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Warm Intros - Setup

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Warm Intros - Setup

The video outlines Warmly's Connect the Dots integration, focusing on segmenting companies by industry and other criteria. We suggest scheduling a weekly 15-minute review to identify accounts that have visited the website and show interest for warm introductions. Learn how to leverage the integration to pinpoint companies of interest, identify potential contacts, and gauge the likelihood of reaching out to them. We showcase using the 'ask' button to request warm introductions via automated emails and stress the importance of templates for adapting messaging. Discover the efficiency and effectiveness of this workflow, highlighting its simple setup and potential for swift and impactful communication with potential contacts.