FORWARD DEPLOYED ENGINEER

Transform Your GTM Into an AI-Native Organization

Most GTM tools require your team to do the work. With an FDE, you build agents that work FOR you. Your FDE learns your organizational best practices, integrates your processes and tools, and creates autonomous systems that run continuously. Within weeks, you're not just using Warmly — you're operating as an AI-native revenue team.
A Forward Deployed Engineer (FDE) is a dedicated Warmly engineer who transforms your go-to-market motion into an AI-native system. Not software implementation — organizational transformation. Your FDE builds autonomous agents that do the work of SDRs: territory mapping, account intelligence, personalized outreach. The goal isn't configuration — it's getting you to autonomy.
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AI-native transformations completed for
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What does a Forward Deployed Engineer do?
An FDE transforms your GTM operations by building:
Autonomous agents Systems that work 24/7, not workflows you trigger
Territory mapping AI-driven account prioritization and buying committee ID
AI-generated sequences Personalized 4-step outreach for every persona
Account intelligence Vertical timelines from all signals (web, CRM, intent)
Context documents Teaching AI your value props, personas, competitive angles
Integration fabric Connecting CRM, LinkedIn Ads, email platforms into unified workflows
Weekly optimization Iterating on agent performance based on outcomes
The goal is autonomy. FDEs transfer knowledge so your team can build and run agents independently.
Teams ready for AI
Want agents, not just tools
Outbound at scale
Need personalized outreach for 1000s of accounts
SDR augmentation
Multiply SDR capacity with AI

Manual GTM Doesn't Scale

SDRs review dashboards manually
Hours spent checking intent signals, website visitors, and CRM data. Same reports, every day, by hand.
Gut-feel prioritization
Which accounts to work? Whoever the rep "feels" is ready. No data-driven scoring. Inconsistent results.
Generic sequence templates
"Hi {{firstName}}" isn't personalization. Your prospects see right through it. Response rates show it.
9-5 coverage only
Your best prospects research at night. On weekends. Your team isn't there. Competitors are.
Comparison

From Manual GTM to AI-Native Operations

Before FDE (Manual)
After FDE (AI-Native)
SDRs manually review dashboards
Agent scans all signals continuously
Generic sequence templates
AI writes personalized emails per account
Gut-feel account prioritization
ML-driven territory scoring
Manual research per prospect
Vertical timeline built automatically
9-5 coverage only
Agents work 24/7
1 SDR = 50 accounts max
1 SDR + agents = 500+ accounts
Inconsistent personalization
Different angle per email, per persona

Autonomous Systems, Not Configurations

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AI-Prioritized Account Lists, Refreshed Daily
Your FDE builds a territory mapping system that:
Scores accounts based on ICP fit + intent signals
Identifies buying committee members automatically
Classifies personas (Decision Maker, Champion, Influencer)
Excludes existing customers and active deals
Outputs SDR-ready target lists with full context
Runs daily. No manual spreadsheet maintenance.
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Personalized 4-Step Outreach for Every Contact
Generic templates don't convert. Your FDE sets up:
Integration with AI sequence generators (OctaveHQ)
Persona-specific context templates
Vertical account timelines fed into each email
Different ANGLE per email (not just rephrasing)
CRM sync for all generated content
Each email is unique. Written with full context of the account's engagement history, tech stack, and competitive landscape.
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Complete Account Context, Automatically Compiled
Your FDE builds pipelines that gather:
Website sessions, pages viewed, active time
Known visitors with work emails
Intent signals (Bombora surge topics, job postings)
CRM history (deals, lifecycle stage, owner)
LinkedIn engagement and ad impressions
Vertical timelines for every account. SDRs see the full picture before every touch.
Example vertical timeline:
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Teaching AI Your Unique Value Props
Agents need context to write like your team. Your FDE creates:
Persona-specific messaging angles
Competitive differentiation by competitor
Use case libraries with outcomes
Objection handling guidance
Voice and tone guidelines
The AI learns your playbook. Output sounds like your best SDR, not generic marketing speak.

Part of the Inbound Agent Ecosystem

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Journey details:
Phase
What FDE Does
What You Get
Learn
Deep dive into your GTM motion, personas, competitive landscape
Context documents, ICP criteria, persona definitions
Build
Construct agents, connect data sources, test outputs
Working territory mapping, AI sequence pipeline
Launch
Deploy agents on your data, train your team
First AI-generated sequences sent, SDRs using timelines
Scale
Transfer knowledge, weekly optimization, new use cases
Team can build/modify agents, continuous improvement
The key difference: We're not configuring software. We're teaching your organization to operate with AI agents as core team members.

Choose Your Transformation Path

Transformation Sprint
4-6 weeks
Get one agent use case live
Territory mapping OR sequence gen
1 persona fully configured
CRM + 1 data source connected
Team trained on agent use
30 days post-launch support
Full Transformation
Quarterly
Complete AI-native transformation
Both agent systems
All personas configured
Full integration fabric
Team can modify agents
Quarterly optimization
Enterprise Partnership
Ongoing
Continuous expansion
Everything in Full
Named dedicated FDE
Custom agent development
Priority support + on-call
Executive sponsor
Multi-region/team support
0
SDR productivity (accounts/SDR)
0
Weeks to first agents live
0
Higher response rates (vs templates)
David Chase

More Deals, Same Team Size

"Warmly has allowed us to increase our pipeline targets by twenty percent without increasing headcount."
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David Chase
Sales Leaders / CROs
Charles Fox

Marketing That Converts

"We’ve doubled our average contract value, and our sales team freaking loves using it."
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Charles Fox
Marketing / Demand Gen
Stephanie Armand

Revenue Outcomes

"Warmly sourced MQLs closed fifty percent higher and thirty percent faster than our other sources."
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Stephanie Armand
RevOps

How Different Leaders Use FDE Transformation

Scale outbound
Agents work 500+ accounts per SDR instead of 50
Personalization at volume
Every email unique, written with full account context
Reduce ramp time
New SDRs inherit agent-generated research instantly
Focus on conversations
SDRs spend time on calls, not research
10x team capacity
Same headcount, 10x the coverage
Consistent execution
Every account gets best-practice treatment
Data-driven prioritization
ML scoring replaces gut feel
24/7 coverage
Agents work nights, weekends, holidays
Own the AI stack
Team learns to build and modify agents
Unified data layer
All signals flow into one orchestration system
Reduce tool sprawl
Agents replace point solution chaos
Measurable outcomes
Every agent action tracked and optimized

Start Your Transformation

Book consultation
30-min call to understand your GTM motion and transformation goals
Scoping session
FDE assesses current state, proposes agent use cases
Choose model
Sprint, Full, or Enterprise based on scope and timeline
Kickoff
FDE embeds with your team, learning phase begins
Go Live
First agents running, team trained, transformation underway

Common questions

FAQ

What is a Forward Deployed Engineer?
How is this different from regular implementation?
What are "agents" in this context?
Do we need technical skills to work with agents?
How long until we see results?
What if we already have Warmly?
What does FDE transformation cost?

Connect with Our Experts

Book a 15-minute conversation with a customer of ours and discover how Metric transforms their GTM strategy.