Playbooks

Automate LinkedIn Prospecting and Build Richer Connections

Turn LinkedIn into a tool that works for you. With just one click, you can save profiles, gather useful details, and set up emails — no copying and pasting needed. Build connections faster, with less effort.

On this page

Overview

The workflow

Create or Select a Segment
Run LinkedIn Enrichment
Find Email
Use the AI Agent (LinkedIn Intelligence)
Set Up Your Email Campaign
Expand With Additional Nodes
Capture Prospects With the Chrome Extension
Test the Workflow
Start the Workflow
Monitor Results in the Result Tab

Best Practices

Tips for Success
LinkedIn Prospecting Setup

Playbook Overview

01. When should you run this playbook?

  • When you're tired of doing LinkedIn outreach by hand
  • When your team needs email addresses without searching all over the internet
  • When you want to grow your business quickly and easily
  • When you want to sound personal without spending hours on research

02. Used by following teams

SalesMarketing

Time Savings Impact

< 1hr

Setup time

to get everything running

95%

Less manual work

no more copy-pasting

100%

Automatic

profiles to ready-to-email contacts

The workflow

STEP 1

Create or Select a Segment

Define your target audience using marketbetter's segment system.

01.Import contacts via CSV file upload
02.Sync directly from HubSpot integration
03.Use AI-powered filters within marketbetter
04.Capture profiles using the Chrome Extension
STEP 2

Run LinkedIn Enrichment

Enhance profiles with rich context and insights.

Enrichment Data

LinkedIn Enrichment pulls current role, company data, recent posts, hiring trends, funding rounds, and promotions to create rich prospect profiles.

Focus on recent activity and company news for better personalization
STEP 3

Find Email

Locate and validate professional email addresses automatically.

📧 Email Discovery

Locate professional email addresses
Validate emails to prevent bounces
Built-in domain protection
Verified contact information
Ready-to-use email lists
STEP 4

Use the AI Agent (LinkedIn Intelligence)

Generate personalized insights for warm outreach.

# AI-Generated Personalization
 
## Instead of:
"Hi Sarah, I help companies with marketing."
 
## You write:
"Hi Sarah, I enjoyed your post on AI in content marketing. Congrats on Acme's Series B—that must be a big milestone for the team."
 
## AI notices:
- Recent LinkedIn posts and activity
- Company news and announcements
- Job changes and promotions
- Mutual connections
- Industry trends and insights
STEP 5

Set Up Your Email Campaign

Configure personalized email campaigns with proper timing and templates.

📨 Campaign Configuration

Connect your real mailbox (Gmail, Outlook, etc.)
Customize templates with {{first_name}} and {{company}} variables
Select optimal time zones for delivery
Schedule outreach to avoid midnight sends
Set up follow-up sequences
STEP 6

Expand With Additional Nodes

Add powerful automation nodes to enhance your workflow.

01.Add to CRM: Sync to HubSpot, Salesforce, or Dynamics
02.Slack/Teams Alerts: Notify team of hot lead replies
03.HeyGen Video: Send personalized video follow-ups
04.Google Sheets Worker: Log results automatically
05.Delay: Space out touches naturally
06.Google Search/Podcast Discovery: Pull additional context
STEP 7

Capture Prospects With the Chrome Extension

Use the marketbetter Chrome extension for one-click profile capture.

Chrome Extension Workflow

Browse LinkedIn, click the marketbetter extension on any profile, select your workflow, and instantly add them to your campaign. No manual data entry required.

Start with high-value prospects and expand your list gradually
STEP 8

Test the Workflow

Run a test on sample contacts before going live.

🧪 Test Mode Features

Preview enrichment data
Review generated emails
Check CRM and Slack actions
No actual emails sent
No records updated
Pure preview and debugging
STEP 9

Start the Workflow

Launch your automated LinkedIn prospecting campaign.

STEP 10

Monitor Results in the Result Tab

Track performance and optimize your campaigns based on data.

📊 Performance Metrics

Profiles enriched successfully
Emails found and validated
Open, click, and reply rates
AI insights per contact
Error logs for troubleshooting
Campaign ROI and effectiveness
BEST PRACTICES

Tips for Success

Double-check emails before sending - one wrong address can waste effort

Experiment with different message styles - short casual notes vs detailed approaches

Send at the right time - schedule when prospects are most likely online

Use AI as a helper, not a replacement - keep your authentic voice

Follow up - silence doesn't always mean 'no', often people need a second nudge

Keep an eye on results - check the scoreboard to see what's working

LIVE DEMO

LinkedIn Prospecting Setup

Watch how to set up automated LinkedIn prospecting from segment creation to campaign launch in under 15 minutes.

Ready to unlock LinkedIn as your top source of leads?

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