When creating Loom videos to solve a client’s problem, how do you plan them out? Do you always follow the same process?
I usually create Loom videos the way I’ve always done: I find it more scalable to move fast and break things rather than spending a lot of time mapping out a detailed workflow. I’ll open many tabs, jump straight into the solution, and just start recording, often saying “Let’s do this.” It’s a bit of a “Leeroy Jenkins” approach—just dive in and iterate as you go.
Well, let me ask you: I show everything I do for my own businesses all the time, and you guys copy it. Does that really devalue my work? Only marginally, and I operate at a much larger scale than you. Showing 20 people a month the systems you build won’t meaningfully impact your ability to do business. So, drop the mindset of gatekeeping systems or knowledge—that won’t help you move forward, Kendra. The fact that it’s not scalable is actually good; I recommend you focus on the things that don’t scale. Many people hesitate to do non‑scalable work, thinking it’s low‑leverage, but until you’re making about $50 k a month, pretty much everything is high leverage for you to do yourself. So, do this yourself: send personalized Loom videos and show the full workflow. It’s not scalable, but you should repeatedly practice speaking about your product. If you want a concrete example, I’ve recorded a step‑by‑step video on how to set up Loom for agency sales—check it out; it’ll put things into perspective.
I don’t run a fully automated cold‑email system with Loom videos because it doesn’t scale well. Instead, I keep a simple Google sheet with columns for first name, last name, company, email, icebreaker, and a Loom link. I add each lead to the sheet, automate the icebreaker, then manually record a short Loom video (2‑4 minutes) for each prospect, talking about their specific needs. Sending 15 personalized videos takes about an hour of recording plus an hour to set up—so it’s doable but not highly scalable. The nuance is that customized Loom videos conflict with the goal of high‑volume automated outreach; the best approach is to do the recordings yourself when you want that level of personalization.
I’d recommend using large email campaigns for volume and sending Loom videos for a personal touch. Large campaigns let you reach many prospects quickly, while Looms are free and can be used to follow up or explain a service without any cost.
Sending Loom videos really sets the perspective; expectations for this kind of outreach are usually much lower, so even a few Looms can make a big difference.