Sales Navigator gets bought for its filters and then used for almost nothing else, which is why most people cannot tell you who they messaged last Tuesday. We use it as a cold outreach customer relationship management system, with lead lists that mirror a pipeline and saved searches that rebuild your daily work list for you. Set it up once and the daily routine becomes select, save, send, with no search to recreate. It is for founders and sales leaders who want a short, repeatable block of LinkedIn work each day rather than an hour of hunting.
What you will learn
- The five lead lists we create first: connection request sent, message sent, responded, follow up, and InMail sent. We put a number on the first one because a single lead list holds 999 leads.
- Why these lists sit in front of the customer relationship management system you already pay for: people live in Sales Navigator through the cold stage and only move into HubSpot or Salesforce once they take a real next step.
- How we build the first saved search: second and third degree connections, a geography, an industry such as professional services, and a title such as chief executive officer.
- The two settings that make the list shrink as you work it: remove contacted people, and exclude all saved leads, so nobody you have already touched can show up twice.
- The filter that separates a live audience from a dead one: people who have posted on LinkedIn in the last 30 days.
- Why 44,000 results is useless and 1,000 is workable: a saved search only ever surfaces 2,500 people, 25 to a page across 100 pages, so we add a headcount band of 51 to 200 and three to five years in the current position to cut it down.
- The second saved search that closes the loop: first degree connections, the connection request sent list included, contacted people removed, so everyone who accepts your request appears there ready for a message. Then select all, save to the message sent list, and the rest of the work happens in your inbox.
If you want this built around your market and run for you, book a call.
