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I'm looking at doing Youtube video links (unlisted) inside emails to prospects. I read on the forum that sending a report is not a good idea and you need to be more of a immediate painkiller. If I am targeting life insurance agents, I think. This is what I might do:
1. Mention them by name while showing the website. Say that the website looks highly credible and I can tell this life insurance agent is good at showing their professional and credible side. Then mention that the call to action creates friction by not exposing the form fields right away. (about 80-90% of websites have slow loading multi step forms or none at all). Explain that what happens is they are probably losing between 3 to 10 leads per month because of this mistake. Hint that I'm about to show how they can recapture them. (30 seconds)

2. Take a couple moments to show how it's professionally done form at State Farm uses a greased chute that asks for zip code right away, or offers the phone number to call in immediately. Show how AAA exposes the entire form and visually directs the eyes towards it. (30 seconds) [intent is showing marketing knowledge]

3. Mention that the best strategy of all is forms right on the advertising source, that captures minimal fields. Show a facebook instant form. Then a campaign result for another life insurance agent inside FB ad manager. Mention it depends on budget but 1 lead a day is a low estimate doing it this way. Tell them to click the book a call link in my signature line if they 'd like us to do that for them too. (60 seconds)

(not the actual dashboard, just an example)
2 and 3 are the same for everyone, so I might be able to just use a template version of that and attach the first part inside of a video editor.
What do you guys think of this approach? Open to any additions or changes
1. Mention them by name while showing the website. Say that the website looks highly credible and I can tell this life insurance agent is good at showing their professional and credible side. Then mention that the call to action creates friction by not exposing the form fields right away. (about 80-90% of websites have slow loading multi step forms or none at all). Explain that what happens is they are probably losing between 3 to 10 leads per month because of this mistake. Hint that I'm about to show how they can recapture them. (30 seconds)

2. Take a couple moments to show how it's professionally done form at State Farm uses a greased chute that asks for zip code right away, or offers the phone number to call in immediately. Show how AAA exposes the entire form and visually directs the eyes towards it. (30 seconds) [intent is showing marketing knowledge]

3. Mention that the best strategy of all is forms right on the advertising source, that captures minimal fields. Show a facebook instant form. Then a campaign result for another life insurance agent inside FB ad manager. Mention it depends on budget but 1 lead a day is a low estimate doing it this way. Tell them to click the book a call link in my signature line if they 'd like us to do that for them too. (60 seconds)

(not the actual dashboard, just an example)
2 and 3 are the same for everyone, so I might be able to just use a template version of that and attach the first part inside of a video editor.
What do you guys think of this approach? Open to any additions or changes
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