The TSOLife Sales Tool is designed to streamline your sales process and optimize your communication with prospects. Follow these best practices to get the most out of the platform:
Tips for Success
- Ensure your TSOLife app is updated to the latest version.
- Verify your prospects are added to the TSOLife platform before recording your video. If they aren’t, add them beforehand.
- Record your videos in horizontal orientation for the best viewing experience.
- Create multiple shorter clips to minimize the risk of losing progress.
- If planning to send a video to an individual prospect, create the video directly from their prospect card.
- Ensure you have a strong Wi-Fi or cellular connection for smooth uploading and sending.
Things to Avoid
- Closing the app before sending your video; this could disrupt the process.
- Leaving the edit screen before sending the video.
- Pressing the back arrow while recording, as this will result in losing your video without saving it.
- Creating one long clip (over 3 minutes); shorter clips are more manageable and efficient to work with.
- Letting the screen lock until the video upload process is complete; this could interrupt the upload.
- Sending a video to a prospect before the upload is finished, as this can cause an error.
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