SECTION 1 — 5-STEP CONSULTATIVE DISCOVERY CALL FRAMEWORK - Step 1 (Hook): "Thanks for joining today. Goal for this 15-minute call is to diagnose where your current SDR video outreach is getting stuck and see if our automated video engine makes sense for your pipeline goals." - Step 2 (Questions): 1. "How many hours per week are your SDRs currently spending recording personalized outreach videos manually?" 2. "What is your current open-to-reply conversion rate on cold email campaigns?" 3. "If you could triple your video outreach volume without adding headcount, how would that impact your quarterly pipeline?" - Step 3 (Cost of Inaction): "If each SDR wastes 10 hours weekly on manual recording, that's $4,000 per month in lost rep capacity before accounting for missed meetings." - Step 4 (Bridge): "Our agency builds automated AI video pipelines inside your CRM that generate 1:1 personalized pitch videos for every lead automatically." - Step 5 (Transition): "I'll put together a custom AI video workflow audit showing how this integrates into your stack. Let's schedule 20 minutes on Thursday to review." SECTION 2 — 1-PAGE CLIENT AUDIT TEMPLATE - Executive Summary: Manual video recording creates operational drag on outbound sales teams, capping meeting volume and inflating customer acquisition costs. - Tech Stack Inefficiency: SDRs manually switch between recording tools, resulting in low outreach volume and inconsistent lead follow-up. - Future-State AI Architecture: Integrating HeyGen and ElevenLabs via Make.com will automate 100% of video generation, projecting a 3x lift in qualified meetings. SECTION 3 — HIGH-TICKET PROPOSAL & SOW BLUEPRINT - Project Objectives: Build an automated AI video prospecting engine to triple outbound meeting booking rates. - Deliverables: * Phase 1: CRM API integration and AI avatar training. * Phase 2: Dynamic video script automation and email template setup. * Phase 3: Team training and system hand-off. - Investment Options: * Option 1: Implementation ($5,000 setup fee). * Option 2: Full Management ($5,000 setup + $2,500/mo managed retainer). SECTION 4 — AUTOMATED CLIENT ONBOARDING & CRM WORKFLOW BLUEPRINT 1. Trigger: Proposal signed and invoice paid via Stripe/Pipedrive. 2. Action 1: Webhook triggers Make.com to create client Google Drive folder and Slack Connect channel. 3. Action 2: Automated onboarding form sent via Typeform to gather brand assets and API keys.