Playbooks

Proven strategies and plays for your revenue team to create & close pipeline using Warmly

New Leads
Al Prospector

Using Warmly's Al Prospector feature to automatically add prospects at top accounts visiting your website to a sequence in your sales engagement platform...

Lead to meeting
Al Chat

Using Warmly's Al Chat feature to automatically send Al-generated messages to key prospects visiting your website, and notifying your team to continue...

Lead to meeting
Inbound Chat

Using Warmly's Inbound Chat feature to provide key prospects visiting your website the opportunity to raise their hands requesting to speak with your sales team...

Lead to meeting
Warm Calling (Chatting Live With Prospects)

Using Warmly, your team will be notified in Slack the second that a key prospect visits your website. From there, you can seamlessly enter the prospect's live session and...

Lead to meeting
Warm Intros Via Connect The Dots

Using Warmly's Connect The Dots integration, your team will be able to seamlessly find and facilitate warm introductions into key accounts visiting your website...

New Leads
Manual Prospecting
fff

Using Warmly, your sales team is empowered to manually prospect individuals at key accounts visiting your website... all within the Warmly platform...

New Leads
Warmly's UTM For Individual- Level ID'd TrafficAl Prospector

By utilizing Warmly's UTM parameter in your outbound emails and sequences with links taking prospects back to your website, you'll be able to get individual-level data about...

More plays coming soon