How Warmly Powers Automated Outreach
This video showcases how our client automates follow-ups with personalized email sequences that resonate with prospects. From initial identification to setting up meetings, see how Warmly ensures no lead is missed and empowers BDRs to engage with potential customers effectively, all while saving time and boosting productivity.
The Challenge
Jon Piehl runs marketing ops at Monograph, a project management platform for architecture firms. They needed a way to automatically engage website visitors interested in their software without adding manual work for BDRs.
Enter Warmly
Monograph built a fully automated pipeline: Warmly identifies the visitor → lead enters CRM → LeanData checks if anyone else is working it → if clear, an automated Outreach sequence fires from the BDR. The BDR doesn’t even know it’s happening unless someone responds.
“The first email vaguely mentions they were on our website: ‘Noticed you’re interested in project management software for your firm.’ It’s not a hard sell. If they’re in the market, that subject line resonates.”
— Jon Piehl, Marketing Ops, Monograph
The Results
The system runs on autopilot. When someone responds to the automated sequence, the BDR picks it up and books the meeting. Zero manual prospecting required—Warmly feeds the entire top of funnel.
Company
Monograph
Industry
Architecture Software / SaaS
Size
Startup
Products Used
Warm Leads
Visitor Identification
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"Warmly's outbound agent helps us send automated emails, automated messages, and keep our AEs focused on providing value to our customers.”
