Warmly Playbooks

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

Latest Playbooks

How to Find Ready-to-Buy Leads on Your Website Using Claude
Advanced
Sales
Marketing

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.

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Pipe Website Visitors and 300+ Signals into Marketo Smart Campaigns
Advanced
Marketing
Sales

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.

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Run Signal-Triggered LinkedIn Outreach Across Your Buying Committee
Advanced
LinkedIn
Sales

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.

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Follow Up Faster with AI-Generated Email Sequences
Advanced
Email
Sales

Stop writing one-size-fits-all follow-up. Let Warmly generate a tailored multi-touch sequence for each contact using chat history, enrichment, CRM context, and intent signals.

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All Playbooks

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Automate Follow-Up for Chat Leads Who Didn't Book
Basic
Chat
Sales

Route qualified chatters who engaged but didn't complete booking into your follow-up sequence automatically, no manual SDR triage needed.

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Auto-Gift ICP Visitors with Sendoso
Advanced
Sales
Marketing

Trigger a Sendoso gift the moment a high-intent visitor hits your site, no manual follow-up, just a pipeline touchpoint that actually surprises people.

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How TeamWeave Grew Pipeline 80% With Warmly's 5-Signal Engine
Basic
Sales
Marketing

TeamWeave's VP of Sales & Marketing shares how a simple Warmly + HubSpot setup using five intent signals, eliminated manual prospecting and grew pipeline by over 80%.

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How to Set Up Claude Code on Mac
Basic

Get Claude Code installed and authenticated on your Mac in under 5 minutes - no prior setup experience needed.

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How We Grew Automated Meeting Bookings by 74% - And How You Can Too
Basic
Chat
Marketing

We implemented AI Studio on our website chat in late November. By February, automated meeting bookings had grown 74%. Here's what changed.

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Triple Your Pipeline with LinkedIn Ads + TAM Agent
Advanced
Marketing
Sales

Build bulk ICP contact lists with TAM Agent and push them to LinkedIn Ads for 2x click-through rates at half the cost per click.

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Build Your Best Outbound List with TAM Agent
Advanced
Sales
Marketing

Use the TAM Agent to find best-fit, highest-intent companies, build buying committees with AI, and push them straight to HubSpot and LinkedIn Ads.

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Train Your AI Agent in Minutes
Basic
Chat
Marketing

Teach your AI inbound agent exactly how to respond using the Test & Train feature in AI Studio.

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Double Your Website's Conversion Rate
Chat
Marketing
Basic

Convert more leads on your site with AI chat and pop-ups

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Track Job Changes Effectively
Basic
Marketing
Email

Learn to monitor job changes and engage contacts with tailored outreach strategies.

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Optimize Your Lead Conversion Process
Advanced
Sales
Email

Learn to filter leads for better quality and increased conversion rates effectively.

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Send AI Generated Custom Videos
Advanced
Sales
Email

Integrate Sendspark to send custom videos to Warmly identified leads.

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