Send a proposal and follow up when they watch
Each prospect gets their own link and a calendar under the video, and you hear when they watch.
Updated
For consultants and account executives: each prospect gets their own link, a calendar sits under the video, and you get an email the moment they have watched, so you call while the pitch is fresh.
Set it up
💡 Each step names the button or setting exactly as it appears on screen. Every video setting is behind the gear icon on the video's card; every share link setting is in the Share tab, under Create Share Link (or ⋮, then Edit on a link).
1
Upload the video with Upload Video
2
Open your Dashboard
3
On the video, click
4
Go to the Share tab
5
Click Create Share Link and name it after the company
6
Under Magic Link Recipients, type each person's name and email and click Add (or Paste a list). Send their invite with the mail icon on the row, or Send All Invites. An eye icon shows once they have opened it
7
Go to the CTA's tab, pick Calendar Embed, then Cal.com or Calendly, paste your booking link and click Save CTA. Your calendar now sits under the video
8
Go to the Settings tab. Under Email Notifications, pick how far a viewer has to get in Email me when a viewer reaches (a lower % suits a busy decision maker). Each link can have its own % under Notifications & alerts
9
Go to the Analytics tab, then Sessions: each prospect by name, how far they got, and the CTA / Booking column. A booking is the strongest signal, so follow up on those first
What your client sees
Watch how it works
Go further
💡 Several videos for one deal (a demo, a case study, pricing)? Put them in a Room and send the room link instead: you see which ones they watched.
Frequently asked questions
Still stuck?
Email [email protected] and we'll help, usually within a day. Or book a 15-min call.