1. Account Setup
Register an Account
Go to the SalesMind registration page and create your account.
An agent (workspace for your LinkedIn senders) is automatically created.
This agent will host all your campaigns, missions, and senders.
Add and Verify Your LinkedIn Sender
Install the SalesMind Google Chrome Extension to connect your LinkedIn account.
Verify that your sender is in your agent (it should be automatically plugged in).
Verify Company & Service Information
Ensure the following are accurate:
Company Website Business details
Competitors to avoid targeting
Services / Offers that will be promoted
Update or add missing information to help AI generate accurate campaigns.
This verification ensures the AI knows the right context for outreach.
Verify Personas
Check the AI-suggested personas (types of leads you want to target).
Update or create new personas if needed.
Correct personas help campaigns target the right audience efficiently.
2. Create a Mission
What is a Mission?
A mission is a strategy container that sets the foundation for campaigns.
It combines senders, personas, and services to quickly generate multiple campaigns.
Steps to Create a Mission
Select the sender(s) you want to use.
Verify or add services that will be promoted.
Review or update AI-suggested personas.
Target competitors if relevant.
Tip: Missions ensure campaigns are structured, targeted, and efficient.
3. Campaign Setup
Landing Pages / Conversion Goals
Signup page, Website/Product page, Event registration, Lead capture forms, Job descriptions.
Message Handling
Choose who manages replies:
Co-pilot: AI drafts, human approves.
Autopilot: AI sends automatically.
Set rules for nurturing follow-ups.
Advanced Settings
Inactive Days / Holidays
Business Hours
Blacklist (exclude profiles/companies)
Duplicate Security (avoid multiple senders contacting the same lead)
4. Launching Campaigns
Review AI-generated strategy for the mission.
Click Launch to start campaigns.
AI distributes prospects according to sender, persona, and service.
Campaign initialization may take a few minutes.
5. Recommended Messaging Sequence
Step 1: Start with a Visit action to engage prospects.
Step 2: Send a short, personalized message one day later.
Step 3: Send a follow-up a few days later.
Tips:
Keep messages concise; LinkedIn previews only the first few lines.
Avoid long paragraphs to maximize reply rates.
Key Takeaways:
Efficient Setup: SalesMind AI allows you to efficiently manage multiple clients or departments by setting up agents and personas.
Automated Outreach: The platform automates outreach through LinkedIn and other platforms, providing the flexibility to control the flow of messages.
Customizable Campaigns: Tailor your campaigns with goals like demo bookings, sign-ups, and nurturing follow-ups to suit your business needs.
Explore more about setting up a campaign with a step-by-step guide.
Happy Prospecting!