Workflow library
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
8
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.
HubSpot personalized video workflow
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.
Salesforce personalized video workflow
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.
Abandoned cart recovery videos
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.
Appointment no-show reminder videos
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.
Stale lead reactivation videos
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.
Onboarding workflows
Guides for welcome, activation, and milestone-based onboarding messages that help new customers move faster.
Trial activation videos
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.
Personalized onboarding milestone videos
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.
Retention workflows
Playbooks for renewals, customer success, and lifecycle messaging where personalization improves retention.
Customer renewal video workflow
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.
Ready to apply this?
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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No card required — just pick a template and upload your contact list.
Support
Office hours, demos, and support requests all start here. Tell us what kind of help you need and we’ll plug you into the right workflow.