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Project Video Pipeline

Status: Concept — Last Updated: 2026-05-15

At project completion, the CRM automatically assembles all captured assets — photos, videos, transcriptions, testimonial — and uses AI to produce a polished marketing video. No editing required. That video is published to the contractor's website, social media, and YouTube, then tracked to find the best candidates for paid ads.

Production Pipeline​

6-step process from project completion to published video:

Step 1 — Asset Collection​

All project media pulled together:

  • Inspection photos (before)
  • Progress photos and clips
  • AI inspection report
  • Field video transcriptions
  • Completion walkthrough (after)
  • Customer video testimonial

Step 2 — AI Storyboard (Gemini)​

Gemini analyzes all assets and generates a storyboard — shot order, which photos map to which moment, pacing, scene structure.

Structure: Before → problem → work → after → testimonial

Step 3 — Narrative Copywriting (Claude)​

Claude writes the voiceover/narrative script based on:

  • Storyboard structure
  • AI inspection report
  • Customer story answers from the review funnel
  • Field video transcriptions

Step 4 — Asset Package​

Structured package assembled containing:

  • Narrative script
  • Ordered image/video assets
  • Storyboard sequence data
  • Customer testimonial clip

Formatted for submission to the video production service.

Step 5 — Video Produced (AI Video Platform — TBD)​

Asset package sent to the AI video creation platform. Output: polished video with before/after visuals, voiceover or captions from narrative, customer testimonial woven in, professional transitions.

⚠ Platform name to confirm — user referred to this as "Higgs Field." Likely Heygen or a similar AI video service. Confirm before building the integration.

Step 6 — Distribution​

Video posted automatically to:

  • Contractor's website portfolio
  • Social media (Instagram, Facebook, TikTok)
  • YouTube

Performance Tracking → Ads​

StageWhat Happens
PublishedCRM tracks views, engagement, reach for each video
Gaining tractionVideo flagged as Ad Candidate in the dashboard
Ad creationContractor promotes the video to a paid ad campaign from inside the CRM
Ad managementBudget, targeting, schedule, and performance all managed in-app

The Full Loop​

Project Complete
→ Survey sent
→ Customer satisfied
→ Story questions answered
→ Reviews posted + gift card earned
→ Video testimonial recorded (vacation offered)
↓
AI storyboard (Gemini)
→ Claude writes narrative
→ Asset package built
→ Video produced
→ Published everywhere
→ Performance tracked
→ High-performer → Ad
→ Ad managed in CRM

Open Questions​

  • Confirm the video creation platform name and API availability
  • Video timing — produced immediately at completion, or after testimonial is received?
  • Social media — contractor connects their existing accounts, or CRM manages profiles?
  • YouTube — contractor's existing channel, or new one managed by the CRM?
  • Ad platforms — Facebook Ads API, Google Ads API, both?
  • Performance threshold — what defines "viral enough" to flag as ad candidate?
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