Before your Customer Manager can activate Spear, make sure everything below is ready. This avoids delays and ensures your first suggestions appear as quickly as possible.
1. Define your ICP (Ideal Customer Profile)
Company level: Headcount range, Revenue range, Target industries, Excluded industries, Target locations
Title level: Target job titles (2-3 specific titles), Seniority level, Excluded titles
2. Prepare your campaign copy
Connection request message (up to 300 characters — may vary depending on your LinkedIn account)
Follow-up message 1
Follow-up message 2 (optional)
Calendar link (Calendly or HubSpot)
3. LinkedIn requirements
LinkedIn Premium account active
Two-Factor Authentication (2FA) enabled
Profile optimized (headline, about section, photo)
4. Technical setup
Company exclusion list ready (current clients, partners)
LinkedIn connections list downloaded and ready to upload