The math behind WarmDoc
Every assumption below is editable. Swap in your own numbers to see what it looks like for your team.
Reclaimed selling time
Time saved on misdirected follow-up calls
Reps using document tracking tools make follow-up calls based on "opens" that are often email scanner false positives. The prospect never actually looked. WarmDoc filters that noise so you call people, not security bots.
- Tracked documents sent per week, per rep:
- Estimated scanner false positive rate:%
- Minutes per misdirected call:min
- Rep hourly rate:$/hr
WarmDoc Pro costs $19 per user per month. At these numbers you reclaim 1.5 hours of selling time a week, per rep.
Monthly value of reclaimed time
per rep, per month
Better prioritization
Deal win rate from calling the right prospect
The coaching layer surfaces which prospects to call today based on real engagement patterns. Reps who prioritize based on signal instead of guesswork close more of the pipeline they already have.
- Average deal size (ACV):$
- Pipeline size, per rep:deals
- Close rate improvement:%
Even conservative improvements in prioritization pay for WarmDoc many times over.
ROI compounds over time as the coaching layer learns your workflow patterns. First-month impact is smaller than month-three impact.
For sales leaders · Team tier
Pipeline accuracy that cuts forecast rework
Sales leaders on the Team tier dashboard see which deals are actually warm versus stalled. That improves forecast accuracy and cuts the time spent chasing optimistic rep reports.
Pipeline accuracy math applies to the Team tier dashboard, where a sales leader sees the whole team's engagement in one view. Switch to the Team plan to run the numbers.
Switch to the Team plan above to see the sales leader time-savings math.
Low lift
Fits your existing workflow.
No new CRM to adopt. No new email client. No migration project.
Your inbox stays your inbox.
WarmDoc never sends emails on your behalf. You paste tracked links into Gmail, Outlook, or whatever you already use.
Your CRM stays your CRM.
HubSpot, Salesforce, Pipedrive. WarmDoc fits alongside what you have, not instead of it.
Your prospects see your deck, not our platform.
Branded viewer by default; your own branding on Pro and Team tiers.
Time from signup to first tracked deck: under 2 minutes. No training required, training available if your team wants it.
Ready to see the math play out?
Start Pro at $19/mo. Cancel anytime.
If WarmDoc helps you close one additional deal per year, it pays for itself 132x.
Share this with your team.
Pre-filled with your current assumptions.