for agencies
LinkedIn workflows for agencies
Start with one operator and the agency's own business-development seat. Review a real shortlist or five existing inbox threads before adding client accounts.
Inspect person and company interaction history before an operator approves an action.
See the documented caps and review step. LinkedIn still restricts unauthorized automation.
Check seat status, sequences, outreach volume, and existing conversations inside the workspace.
What you'd run first
Connect one agency-owned account and inspect its limits and history.
Import 10 to 25 permitted leads or search from the connected seat, then inspect the drafts.
Open existing conversations and decide which reply, if any, should go out.
One workflow to start with
Use your agency's own business-development account for the first run. Pick one service, one buyer group, and a person on your team who owns replies. Bring existing customer, prospect, and opt-out records to the review.
Use our approved service brief to review ten prospects for agency business development. Show why each fits, our person and company history, and any active sequence. Flag overlapping relationships. Draft only for the people I select; show sender, copy, and cadence before asking to enroll them.
What to review afterward
Check company overlap explicitly and assign a single owner to each relationship. After a chosen action, record whether it is queued, completed, or failed. For client work, confirm account authorization and who reviews messages, handles replies, and prepares the client update before connecting more accounts.
Is it a fit for your team?
A useful fit for agencies that want research, outreach preparation, and inbox work in their assistant. Client dashboards, white-label reports, native email delivery, and native CRM sync are not offered. Connected-account capacity does not imply separate client permissions or automatic sender rotation.
Claude, ChatGPT, Instinct, and Meta Muse connections are confirmed working. Use the assistant your team already works in and inspect its connection controls. Start with the Claude setup guide or ask about your setup.
Agency is listed at $119/month for up to 10 connected accounts. Confirm the live checkout terms and any assisted setup availability before committing a client rollout.
LinkedIn prohibits unauthorized automation in its User Agreement. Product limits and review steps do not eliminate account restrictions. Agree on this risk with the account owner before outreach.