Optimize Your Lead Conversion Process
Basic
Email
Sales
Learn to filter leads for better quality and increased conversion rates effectively.
See Playbook
Warmly Playbooks
Proven strategies and plays for your revenue team to create & close pipeline using Warmly.
Latest Playbooks
Send AI Generated Custom Videos
Advanced
Email
Sales
Integrate Sendspark to send custom videos to Warmly identified leads.
See Playbook
Automate High Intent Followups
Basic
Marketing
Email
Set up automated engagement sequences for email and LinkedIn for every visitor to your high intent pages.
See Playbook
Using Research Intent Signals
Basic
Marketing
Email
Discover and engage companies researching relevant topics relevant to your products and brand.
See Playbook
All Playbooks
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Optimize Your Lead Conversion Process
Advanced
Sales
Email
Learn to filter leads for better quality and increased conversion rates effectively.
See Playbook
Send AI Generated Custom Videos
Advanced
Email
Sales
Integrate Sendspark to send custom videos to Warmly identified leads.
See Playbook
Automate High Intent Followups
Basic
Marketing
LinkedIn
Set up automated engagement sequences for email and LinkedIn for every visitor to your high intent pages.
See Playbook
Using Research Intent Signals
Basic
Marketing
Email
Discover and engage companies researching relevant topics relevant to your products and brand.
See Playbook
Competitor Ads With Bombora
Digital Ads
Marketing
Advanced
Run targeted ads to companies researching your competitors.
See Playbook
Track and Engage New Hires
Email
Marketing
Basic
Identify when someone has just started a new role and engage them automatically with relevant messaging
See Playbook
Comprehensive Data Integration
Advanced
Marketing
Email
Push Warmly-identified leads to all your GTM tools and AI agents.
See Playbook
Prospecting in Real-Time
Advanced
Sales
Chat
Use Live Video Chat to engage high-intent users when they’re already on your website.
See Playbook
Powerful Person-Level Outreach
Advanced
Sales
Email
Send targeted messages to website visitors automatically based on powerful intent signals.
See Playbook
Augmenting Power Dialing
Advanced
Sales
Calling
Run smarter call sequences by automatically pushing the most valuable prospects to your SEP.
See Playbook
AI Chat Like a Human
Advanced
Sales
Chat
Elevate your website’s AI Chatbot with personalized greetings and on-brand messaging, increasing response rates.
See Playbook
Integrate CRM Fields
Advanced
Marketing
Email
Create customized experiences for every identified visitor on your site using custom segments based on CRM data.
See Playbook