Send personalized call follow-up video to scheduled leads

When leads enter a scheduled closer stage, reps lack the right video to attach, making outreach feel generic. Leads receive the correct media for outreach within 15 minutes.

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Overview

When a lead is promoted to a scheduled closer stage, reps frequently scramble for the right follow-up asset and miss the personalization window. This flow selects the assigned closer media and queues it to your outreach engine so prospects get the correct asset within 15 minutes, reducing handoff friction and improving rep readiness.