Prospecting

Prospecting: LinkedIn Sales Navigator Workflow

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This Standard Operating Procedure (SOP) guides the process of identifying and tracking new prospects using LinkedIn Sales Navigator and integrating them into your Monday.com Garuda Prospecting Tool.

Tools Needed:

  • Monday.com Garuda Prospecting Tool
  • LinkedIn Sales Navigator

Process Steps:

Step 0: Access the Prospecting Tool

  1. Open your web browser.
  2. Navigate to the Monday.com Garuda Prospecting Board:
    https://valorantdigital.monday.com/boards/9663251940

Step 1: Open LinkedIn Sales Navigator Search

  1. In your web browser, go to the pre-filtered LinkedIn Sales Navigator search results:
    https://www.linkedin.com/sales/search/people?savedSearchId=1931220978&sessionId=lBDbpK91SBCfxfSNrD0Qcg%3D%3D

Step 2: Apply Prospect Filters (Mental)

  1. Review the search results and apply the following mental filter:
    • Prospects must be female; no men.

Step 3: Create a New Prospect Entry on Monday.com

  1. Click on a prospect’s name in the LinkedIn Sales Navigator search results to open their full profile.
  2. Copy Prospect Name: Copy the full name of the prospect from their LinkedIn profile.
  3. Create New Item on Monday.com:
    • On the Monday.com board, under the “Prospects Found W/ Sales Navigator” section, create a new item.
    • Paste the copied prospect’s name into the title of this new item.
  4. Copy LinkedIn Profile URL:
    • On the LinkedIn profile page, click the “…” (three dots) button.
    • From the dropdown menu, select “Copy LinkedIn.com URL”.
  5. Paste URL into Monday.com:
    • In the body/description section of the newly created prospect item on Monday.com, paste the copied LinkedIn profile URL.
  6. Save Changes: Click “Update” on Monday.com to save the new prospect item.

Step 4: Add Prospect to Sales Navigator List

  1. On the LinkedIn user profile page, click the “Back” button to return to the search results.
  2. Locate the prospect you just processed and click the checkbox next to their name.
  3. In the menu that appears above the search results, click “Save to list”.
  4. From the dropdown box, select the “Project Garuda/ Cold Prospects” list to add the prospect.