Warmly Playbooks

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

Latest Playbooks

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
Advanced
Marketing
Digital Ads

Run targeted ads to companies researching your competitors.

See Playbook
Track and Engage New Hires
Basic
Marketing
Email

Identify when some has just started a new role and engage them automatically with relevant messaging

See Playbook
Comprehensive Data Integration
Marketing
Email

Push Warmly-identified leads to all your GTM tools and AI agents.

See Playbook

All Playbooks

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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 some 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
Automate Signal-Based Outreach
Advanced
Sales
Email

Automatically prospect visitors who show high-intent signals.

See Playbook
Reactivate Closed Lost Deals
Basic
Sales
Chat

Use inbound chat to reengage CL deals and book new meetings.

See Playbook
Engage LinkedIn Visitors
Basic
Sales
LinkedIn

Capture website traffic from LinkedIn with personalized chat flows.

See Playbook