Workflow library

Personalized video workflows for real buyer jobs

These guides show how teams use BHuman in real workflows, from HubSpot follow-up to Salesforce outreach to renewal campaigns. Each page covers who the workflow is for, what to personalize, how to set it up, and what to send.

Guides live

Workflow pages focused on implementation and conversion, not generic thought leadership.

What you get

Triggers, fields, and scripts

Every guide includes trigger ideas, personalization fields, setup steps, and copy-ready video scripts.

Best for

Teams shipping faster

These pages are for operators who want a workflow they can launch this quarter, not an abstract content idea.

CRM workflows

Practical workflows for teams using CRM data to power personalized outreach and follow-up.

WhatsApp personalized video follow-up

WhatsApp-ready personalized video follow-up

Record once, prepare a personal WhatsApp-ready video for every contact, and route it through Make, GoHighLevel, or your API.

Best for: Revenue operations, lifecycle marketing, sales, and customer success teams using WhatsApp in their existing automation.

Outcome: A faster, more personal follow-up workflow without blocking main-video completion or changing the system that sends the message.

MakeGoHighLevelAPI and webhooks

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HubSpot personalized video workflow

HubSpot personalized video workflows with BHuman

A practical guide for using BHuman with HubSpot to send personalized videos after form fills, demo requests, and onboarding milestones.

Best for: SDRs, lifecycle marketers, RevOps, and customer success teams using HubSpot.

Outcome: More replies, booked meetings, and faster activation from HubSpot-triggered campaigns.

HubSpotCSV importsZapier or API

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Salesforce personalized video workflow

Salesforce personalized video workflows with BHuman

A workflow guide for SDR, AE, and RevOps teams using Salesforce to send personalized videos at scale without manual recording.

Best for: SDRs, AEs, RevOps teams, and sales leaders using Salesforce.

Outcome: More meetings and replies from Salesforce-driven outbound and follow-up campaigns.

SalesforceCSV exportsAPI workflows

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Demo request follow-up videos

Demo request follow-up videos for faster pipeline conversion

A workflow guide for inbound sales teams using personalized video to follow up demo requests, confirm attendance, and keep high-intent leads moving.

Best for: SDRs, AEs, inbound sales teams, and RevOps operators managing demo-request flows.

Outcome: More attended demos, faster replies, and more pipeline from high-intent inbound leads.

HubSpot or CRM exportsCalendars and emailCSV or API

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Whitepaper download follow-up videos

Whitepaper download follow-up videos that book more meetings

A workflow guide for B2B teams turning whitepaper and guide downloads into booked meetings with personalized video follow-up.

Best for: Demand gen teams, SDRs, lifecycle marketers, and RevOps teams following up content-generated leads.

Outcome: More replies and booked meetings from leads who already engaged with gated content.

HubSpot or CRM exportsLead magnets and content downloadsCSV or API

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Abandoned cart recovery videos

Abandoned cart recovery videos for ecommerce teams

A workflow guide for ecommerce teams using personalized video to recover abandoned carts with timely reminders, product context, and offer follow-up.

Best for: Lifecycle marketers, ecommerce operators, retention teams, and DTC brands.

Outcome: More recovered carts and more revenue from high-intent shoppers who dropped before checkout.

Shopify or ecommerce exportsEmail and SMSCSV or API

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Appointment no-show reminder videos

Appointment no-show reminder videos that increase attendance

A workflow guide for teams that want fewer no-shows on demos, consultations, onboarding calls, and scheduled appointments.

Best for: Sales teams, customer success teams, service businesses, and appointment-based operators.

Outcome: Higher show rates and fewer missed demos, consultations, and scheduled sessions.

Calendar or CRM exportsEmail and SMSCSV or API

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Stale lead reactivation videos

Stale lead reactivation videos for sales teams

A workflow guide for reactivating stale leads with personalized videos that feel more relevant than another generic follow-up email.

Best for: SDRs, AEs, RevOps, agencies, and sales leaders running outbound or reactivation campaigns.

Outcome: More replies and meetings from leads that stopped responding to standard sequences.

CRM exportsSales sequencesCSV or API

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Onboarding workflows

Guides for welcome, activation, and milestone-based onboarding messages that help new customers move faster.

Trial activation videos

Trial activation videos that turn signups into active users

A workflow guide for SaaS and product-led teams that want more trial users to take the first key action and reach activation faster.

Best for: Lifecycle marketers, product-led growth teams, onboarding teams, and customer success operators.

Outcome: More activated trial users, faster time to first value, and better trial-to-paid conversion.

CRM or product exportsLifecycle emailCSV or API

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Personalized onboarding milestone videos

Onboarding milestone videos that improve activation

A workflow guide for SaaS, service, and product teams that want onboarding videos tied to signup, first login, activation, and adoption milestones.

Best for: Customer success, onboarding, product, lifecycle marketing, and implementation teams.

Outcome: Faster activation, better setup completion, and more engaged new customers.

CRM exportsProduct eventsCSV or API

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Support workflows

Operational workflows for ticket updates, issue communication, and service touches that should feel more human than a standard support template.

Support ticket update videos

Support ticket update videos that feel more human

A workflow guide for support and customer operations teams using personalized video for ticket received, progress update, and resolution messages.

Best for: Customer support teams, service operations teams, and customer experience leaders.

Outcome: Better customer experience, fewer anxious follow-ups, and more trust during support interactions.

Helpdesk exportsSupport workflowsCSV or API

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Retention workflows

Playbooks for renewals, customer success, and lifecycle messaging where personalization improves retention.

Upsell existing customer videos

Upsell existing customer videos that expand account value

A workflow guide for customer success, lifecycle, and account teams using personalized video to expand existing accounts without sounding generic.

Best for: Customer success teams, account managers, lifecycle marketers, and revenue teams running expansion motions.

Outcome: More expansion conversations, stronger upsell timing, and higher revenue from existing customers.

CRM or CS exportsLifecycle messagingCSV or API

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Customer renewal video workflow

Customer renewal video workflows that drive retention

A renewal workflow playbook for customer success teams that want retention and upsell videos triggered by renewal dates or account health.

Best for: Customer success, account management, lifecycle marketing, and RevOps teams.

Outcome: Stronger renewal conversations, lower churn risk, and better upsell timing.

CRM exportsCustomer success platformsCSV or API

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Ready to apply this?

See how BHuman fits your actual workflow

Start with the workflow that looks closest to your own motion, then book a demo if you want help mapping it into your CRM, onboarding, or customer success process.

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🎁 What you get inside the BHuman suite

AI Studio

• Templates & bulk rendering
• Personalized variables
• Email/CRM delivery

Leadr

• LinkedIn + email workflows
• Campaign analytics
• CRM integrations

Persona

• Face, voice, and knowledge upload
• Takes video, audio, and text chats for you
• Embeddable concierge for your site

Speakeasy

• Ready-to-render templates
• Script + voice previews
• Shareable preview links

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Render your first video in minutes

No card required — just pick a template and upload your contact list.

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Support

Need a human?

Demos and support requests start here. Tell us what kind of help you need and we’ll plug you into the right workflow.

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