"Covideo saved my relationship with a customer!"

We can talk about the power of video email until we’re blue in the face, but we understand that an account from a real-life, flesh-and-blood Covideo user is gonna get it done a lot better than we ever could. So, without further ado, we give you a new recurring post – Covideo Fireside Chats – where we interview users from various industries and talk about their experience with Covideo, how they’re applying the software to their business practices, and the successes they’re seeing. First up, we chatted with Brooke of eVisit and found out how Covideo saved her relationship with a customer.

  • Name: Brooke
  • Company: eVisit
  • Covideo user for: 1+ year
  • Frequency of use: Weekly
  • Primarily uses Covideo for:
    • Asking for referrals
    • New leads
    • Soft touches among current clients
    • Account management

Covideo: Hey Brooke – thanks for sitting down with us for our first Fireside Chat! First off, can you tell us a bit about your job?

Brooke: I’m a sales account executive for eVisit, which is engagement software that connects healthcare providers and patients. The healthcare providers are my customers. They see patients all day long, so it’s difficult to get them on the phone. In fact, they hire office managers who, as part of their job description, act as gatekeepers. That’s where Covideo comes in.

Covideo: Got it. So how are you utilizing Covideo in your role to overcome those challenges?

Brooke: My customers already have a lot of emails to quickly get through so to do something that stands out is important. It’s especially helpful when they’ve gone dark or missed a call. It helps me get more opens and callbacks, which ultimately lead to more closes.
I found that it’s also great for new potential leads that have been referred to me – just putting a face with a voice. I also use it for soft touches throughout the sales process and eventually for expanding accounts.
Before my current position in sales, I worked on the customer success side. That’s when I actually first started using Covideo, but it functioned more like an account management tool.

Covideo: Awesome. We love that you’ve found different applications for the software, even as your role within eVisit changes! So what do you like about Covideo?

Brooke: I like that you can do personal messages or create a generic one and customize it for scalability. I’ve also found it to be super easy to use and have been happy with the Covideo team. People get back to me ASAP so I like that.

Covideo: We swear we didn’t make her say that. Can you tell us about a specific instance when you used Covideo that you felt it was particularly successful?

Brooke: One of my most memorable experiences with Covideo was when I had a small miscommunication with a customer. I used Covideo to send them a heartfelt apology and it was so well received that they recorded a video message on their phone and sent it back to me, clearing up the misunderstanding on both ends and saving that relationship.

Covideo: That’s so rad. So what plans do you have for using Covideo in the future?

Brooke: The piece that I will focus on this next quarter is the texting option – I’m really excited about that feature. 
Shout out to Brooke for taking the time to do this interview, and to her and the eVisit team for being such awesome advocates for Covideo. We couldn’t have said it better. Here’s a quick tidbit about our friends at eVisit and the amazing work they’re doing:

eVisit is transforming the way healthcare providers deliver care to their patients. As a patient engagement software, eVisit enables healthcare providers to increase patient flow, practice efficiency and overall revenue, while providing convenience to their patients with secure, online treatment.


Covideo provides video email software that helps businesses and individuals communicate more effectively, build relationships faster and reinforce their brands with easy-to-make personalized videos.


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