SalesMail Coach is an Authentic Intelligence–powered coaching feature designed to help you record the right video at the right time.

When using SalesMail with a supported bidirectional CRM integration (WelcomeHome, Aline, Enquire, Sherpa) Coach provides short, targeted guidance based on your prospect and where they are in the relationship—so you always know what to record next to move the relationship forward.

🚀 What Coach Does

After selecting a prospect, Coach will:

• 🎯 Suggest the best type of video to send to move the relationship forward based on sales stage
• 🧠 Display key prospect details for easy personalization

This helps you stay consistent, relevant, and effective without overthinking your message.

💡 How It Works

1. Search for and select a prospect from your CRM
2. View the
   Coaching snippet
   
   
   
   
   
   
3. Review key details about your prospect
4. Record your video using the suggested guidance or use a favorite (note:  custom lenses like the Whiteboard are prepopulated with your recipient's first name!)
5. Send your video and an activity will be written back into your CRM.
   
6. Real time push notifications will show you who watched your video.
   
   Watch it in action here:

🔗 Requirements

SalesMail Coach is available for users with supported bidirectional CRM integrations.

If you’re unsure whether your account has access, contact your Client Success Specialist or SalesMail support at support@salesmail.com .

✨ Best Practices

• Reference the prospect’s details to personalize your message
• Keep your video short and focused
• End with a clear next step

🎯 Why It Matters

Following up at the right time with the right message can make all the difference.

SalesMail Coach helps you take the guesswork out of video communication, so you can stay consistent, build stronger relationships, and move prospects forward with confidence.