YouTube Demo Script (Easy English, Sales Style, Full Version)
Video Title
“From WhatsApp to Trello: AI Sales CRM That Qualifies Leads Automatically”
Thumbnail Text
“WhatsApp Leads → Closed Deals”
0:00 - 0:25 Hook
Say:
“Most sales teams lose money in one place: WhatsApp chats. Leads come in fast, details get lost,
follow-up gets delayed, and Trello is never updated on time.
Today I will show you a full system that fixes this.
WhatsApp message comes in, AI qualifies the lead, Trello card updates live, and your pipeline
moves automatically.”
On screen:
Dashboard + WhatsApp chat + Trello board side by side.
0:25 - 1:10 Problem + Promise
Say:
“If your team uses WhatsApp for sales, this is the real problem:
You have conversation data, but no structure.
You have leads, but no clear stage.
You have Trello, but updates are manual.
This system connects all of them.
Result: faster response, clean pipeline, better conversion.”
On screen:
Show messy WhatsApp chats, then cut to clean CRM dashboard.
1:10 - 2:00 What This System Is
Say:
“This is Tamiyouz CRM.
It has 4 core parts:
WhatsApp connection, campaign playbooks, AI sales agent, and Trello automation.
You can run it in two modes:
Human-in-loop mode where team replies manually,
Or AI reply mode where the agent can reply automatically by campaign rules.”
On screen:
Open left menu and point to: Overview, Campaigns, WhatsApp, TeleSales Conversations,
TeleSales Settings, TeleSales Knowledge.
2:00 - 3:00 Dashboard Overview
Say:
“Here is the control center.
You can see total customers, linked Trello cards, total messages, and recent activity.
So managers get live visibility without reading every WhatsApp chat.”
On screen:
Open Overview page and highlight stats + recent messages.
3:00 - 4:40 Campaign Blueprint + Campaign Setup
Say:
“This part is very important.
The AI quality depends on campaign instructions.
We created a simple blueprint page in easy English, so non-technical teams can copy and customize
fast.”
On screen:
Open Campaign Blueprint.
Say:
“Now we open Campaigns.
Each campaign has:
Campaign Name, trigger keywords, campaign instructions, follow-up instructions, and Trello
template JSON.
This gives full control per campaign.”
On screen:
Open Campaigns and click Create/Edit campaign.
4:40 - 6:00 Trello Template JSON (Key Selling Point)
Say:
“This is where most CRMs fail.
Here, Trello description is fully customizable with JSON.
You control field order, labels, required fields, and fallback text.
So output is deterministic, not random AI text every time.”
Say:
“We also protect manual notes by writing AI summary inside a managed section only.
Your team notes stay safe.”
On screen:
Show template JSON and explain keys:
fieldOrder, labels, requiredFields, fallbackText.
6:00 - 6:50 WhatsApp Session Connection
Say:
“Now let’s connect WhatsApp.
We support multi-session, so one team can run multiple numbers.
Scan QR, session becomes ready, and messages start streaming to the system.”
On screen:
Open WhatsApp page, show session status and QR flow.
6:50 - 7:40 AI Settings
Say:
“In TeleSales Settings, choose your model provider and model.
For example, Gemini 2.5 Pro for stronger reasoning, or lighter model for lower cost.
You can also set global playbook instructions and follow-up behavior.”
On screen:
Open TeleSales Settings and show model/provider + instructions.
7:40 - 10:10 Live Demo Conversation (Main Part)
Say:
“Now the real demo.
I’ll send one inbound lead message and let the system work.”
On screen (send from phone):
.market
Say:
“Trigger matched. Campaign starts.
Agent asks one qualification question at a time.”
On screen (continue chat):
yousef
software house
sales
no
no
2315
yes
next month
tomorrow 2 pm
yousefeslam214@[Link]
Say while messages flow:
“Notice the flow: short questions, clear path, no long chatbot noise.
The lead gets qualified step by step.
Then AI asks for a 15-minute meeting.
After slot confirmation, next action is captured automatically.”
10:10 - 11:10 Trello Automation Result
Say:
“Now check Trello.
One card is linked to this lead.
Description is updated with structured summary.
Lead stage label is applied.
And card movement happens based on conversation stage.”
On screen:
Open Trello card and show:
summary fields
label
list/stage change
next action line (meeting step).
11:10 - 11:50 TeleSales Conversations + Team Control
Say:
“Team can always open TeleSales Conversations to review full thread, edit customer details, send
manual replies, and toggle AI on or off per conversation.
So you keep control, not blind automation.”
On screen:
Open TeleSales Conversations, show thread + compose box.
11:50 - 12:30 Knowledge Base + Reliability
Say:
“You can also upload PDF knowledge per campaign.
That helps the agent answer with campaign-specific context.
And on the ops side, notifications and error logs give full reliability monitoring.”
On screen:
Open TeleSales Knowledge, Notifications, Error Logs.
12:30 - 13:10 Business Value (Sales Close)
Say:
“Let’s make it simple.
This system gives you 4 business wins:
Faster lead response, better qualification quality, cleaner pipeline, and fewer missed follow-ups.
That means more booked meetings and better close rate.”
13:10 - 13:35 CTA
Say:
“If your sales team lives inside WhatsApp, this is the missing layer between chat and revenue.
If you want this setup for your team, comment ‘DEMO’ and I’ll share the implementation checklist
and campaign templates.”
Short B-Roll / Editing Notes
1. Keep cuts fast every 4-6 seconds.
2. Zoom on key UI fields when mentioned.
3. Put on-screen captions for important lines: “Trigger matched”, “Qualified”, “Meeting booked”.
4. Add one final screen: “WhatsApp → AI Qualification → Trello Pipeline”.
If you want, I can now give you Version 2 of this script in Arabic spoken style with the same
timeline.