Hand off clients: from sales to customer success

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Hand off clients: from sales to customer success

Introduce your new customers to their main point of contact with a Tavus video. This handoff from the sales team to the customer success team is a great opportunity to introduce each party involved before a meeting and to have a proper goodbye between the initial sales team member and new customer they helped get through the door at your company.

Video Script

Hey, @first_name! Hope your @day is going well! Super excited to welcome you to the Tavus fam, and now you’re signed on, it’s time to introduce you to our customer success team.

You’ll be working with @colleague_name who I personally briefed and is ready to hit the ground running. @colleague_name will be here to assist with onboarding, as well as any day to day needs you might have! You’re in good hands.

@first_name, I won’t say goodbye. Instead, I’ll say thank you. I thoroughly enjoyed working with you, and I’m excited to continue working together! It’s only going to get better from here!

Don’t hesitate to reach out to me if you need anything. See you around, @first_name!

Dynamic variables

Replaced with a different word in each instance.

@first_name

@colleague_name

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Convert and reduce our carbon footprint at the same time by using Tavus videos to turn more people on to renewable energy.

Sell your cars – with Tavus

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Make your onboarding flow, flow

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Re-activate churning customers

Send personal videos at the right moment to save customers in danger of churning.

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Use personalized videos to offer relevant products and services that can improve customer experience.

Answer common questions

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Update customers on product changes

Launching a new feature? Changing another? Give your customers a heads up – and get them excited!

Request customer feedback

Use personalized videos to invite your customers to share notes on what’s working and needs improvement.

Set expectations with your key decision makers

Show customers your leaders care about their journey. Hearing from a manager, vice president, or even a CEO carries a lot of weight with customers and prospects. So get your bosses in front of a camera and record that customized message!

Hand off clients: from sales to customer success

Keep your customers engaged

Improve retention and usage by consistently checking in with customers at critical points in their journey.

Pursue silent prospects

Haven’t heard back from your prospect? Follow up with a Tavus video in their inbox. People reply to people.

Upsell your premium products

Did you know it costs 5x more to land a new customer than it does to retain an existing one? When someone buys from you, and they like what they received, they're more willing to be a repeat customer. That's a great position to be in when upselling.

Automate your demo videos

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Recap your demo and talk next steps

Maximize post-demo conversions. Now that they’ve attended your product demo, reconnect with your prospect to lay out next steps, such as discussing any outstanding questions, timeline for signing up and onboarding, and pricing.

Cold outreach, but make it personal

It’s called “cold” outreach, but your tone and delivery should be far from it. Captivate your prospects with a personalized video in your sequence that speaks directly to them and their needs. Pair this with Tavus dynamic backgrounds for maximum impact!

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Close when interest is highest. Webinars are great, but they can’t do all the work for you. Follow up with a Tavus video to inspire next steps from your attendees. Have no-shows? Send videos to them, too.

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Generate personalized newsletters and other marketing content to build an active and loyal customer base. Keep your customers and prospects engaged with regular personalized content that shows why your product or service is top tier. This is where customer education meets thought leadership.

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Foster a connection from the start by creating personalized content that can reach large audiences without the hassle of manually recording a message for every single person.

Handle inbound leads in the right time, at the right place

You already have their attention, now incorporate a personalized video to improve your inbound conversion rate.