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Practice Bench · content / comms

Personalized Video Message at Scale

A short personal video for the people who already said yes.

The job it closes

The job it closes

A thank-you clip starts from a blank page. This file writes the script, emails you a checklist, and will call HeyGen only if you turn that on.

Before / after

Before / after

Before: “I should send a video.” After: a script on the Videos tab and a checklist email.

01

What you import

Request webhook or manual → gated 20s script with template fallback → Videos tab + owner Gmail checklist + owner SMS. Optional HeyGen POST only if HEYGEN_ENABLED and avatar_id are set. Callback stamps URL + optional client Gmail with avatar disclosure.

n8n

02

What you need

n8n, Google Sheets, Gmail, OpenAI. HeyGen only if you enable it. Client SMS is a WF12 swap.

03

Setup time

30–45 minutes for script-only. Longer if HeyGen is on.

Limits — trust before ticket

Limits — trust before ticket

Script always ships. Avatar SaaS is optional and must be disclosed. Does not flip CRM status. Do not send an undisclosed avatar to a patient or client.

Breakdown

How this pack runs

Personal video notes in a batch (import this)

Video posting soon.

Two paths if you stall

Self-serve

START-HERE.pdf page 1. Credentials. First live node. Email hello@ if a node name moved.

Named install

Preferred implementation partner is listed on Partners. Other approved shops later. We do not hold the file hostage.

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