Warmly Visitor Intelligence

What Warmly tells you

Warmly identifies anonymous website visitors by IP-to-company reverse lookup, third-party data overlays, and (where consented) contact-level deanonymization. For an MSP or B2B sales team, the practical outputs are:

• Which companies are on the site right now (or were in the recent window)
• Which identified people from those companies showed up, with title and contact info when available
• How deeply they engaged — pages viewed, time on page, return visits

That is the raw material for prioritizing outreach: warm > cold, deep engagement > a single bounce, target ICP > unrelated traffic.

Tool selection

list_warm_visitors is the right starting point when you want contact-level signal (a named person you can email/call). list_warm_accounts is right when you want to triage at the account level (which companies are worth a salesperson's time at all).

Common workflows

Triage warm accounts for the morning outreach list

1. list_warm_accounts to pull current account-level engagement.
2. Filter by ICP fit (industry, employee count, geography — fields are on every account).
3. Sort by an engagement signal that matches your sales motion: returning visitors, pricing-page hits, or session duration depending on what you're optimizing for.
4. For the top N accounts, list_warm_visitors filtered to those companies to pull individual contact-level signal.

Cross-reference with CRM before reaching out

Each visitor/account in Warmly's response includes intersection flags indicating whether the company or contact already exists in your CRM. Use this to route:

• Known contact, recent activity → hand to the AE who owns it; don't re-outreach
• Known account, new contact → enrich the existing account; queue the new contact for AE review
• Net-new account, ICP-matched → SDR outbound, with the visit as the warming signal

Pair the Warmly tools with the HubSpot, ConnectWise, or Autotask plugins to do the lookups in-place.

Engagement-depth scoring

The raw payload exposes pageviews and session timing — derive a simple score (pageviews * recency_weight + session_minutes) rather than asking Claude to eyeball "high engagement." Surface only the top decile to outreach queues so SDR attention isn't diluted.

Credit-burn check before a campaign

Before launching a workflow that depends on Warmly identifications scaling up (e.g. "enrich every visitor for the next 30 days"), call get_credits_remaining and confirm the balance covers expected volume. Identifications silently stop when the credit budget is exhausted — already-identified visitors stay visible, but new ones don't appear.

What Warmly does NOT tell you

• Confirmed buyer intent. A page visit, even from a named contact, is not a qualified opportunity. Warmly is a top-of-funnel signal, not a closing one.
• Intent across other channels. Warmly only sees your site. Cross-reference with intent platforms (G2, 6sense, Bombora) for a fuller picture.
• Outbound delivery. Warmly identifies; sending is your CRM/sequencer's job. Use the HubSpot or sequencing tools to actually contact the people Warmly surfaces.

Tying it to MSP sales motions

For an MSP-specific motion, the practical combinations are:

• Audit-page interest → list_warm_accounts filtered to visits on the security/M365/Azure audit pages → SDR sequence offering a free audit assessment.
• Pricing-page visits without an active deal → cross-reference HubSpot deals; if no open opportunity, route to the AE for outbound.
• Returning visitor from a closed-lost account → re-engagement play; the AE who lost the deal originally is best-placed to re-open.

Run these as repeatable workflows rather than one-off lookups — the value of visitor identification compounds when it consistently feeds the outreach engine.