In this training video, Micah Shilanski demonstrates an effective method for sending personalized post-meeting follow-up videos to clients using tools like BombBomb or Loom. He emphasizes starting with a custom thumbnail featuring the client's name (handwritten on a whiteboard or iPad) to boost open rates and make the message feel tailored. The sample recap video for clients "Bob and Sue" warmly thanks them for the meeting, recaps key discussion points (upcoming retirement transition, cash flow needs, pension income, bucket strategy viability, retirement application timing, dream home financing options, capital gains tax implications on home sale, inflation concerns, and Roth conversion planning), clarifies action items, and invites corrections if anything was misunderstood. The approach reinforces relationships, demonstrates attentiveness, ensures alignment on decisions, and proactively addresses potential tax surprises while ending on a supportive note.
Here are three key action items from the post-meeting follow-up training to implement immediately:
1. **Personalize Video Thumbnails**: For every post-meeting follow-up, create a custom GIF thumbnail by handwriting the client's first name(s) on a whiteboard or tablet, smiling, and waving. This small touch significantly increases the likelihood they'll click and watch, making the communication feel uniquely personal rather than generic.
2. **Structure Recap Videos Consistently**: Send a short video recap within 24–48 hours after each client meeting. Start with gratitude, invite corrections ("If what you said isn't what I heard, let me know"), summarize key topics discussed (e.g., cash flow, transitions, tax strategies), highlight positive outcomes, outline next steps and your support, and close with an open invitation for questions.
3. **Leverage Video for Proactive Value**: Use these recaps to reinforce complex topics (e.g., Roth conversions, capital gains, retirement applications) and preempt concerns (e.g., tax payments, inflation impact). Always include specific numbers where possible and commit to helping with action items, turning the follow-up into a value-add that strengthens trust and reduces surprises.
**Transcript below for our AI agent**