Video Token: Insert Videos into Estimates & Big Proposals

Video tokens are helpful if you want to display a personalized video to any prospect or customer who you present an estimate to. A great way to really make your estimate stand out. How many of your competitors are doing this? I would guess probably none. Unless they're using The Customer Factor and they've read this article. :) The video doesn't need to be anything fancy. Just a short video of you saying "You have a nice home here Mrs. Jones. I look forward to providing you a quote. We've been doing this now for 12 years so we have the experience to get it done right. Our pricing is very reasonable as you'll soon see, and blah blah blah". Short (under 30 seconds), sweet, and to the point.

So you create the video within the app at the bottom of the appointment screen as shown:

So you'll end up with a video created for the above customer John Smith:

You'll see by default that the title of the video is "Video 1". 

So what you should do is make sure you have a Big Proposal set up ( where you have the video token in the introduction page at bottom of the page. The video token is something like this %videovideo 1%. "video 1% is the title of the video, so if you make a habit of editing the title of the video and make the title "Home" for example, then the token would be %videohome%. So assuming you keep the video titles the same w/o editing it then pls insert %videovideo 1% as shown:

When you send the big proposal and the prospect or customer opens it up, right there in the introduction page they can view the video. The Customer Factor takes the video that you shot earlier for our example John Smith prospect and automatically populates it where the video token is when you send him the Big Proposal. All automatic. Like magic. After they review the video they will most certainly be impressed. Have a great day!

Best regards,

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