Investor Testimonial Videos

Use this expert template, sample questions, and our proven process to start collecting authentic investor testimonial videos today.

Overview


Why create investor testimonials?

Testimonials are a critical way for investment firms to differentiate themselves from competitors and build trust in their competence at managing capital. We’ve seen investor testimonial videos shared on blogs, websites, and email campaigns.
Do you want to start remotely collecting and publishing investor testimonial videos without the time & expense of a camera crew or video editors? Then this investor testimonial video template will be perfect for you.

What's in the template

We developed this video collector template to be a complete, easy-to-use solution for your respondents to record and upload video testimonials for your organization from any device.

We provide a delightful interface that matches your brand and works seamlessly on Mac, PC, iPhone, Android, and tablets. There's nothing for you – or your respondents – to download or install. All you need to do is share a link to start collecting great investor testimonial videos.

Vocal Video collector
Capture video on any device with a fluid, branded interface

Your respondents will go through the following steps and record video responses to 3 questions:

  1. Introduction

    Thank you so much for recording your feedback in this short video! Please reach out to [contact_email] with any questions.

  2. Question 1

    Could you share the best part about working with [your organization name]?

  3. Question 2

    Are there any metrics you could share from your experience with [your organization name]?

  4. Attribution The respondent enters their preferred name & title to be used if you publish their videos.
  5. Thank-you Thank you for taking the time to respond. We truly appreciate it.

Use This Template

Make it your own
You can customize the questions, the introduction and thank-you messages, and make it match your branding with just a few clicks. You can even add your own custom incentive for respondents and record a greeting video if you like.

Automagic Video Publishing
When you get a response, Vocal Video will automatically generate a complete, professional-looking testimonial video with your logo, motion graphics, subtitles and transitions (like these). Vocal Video is the only solution on the market that does this.

Ad-free hosting & embedding included
After you publish your investor testimonial videos, they are automatically hosted on branded public pages you can easily share. You can also embed your videos on your site with our mobile-friendly and ad-free embed codes.

Ready to start collecting investor testimonial videos with this template? Create your free Vocal Video account today and collect unlimited investor testimonial videos FREE.

Real customer examples

See how Vocal Video customers are using the investor testimonial videos they've collected and published with this template:

Beacon Funding is an investment firm that uses Vocal Video to provide borrowers the resources to learn more about financing. Their informative videos, created by staff and lendors, show their audience they care about their success.

Beacon Funding
Board.org calls on industry experts to share their experience with a particular resource. Since they are investors, thought leaders, executives, and more - their testimonials are valued within the community.

Board.org
Partners of EduSerc use Vocal Video to record testimonials on how they've partnered with them to provide industry training, career, and professional development resources for youth.

EduSerc

There are many more real customer examples here – all playable.

How to get started

Start collecting investor testimonial videos using this template in 5 minutes:

  1. Sign up: Create your free Vocal Video account here. (No credit card required.)
  2. Use this template: Create a new Video Collector and select the ‘Customer Testimonials’ template.
  3. Customize it: Make any changes you want to the questions, intro message, and branding (you can even add a custom incentive and welcome video).
  4. Send it: Send the public link to your video collector to your target audience. (Feel free to use our sample email sequence, and check out our guide to getting higher response rates on your video campaigns.)
  5. Publish responses: See your investor testimonial videos roll in. We’ll automagically generate branded, pro-style draft videos for you. Publish your favorites. You can publish your first 5 videos completely free.
  6. Share & embed: Share and embed them on your site with our ad-free video hosting and responsive embed codes.

With Vocal Video there's no limit on the number of the number of responses you can gather, so you can cast a wide net and only publish the best responses.

Best of all, with Vocal Video you can also edit, publish, share and embed your first 5 testimonial videos free of charge. (When you want to publish more, you can upgrade to a paid plan for unlimited publishing – see our pricing page for details.)

Sample 3-touch email sequence

When inviting people to give you investor testimonial videos via email, we recommend a 3-email sequence. Variations of this email sequence have been used successfully in hundreds of video-request campaigns by Vocal Video customers.

The first email in the sequence is a pre-ask – asking if they'd be open to recording a short video testimonial and thanking them in advance. The second email includes the link to the video collector, a brief explanation of the process, the questions they'll be asked to respond to, and some recording tips. The third email in the sequence is a gentle reminder to block out time to record.

Adapt this sequence to your use case, incentives, and your collector's actual questions, and fire away!

Email #1: The Pre-Ask

Share you experience?

Thanks so much for choosing {account_name}}!

Would you be open to recording a short video on your experience and perspective in the industry in the next two weeks? We’re collecting video with a tool called Vocal Video, so it should be very easy and only take 5-10 minutes. The recording can be done from your phone or laptop.

Please let me know and I’ll send the link and the questions right over.

Thanks so much!

Email #2: The Invitation

Your video

Thanks so much for agreeing to record a video testimonial! We really appreciate it.

Here are the details on recording a video - it should take 5-10 minutes altogether. Just click here to record your video: https://vocalvideo.com/c/vocal-video-impact-of-video-testimonials

The 2 questions that we'd like you to answer are:

1. Could you share the best part about working with [your organization name]?
2. Are there any metrics you could share from your experience with [your organization name]?

Here are a couple of tips:
1) Pick a quiet and well lit place
2) Avoid having windows or a light source in the background of your shot since that will create glare
3) Look directly at the camera
3) Relax and be yourself - you'll do great!

Let me know if you have any questions, and thanks again!

Email #3: The Reminder

Quick reminder - video

I just wanted to bump this to the top of your inbox to see when you might be able to carve out 5-10 mins to record a short video.

Here's the link to record your video - you can record any time it’s convenient for you from your phone or laptop: https://vocalvideo.com/c/vocal-video-impact-of-video-testimonials

Ready to start collecting investor testimonial videos with this template? Create your free Vocal Video account today and collect unlimited investor testimonial videos FREE.

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Vocal Video is Trusted By


Vocal Video is automated video content creation. The fact that you literally set it up and send it out to people and boom, you're getting video content without having to ask questions or do interviews is mind blowing.

Will Curran

Chief Event Einstein, Endless Events

Read the Case Study →

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