Spear runs trigger-based outreach: it finds prospects who match your Ideal Customer Profile (ICP), builds a personalized reason to reach out, and sends it from your own profile. When a prospect replies, automation stops and you take the conversation from there.
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Before Spear can work, it needs to learn you: your ICP, your value proposition, your uploaded documents (playbooks, persona docs, event schedules), and your tone of voice. Qualification rules matter most here. There's no filter anywhere that tells a tool a company's business model, but you can teach Spear the pattern once, say from a pricing page, and it checks every prospect against it before they ever reach your queue.
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From there, connect your tools, set up any Routines you want to automate, and build out your Company Network so Spear can surface warm paths through colleagues your team already knows. If you have existing lists or upcoming events, add them here too. Spear pulls speakers, sponsors and attendees automatically for public conferences (attendees come from several sources, on every plan including Starter), drives signups for webinars, and matches your ICP against nearby attendees for self-hosted dinners.
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See How the Onboarding Works for the full walkthrough of each step.

Every day you get up to 20 prospects, LinkedIn's own limit on connection requests. Each one shows the trigger it's based on, with a link straight back to the source. Nothing here is invented. You have three choices: approve, deny with a reason (which trains the system), or monitor if it's a good prospect with a weak trigger for now.
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The agent gives you its own recommendation and the rule behind it. Edit a message a few times and Spear asks if that should become a permanent instruction. Once you trust the system, you can move to auto-approve, but that's earned, never the default. If you're managing more than one profile, you only ever see that profile's own Spear conversations. Nothing personal, no LinkedIn credentials, ever.
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Approving a prospect doesn't send one message, it enrolls them in a sequence: connection request, then follow-ups, with profile actions like viewing or liking mixed in. These sequences are built on proven strategies analyzed from millions of real messages. You pick one and adapt it.
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Two campaign types are worth knowing: New Prospects, for people you're not connected to yet, and Existing Network, which quietly reactivates people already in your network. If you're running an event campaign, it works the same way, just sourced from that event's audience instead of the general ICP.
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The moment someone replies, the sequence stops. Spear gives you suggested replies written in that profile's voice, lets you schedule to the prospect's timezone, and if you're managing multiple profiles, keeps each conversation separate. Nothing personal ever shows up here either.
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Track the full funnel: sent, accepted, replied, interested, meeting. Spear pushes to your CRM natively if you use HubSpot or Salesforce, or through MCP for anything else, including running it directly from Claude or ChatGPT.
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Fifteen to twenty minutes a day covers it:

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