Back to Case Studies
Cut Pre-Meeting Research Time by 80%
Warmr
Success Story

Cut Pre-Meeting Research Time by 80%

Warmr
Client:WarmrIndustry:Sales

Key Results

80%
Less Research Time
15
min Auto Brief Before Calls
100%
Prep Time → Selling

The Problem

Sales reps were spending excessive time jumping between tabs to research prospects before meetings, often under time pressure. Prep quality was inconsistent, context was forgotten between calls, and valuable selling time was lost to manual research.

The Solution

We built Warmr, a calendar-based meeting intelligence system that automatically triggers before scheduled calls. Using only the attendee's email, the system researches the person and company across multiple sources, then delivers AI-powered 30-second briefs on meeting attendees—pulled from LinkedIn, company news, and public data—delivered straight to Slack.

The system uses AI agents to:

  • Match search results with calendar attendees to find correct LinkedIn profiles
  • Scrape and enrich profile data with recent posts and activity
  • Generate personalized icebreakers based on data confidence levels
  • Deliver structured briefings via Slack DM exactly 15 minutes before each meeting

The Result

Never start a meeting cold again. Warmr ensures every sales rep has the context they need to have meaningful conversations from the moment the call begins.

The system transformed how sales reps prepare for meetings. Instead of spending 15-20 minutes manually researching before each call, they now receive automated briefs that are more comprehensive and consistent. This shift allows reps to focus entirely on selling rather than research.

System Workflow

System Workflow