01
Move customer conversations forward
Use a live meeting when questions, decisions, demonstrations, or relationship-building need more context than a message thread can provide.
Business Tools · Live Conversation
Bring the right people into the conversation without breaking the workflow.
SurfLocal Media Video Meetings gives owners, managers, sales users, and customer-facing teams a practical place for consultations, onboarding, presentations, review calls, support sessions, partner conversations, and internal meetings—without treating every live conversation as a disconnected event.
$39/moCurrent Video Meetings tool price
Invite → MeetKeep live conversations easy to start
ConnectedWorks with screen sharing, clients, leads, and tasks
The business outcome
Use live conversation when email, text, or a phone call is not enough.
Video Meetings is useful when the relationship benefits from face-to-face discussion: a consultation, onboarding session, presentation, customer review, support conversation, partner meeting, or internal team discussion.
02
Keep meetings tied to real business work
Connect the conversation to the client, lead, project, task, support, or sales workflow that created the need for the meeting.
03
Make follow-up easier
Use the meeting outcome to create the next customer, sales, support, project, or internal action instead of letting the conversation end without a clear next step.
How it works
A simple workflow from invitation to follow-up.
Bring the customer, prospect, employee, manager, partner, or other participant into the meeting.
Use the live conversation for consultation, sales, onboarding, support, planning, or another business purpose.
Clarify decisions, questions, deliverables, customer needs, account issues, or anything that should be documented after the call.
Move the outcome into the appropriate client, lead, project, task, billing, or communication workflow.
What you can use it for
Video Meetings supports customer conversations and internal coordination.
Use face-to-face conversation to understand needs, review options, answer questions, and move a customer relationship forward.
Walk new customers through expectations, setup, account information, next steps, and the people involved in the relationship.
Hold live presentations or discovery conversations when a prospect needs more explanation than email or static material can provide.
Meet to review projects, websites, promotions, billing questions, account progress, or other customer-facing work.
Use live conversation for customer questions, problem-solving, training, or guided assistance.
Give owners, managers, sales users, and other team members a place for planning, review, coordination, and operational conversations.
Works better together
Video Meetings is strongest when the conversation has somewhere useful to go afterward.
Screen Sharing
Show the actual screen during demos, onboarding, support, troubleshooting, or live review sessions.
Client Management
Keep meeting notes, customer context, files, status, and relationship activity tied to the client record.
Lead Management
Use meetings for discovery, sales conversations, and prospect follow-up while keeping the opportunity visible.
Task Management
Turn meeting decisions into clear next steps when calls, emails, documents, estimates, or other follow-up is required.
Who uses it
Use Video Meetings anywhere a live conversation adds useful context.
Owners & managers
Use meetings for customer reviews, operational conversations, team coordination, partner discussions, and higher-level planning.
Sales & customer-facing users
Use consultations, discovery calls, presentations, onboarding, and relationship-building conversations to move customer work forward.
Support & service roles
Use live meetings for training, support, walkthroughs, customer questions, and service conversations that benefit from direct interaction.
$39/mo
Video Meetings is an add-on inside the SurfLocal Media Business Tools account. The uploaded source identifies the tool at $39 per month.
Add Video MeetingsStart with the conversations your business already needs to hold.
Tell us whether the primary use is consultations, onboarding, presentations, support, reviews, internal meetings, or a mix of those workflows.
- Pair with Screen Sharing when participants need to see the actual workflow, document, page, or screen.
- Connect Client Management when meetings belong to an ongoing customer relationship.
- Use Lead Management when meetings are part of prospect discovery or sales follow-up.
- Use Task Management when meetings create clear next actions for the team.
Plan Video Meetings for your business.
Tell SurfLocal Media who needs meeting access and whether the main need is client consultations, onboarding, presentations, support, reviews, partner conversations, or internal meetings. The original form field names, routing, mail handling, lead-board save, honeypot, and math check remain intact.