Playbook

LinkedIn prospecting on easy mode

Find the signal from the noise on LinkedIn with half the effort.

Start for free

Teams:

Sales

Sources:

LinkedIn logoLinkedInSlack logoSlackSalesforce logoSalesforce

Undoubtedly, the LinkedIn water cooler offers a rich source for prospecting.

Spot the followers in your ideal customer profile (ICP) reacting to your company content, and you’ve got a good chance of reaching out and getting a reply.

In practice, however, this workflow is not so easy. It takes a lot of manual effort to sift through each post, click to see who reacted, and filter out your team, customers, job seekers, etc. And that’s all before even sending a single message.

There’s a better, more automated way. In this playbook, we’ll show you how to extract the signal from noise on LinkedIn so you can pinpoint the perfect prospects to reach out to in half the time.

What you’ll need

Common Room: What we’ll use aggregate meaningful activity from LinkedIn and filter by ICP (Sign-up for free to follow along).
Access to owned digital channels: You’ll need to be an admin of your LinkedIn page(s) to ingest activity.

Step 1: Connect LinkedIn to Common Room

We’ll first want to connect LinkedIn to Common Room to start ingesting activity data from members engaging with our content.

To do that, jump over to the Settings menu and choose Connect LinkedIn.

Connect LinkedIn to Common Room
Connect LinkedIn to Common Room

After clicking to connect, you’ll be asked to authenticate LinkedIn. We’ll need admin privileges to grab the URL and authenticate LinkedIn.

Authenticate LinkedIn to pull data into Common Room
Authenticate LinkedIn to pull data into Common Room
Note: To configure this integration, you must be an admin of your LinkedIn page. Specifically, you must have the “Super admin” or “Content admin” role; the “Curator” or “Analyst” roles do not have sufficient permissions.

Once LinkedIn is authenticated, data import will begin, and you’ll start to see activity from LinkedIn appear in Common Room.

Note: Common Room is not just limited to LinkedIn data. You can also do the same for channels like Twitter, Reddit, GitHub, Stack Overflow, and dozens of other integrations. And view activity from every channel you connect in one place.

Step 2: Create a new segment for prospecting warm leads

With data flowing into Common Room via LinkedIn, firmographic data is automatically added to each person interacting with your content. So you’ll be able to add filters to identify where someone works and information like company size, funding raised, location, and dozens of other data points.

Even better, when you connect multiple sources like Twitter, your Slack community, or your CRM (HubSpot or Salesforce), Common Room automatically does the heavy identity resolution work, giving you a single view of each member. This allows us to add filters like “is not a customer.”

Auto-magic 🪄 profile merge
Auto-magic 🪄 profile merge

We can head over to the Segments menu, where we’ll create a view for our team that filters signal from the noise on LinkedIn. And we’ll click + New segment and select a new “members” segment to create our view.

Create a new segment for members engaging on LinkedIn
Create a new segment for members engaging on LinkedIn

We’ll name our new segment accordingly and add statuses that mirror our workflow (e.g., ICP no outreach or Not in ICP).

Create a new segment and add statuses
Create a new segment and add statuses

Our new segment is live, but we’ll need to add members. So we’ll click on the Member management tab and select to Set criteria to Auto-add/remove members.

Set criteria to automate adding members to a segment
Set criteria to automate adding members to a segment

We’ll set our criteria only to add members engaging on LinkedIn who are not part of our internal team and have a matched organization. By setting Has organization to Yes, we’ll get a good proxy to identify that firmographic information on the member has been identified (i.e., they work at a known company).

Set criteria to auto-add members
Set criteria to auto-add members

We’ll save this segment, and members will auto-magically begin to import.

Members importing to a segment
Members importing to a segment

Step 3: Set member status to track outreach efforts

For our next step, we’ll want to auto-add members to the different statuses we previously created.

Let’s return to Member management and set criteria for members who fit our ICP and have not yet been contacted. Click Set criteria for our no outreach status.

We’ll click to add a filter for organization size that’s 50+ and a role in marketing or sales, as this fits our ICP in this hypothetical.

Set criteria to automate member enrollment by status
Set criteria to automate member enrollment by status

Once we click Save, these members will move into our prioritized outreach status.

Members view by status cohort
Members view by status cohort

With that, we now have a list of high-fit prospects for our team to look into and reach out to with context. But we’re not quite done yet.


Step 4: Create prioritized views for your team to triage

To make our team even more efficient with their outreach efforts, we can adjust and sort our columns to help with prioritization and context.

Because we’re looking at LinkedIn, we’ll want to add columns for LinkedIn-specific activity like reactions, comments, and posts. We can click the ✏️ icon in our member preview to add custom columns to our view.

Add custom columns to member views
Add custom columns to member views

Click + Add table column, select to include a source-specific column, find LinkedIn, and add a column for Comments. And then, we can repeat the same flow also to include Reactions.

Add source-specific columns to add context
Add source-specific columns to add context

After adding our custom columns, we can re-order accordingly and click Save.

Now, we have a prioritized view for our team to follow up on based on the volume of activity and recency.

Custom view with LinkedIn activity in columns
Custom view with LinkedIn activity in columns

And when our team clicks into each member, they can see the context of what post was engaged with and other activity, so they can reach out with context.

Preview member activity on LinkedIn
Preview member activity on LinkedIn

Step 5: Add automated alerts to notify your team in real time

For our last step, we can create alerts so our team can reach out as soon as an action happens.

We can click on the Activity tab and chronologically see all the activity across our segment.

Activity from a segment filtered by source
Activity from a segment filtered by source

From here, we can click the Get notified dropdown and toggle on notifications for Member additions/removals and Member status changes.

Set real-time Slack and email notifications
Set real-time Slack and email notifications
Note: You’ll need to authenticate with Slack if you’d like notifications to be sent to Slack. More on the Common Room Slack integration here.

Once your alerts are turned on, you and your team will get real-time notifications in the Slack channels you specified. Here’s what that looks like:

Get notifications when prospects engage on LinkedIn
Get notifications when prospects engage on LinkedIn

And last but not least, you can also connect Common Room to Salesforce to put them into email sequences via sales engagement software like Outreach or Salesloft. Pretty powerful stuff!


Wrapping up

We’ve made it to the end 😅

In this playbook, we used Common Room to help your go-to-market team tap into dark social channels like LinkedIn so they can reach out to potential customers in a helpful way. From here, you can do a ton more with Common Room, like connect more sources to get even more signals, identify more intent signals, and track how members are progressing through the funnel.

You can start running this exact playbook now for free. Sign up for a Common Room account here or get some hands-on help from one of our experts.

rocket ship blasting off

Try Common Room for free

Start for free

Wanna learn more? Book a demo