Pitching Revel Forms as a Partner for Agencies and Creative Teams
Intro: Why Partner With Revel Forms?
Chances are, you’ve seen a Revel Form in action or chatted with our partnerships team. Here's how we help:
- Increase proposal value
- Win more competitive deals
- Add recurring revenue to your agency’s cash flow
The Pitch
You're in the discovery phase with a client. They've hired you to stay ahead of video marketing trends — so use this moment to:
Introduce lead-gen video.
A favorite strategy we recommend: be curious.
Clients often say, “We want a 30-second commercial,” but what they really need might be:
- A homepage explainer
- An interactive form-driven lead-gen asset
- Or niche YouTube content for targeted outreach
Ask the Right Questions
- “Who are the different types of audiences watching this video?”
- “Does your business serve dual or triple audiences?”
🎯 These questions open the door to interactive video and conditional logic via Revel Forms.
Example pitch for higher ed:
“You mentioned your homepage has two core audiences: students and parents. With our video software, we can let viewers self-identify, and then automatically jump ahead to the content that fits them best.”
Pro Tip
Clients love beating their competition — and odds are, their competitors aren’t using interactive, logic-based lead-gen videos.
Leverage that.
The Follow-Up
Once you've introduced Revel Forms:
- Follow up with examples and ideas
- Add your own creative spin to their ideas
- Build excitement with visual samples
Scope of Work Made Easy
Use our prebuilt contracts:
- Plug in your business name and the client's
- No legal jargon or guesswork
- Just ask us or check the show notes if you're watching this
Behind-the-Scenes Support
We aim to:
✅ Add value
✅ Add recurring revenue
❌ Not add tasks to your plate
You get:
- Email, phone, and chat support
- In-person help if needed
- Access to our full Host + Expert + Lead Form Playbook
Bonus Options
- Email your existing clients
- We provide templates
- Let them know you're offering interactive video now
- White Labeling
- Agencies can rebrand Revel Forms as their own
- We’ve partnered with firms in healthcare, education, real estate, and more
Let’s Talk
Got questions about adding Revel Forms to your:
- Proposals?
- Pitches?
- Client roadmaps?
📩 Reach out anytime — we’re here to help.
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