Lead Generation with YouTube: Proven Tactics to Attract and Convert Leads

by Novie Dizon
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Why Most YouTube Videos Fail at Lead Gen (and How to Fix It)

You poured hours into producing a YouTube video—clean visuals, sharp editing, helpful info—yet… barely any leads. You're not alone.

According to HubSpot, 61% of marketers say lead generation is their #1 challenge. But here’s the kicker: businesses that use video for lead generation grow revenue 49% faster than those that don’t.

So what separates random views from real leads? Strategy—and the right video format.

This guide explores how to use video—especially YouTube and interactive video—to capture leads effectively. We’ll break down the best types of video, where to place CTAs, and how to generate leads using tools like Sharelo.


Why YouTube is a Lead Generation Powerhouse

YouTube isn’t just a video platform. It’s the second-largest search engine, with over 2 billion logged-in users monthly. Whether you're a B2B brand or solopreneur, YouTube helps you:

  • Reach the right audience using keywords
  • Build trust through free, valuable content
  • Scale your video marketing without paying for ads

But if you're not adding lead forms or calls-to-action (CTAs) strategically, you're leaving leads on the table.


Types of Videos That Generate Leads on YouTube

Let’s explore the most effective video formats for lead generation:

1. Explainer Videos

Clearly explain what your product or service does. Add a lead form mid-video to capture interest.

📌 Best for: SaaS, services, digital products
💡 Add to: Landing pages, YouTube channel homepage

2. Tutorial or How-To Videos

Educational content is the backbone of video marketing. When people learn from you, they trust you—and trust leads to conversions.

Example: “How to automate your email marketing in 5 minutes”

3. Product Demos

Let your product shine with a quick walkthrough. Embed a link to book a free trial or download a gated lead magnet.

Tip: Use Sharelo to make demos clickable with lead forms.

4. Testimonial Videos

Social proof builds instant credibility. Add a CTA like “Download our free guide” underneath real customer stories.

5. FAQ Videos

Anticipate objections by answering common questions. These videos reduce sales friction and can be repurposed across platforms.


Best Practices: Using Videos in Your Lead Generation Strategy

✅ Start With a Strong Hook

Grab attention in the first 5 seconds. Attention spans are short, especially on YouTube.

✅ Add Interactive Elements

Instead of just linking in the description, embed interactive video lead forms directly into your videos using tools like Sharelo.

✅ Use Gated Content

Offer premium videos (like in-depth case studies or masterclasses) in exchange for email addresses.

Use keywords like:

  • video for lead generation
  • lead generation for video
  • video production company
  • use video for lead generation

✅ Don’t Skip the CTA

Use verbal and visual CTAs in the middle and end of the video. Don’t wait until the last 5 seconds—most viewers don’t make it that far.


How to Create Interactive Videos with Sharelo (For Free)

Here’s how to turn your static YouTube videos into interactive lead generation machines using Sharelo:

Step 1: Upload Your YouTube Video to Sharelo

No need to re-record—just upload your existing video.

Step 2: Add Interactions

Insert clickable lead forms, buttons, or choose-your-own-path options mid-video. Example:

  • “Want the checklist? Enter your email.”
  • “Book a free call now.”

Step 3: Embed or Share

You can embed the interactive video on your website, landing page, or share the link directly.

👉 Try Sharelo for free.


Tools to Boost Lead Generation with Video

Besides Sharelo, consider these tools in your video marketing stack:

ToolPurposeNotes
ShareloPersonalized sales videosGreat for 1-on-1 outreach
CapCutEditing short YouTube videosBeginner-friendly
CanvaThumbnails and visualsOptimizes CTR
TubeBuddyKeyword research for YouTubeHelps improve ranking
ConvertKitLead form integrationsConnects to your video lead forms

YouTube Lead Generation Strategy Framework

Here’s a repeatable system you can follow:

  1. Pick a topic your target audience is searching for
  2. Create a helpful video (3–10 mins)
  3. Add an offer (freebie, checklist, trial)
  4. Embed interactive lead form using Sharelo
  5. Promote on social media and email
  6. Track conversions and optimize your next video

FAQs About Lead Generation with YouTube

How do I capture leads directly from a video?

Use tools like Sharelo or Vidyard to embed clickable lead forms right inside your videos.

Should I gate my videos?

Only if the content is high-value and worth an email. Gated video works well for webinars, templates, or strategy sessions.

Can YouTube videos really generate leads without paid ads?

Yes. With keyword optimization, compelling CTAs, and consistent uploads, YouTube can become your top lead source—especially for B2B and coaching services.

How long should a lead gen video be?

Short-form videos (under 3 minutes) work best for cold traffic. Longer videos (5–10 mins) perform well when educating warm leads.

Is interactive video better than traditional video?

Yes. Interactive videos drive more engagement and increase conversion rates by up to 25%.


Final Thoughts: Don’t Just Create—Convert

You don’t need fancy gear or viral views to make YouTube work for your business. What you need is strategy.

If you’re already creating videos, it’s time to make them work harder for you. Add CTAs. Use Sharelo. Capture emails. Book calls. Turn watchers into leads—on autopilot.

Ready to level up?

👉 Start creating interactive videos with Sharelo – it’s free.



Book a Demo or Share Your Feedback

We’d love to hear from you!

Whether you're curious about how Sharelo can help your business or you have suggestions to make us better, we've made it easy for you to reach out.

👉 Watch the interactive video below to:

  • Book a personalized demo
  • Share your thoughts and feedback
  • Ask questions directly

Book a Demo or Share Your Feedback

We’d love to hear from you!

Whether you're curious about how Sharelo can help your business or you have suggestions to make us better, we've made it easy for you to reach out.

👉 Watch the interactive video below to:

  • Book a personalized demo
  • Share your thoughts and feedback
  • Ask questions directly

The Complete Toolkit: Turn Every Touchpoint Into a Conversion Opportunity

As a content creator and marketer, I personally use these tools to create organic content and grow my audience. Check out how I use these tools with detailed reviews and demos on my blog section, where I share actionable tips to help startups build a strong online presence—even without a huge marketing team.

Summary of Sales and Marketing Tools

  1. Tella / Loom (Screen recording & async communication)
  2. Descript (AI video editing)
  3. CapCut (Free Video Editing Tool)
  4. Dub (Modern Link Shortener)
  5. Cal.com (Free Scheduling Appointment App)
  6. Sharelo (Interactive Video Software)

Screen Recordings That Actually Sell Your Product

Gone are the days of boring product demos. Create video walkthroughs that prospects can't stop watching – and that drive them to take action.

Top Tools for High-Converting Screen Recordings:

Video walkthroughs are a powerful way to showcase your product’s value. Tools like Loom, Tella, Descript or CapCut allow you to create clear, engaging screen recordings—like a personal demo your audience can watch anytime.

Tool #1: Tella (AI-Powered Screen Recording Tool)

How I use Tella to record YouTube vids, demos, tutorials and courses

Visit my YouTube channel for more Tella vs Loom comparison videos.

Create beautiful screen recordings that engage viewers and transform hours of editing into minutes.

Features that matter:

Perfect for creating any video content and product demos, tutorials, and online courses that prospects actually finish watching.

More resources about Tella:
1. Tella vs Loom Pricing comparison
2. Best tool for content creators
3. Loom vs Tella 2025 Review
4. Edit like Deya or Ali Abdaal using Tella
5. Complete Tella honest review


Tool #2: Descript (Audio and Video Editing Made Simple)

Write your script, and your video edits itself. The simplest way to create polished product walkthroughs without the learning curve.

Tella vs Descript


Tool #3: CapCut (Free, Easy-to-Use Editing for Web and Mobile)

Capcut is one of the best free video editing tools out there and best for social media. Learn how to use CapCut in the video below.

How to record screen on CapCut

Learn CapCut Desktop in 10 minutes

CapCut Mobile for Beginners

Pro Tip: Combine any of these tools with Sharelo to make your recordings interactive. Add clickable choices, capture viewer data, and turn passive watchers into active prospects.


Stop guessing which marketing efforts drive results. Dub (the free Bitly alternative) gives you the insights you need:

  • Track click-through rates in real-time
  • Optimize campaigns based on actual data
  • Create branded short links that build trust
  • Streamline your entire link workflow

Bitly vs Dub Which Link Shortener Is Better


Tool #5: Cal (Scheduling That Doesn't Break the Bank)


Cal.com delivers everything Calendly does – without the recurring fees eating into your profit margins. Free scheduling that actually scales with your business.


Tool #6: Sharelo (Video Commerce and Interactive Platform)

Sharelo is a free interactive video and commerce platform that you can use to generate leads and create shoppable video feeds and carousels—perfect for boosting sales in your online business.

How to Create Interactive Video for Free with Sharelo

Ready to See Real Results?

Every tool mentioned here works 10x better when combined with Sharelo's interactive capabilities.

Your next step: Watch our interactive demo above and discover how businesses like yours are closing more deals with less effort.

Need more inspiration? Check out our Sharelo YouTube channel or my YouTube channel (Novie Dizon) for advanced strategies and real-world case studies.

Boost your sales with engaging video conversations