now!

Video tips
About the author
Oliver Bridge
Growth Grizzly
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