CRM ARTICLE
Adapt & Impress: Top Tips for Professional Video Calls in Small Business
SmallBizCRM Staff – 1st July, 2025
Remote work has become part of everyday life for small businesses across the globe. Whether you’re running a lean startup in Sydney, a consulting firm in Chicago, or a digital agency in Cape Town, professional video calls have replaced in-person meetings as the go-to communication method.
But just because you’re not in the same room doesn’t mean your standards should drop. In fact, how you show up on video can leave a lasting impression—good or bad.
Here are the top tips to help your team look sharp, sound professional, and keep things running smoothly on every call.
1. Get Your Tech Right Before the Call
A seamless video meeting starts before anyone joins the call.
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Use a laptop, not a phone: While phones or tablets can be convenient, a laptop with a full app install gives you better control, visuals, and access to features like screen sharing or chat.
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Light your face, not your back: Sit facing a window or light source so your face is well lit. Avoid sitting with your back to a window unless you want to appear in silhouette.
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Keep it tidy: A plain wall is best, but at the very least, check your background for laundry piles, unmade beds, or yesterday’s dishes. If needed, use a clean virtual background.
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Good sound = good impression: Cheap headphones or built-in mics won’t cut it. Use a dedicated microphone or quality headset. Stay muted when not speaking, and unmute with the spacebar shortcut on Zoom.
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Test your tech: Especially if you’re meeting a client or presenting. Arrive early, check your internet, and test video/sound settings.
2. Project Professionalism—Even from the Sofa
Working from home doesn’t mean losing your business polish. Here’s how to show up like a pro:
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Greet like you’re in the office: Start with a warm hello and quick intros. It sets a friendly tone and helps people feel included, especially on larger calls.
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Dress like you mean business: You don’t need a suit—but wearing a clean shirt or blouse beats pyjamas. Save the novelty outfits for Friday socials.
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Stick to the point: After a short icebreaker or check-in, transition to the agenda quickly. Respect your attendees’ time.
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Have a meeting captain: Assign someone to guide the call, note key takeaways, and wrap things up clearly and politely.
3. End Strong and Follow Up
No one wants an awkward call ending (“Where’s the button?”, “Are we done?”). Here’s how to close confidently:
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Summarize key actions: Make sure responsibilities are clear before ending the meeting.
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Say goodbyes efficiently: A quick wave and smile is enough. Then hit “Leave” confidently.
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Follow up with notes: A short email summarizing the meeting helps keep things on track—especially in teams working across time zones.
4. Build Confidence Through Consistency
If your team is still adjusting to remote work, be patient. Like any skill, virtual communication gets easier the more you do it.
Encourage consistency, share best practices, and make room for the occasional hiccup. With time, your small business can turn video meetings from awkward to awesome.
🎯 Capsule CRM Tip
Capsule CRM makes it easy to track meeting notes, follow-ups, and contact history—all from one intuitive dashboard. It’s a powerful tool for small businesses navigating hybrid work, remote teams, and client communications across platforms.
Want to streamline your virtual meetings and follow-ups? Dont hesitate, try Capsule CRM for Free today