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Book a Pipeline Audit.

Free. 45 minutes. You leave with a workflow map, API cost projection, and integration blueprint - whether you hire us or not.

The call

What happens on the call.

What we cover

  • We map your current CRM and video platform setup
  • We identify where the manual work sits and what triggers make sense
  • We estimate API costs at your volume
  • You get a blueprint for the integration - immediately actionable

What to bring

  • Which CRM you use (HubSpot, Salesforce, or other)
  • Which video platform you have (HeyGen, Synthesia, or evaluating)
  • Rough monthly video volume you're targeting
  • Any previous automation attempts that didn't hold up
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