Warmly has created this quick start setup guide in order to help you get started using our Orchestrator tool immediately post-implementation. Within 10 minutes, you will have an Orchestrator workflow set up end-to-end. Warmly has provided you with specific sequence copy that you can use out of the gate, and tailor to your business needs over time.

As seen in Warmly’s ROI analysis of Orchestrator (and depending on many variables including website traffic), you should be targeting 2,000 outbound touch points with the feature and should be receiving 30 booked meetings from those touch points, generating substantial run-rate ROI every month.

Please view THIS ARTICLE for details on how to set up a new Orchestration

*Note* replace {{variable}}s and [[HYPERLINK]]s appropriately. For any hyperlink include the Warmly UTM parameter for better individual-level identification (details in General Settings within Warmly).

To get going with Orchestrator as fast as possible, we recommend kicking-off with an ultra basic sequence. Prospects who are spending time on your site but haven't converted yet will have a higher chance to convert if re-targeted.

Delay: Immediate

Sent as: new email

Subject line: thanks again for visiting! Next steps?

Body:

Hey {{first_name}},

Did you or someone on your team stop by {{myCompany}}'s website?

Our marketing team alerted me that you or your teammates were visiting likely to {{insert value prop. Ex "find new ways increase employee happiness"}}. We're happy to help!

I wanted to reach out to ensure you have a direct line to me in case you wanted to go over next steps?

Warmly,

{{sender.first_name}}

Delay: 2 days

Sent as: New email

Subject line: our {{problem. ex: churn rate}} problem. check out {{myCompany}}?

Body:

{{first_name}} - {{persona title. ex: Lead Engineer}}'s on your team might be struggling with {{problem. ex: churn rate}} since they came by our website last week, right?

{{yourCompany}} [[HYPERLINK YOUR WEBSITE]] {{insert ROI stat. ex: reduces churn by 25% within the first 3 months of using our customer success platform}}. At least that's what {{caseStudyCustomer}} [[HYPERLINK CASE STUDY]] says.

Delay: 2 days

Sent as: New email

Subject line: fwd to your {{persona title. ex: Lead Engineer}} on your team?

Body:

Hey {{first_name}},

Can you forward me to your {{persona title. ex: Lead Engineer}} on your team?

Looks like they were trying to understand more about {{reason. ex our pricing page options}} and I wanted to help!

Warmly,

{{sender.first_name}}

Delay: 1 day

Sent as: Reply to last message

Subject line: N/A

Body:

{{first_name}}?

*** These are just examples of sequences that the Warmly team has found successful, please tailor these messages to your specific ICP. Also see Sequencing Best Practices.

This article was written by the Customer Success team at Warmly. Please feel free to reach out to your CSM directly or [email protected]