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 insights into your profile strength for outreach. This helps ensure your account is positioned effectively before starting campaigns.
Select the goal for your campaign by choosing one of the following options:
Generate Local Sales (Recommended) – Ideal for attracting customers in your local area.
B2B Sales – Best for connecting with businesses and decision-makers.
Step 4: Define Your Ideal Customer Profile (ICP)
Select the criteria that best match the people you want to reach:
Industries - Select one or more industries (e.g., Construction, Consumer Services, Consumer Goods)
Company Sizes - Choose the company size range (e.g., 2–10, 11–50, 50–200 employees)
Target Roles - Enter one or more job titles(e.g., CEOs, COOs, General Managers, Other key decision-makers). To target multiple roles, separate each role with a comma
Step 5: Set Your Territory
Define your location (e.g., Fort Lauderdale, FL) and set your targeting scope.
You can choose:
Open to leads anywhere in the region
Choose specific areas, with flexible or strict radius options
Note: If you select a country-level location (e.g., United States), the radius prompt is replaced with a simplified choice between open geographic targeting and specific area selection.
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 personalized outreach tailored to their profile and context. If a generated message isn't quite right, click "Something feel off? Request adjustments" to have it refined.
Step 11: Launch Your Campaign
Click Approve & Launch
Your onboarding is now complete
Understand What Happens Next
Once launched, the agent continuously generates new leads, stays within LinkedIn's daily limits (safe and compliant), sends outreach automatically, and notifies you via email when prospects respond.
What to Expect After Launch
New leads are added approximately every 3 days, outreach runs automatically with no manual action required, and you only need to 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 click the chat button or you can reach out to us at [email protected].