Send scheduled video follow-up after closer call booking

Your leads entering a scheduled closer-call often lack prep materials and leave setters unprepared. It delivers the right video and updates the CRM so reps are ready before calls.

Overview

Leads that book closer calls need immediate context; without it reps scramble and conversion opportunities cool. This flow delivers the tailored prep video, logs the touch in your table, and ensures setters are ready within minutes of scheduling.