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.
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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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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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Trust me, it’s super easy to do!
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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.
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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.
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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
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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
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