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Do you…
use a spreadsheet to track your progress with prospects?
check your prospects one at a time for their latest posts?
miss out on opportunities to deepen relationships with prospects when things get busy?
forget to save potential customers you’ve found on LinkedIn?
💻 Why Use Engage AI’s Web App?
Automate prospect monitoring
Complement our browser extensions
Receive email notifications on engagement opportunities
Achieve more touchpoints for better conversion
Save time checking each prospect manually
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Pro-Tip: 7-13 comments over timeLeave 1 comment = Piques their attention Every comment after = Keeps you top of mind and builds rapport! |
No. of prospects you can monitor at a time:
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You know the drill—scrolling endlessly on LinkedIn to find content from your target prospects and clients. It’s time-consuming, frustrating, and you still never see your prospects on your newsfeed, losing the chance to be the first to engage.
Saving profiles to bookmarks or an Excel sheet means you’re still manually checking for updates, which can easily eat up 1-2 hours of your day.
Sounds familiar, right?
Meet Your New Best Friend: Engage AI’s Pro Monitoring Feature!
Monitoring isn’t just another tool; it can boost your business revenue by enabling targeted engagement, cutting down scroll time, and enhancing interactions with your key prospects and clients.
Before we dive into the details of making Monitoring work hard so you can work smart, we’ve broken it down into three simple steps to help you get started with this powerful feature:
Create lists for segmentation
Add prospects and clients to different lists
Engage with their latest posts
Now that you’ve got the basics down, let’s go into the detailed steps and set up Monitoring to work its magic!
1: Create Lists for Segmentation
Well, all you have to do is create a targeted list and leave the rest on Engage AI.
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Log into the Engage AI web app here.
Click on Monitor in the side menu.
Create a New List:
Select the Lists tab.
Click on + New List (free users can edit the Default list).
Choose a name for your new list.
Decide on email notification frequency (daily or weekly).
If weekly, choose the day to receive notifications
Hit Save.
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🎬 Watch Video (<1 minute)
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Quick Note:Choose daily notifications to stay updated frequently.Choose weekly notifications for a summary of activities. |
Choose the Right Plan for Yourself!
Here’s a quick overview of the number of prospects you can monitor with different plans:
Type of Engage AI Plan | Max No. of Monitored Prospects Early Birds (Before 4 December 2023) | Max No. of Monitored Prospects (Before 22 December 2023) | Max No. of Monitored Prospects (After 22 December 2023) |
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Executive Suite | Unlimited | Unlimited | 1,000 |
Pro | Unlimited | 1,000 | 150 |
Web App Free 7-Day Trial (ChatGPT, OpenAI API, Business-savvy) | 25 After 7 days: 10 | 10 After 7 days: 0 | 10 After 7 days: 0 |
Create Targeted Lists
Engage AI checks on your LinkedIn prospects for you.
🎬 Watch Video (<1 minute)
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🚀 TL;DW
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Why Create Multiple Lists?
Do you want to stay organized and ensure you never miss a chance to engage with your prospects? Well, creating multiple lists does that for you!
➡️ Segment your prospects into different lists based on their priority, ensuring you can give special attention to high-value targets.
➡️ Keep separate lists for different industries, engagement levels, or strategic importance so you can interact more precisely with each group.
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Connect with the Right Prospects at the Right Time
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Automatically monitor key prospects so you can focus on engaging rather than searching. |
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Check all your prospects' activities in one place without spending hours manually checking profiles. |
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Spend less time tracking and more time building meaningful relationships that drive results. |
2. Add Prospects and Clients to Lists
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Imagine having all your target prospects and existing clients monitored, with their latest content neatly brought into a single webpage.
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No more endless scrolling |
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No more missed opportunities |
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No more manual checking |
Eliminate the hassle of manual checks and save hours every day.
How Do I Save Prospects on Engage AI?
You can save your key prospects in 3 simple ways with Engage AI.
Trust me, it’s super easy to do!
i. In Bulk from a Spreadsheet (Automatic)
Import Leads:
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Log into Engage AI web app.
Go to Monitor > Import Leads.
Organize your prospects using the CSV template.
Upload the CSV file and hit Submit.
ii. Individually on LinkedIn (Automatic)
Save Prospects Directly:
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Sign in to LinkedIn.
Visit the prospect’s profile.
Hover over Add to List and choose an existing list.
Reload the page if signed into the web app.
iii. Individually on the Web App (Manual)
Save Prospects Manually:
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Log into Engage AI web app here.
Go to Monitor > Prospects > New Prospect.
Fill in the details and choose a list.
Paste the LinkedIn profile URL
a. Correct URL: https://www.linkedin.com/in/jpctan/
b. Wrong URL: https://www.linkedin.com/in/jpctan
Hit Save.
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3. Engage and Nurture Prospects Towards Conversion
How We Keep You in the Loop with Your Prospects
We know how frustrating it can be to scroll endlessly on LinkedIn trying to keep up with your prospects. That's why we've got your back.
We monitor all your saved prospects daily, scraping their latest posts and activities.
We bring all the relevant posts from your prospects into one easy-to-view spot.
How to Monitor Posts?
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Log into the Engage AI web app here.
Navigate to Monitor: Click on Monitor in the side menu.
Select
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Choose a name for your new list
Choose whether to receive email notifications about your prospects' recent posts daily or weekly
Choose day to receive email notification if weekly
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Hit Save.
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Check for updates now is an option available only to Engage AI Executive Suite and Pro users. |
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the Posts Tab.
Here, you'll find all the latest posts from your monitored prospects, curated and ready for you to engage with.
Why Monitor Posts Regularly?
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Stay in the Loop: Keeping up with your prospects' latest activities helps you jump in with relevant and timely comments. |
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Keep the Ball Rolling: Regularly monitoring posts ensures you never miss a chance to connect and keep the conversation going. |
When to Use the "Check Updates" Feature?
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➡️ If you ever need real-time updates or see an empty list, just hit the "Check Updates" button.
➡️ This nifty feature will fetch the latest posts from all your prospects, so you can engage right away when needed.
With Engage AI, you can stay focused on what really matters….
I mean engaging with your prospects and building those valuable relationships.
Umm But…..
Why Consistent Engagement Matters?
Think of it like keeping up with your best friend: every message you share, every comment, and every catch-up call strengthens your bond.
Your prospects are no different—they need you to show up regularly and engage meaningfully to build rewarding relationships.
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Regular interactions keep you on your prospects' radar, ensuring you remain a priority. |
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Consistent engagement helps build trust, making prospects more likely to respond positively. |
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Frequent check-ins allow you to seize new opportunities and address any needs your prospects might have. |
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⚠️ Do's and Don'ts for Engaging Prospects:
Do’s | Don’ts |
Leave a first comment to pique their attention. | Rely solely on LinkedIn's algorithm to show you prospects. |
Follow up with subsequent comments to stay top of mind. | Engage only with prospects who show up on your LinkedIn feed. |
Build rapport by consistently engaging with meaningful interactions. | Lose track of how often you've engaged with each prospect. |
How to Check If Prospects Are Interested?
Check LinkedIn notifications for prospect responses.
Track likes, replies, and profile visitsto gauge engagement.
Identify further interaction opportunities.
Pro Tip: Clean Up Your Prospect List
Not seeing a positive response after 9 touchpoints? It's time to remove the prospect and redirect your efforts for better results!
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Why 9 Touchpoints? It often takes around seven interactions for a prospect to recognize your value and start engaging. If they haven’t shown interest by the ninth touchpoint, they’re probably not ready to connect or simply not interested. |
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Why Remove? Don’t waste your energy on dead ends! If a prospect isn't biting after nine tries, it's a signal to move on. Focus your efforts where they matter most—on leads that show promise and potential. This way, you’ll stay efficient by turning your attention to prospects who are more likely to convert. |
Closing the Loop:
Feel the momentum building? You’re about to manage your prospects like a pro and get noticed. With Engage AI, you can get the best out of your LinkedIn presence and make a real impact.
Now, you’re not just another face in the LinkedIn crowd trying to catch the attention of your prospects. You’ve got the right tool to stand out and make meaningful connections.
Happy Networking!