Easily Assess a Rep's Presentation (and Provide Feedback) with Video Uploads

• < 5 min read

Jason Kelske

Director of Customer Success
A screenshot of ConveYour's video pitch upload feature. "Uploead A Video Of Yourself Pitching Our Core Product"

Video Uploads Allow Coaching on Everyone's Best Timeframe

Video Uploads build confidence through PRACTICE

  • Drill for skill

  • Boost outcomes for a rep's first encounter

  • Perfect for remote teams

  • Efficiently collect videos from your best performers for easy sharing

Check out the overview video below 👇!

Use Cases

Video Uploads are used to assess a presenter. It allows presenters to upload a video when they're available, and "coaches" to review and rate the content on their timeframe.

How to Set Up Video Uploads

  1. Navigate to Lessons and create a new lesson.

  2. Select the "Pulsing" category in your lesson menu.

  3. Drag and Drop the "Video Upload" lesson type.

  4. Review (and add) the "Competencies" you will rate your presenter on.

  5. Select the Reviewing Users.

  6. Add and release this lesson to a Campaign or a Shared Lessons Folder.
    (Step 6 is not shown in the video)

What Your Contact Sees

Check out this quick video highlighting a rep being asked to upload a presentation.

Before asking for a video from your contacts, it's best to tell them what you expect (maybe include a video of a good presentation).

How You Review the Presentation

Here's a quick video showing what the "Coach" does to rate and review an uploaded video.

  • Your reviewers will receive an email notifying them of a submitted video.
    (You can also access the video and review/rate it from inside your ConveYour account)

  • The email will contain a link navigating to the review page.

  • Once your reviewer rates and comments on the video, the contact will receive an email notification.

IT'S THAT EASY!

Questions?

Reach out to us via email at [email protected] or click Talk to Support in your ConveYour account (see image 👇).

Need Additional Help?

Does it make sense to schedule a time for us to show you what our successful clients do in ConveYour?

If so, use this link to meet with Jason, our Director of Customer Success.