Resources

Your first week, step by step.

A few minutes a day is enough. Here is how it works from the first sign-in.

Get started

Create your workspace

Sign up and tell us what you are working toward. We set up a starting sequence to match. You can change it later.

Add the people you want to stay close to

Add one person, paste a list, or import an Excel file. A name and a LinkedIn link are enough to begin.

Open In Progress

This is your working list. Each person shows the next step and when it is due.

Click Done when a step is finished

The next step is timed for you, so you never have to remember.

Click Replied when someone answers

They move to In Conversation and stop getting steps. Nobody gets nudged after they reply.

The starting sequence

  1. Like and comment on a post. Day 1. Show up before you ask for anything.
  2. Send a connection request. Day 2 to 3.
  3. Send a message when they accept. Tick Connection accepted to unlock it.
  4. Send a value-add message. 5 days after the last step. Share something useful, not a pitch.
  5. Close softly. 6 days after the last step. A polite note that leaves the door open.

Rename, retime or reorder steps in Settings, then Sequences.

When you need more

People who are not ready yet

Use Nurture for long-term contacts and Parking Lot to pause someone. They stay out of your daily list until you want them back.

Group people your way

Lead Segments, in Settings, let you label people by role or goal so you can find them fast.

Work with a team

Settings, then Invite, adds a teammate. Each extra seat is shown on the Plan page before you pay.

Take your data with you

Settings, then Data, downloads an Excel backup of everyone you track.

Stuck on something?

Most answers are on the support page. If yours is not, send a message and a person will write back within one business day.