AI Prospector
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Scenario
You are part of a busy sales team that wants to take advantage of website intent data without utilizing the valuable time of yourself or your team. Using Warmly’s AI Prospector feature, you can seamlessly add ICP prospects at ICP accounts visiting your website to a sequence set up in your sales engagement platform. Every hour, Warmly will automatically find the companies that have visited your website and sort them by your filters to get a list of companies that fit your ICP. From there, Warmly will automatically find key ICP personas based on your filtering, and add those individuals to a sequence of your choice. Best of all, Warmly will do all of this while your team is chasing other leads (or sleeping!)
Warmly’s AI Prospector is a critical feature, and Warmly recommends getting it set up for your team as soon as possible. Creating multiple workflows will enable your team to successfully sequence your entire ICP at the individual- and company-level.
Relevant Help Center Articles
See this Help Center article for a detailed, step by step guide on setting up AI Prospector in your Warmly dashboard.
See this Help Center article for Warmly’s tips and best practices regarding creating email sequences.
See these Help Center articles to better understand how to create important segments within Warmly. Remember that segments are used to help you filter website traffic for your company-level ICP!
See these Help Center articles to better understand how to create important personas within Warmly. Remember that personas are used to help you filter for your individual-level ICP (based on titles)!
Questions?
This playbook was created by Ryan Beyer, Head of Customer Success at Warmly. Please reach out to his email at [email protected] with any questions or feedback.