STEP ONE: DISCOVERY

Tools: Sales Navigator + Instantly + Email

Open Sales Navigator and search for connections.

Open Instantly and Apollo and scrape for cold email outreach.

These leads will either go into Instantly or Sales Navigator Floating Lead List [MONTH YEAR]

STEP TWO: CONNECT

Tool: Sales Navigator + Instantly + Email

In Sales Navigator, send connection requests with appropriate ICP welcome message.

In Instantly, ensure all sequences are running properly. Look to add new sequences and campaigns for larger outreach.

STEP THREE: CATEGORIZATION

Tool: Sales Navigator + Instantly

In Sales Navigator when a connection request has been accepted, place it into one of the four locked in Lead Lists according to your ICP.

STEP FOUR: ENGAGE

Sales Navigator Response: Engage in natural conversation + move to Pipedrive

Email Response: Respond appropriately + move to Pipedrive

Sales Navigator No Response: Run the course of the sequence then move on.

Sales Navigator No Connection: Wait 2 weeks and send one simple InMail.