Warmly,

When it comes to building a chatbot that converts, the strategy is simple but the execution is hard: make it feel like a conversation, not a series of awkward prompts. This is part 4 of our Building a Better Chatbot training series: Designing Intuitive Chat Flows. 1???Know your Users’ Intentions Before you start building anything, you need to understand what your visitors will be trying to do and how you can help them. Start by identifying the most common user goals: -- Booking a meeting -- Getting support -- Making a purchase Each goal needs its own conversation. Spend time figuring out where your users are likely wanting to go, and work backwards from there to create a blueprint for your chat. 2?? Map out your Paths Now that you know where your users want to go, it’s time to map out their paths to get there: The First Question: What’s your bot asking the user right off the bat? Remember, think about the user’s intentions when deciding what to ask and what options you provide them. Decision Points: As the conversation progresses, you’ll need to guide the user with clear options where they decide how to continue the journey. If they mention they need help, you could ask, “Are you looking for product support or account help?” Options: Provide two or three options for each decision point. Too many choices is confusing, too few feels limiting. Sub-Paths: Consider all the smaller sub-paths that’ll further refine the experience. If they’re interested in a specific product, ask what features they’re most interest in. 3?? Nail the Opening We discussed this in Part 1 of our series: Your opening message sets the tone for the whole conversation. Avoid anything too stiff like “How can I help you today?” Instead, go for, “Hey! I’m here to make things easier for you. What’s on your mind?” This isn’t about pushing them as fast as you can to the next step — it’s about starting a conversation that feels natural and easy. 4???Don’t Overcomplicate An effective chat strikes the right balance between comprehensiveness and simplicity. If your conversation feels like a maze, users are going to check out fast: Don’t Overwhelm: No long blocks of text. Break things down into smaller, digestible chunks. Quick Replies & Buttons: Offer buttons or templated replies to make things faster. This also reduces confusion by providing clear, easy options. Friendly and Human: Chatbots should feel like someone’s actually there. Keep the tone warm and conversational, not robotic or jargon heavy (see Part 2 of our guide). 5???Test Even if you’ve mapped everything out, real user interactions are going to give you new insights. So test new variants often. Watch how users are engaging with your chatbot. Where are they dropping off? Where do they seem to get stuck? This is your guide for what to test. Mapping out user paths, striking the right balance between simple and comprehensive, and relentless testing is how you build the ideal chat flow.

Even after you’ve won the hearts, minds, and budgets of everyone of your stakeholders, there is still one thing that’ll stop you from closing that big deal: Procurement. No matter how much your champions love your solution, in the mid-market and beyond you’ll still need procurement’s approval. And that can be a serious problem because they are looking for much different things than your end users or other stakeholders. Instead of being wow’d by your innovative features, they’ll want to know specifics like: Cost savings - How, specifically, is the company saving money with your solution? Risk management - is there any chance your product harms their company? Quality & reliability - does your product live up to the hype and what’s your proof of it? That’s why we had Mike Lander on the Revenue Rebels podcast. He’s a seasoned procurement expert with over half a billion dollars in negotiated deals, and now he helps sales teams learn how to stop losing deals because of procurement. Want to learn his playbook? Check out the full episode here: https://lnkd.in/gucB9nUw

The phone is still one of the best sale tools, and Warmly can help you make it more even effective. This is Warmly Playbook 6 - Augmenting Power Dialing with Warmly - Here’s how Warmly really complements teams that are dial heavy.??? It all starts with the Warmly Orchestrator (see playbooks 4 & 5). Any orchestration you run in Warmly allows you to push your de-anonymized web visitors to your preferred sequencing platforms (SEP). So right from the orchestration you can push your most valuable site visitors you've identified, into a “call heavy” sequence. Warmly also lets you push additional information gathered by Warmly itself and info from your CRM directly into your sequencing platform. This means you can add more signals and data about your prospects and accounts in your SEP so you can run smarter, more targeted call sequences. - What we do at Warmly??? When we identify prospects who’ve visited our site 3+ times we use an orchestration that loads them into?Orum ??? so we get these leads on the phone as quickly and effectively as possible. Visit our Playbooks page to see all the ways you can use Warmly in your GTM motion.

Always awesome to run into customers when our team is out and about. Keegan Otter (Software Cowboy ??) ran into Jason Silverman and Michelle Sanchez from the Peek team today at Pipeline Conference down in Austin, Texas today. Peek's been seeing a lot of success recently using Warmly's automated engagement and chat functionality to book more demos for their sales team.

?? = ?? Is the math equation that's been powering Warmly since Keegan Otter (Software Cowboy ??) joined.

You’ve got a lead talking to your chatbot and it’s off to a hot start—you nailed the opener and have them interested. Now it's time to Book. That. Demo! But when is the right time to suggest booking a demo? Here’s the key: don’t rush it. Being too aggressive can turn off potential leads. Building a Better Chatbot Part 3: Don’t Be Too Pushy Here’s what you need to do to get more leads to book a meeting with your chatbot: ???? ?????????????? ?????????? ???????? ?????? ???????? ?????????? Your chatbot’s first goal should be to serve, not sell. This approach shows visitors you’re genuinely interested in helping them, not just closing a deal. It also gives them a reason to stick around and explore further. Share resources like a helpful blog post or a quick guide that answers common questions about your product. ?????????????? ???????? ????????????????: ?? “Looking to see how other companies use Warmly? Check out our latest case study.” ?? “Want examples on how Warmly can help build more pipeline? Here’s a playbook we use for re-engaging closed lost deals.” ???? ???????????????????? ?????????????????????? When engaging with visitors, keep asking questions to understand their needs better. We see so, so, so many chatbots that only exist as a scheduler for their sales team. No matter the question, or input, the only follow up from the bot is “Let’s book a demo!” Not only is that incredibly off-putting and annoying, it’s actually driving the opposite behavior that you want. A more informed prospect is going to be more willing to schedule a demo, more likely to be the customer fit, and move along your sales funnel much faster. So instead of pushing for a demo right away, guide them toward more information that addresses questions, pain points, and requirements. ?????????????? ???????? ????????????????: ?? “Need more details about our features?” ?? “Wanna see how others are using [Product Name] to get results?” ???? ?????? ???????????? ?????????????? With Warmly, we can track onsite and offsite intent signals and customize our AI chat based on those signals. This is how we deliver the right message to every visitor. ?????????????? ???????? ????????????????: ?? “Noticed you’re exploring our features—want a quick walkthrough?” ?? “Digging deeper? Happy to show you how it all works in a live demo.” ???? ?????? ????????????????, ??????-???????????????? ???????????????? The tone you use matters. Avoid “sales-y” phrases that feel pushy or urgent. Instead, keep it casual and friendly, as if you’re inviting a friend to check something out. Rather than, “Book a Demo Now,” try, “Curious to see it live?” or “Want to chat about how we can help?” Keep the conversation feeling natural and visitors will be more likely to schedule that meeting! ?????? ???????? ?????? ??????????: The best interactions feel organic and tailored. By being patient and strategic, your chatbot earns trust, making visitors more likely to book a meeting when they’re ready.

We’ve just teamed up with Demandbase? as our newest data partner! This new partnership means our customers will have access to more AND higher quality data through our platform - the best combination. Warmly users will be able to de-anonymize and enrich even more companies and contacts. We’re excited for what this new, longterm strategic data partnership will provide for our customers now, and in the future.?

This is making your site chat unpleasant, incomprehensible and killing your conversion rates. Here's part 2 of our Building a Better Chatbot series: Speak human, not corporate A lot of Chatbot scripts are overloaded with jargon, overly technical language, and confusing internal terms that leave visitors more confused than engaged. When potential customers feel they need a translator just to chat, that’s a barrier to conversation and a major barrier to securing a booked meeting! People come to your site because they’re looking for clear information on how you can help them, not trying to get a doctorate in your company’s internal vocabulary. The key to building an effective chatbot is keeping the language clear and simple—especially when talking to people outside your company. Save the complex and clever terms for later with a human in the loop to explain and answer questions. Instead, use your chatbot to meet them where they are, with messaging that feels natural and relatable.?Focus on framing things in a way that is relevant to them using terms they’re familiar with. If your product is complex, that’s cool—just break it down into everyday terms and offer helpful options - like linking to a blog post, embedding a video, etc. - that provide the information they need. ????????'?? ?? ?????????? ??????????????: ????????????: “We deliver cross-platform bi-directional synchronization in real-time between your tech stack to eliminate data degradation across distributed sales forces.” ????????: “We help your sales tools work better together and stay up to date so your sales team always has the most recent and accurate data” Ditch the tech-speak and focus on phrasing value in everyday terms. You'll build more trust, make people feel comfortable and more willing to take that next step and book a meeting.

??? Person-Level Identity is absolutely slamming into marketing departments; here's how newcomers Warmly, & RB2B stack up versus one another. Person-Level Identity - what is that? The new hot thing is de-anonymizing your website traffic to the person-level, revealing ~15-20% of the visitors yet to convert right on your website. Names, emails, linkedins. It's all there, and all compliant. If you don't have it yet - try it ASAP. Here are the clear differences between our products: ? Warmly finds 50% more person-level leads & 1000x more company-level leads than Rb2b ? We both have free tiers but Rb2b is cheaper ? Warmly spends 10x more on 10+ data providers so we can waterfall the data to you. ? Warmly has global coverage (mostly company-level) and Rb2b is US-only ? Warmly lets your automatically action the data with auto-email, auto-linkedin, & auto-chat The truth is, our businesses target different market: Rb2b is better for small startups who want to pay $299/month & Warmly is a full signal-based selling orchestration platform (we have 4 more signals than just website) for scaling businesses who have a lot of web traffic. And be totally clear - Rb2b has built a great service! And if you believe in person-level identity: GET BOTH! The cost per lead is so worth the pipeline you generate from it. And you can easily send your Rb2b data into Warmly so we can reach out to their leads for you via Hubspot or Salesforce. What do I personally think of Rb2b? MAD respect, they're pretty cool and we're working together to disrupt the old way of doing things (*cough* 6sense *cough*) Their founder, Adam and I have both gone CLEAR on LinkedIn - posting our metrics each month to try to help other founders & GTM teams learn from our mistakes. I met him for coffee recently in Austin was inspired by his hard worth ethic and vision. As we say around here at Warmly, hats off and stay warm out there. #data #saas #leads

"I don't think we can imagine a world without using Warmly" - Alastair Chamberlin, Head of Outbound Sales at Zinc Work ?????? By tracking account behavior with Warmly—like pages visited, session counts, and recent engagement—our team identifies top-priority accounts quickly. ??????