LinkedIn Outbound Agent - Onboarding Guide

This guide walks you through setting up your LinkedIn Outbound Agent, defining your targeting, reviewing leads, and launching your first campaign.

Step 1: Access the Outbound Agent

• Navigate to the Outbound tab in the left-hand menu.
• Click Continue to begin the onboarding wizard.

Step 2: Connect Your LinkedIn Account

• Click Connect LinkedIn.
• Enter your LinkedIn credentials.
• Input the 6-digit verification code if prompted.
• Once connected, you’ll see a confirmation notification.

Step 3: Review Your Profile Readiness

After connecting, the system analyzes your LinkedIn profile and provides:

• A Campaign Readiness Score
• Insights into your profile strength for outreach

This helps ensure your account is positioned effectively before starting campaigns.

Step 4: Define Your Ideal Customer Profile (ICP)

• Industries (e.g., Construction, Consumer Services, Consumer Goods)
• Company Sizes (e.g., 2–10, 11–50, 50–200 employees)
• Target Roles
• • CEOs
  • COOs
  • General Managers
  • Other key decision-makers

Step 5: Set Your Territory

• Define your location (e.g., Fort Lauderdale, FL)
• Set your radius (e.g., 50 miles)

You can choose:

• Strict local targeting
• Broader outreach flexibility

Step 6: Exclude Unwanted Targets

• • Competitors
  • Specific companies
  • Entire industries to avoid

This ensures higher-quality lead generation.

Step 7: Define Buying Signals (Optional)

Describe what triggers a purchase in your sales cycle.

Example:

• Difficulty converting inbound inquiries
• Low-quality leads
• Operational inefficiencies

This helps the AI prioritize better-fit prospects.

Step 8: Review Your Generated Sales Strategy

The system will automatically generate a strategy that includes:

• Your outreach channel (LinkedIn)
• ICP summary
• Targeting criteria
• Strategic recommendations

Step 9: Review and Qualify Leads

You’ll receive your first batch of AI-generated leads.

For each lead:

• Mark as:
• • Good Fit → provide reason (right role, industry, location)
  • Not a Fit → specify why (wrong size, outside territory, etc.)

Additional actions:

• View LinkedIn profile for more context
• Add contacts or companies to a blacklist

Once complete:

• Replace poor-fit leads with better matches

Step 10: Review & Customize Messaging

The AI generates personalized outreach messages for each lead.

You can:

• Edit tone and style
• Request adjustments (e.g., “make it more casual and warm”)
• Regenerate messaging instantly

Each lead receives tailored messaging based on their profile and context.

Step 11: Understand What Happens Next

Once launched, the agent will:

• Continuously generate new leads
• Stay within LinkedIn daily limits (safe + compliant)
• Send outreach automatically
• Notify you via email when prospects respond

Step 12: Launch Your Campaign

• Click Approve & Launch
• Your onboarding is now complete

What to Expect After Launch

• New leads are added approximately every 3 days
• Outreach runs automatically—no manual action required
• You only step in when a lead responds with interest

Summary

Once set up, your LinkedIn Outbound Agent operates fully autonomously:

• Sources leads
• Personalizes outreach
• Manages campaign execution
• Notifies you when it’s time to engage

If you’d like help optimizing your targeting or messaging, reach out to support.

Updated on: 28/03/2026