We documented the exact steps behind $3M in pipeline. It's a 5-step outbound motion that combines intent signals, AI agents, and well-timed outreach. Take it and apply it to your own team.
Warmly Playbooks
Proven strategies and plays for your revenue team to create & close pipeline using Warmly.
Latest Playbooks
58 minutes of manual prospecting, done in 5. Warmly's MCP connects Claude to your live site data — so you can go from anonymous traffic to enriched prospects to active sequences without leaving your AI chatbot.
Marketo sees 3% of your website traffic. Warmly identifies the other 97% and writes them to Marketo as Leads with chat transcripts, intent signals, buying committee data, and session context attached as custom fields your smart campaigns can act on.
Warmly's AI message generator now writes LinkedIn connection requests and follow-ups through HeyReach, using the same full signal chain as AI Emails. Cover your whole buying committee across both channels from a single orchestration.
All Playbooks
Use inbound chat to reengage CL deals and book new meetings.
Capture website traffic from LinkedIn with personalized chat flows.
Build an inbound chat workflow that engages visitors and auto-books meetings.