Discover AI Video + CRM Strategy: A Beginner’s Guide to Embracing Tech for Business, Life & Balance

Discover AI Video + CRM Strategy: A Beginner’s Guide to Embracing Tech for Business, Life & Balance

Contributor: Elizabeth Clare Brewington

Are you seeking to discover more about AI and video? Curious about the latest apps and strategies that can empower your business or personal life?

If you’ve ever asked:

  • "Where do I start with AI?"

  • "How can video marketing help me grow?"

  • "What tools do I really need for my business or career?"

...then read on! This guide is your step-by-step walk-through into the world of AI-powered video and customer relationship management (CRM) — written in everyday language, perfect for beginners, entrepreneurs, creatives, and community builders.


Why Discover AI Video + CRM Strategy Now?

The fusion of AI (Artificial Intelligence) with video and CRM tools is transforming how we communicate, market, and build relationships. According to HubSpot’s 2024 State of Marketing report, 86% of marketers say video has helped them generate leads, while Salesforce reports that CRM software can boost sales by up to 29% and improve customer satisfaction by 47%.

These aren’t just numbers. They represent opportunities for you.

Whether you're a solo entrepreneur, educator, coach, or community leader — or simply someone exploring side hustles or creative projects — AI-powered video and smart CRM strategies can simplify your life, save time, and create deeper impact.


Part 1: Start With AI — The "For Dummies" Version

Think of AI as your new digital assistant. It's not here to replace you — it's here to enhance you.

Here’s how AI can help you right now:

  • Write social media posts in seconds with tools like ChatGPT or Copy.ai

  • Turn blogs into videos using Pictory.ai or Lumen5

  • Create better emails and marketing funnels with Constant Contact AI Assistant

  • Automate appointment reminders with tools like TidyCal or Calendly

👉 Quick Tip: Try tools like Magai.co or Gamma.app to create presentations, scripts, and proposals — even if you’re “not techy.”


Part 2: Discover the Power of Video

Video isn’t optional anymore. It’s the new handshake, business card, and elevator pitch — all rolled into one.

Why video works:

  • People retain 95% of a message when it’s delivered via video (vs. 10% in text) — Forbes

  • Video content gets shared 1200% more than text and images combined — Brightcove

  • Platforms like YouTube, Instagram Reels, and LinkedIn Video are pushing video FIRST in their algorithms.

🎥 Start small: Use your smartphone. Begin with an intro video: “Hi, I’m [Your Name]. I help people [what you do]. Here’s how we can connect.”

📦 Tools to try:

  • CapCut or InShot for editing

  • Canva for video graphics

  • StreamYard or Zoom to host virtual interviews and events


Part 3: CRM Isn’t Just for Salespeople

CRM = Customer Relationship Management. But it’s more than sales. It’s about connection, tracking who you talk to, what they need, and how to follow up.

Think of CRM like your digital Rolodex — on steroids.

✅ Use CRM to:

  • Organize email contacts

  • Create automated responses

  • Send newsletters, reminders, birthday notes

  • Track sales, leads, or conversations

🛠️ Great starter CRMs:

  • Constant Contact – excellent for email and automations

  • HubSpot – robust free tools for tracking leads

  • Zoho CRM – a solid entry-level platform


Real Life Example: How One Coach Built Her Brand

Maria, a life coach in Atlanta, started using AI tools to create weekly blog posts and newsletters. She recorded short videos using Canva and shared them on Instagram and LinkedIn. She used Constant Contact CRM to track who watched, clicked, and followed up. In 6 months, she doubled her subscriber list and booked 4 new clients per month.

You can do it too.


Final Thoughts: Your Next Step

AI and video can feel overwhelming — but when paired with the right strategy and tools, they become your best allies. This isn’t about being perfect. It’s about being present, consistent, and visible.

📌 Your Homework:

  1. Sign up for a free trial of Pictory.ai or Magai.co

  2. Create one short video introduction this week.

  3. Start a free CRM tool like Constant Contact and import 10 contacts.

🧠 Remember: Discovering AI Video + CRM Strategy is a journey. One post, one email, one video at a time — and you’ll be ahead of the curve.


Need help? Want us to feature your video? Submit your story to Discover Brightside: www.discoverbrightside.com or email us at brightsidesocials@gmail.com.

Together, let’s make the world brighter — and smarter.

About Elizabeth Clare Brewington

Elizabeth Clare Brewington is a multimedia journalist, podcast host, and digital strategist focused on the intersection of AI, video, and human connection. As the creator and host of the Discover Brightside Video Podcast, she has interviewed over 1,500 authors, experts, and changemakers, spotlighting diverse voices across culture, wellness, entrepreneurship, and innovation. With a passion for simplifying complex technology, Elizabeth empowers readers to embrace digital tools that support business growth, creativity, and work-life balance. She is a Certified Creative Partner with Constant Contact and a frequent contributor to conversations around community empowerment, storytelling, and tech inclusion.

Follow her work at www.discoverbrightside.com or connect on LinkedIn: linkedin.com/in/elizabethclarebrewington https://elizabeth-clare-brewingt-0h8sqci.gamma.site/

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