LinkedIn lead generation, run by your agent
Build a prospect shortlist from your connected LinkedIn account or an authorized CSV. LinkedBoost gives your assistant tools to save lead groups, inspect prior interactions, and keep research alongside each person. Review who belongs on the list before drafting outreach or enrolling anyone.
Who this is for: Agency owners researching their next clients, operators preparing a prospect list, and founders doing their own business development.
Why this is worth automating
- Define the buyer role, market, exclusions, and evidence you need before searching. A useful list explains why each person fits your offer.
- Saved groups and research columns keep context available for later drafting. Separate observed facts from assumptions the assistant still needs to check.
- Person and company history help spot existing relationships. Compare that history with your own records when work happened outside LinkedBoost.
How to run it, step by step
Use these prompts in Claude, ChatGPT, Instinct, or Meta Muse after connecting LinkedBoost. Review tool requests that change data or act on LinkedIn.
- 1
“Read my workspace brief. Confirm the target role, market, offer, and exclusions before searching.”
Agree on a specific audience and save only the positioning you have reviewed.
- 2
“Search my connected account for heads of growth at UK software companies. Show the first results and any filter limitations.”
Search depends on your account entitlement. Funding stage and buying intent may need separate research.
- 3
“Save these ten reviewed people as Agency BD pilot. Add columns for fit evidence and unanswered questions.”
Keep the reason for inclusion with each lead. Leave unavailable facts unknown instead of inventing them.
- 4
“Check person and company history for this group. Flag prior contact and possible overlap; do not enroll anyone.”
Review prior contact, exclusions, and account ownership before the list becomes an outreach audience.
Plan your first run
| Checkpoint | Starting point | What to check |
|---|---|---|
| Suggested pilot | 10 people | A reviewable sample, not a performance benchmark |
| Sender | 1 account | Choose the account that owns the relationship |
| Before outreach | Review fit | Check identity, prior contact, and exclusions |
A practical example
A positioning agency wants to meet UK software marketing leaders. A job title alone does not establish a need for its service.
For each person in Agency BD pilot, show their role, company, a source-backed reason our positioning work might be relevant, and any prior interaction. Label uncertain fit. Draft nothing yet.
Accept, reject, or research each person further. Record the source of each reason and remove anyone whose fit depends on a guess. The pilot is complete when you can explain why each retained lead belongs.
What goes wrong
Treating a search result as a qualified lead
Check current role and company context. A matching title does not prove budget, timing, or interest.
Assuming history is complete
An empty result is not proof that nobody at your agency has contacted the person. Check outside records before outreach.
Measuring success by list size
Review fit, evidence quality, and duplicate handling first. A larger list does not establish a better pipeline.
Questions people actually ask
Where do the leads come from?
Your connected LinkedIn account and CSVs you are authorized to import. LinkedBoost does not include a separate contact database or native CRM sync.
Do I need Sales Navigator?
It is not required to connect. Available search filters and access depend on the LinkedIn account you use; inspect results before relying on a particular search.
Can the assistant send to the whole shortlist?
Research and saving a group are separate from outreach. Review exact recipients, sender, and messages before approving enrollment or an individual send, then check the action result.
Start with one account and one workflow
Connect LinkedBoost, inspect the account status, and run the first research or review step. Approve exact recipients and actions before outreach, then verify completion.
LinkedIn prohibits unauthorized automation. Account limits and operator review do not eliminate restriction risk. Read the LinkedIn User Agreement and our account-risk guide before acting. Native email, CRM sync, client dashboards, and white-label reports are not offered.
Related use cases
Bring prospect context, prior interactions, and message drafts into the same assistant conversation. Start with a small audience, review the reason for each message, and approve the exact recipients and cadence. Check queued and completed actions separately before deciding what to follow up.
Import an authorized CSV into a LinkedBoost lead group, then check which identities, fields, and history are available. Reconcile prior contact and exclusions before outreach. Importing leads does not guarantee that every message, reply, opt-out, or campaign state from the old system transfers.