⚠ Before your reps begin using Warmly

Please ensure the following key setup steps are complete:

• Reps have setup their profiles →

• You have the Warmly script added to your website →

• Slack Alerts are configured to send notifications when visitors are on your site in real-time →

☎ Warm Calling: How-To & Best Practices (Live Chat)

Once your high–intent Slack Alerts are set up, and your sales reps are added to both the Slack channel and your Warmly organization, it’s time to start proactively engaging with visitors on your website!

Once you receive a notification in the Slack channel, use the green 'Warm Call' button to be taken automatically into the live session within Warmly, where you can then engage with the prospect via chat or video call.

It is critical that your team pays close attention to these high intent Slack notification channels. It is common for prospects to stay on your website for under ten seconds, so entering into hot sessions immediately and engaging with prospects will achieve the best conversion.

💬 How to Get Prospects to Respond?

The most challenging part of having a successful Warm Call with a prospect is getting the prospect to respond in the first place! Once the prospect responds, your reps should consider this interaction as they would any traditional sales interaction: qualifying the prospect and either having a sales conversation or using a calendar link to book a meeting with your AE.

In order to get the prospect to respond, Warmly recommends making it overtly clear that they are talking to a real human at your company (prospects will convert a higher percentage of the time if they realize they are talking to a human instead of a bot). To do this, Warmly suggests the below strategies:

• Turning your video on and taking a few seconds to smile and wave at the prospect (note that you might want to let the prospect know via a chat that you are about to turn your video on so that you don't surprise them!)

• Sending a GIF related to the location of the prospect, the company they work at, or a current event (like sending a Chiefs GIF after they won the Super Bowl)

• Asking a qualifying question (note that prospects are more likely to respond to a question that they know the answer to than just a simple greeting from a rep)

• Utilizing only lower case letters (bots typically use perfect grammar)

• Utilizing misspellings (bots typically spell everything perfectly)

Warm Calling, or proactively engaging with prospects live on your website, will always be your highest converting method of chat. Commit to it, stick with it, and watch the qualified booked meetings start to flow in.

🎥 Video Walkthrough: Chatting With a Prospect Live