biz-dev-video-outreach

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Original

English
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Translation

Chinese

Personalised Video Audit Outreach

个性化视频审核开发信

Why this works: Every prospect assumes agencies send generic pitches. A 3-minute screen recording of their own website, Facebook Page, or Instagram account — narrated with specific observations — signals three things immediately: this person has looked at my business, they know something I do not, and they are not asking for anything yet. The response rate to personalised video audits is 5–10x higher than a cold email (Fihn, 2025). Conversion rate: approximately 1 paying client per 10 videos sent.

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为何有效: 每位潜在客户都默认代理商会发送通用推销内容。而一段3分钟的屏幕录制视频,展示他们自己的网站、Facebook主页或Instagram账号,并配有针对性的观察点评,会立刻传递三个信号:这个人关注过我的业务,他们懂一些我不懂的东西,而且他们目前没有推销任何东西。个性化视频审核的回复率比陌生邮件高5-10倍(Fihn,2025)。转化率:每发送10个视频约能转化1个付费客户。

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Use when

适用场景

  • Produces the script and structure for a personalised video audit outreach message — the primary client-acquisition tool for the results- first agency model. The consultant records a 3–5 minute screen-capture video (using Loom, Screencastify, or a WhatsApp voice note) reviewing a prospect's existing digital presence, naming 2–3 specific improvements, and ending with a soft invitation to discuss a risk-free test campaign. No cold calling. No generic email. Each video is personalised to one prospect and converts at approximately 1 paying client per 10 videos sent (Fihn, 2025). Invoke when prospecting for new clients, when following up on a referral, or when building a pipeline of warm prospects before presenting the biz-dev-beyond-agency-offer skill.
  • Use this skill when it is the closest match to the requested deliverable or workflow.
  • 生成个性化视频审核开发信的脚本与结构——这是结果导向型代理模式的核心获客工具。顾问录制一段3-5分钟的屏幕录制视频(可使用Loom、Screencastify或WhatsApp语音笔记),审核潜在客户的现有数字资产,指出2-3项具体改进点,并以软性邀约收尾,邀请对方讨论无风险测试营销活动。无需陌生电话推销,无需通用模板邮件。每个视频均针对单个潜在客户定制,每发送10个视频约能转化1个付费客户(Fihn,2025)。适用于开发新客户、跟进推荐线索,或在推出biz-dev-beyond-agency-offer技能前搭建意向客户管道的场景。
  • 当该技能与所需交付成果或工作流程最为匹配时使用。

Do not use when

禁用场景

  • Do not use this skill for graphic design, video production, software development, or legal advice beyond the repository's stated scope.
  • Do not use it when another skill in this repository is clearly more specific to the requested deliverable.
  • 请勿将该技能用于图形设计、视频制作、软件开发或超出本知识库规定范围的法律咨询。
  • 当知识库中另有其他技能明显更贴合所需交付成果时,请勿使用该技能。

Workflow

工作流程

  1. Collect the required inputs or source material before drafting, unless this skill explicitly generates the intake itself.
  2. Follow the section order and decision rules in this
    SKILL.md
    ; do not skip mandatory steps or required fields.
  3. Review the draft against the quality criteria, then deliver the final output in markdown unless the skill specifies another format.
  1. 除非该技能明确说明可自行生成采集信息,否则在撰写前需收集必要的输入信息或源材料。
  2. 遵循本
    SKILL.md
    中的章节顺序与决策规则;请勿跳过强制步骤或必填字段。
  3. 根据质量标准审核草稿,除非技能另有指定格式,否则最终输出需采用markdown格式。

Anti-Patterns

反模式

  • Do not invent client facts, performance data, budgets, or approvals that were not provided or clearly inferred from evidence.
  • Do not skip required inputs, mandatory sections, or quality checks just to make the output shorter.
  • Do not drift into out-of-scope work such as code implementation, design production, or unsupported legal conclusions.
  • 请勿编造未提供或无法从证据中明确推断的客户事实、业绩数据、预算或审批信息。
  • 请勿为了缩短输出内容而跳过必填输入、强制章节或质量检查。
  • 请勿偏离工作范围,例如进行代码实现、设计制作或无依据的法律结论推导。

Outputs

输出成果

  • A structured markdown document, plan, playbook, or strategy ready for client-facing or internal use.
  • 一份结构化的markdown文档、计划、操作手册或策略方案,可直接用于客户对接或内部使用。

References

参考资料

  • Use the inline instructions in this skill now. If a
    references/
    directory is added later, treat its files as the deeper source material and keep this
    SKILL.md
    execution-focused.
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  • 当前请使用本技能中的内嵌说明。若后续添加
    references/
    目录,需将其中文件视为深层源材料,并保持本
    SKILL.md
    以执行为核心。
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Required Input

必填输入信息

Ask for the following before generating the audit script:
  1. Prospect business name and industry — trading name and sector
  2. Country / city — defaults to Uganda/Kampala if not specified
  3. Prospect's digital presence to audit — provide the URL(s) or handle(s): website, Facebook Page, Instagram, Google Business Profile, or WhatsApp Business number
  4. What you have observed — list 2–3 specific things you noticed about their digital presence (gaps, missed opportunities, or quick wins). If you have not audited them yet, the skill will prompt you through the audit framework
  5. Your proposed improvement — what one thing could be improved in 7–10 days with immediate results?
  6. How you will send the video — email (Loom link), WhatsApp (voice note or video message), or LinkedIn message
  7. Any existing relationship — is this a cold prospect, a referral from a mutual contact, or someone who has engaged with your content?

在生成审核脚本前,请先获取以下信息:
  1. 潜在客户的企业名称与行业——商号与所属领域
  2. 国家/城市——未指定时默认乌干达/坎帕拉
  3. 待审核的潜在客户数字资产——提供URL或账号:网站、Facebook主页、Instagram、谷歌商家档案或WhatsApp企业号
  4. 你的观察结果——列出你在其数字资产中发现的2-3个具体问题(短板、错失的机会或快速优化点)。若尚未完成审核,该技能将引导你完成审核框架
  5. 你提出的改进方案——哪一项改进可在7-10天内完成并产生即时效果?
  6. 视频发送方式——邮件(Loom链接)、WhatsApp(语音笔记或视频消息)或LinkedIn消息
  7. 现有关系——该潜在客户是陌生线索、熟人推荐,还是曾与你的内容产生过互动?

Section 1 — The Pre-Video Audit Framework

第一部分——视频审核前框架

Complete this checklist before recording. Each item takes under 2 minutes. Review the prospect's presence across whichever platforms they use.
Facebook Page audit (2 minutes):
  • Does the Page have a complete About section with WhatsApp number?
  • Is the CTA button set to the right action (WhatsApp / Book Now)?
  • When was the last post? How often are they posting?
  • Are comments going unanswered?
  • Is the cover photo current and does it include a CTA?
  • Is there a pinned post with an offer or welcome message?
Instagram audit (2 minutes):
  • Does the bio describe what the business does and for whom?
  • Is there a keyword in the username or display name?
  • Is the link-in-bio set up and current?
  • When was the last post? Are there any Reels?
  • Do they respond to comments?
  • Are Highlights set up with covers?
Website audit (2 minutes):
  • Does the homepage load in under 3 seconds on mobile?
  • Is there a clear above-the-fold CTA?
  • Is there a WhatsApp chat widget?
  • Is the contact information easy to find on the first screen?
  • Is there social proof (testimonials, reviews, logos)?
Google Business Profile audit (1 minute):
  • Does a GBP listing exist and is it claimed?
  • Are there recent reviews? Are they responded to?
  • Are the opening hours and description up to date?
  • Are there photos uploaded?
The golden rule of video audits: identify only 2–3 observations. More than 3 is overwhelming and signals that you are listing problems rather than demonstrating expertise. Choose the 2–3 that are most impactful and most fixable in a short campaign.

录制前请完成以下检查清单,每项耗时不超过2分钟。根据潜在客户使用的平台,逐一审核其数字资产。
Facebook主页审核(2分钟):
  • 主页是否有完整的“关于”板块,且包含WhatsApp号码?
  • CTA按钮是否设置为正确的操作(WhatsApp/预约)?
  • 最近一次发帖是什么时候?发帖频率如何?
  • 评论是否未得到回复?
  • 封面照片是否为最新版本且包含CTA?
  • 是否有固定的优惠或欢迎帖?
Instagram审核(2分钟):
  • 个人简介是否清晰描述了业务内容与服务对象?
  • 用户名或显示名称中是否有关键词?
  • 主页链接是否已设置且为最新?
  • 最近一次发帖是什么时候?是否发布过Reels?
  • 是否回复评论?
  • 是否设置了带封面的精选动态?
网站审核(2分钟):
  • 首页在移动端加载时间是否少于3秒?
  • 首屏是否有清晰的CTA?
  • 是否有WhatsApp聊天插件?
  • 联系信息是否在首屏易于查找?
  • 是否有社交证明(客户 testimonial、评价、合作品牌标识)?
谷歌商家档案审核(1分钟):
  • 是否存在谷歌商家档案且已完成认领?
  • 是否有近期评价?评价是否得到回复?
  • 营业时间与简介是否为最新版本?
  • 是否上传了照片?
视频审核黄金准则: 仅指出2-3项观察结果。超过3项会让客户感到 overwhelm,且显得你只是在罗列问题而非展示专业能力。请选择2-3项影响最大且短期内可修复的问题。

Section 2 — The Video Audit Script

第二部分——视频审核脚本

Generate a narration script based on the observations from Section 1. This is spoken, not read aloud — write it in natural spoken language.
Video structure (3–5 minutes total):
Opening (20 seconds)
"Hi [First Name], my name is [Your Name] — I'm a social media and digital marketing consultant. I was doing some research and came across [Business Name], and I noticed a few things that I think could make a real difference for you quickly. I'm going to do a quick 3-minute walkthrough — nothing to buy, no commitment needed. I just thought it was worth sharing."
[Begin screen share of their Facebook Page / website / Instagram]
Observation 1 — The Quick Win (60–90 seconds) Choose the improvement with the most immediate impact and the simplest fix. Lead with the positive:
"First — I want to say, [genuine compliment: 'your product photography is excellent' / 'your reviews are really strong' / 'I can see you've built a good community here']. That's a real asset.
The thing I noticed is [specific observation]. For example, when I tried to message you, I couldn't find a WhatsApp number. On this button here — [click it on screen] — it takes me to a form rather than straight to a conversation. In Uganda, most customers won't fill a form; they'll just move on to a competitor who has a WhatsApp link. That's a 5-minute fix that could meaningfully change how many enquiries come through."
Observation 2 — The Opportunity (60–90 seconds) The second observation should be slightly larger — a missed opportunity rather than a broken element:
"The second thing I noticed is [observation]. I'm looking at your last 30 posts — [scroll through] — and there's really strong content here. But there are no Reels. Reels are how Instagram shows your content to people who don't already follow you. Everything you're posting right now is only reaching your existing followers. A simple Reel — even filmed on a phone — would open this up to a much wider audience. I've seen accounts in [their industry] in Kampala double their enquiries in 30 days just from adding 2 Reels a week."
Observation 3 (optional) — The Untapped Asset (30–45 seconds) Only include if there is a clear third insight. Do not force it:
"One more thing — and this is the one I find most businesses don't realise. You have [X followers / X past customers / a WhatsApp database]. That's a warm audience that already knows and trusts you. Most businesses advertise to strangers when the easiest revenue is from people who've already bought from them. There's a specific campaign type that works very well here."
Close (30 seconds)
"That's it — those are the three things I'd look at first. I have a specific idea for a test I'd like to run for you to address [Observation 1 or 2] — it's a 7-day exercise, no upfront cost, and you can see whether it's worth a longer conversation. Would it be useful if I sent you a one-page outline?
No pressure either way — happy to answer questions too. Thanks for your time."

根据第一部分的观察结果生成旁白脚本。脚本用于口述而非朗读——请使用自然的口语化语言撰写。
视频结构(总时长3-5分钟):
开场(20秒)
"你好[客户名字],我是[你的名字]——一名社交媒体与数字营销顾问。我在做调研时发现了[企业名称],注意到几个可以快速为你带来实际改变的点。接下来我会做一个3分钟的快速演示——无需购买任何产品,也没有任何承诺。我只是觉得这些内容值得分享给你。"
[开始屏幕共享,展示他们的Facebook主页/网站/Instagram]
观察点1——快速优化项(60-90秒) 选择影响最直接、修复最简单的改进点。首先给出正面评价:
"首先——我想说,[真诚的赞美:'你的产品摄影非常出色'/'你的评价真的很棒'/'我能看出你已经建立了良好的社群']。这是你的一大优势。
我注意到的问题是[具体观察结果]。比如,当我尝试联系你时,找不到WhatsApp号码。点击这个按钮——[在屏幕上点击]——会跳转到表单而非直接进入对话。在乌干达,大多数客户不会填写表单;他们会直接转向拥有WhatsApp链接的竞争对手。这是一个5分钟就能完成的修复,却能显著提升咨询量。"
观察点2——潜在机会(60-90秒) 第二个观察点应涉及稍大的机会——即错失的机遇而非已损坏的元素:
"我注意到的第二个点是[观察结果]。我查看了你过去30天的帖子——[滚动展示]——内容质量非常高。但你没有发布Reels。Reels是Instagram向非粉丝用户展示内容的渠道。你现在发布的所有内容只能触达现有粉丝。即使是用手机拍摄的简单Reel,也能帮你触达更广泛的受众。我见过坎帕拉同行业的账号,仅通过每周发布2条Reel,就在30天内将咨询量翻了一番。"
观察点3(可选)——未被利用的资产(30-45秒) 仅当有明确的第三个洞察时才添加。请勿强行凑数:
"还有一点——这是大多数企业都没有意识到的。你拥有[X个粉丝/X个老客户/一个WhatsApp客户数据库]。这是一批已经了解并信任你的意向受众。大多数企业会向陌生人投放广告,而最简单的营收其实来自已购买过产品的客户。这里有一个非常有效的特定营销活动类型。"
收尾(30秒)
"以上就是我首先会关注的三个点。针对[观察点1或2],我有一个具体的测试方案——这是一个7天的执行计划,无需预付费用,你可以先看看效果再决定是否深入沟通。如果我给你发一份一页纸的方案大纲,对你会有帮助吗?
无论你如何选择都没关系——我也很乐意解答你的问题。感谢你的时间。"

Section 3 — The Outreach Message (Sent With the Video)

第三部分——开发信文案(随视频发送)

Generate this short message to accompany the video link. Keep it under 5 lines. The video does the work — the message is just a delivery wrapper.
Email version:
Subject: Quick video on [Business Name] — 3 minutes
Hi [First Name],
I noticed a few things on [their platform] that I thought were worth sharing — recorded a short walkthrough: [Loom link]
Takes 3 minutes. No ask, no pitch.
[Your name]
WhatsApp version:
"Hi [First Name], I'm [Your Name] — a social media consultant. I noticed a couple of things on your [Facebook / Instagram / website] that could help you get more enquiries. I made a short video — 3 minutes — would it be OK to send it over?"
Note: always ask permission before sending a video on WhatsApp — it signals respect and dramatically increases the likelihood the video is watched. Send the video only after they reply "yes."
LinkedIn version:
"Hi [First Name] — I was researching [industry] businesses in [city] and came across [Business Name]. I put together a 3-minute video with two or three observations about your online presence. Not pitching anything — just thought it was genuinely worth sharing. Happy to send it if you're open to it."

生成一段简短的文案,用于搭配视频链接发送。文案需控制在5行以内。视频是核心内容——文案仅作为传递载体。
邮件版本:
主题:关于[企业名称]的快速视频——3分钟
你好[客户名字],
我在[其平台]上注意到几个值得分享的点——录制了一段简短的演示视频:[Loom链接]
时长3分钟。无推销,无 Pitch。
[你的名字]
WhatsApp版本:
"你好[客户名字],我是[你的名字]——一名社交媒体顾问。我在你的[Facebook/Instagram/网站]上注意到几个可以帮你提升咨询量的点。我制作了一段短视频——时长3分钟,请问我可以发给你吗?"
注意:在WhatsApp发送视频前务必先征得对方同意——这体现了尊重,也能大幅提升视频的观看率。仅在对方回复“可以”后再发送视频。
LinkedIn版本:
"你好[客户名字]——我在研究[城市]的[行业]企业时发现了[企业名称]。我制作了一段3分钟的视频,里面包含了关于你线上资产的2-3个观察点。并非推销,只是觉得这些内容真的值得分享。如果你愿意,我可以发给你。"

Section 4 — Follow-Up Sequence

第四部分——跟进序列

Send these follow-up messages if there is no response after the video is sent. Maximum 2 follow-ups.
Follow-up 1 (Day 3):
"Hi [First Name] — just checking you received the video. Totally fine if it's not a fit. Just want to make sure it reached you."
Follow-up 2 (Day 7):
"Hi [First Name] — last message from me on this. I've since worked with [describe a similar business anonymously: 'a Kampala salon' / 'an NGO in Nairobi' / 'a school in Entebbe'] and got [brief result: 'their enquiries doubled in 10 days']. If the timing is ever right, you know where to find me."
No third follow-up. Move on. A non-responder is a not-yet, not a no — keep them in the awareness pipeline by posting useful content they can find organically.

若发送视频后未收到回复,请发送以下跟进消息。最多发送2次跟进。
第一次跟进(发送视频后第3天):
"你好[客户名字]——只是确认你是否收到了视频。如果不符合你的需求也没关系。我只是确保视频已送达。"
第二次跟进(发送视频后第7天):
"你好[客户名字]——这是我最后一次就此事联系你。之后我与[匿名描述类似企业:'坎帕拉的一家沙龙'/'内罗毕的一家NGO'/'恩德培的一所学校']合作,帮助他们[简短成果:'10天内咨询量翻番']。如果未来有需要,你知道在哪里能找到我。"
请勿发送第三次跟进。未回复的客户并非拒绝,只是时机未到——请将他们留在认知管道中,通过发布有用的内容让他们自然关注到你。

Quality Criteria

质量标准

Output meets the standard for this skill when:
  • The video script is in natural spoken language (not formal written language) and can be delivered conversationally without reading
  • Exactly 2–3 specific observations are identified from the pre-video audit framework — not more, not less
  • Each observation names a specific element of the prospect's actual digital presence (not a generic critique of "most businesses")
  • The close ends with a soft, low-commitment question — not a pitch or a request to book a call
  • The outreach message versions for email, WhatsApp, and LinkedIn are all present and each is under 5 lines
  • WhatsApp version asks permission before sending the video
  • Follow-up messages are present, limited to two, and the second includes a brief third-party result for credibility
  • British English throughout; no American spelling variants

当输出成果符合以下标准时,即达到本技能的要求:
  • 视频脚本使用自然的口语化语言(而非正式书面语),可自然流畅地口述出来
  • 从视频审核前框架中准确提取2-3项具体观察结果——不多不少
  • 每项观察结果均指向潜在客户数字资产中的具体元素(而非对“大多数企业”的泛泛批评)
  • 收尾部分以软性、低承诺的问题结束——而非直接推销或要求预约通话
  • 同时提供邮件、WhatsApp与LinkedIn版本的开发信文案,且每个版本均不超过5行
  • WhatsApp版本在发送视频前征得对方同意
  • 包含跟进消息,且最多为2次,第二次跟进包含简短的第三方成果以提升可信度
  • 全程使用英式英语;避免美式拼写变体

References

参考资料

  • Fihn, F. (2025) Beyond the Agency Box: The Phoneless Meet
  • Fihn, F. (2025) Beyond the Agency Box: The Phoneless Meet