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AI Prospector: Automatically LinkedIn Sequencing Warm Leads
AI Prospector: Automatically LinkedIn Sequencing Warm Leads

Warmly's playbook for LinkedIn sequencing using AI Prospector, enabling your team to automatically sequence warm leads via LinkedIn

Maximus Greenwald avatar
Written by Maximus Greenwald
Updated over a week ago

Scenario

In addition to using Warmly to chat real-time with warm leads on your website and to automatically sequence warm leads via email, your sales team can also automatically sequence warm leads via LinkedIn using Warmly's partnership with Salesflow.

Similar to Warmly's email sequencing, LinkedIn sequencing through Warmly is through the AI Prospector feature. Using Segments within Warmly, your team can apply filters to only sequence visitors and prospects at companies you care about. And by using Personas within Warmly, you can apply filters at the individual-level to ensure that you are only sequencing titles that you want to reach out to.

The same two types of workflows for email sequencing in AI Prospector apply to LinkedIn sequencing in AI Prospector. The first is 'New contacts at warm accounts' which enables your team to LinkedIn sequence ICP personas at accounts visiting your website. In this workflow, you will be using Warmly to prospect key people at warm accounts, so the individuals you LinkedIn will not be the individual that actually visited your website (unless through complete coincidence). The second is 'Warm visitors' which enables your team to LinkedIn sequence the actual identified prospects that hit your website.

Warmly suggests two core plays for LinkedIn sequencing with AI Prospector, though these can and should be nuanced to align with your team's goals:

  • Play #1: Net New (Greenfield) ICP Accounts (New contacts at warm accounts)

  • Play #2: Identified prospects (Warm visitors)

Relevant Partners and Integrations

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Integrating Salesflow and Setting Up Campaigns

After onboarding with Warmly, you will be connected to a Salesflow CSM. They will lead you through a brief Salesflow onboarding session, during which time you will:

  • Get your Salesflow account set up

  • Go through the Salesflow platform

  • Set up a preliminary Salesflow campaign

Once the onboarding session is complete, reach out to your Warmly CSM for the API key that will be used in the Salesflow tab in Warmly to integrate Salesflow. From here, you will be able to set up the plays below, and any more that are relevant to your team.

Play #1: Net New (Greenfield) ICP Accounts

Head over to the AI Prospector tab of Warmly and let's get started.

Add a workflow and select 'New contacts at warm accounts'.

Name the workflow, then add your Segments (filters at the company level) and Personas (filters at the individual level, based on title).

Typical segments for this workflow will include...

Firmographic segments:

CRM-related segments:

Other general segments:

For your Persona, be sure to build off of title. Note that this is a contains function, so include seniority in the title if you only want to message certain seniority levels of your persona. For example, instead of having the title be 'sales', select 'head of sales' and 'director of sales' to only sequence sales leaders. You'll need to have the LinkedIn be known in order to sequence these prospects, so ensure that field is selected.

Choose the number of prospects you want to LinkedIn sequence at each account identified. Select your prospecting provider (you can either use your Warmly Prospector credits, or integrate with Apollo to use your Apollo enrichment credits). Enable visitor location search to optimize prospects found based on the locations of the individuals from that company visiting your website. And then select the Salesflow sequence that you want to enroll the contacts in.

Once the above steps are complete, turn your workflow on to start generating pipeline through automated LinkedIn sequences!

Warmly is eager to share our sequence messaging examples. Reach out to your Warmly CSM for a detailed document containing this messaging.

Play #2: Identified Prospects

Add a workflow and select 'Warm visitors'.

Name the workflow, and add Segments (filters at the company level). Then select the Salesflow sequence that you want to enroll the contacts in.

Typical segments for this workflow will include...

Firmographic segments:

CRM-related segments:

Other general segments:

Warmly is eager to share our sequence messaging examples. Reach out to your Warmly CSM for a detailed document containing this messaging.

Sequence Messaging Examples

Warmly is eager to share our sequence messaging examples. Reach out to your Warmly CSM for a detailed document containing this messaging.

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