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  • Task Manager

    This tutorial covers managing the list of tasks created when a prospect performs an action based on set rules in the Campaign section. How the tasks are created Suppose you have created an email campaign for a sender. !Please refer to the tutorial Create Campaign to learn how to create a campaign! To receive automatic tasks for that sender, you need to set the rules for a desired email in the campaign. 1. You open your campaign by clicking on Campaign - Manage Campaigns in the navigation menu. We will click on the campaign name '50% off on Tulips' in this example. 2. For this campaign, I have created three engagements and have selected Email, LinkedIn, and Instagram as the types of communication to connect with a prospect. Let's say that I would like to set the rule for my third engagement - Instagram to receive tasks. Click on the Pencil icon to edit the email. 3. Here is my Instagram email. You can tell by the banner color and the text 'On Instagram'. To set the rule for this email, click on the Add Rule blue button. 4. Select Instagram and tick the given options you want to set the rule. For example, you select the first option, 'When the Lead Connects via Instagram'. When any contact who received the email campaign connects via Instagram, the task will automatically be added for the sender. How to Manage Tasks Go to the navigation menu on the left side or top of the page and click on Tasks - Task Manager. !For security reasons, we covered any sensitive information! The report allows you to view and track the following information: Sender's name; The number of prospects; The number of current and completed tasks. You can click on any sender’s name to view a more detailed report. Here you see the list of prospects who have met the rule set for this email campaign. The screenshot above shows that the rule was set to send the task when a prospect connects on LinkedIn. !Again, for security reasons, we covered any sensitive information!. The LinkedIn email is displayed below the multicolor squares that represent email campaigns. You can also see that the prospect opened the email three times, with the last opened date on May 25th, 2022. You can also select a category for this prospect and mark the task as completed or not possible. By clicking on the three-dot icon, you can perform even more functions: In this tutorial, you have learned how to add a rule while creating a campaign email and manage the created tasks based on set rules. Thank you for being with us!

  • Tasks

    This tutorial looks at a sender’s list of tasks created when a prospect performs an action based on set rules in the Campaign section. Go to the navigation menu on the left side or top of the page and click on Tasks - Tasks. !For security reasons, we covered any sensitive information!. Here you see the list of prospects who have met the rule set for this email campaign. The screenshot above shows that the rule was set to send the task when a prospect connects on LinkedIn. The LinkedIn email is displayed below the multicolor squares that represent email campaigns. The report allows you to view and track the following information: Prospect’s name, title, the phone number, and the company’s name; Status of interest; There are four status categories marked with a different color. Interested means that your contact has clicked on the call-to-action link to your phone number or social media profile. Engaged tells you that your contact opened more than two links from your email. Visited shows if the contact has opened one or two links from your email. Not Visited means that your contact didn’t take any action. Number of opened and viewed emails and spent time on the email; Last activity. By clicking on the three-dot icon, you can perform even more functions: Edit - edits the profile of the contact. View Profile - the contact’s detailed report opens. !Please refer to the tutorial Prospects Dashboard to learn more! Send An Email - a very convenient tool to send an email to the contact straight away without going to the Inbox section. Share A Link - the Shared Link Dashboard opens. !Please refer to the Share A Link tutorial to learn how to create and add categories! Delete - removes the contact from the list. Unsubscribe - removes the contact from the list of receiving the campaign emails. Mark As Bounced - mark those contacts to whom campaign emails did not reach. Pause Campaigns - stops sending the campaign emails for an undefined time. You can also select a category for this prospect and mark the task as completed or not possible. If needed, you can view the Completed and Not Possible tasks list by clicking on the relevant tab. In this tutorial, you have learned how to manage the sender’s tasks based on set rules. Thank you for being with us!

  • Manage Funnel

    This tutorial will look at what information you can view, manage, and track in a funnel. Go to the navigation menu on the left side or top of the page, and click on Opportunities - Manage Funnel. This list allows you to view and track the following information: Funnel name; How many contacts are assigned to a funnel; The number of phases (categories) within a funnel; The date and the name of the creator of the funnel; Click on the three-dot button under the Action tab. You will see the functions that will help you manage your funnels. Edit - allows to change the funnel's name and make any necessary edits to the categories. Delete - automatically removes the funnel. View - another report opens for the funnel. In this example, the funnel name is Buyers. You will see this report if you click on the funnel name in the list. Here you can view and track the following information: The contact's name and their details; The category the contact is assigned to; The status of interest; Interested means that your contact has clicked on the call-to-action link to your phone number or social media profile. Engaged tells you that your contact opened more than two links from your email. Visited shows if the contact has opened one or two links from your email. Not Visited means that your contact didn't take any action. Campaign emails status; You can see the category of each email (sent, opened, closed, etc.) by hovering over any color. The number of opened and viewed emails; the average spent time. When you click on the contact's name, the contact's detailed report opens. !Please refer to the tutorial Prospects Dashboard to learn more! You can also email the contact by clicking on their email address. In this tutorial, you have learned how to manage a funnel. Thank you for being with us!

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  • Playbooks | Sales Innovator

    Playbooks Get proven playbooks and email sequences to help you get accelerate sales "Sales Innovator made it easy for me to create an effective email marketing campaign with playbooks that gave me all I needed to get started. There are enough playbooks that I can use that will keep my sales team busy with many leads." ​ Perfect For B2B Marketers See Playbooks or Get Started Now Invite your team for free! No credit card required. Outreach Win Back Customers Accelerate Open Opportunities Event & Virtual Events Reactivate Prospects Inbound Leads Development & Testing Steven Tedjamulia Apr 9, 2021 2 min Introduction To A Strategic Account Manager Playbook Send an email sequence to a key set of companies you are targeting to be potential clients in a similar industry. You will be targeting a te 42 Post not marked as liked Steven Tedjamulia Apr 9, 2021 2 min Job Board Opportunities With No Promotional Offer Playbook Send an email to a prospect who you identified on a job board whose actions suggest buying intent. The follow-up emails will include helpful 3 Post not marked as liked Steven Tedjamulia Apr 9, 2021 2 min Job Board Opportunities With Promotional Offer Playbook Send an email to a prospect who you identified on a job board whose actions suggest buying intent. The follow-up emails will include a promo 2 Post not marked as liked Steven Tedjamulia Apr 9, 2021 2 min Outreach To Job Board Lead Playbook Send an email to a prospect who you identified on a job board whose actions suggest buying intent. The follow-up emails will include value a 9 Post not marked as liked Steven Tedjamulia Apr 9, 2021 2 min Outreach Helping Companies Like Yours Playbook Send an email sequence to individuals in a company whose company you discovered based on their company profile in social media, a leads data 5 Post not marked as liked Steven Tedjamulia Apr 9, 2021 2 min Outreach Because Of Social Media Profile Playbook Send an email sequence to a prospect who you discovered based on their social media profile. The follow-up emails will include relevant cont 6 Post not marked as liked Steven Tedjamulia Apr 9, 2021 2 min Outreach Because Of Company Profile Playbook Send an email sequence to individuals in a company whose company you discovered based on their company profile in social media; a leads data 2 Post not marked as liked Steven Tedjamulia Apr 9, 2021 2 min Outreach To Learn More Playbook Send an email sequence to a prospect who you discovered based on their social media profile. Reach out to them to learn more about something 9 Post not marked as liked Steven Tedjamulia Apr 9, 2021 2 min Outreach With A Thought-Provoking Question Playbook Send an email sequence to prospects providing a thought-provoking question. First, you will ask the question and then explain the value you 3 Post not marked as liked Steven Tedjamulia Apr 9, 2021 2 min Outreach By Introducing Your Offering Playbook Send an email sequence to prospects introducing your offering. First, you will introduce your offering; then, you will explain the value yo 5 Post not marked as liked Steven Tedjamulia Apr 9, 2021 2 min Outreach With A Promise Playbook Send an email sequence to prospects making a promise. First, you will make your promise; then, you will explain the value your product or s 6 Post not marked as liked Steven Tedjamulia Apr 9, 2021 2 min Outreach Asking If Interested Playbook Send an email sequence to prospects asking if they are interested. First, you will ask if they are interested; then, you will explain the v 5 Post not marked as liked Steven Tedjamulia Apr 9, 2021 2 min Outreach To Discuss A Topic Playbook Send an email sequence to prospects asking to discuss a topic of mutual interest. First, you will introduce the topic and ask for some time 17 Post not marked as liked Steven Tedjamulia Apr 9, 2021 2 min Outreach With Personalized Offering Playbook Send an email sequence to prospects extending a personalized offering. First, you will extend a personalized offering; then, you will expla 4 Post not marked as liked Steven Tedjamulia Apr 9, 2021 2 min Outreach With A Unique Offer Playbook Send an email sequence to prospects proposing a unique offer. First, you will introduce the special offer and let them know how to get it; 5 Post not marked as liked Steven Tedjamulia Apr 9, 2021 2 min Outreach With Tips Playbook Send an email sequence to prospects providing a helpful tip. First, you will provide a useful tip and explain the value your product or ser 2 Post not marked as liked Steven Tedjamulia Apr 9, 2021 2 min Outreach As A Company Executive Playbook Send an email sequence to a key set of companies you are targeting to be potential clients in a similar industry. You will be targeting a te 4 Post not marked as liked Steven Tedjamulia Apr 9, 2021 2 min Outreach Because I Heard About You Playbook Send an email sequence to a prospect that is an influencer and well known in a segment. Build relationships with the influencer. The follow- 2 Post not marked as liked Steven Tedjamulia Apr 9, 2021 2 min Outreach From A Referral Playbook Send an email sequence to a prospect who you that someone referred. The follow-up emails will include relevant content to build a relationsh 2 Post not marked as liked Steven Tedjamulia Apr 9, 2021 2 min Outreach To Connect At An Event Playbook Send an email sequence to prospects that you found out will be attending an event and maybe potentially interested in using your product or 3 Post not marked as liked Steven Tedjamulia Apr 8, 2021 2 min Outreach To Congratulation Playbook Send an email sequence to prospects that you can congratulate for doing something. First, you will congratulate them and explain the value y 5 Post not marked as liked Steven Tedjamulia Apr 5, 2021 2 min Outreach With Breaking News Playbook Send an email sequence to prospects announcing breaking news from your company. First, you will announce the breaking news and explain the 11 Post not marked as liked Steven Tedjamulia Apr 5, 2021 2 min Outreach Based On Something Common Playbook Send an email sequence to a prospect who you discovered based on their social media profile and who you have something in common. The follow 5 Post not marked as liked Steven Tedjamulia Apr 5, 2021 2 min Outreach Because Of Podcast Playbook Send an email sequence to a host who posted a podcast, a podcast participant, or a person who commented on a podcast that may lead to a purc 3 Post not marked as liked Steven Tedjamulia Apr 5, 2021 2 min Outreach Because Of Press Release Playbook Send an email sequence to prospects that just made an announcement that may signal and potential interest in them wanting to use your produc 3 Post not marked as liked Steven Tedjamulia Apr 5, 2021 2 min Outreach Because Of Funding Round Playbook Send an email sequence to prospects that just received a round of funding or are about to get funding that is likely to want to use your pro 5 Post not marked as liked Steven Tedjamulia Apr 5, 2021 2 min Outreach Because Of A Technology They Are Using Playbook Send an email sequence to prospects using a particular technology that indicates a need for your product or service. First, you will acknowl 4 Post not marked as liked Steven Tedjamulia Apr 5, 2021 2 min Outreach Because Of Inbound Website Visits Playbook Send an email sequence to inbound leads that have visited your website. The follow-up emails will acknowledge their visit and provide valued 5 Post not marked as liked Steven Tedjamulia Apr 5, 2021 2 min Outreach Because Of Blog Post Playbook Send an email sequence to an author who posted a blog or person who commented on a blog that may lead to a purchase. The follow-up emails wi 5 Post not marked as liked Steven Tedjamulia Apr 5, 2021 2 min Event Invitation Playbook Send an email sequence to a key set of companies you target in a particular industry or demographic, inviting them to an event. You will be 3 Post not marked as liked 1/2 Playbooks

  • Sales Skills

    Sales Skills Startups to large companies worldwide can use the Sales Innovator top sales network to get the right sales talent with the skills to accelerate their pipeline and close more sales. Sales Innovator Lead Generators B2B Sales Lead Generation B2C Sales Lead Generation Research Data Mining Data Scraping Web Search Contact List Building Finding Other Contact Information Finding Emails Finding Phone Numbers LinkedIn Sales Navigator LinkedIn Research Audience Segmentation Audience Targeting Prospect List Creation Build Look-A-Like Audiences Targeted Lead Generation Finding Influencers Geo, Industry, Title Targeting Social Media Links Discovery Data Entry Persona Creation Data Cleansing Email Verification Market Research Sales Innovator Business Developers Lead Generation Business Development Growth Hacking Outbound Prospecting Inside Sales Customer Acquisition Inbound Inquiry Lead Nurturing Content Sharing Phone Communication Telemarketing Cold Calling Warm Calling Social Media Lead Generation Email Communication Email Marketing Initiating Conversations Lead Qualification Appointment Setting Influencer Marketing Account Based Sales Sales Innovator Sales Executive Relationship Management Customer Acquisition Customer Retention Followup With Customers Winning New Customers Emails Inquiries Closing By Phone Closing Live Chat Demos Price & Quote Negotiation Account Upsell Support Executive Team Partnership Development Direct & Partnership/Alliance Sales Industry Trends In-Depth Knowledge of Products Identifying Business Challenges Competitive Analysis Identify Business Opportunities Account Based Sales Growth Hacking Sales Innovator Sales Leaders Sales Strategy Sales Management Sales Leadership Sales Development Sales Operations Sales Optimization Sales Training Quality Control Employee Onboarding Recruitment Tracking and Reporting Support Executive Team Winning New Business Securing Recurring Business Executing Strategies Business Planning & Strategy Messaging Account Based Sales Price & Quote Negotiation Competitive Analysis Industry Trends Sales Innovator Content Creator & Marketers Copywriting Email Copywriting Email Design Email Content Optimization Email Template Development Lead Nurturing Telemarketing Scriptwriting Email Marketing Strategy Messaging Branding & Marketing Internet Marketing Market Research Marketing Strategy Research & Strategy Competitive Analysis Content Marketing Content Strategy Content Audit Content Management Content Planning Content Guidelines Content Creation Content Writing Graphic Design Content Distribution & Promotion Search Engine Optimization Personas & Segmentation Sales Innovator Campaign & Automation Managers Audience Segmentation & Targeting Lead Nurturing Budget Management Campaign Management Campaign Setup Campaign Optimization A/B Testing Campaign Reporting Email Marketing Email Marketing Strategy Email Deliverability Consultation Domain Warmup Service Large Scale Email Infrastructure IP Reputation Management IP Reputation Monitoring Bounce Log Management Whitelisting Error Analysis Feedback Loops Setup Setup and Monitoring Key KPIs Conversion Rate Optimization Email Design Email Tools Implementation Email Marketing Platform Setup Email Architecture and Planning Email Campaign Execution Email Campaign Management Email Template Development Email Automation Social Media Advertising PPC Campaign Setup PPC Campaign Management Dynamic Ad Setup Pixel Setup & Optimization Advertising Automation Retargeting Mobile Marketing Automation Marketing Automation Digital Marketing Marketing Automation Strategy Marketing Automation Audit Marketing Campaign Setup Marketing Campaign Implementation Marketing Operations & Workflow Omnichannel Automation Lead Management Automation CRM Automation Data Integration Telemarketing Scriptwriting Hire our top content creator and marketer to help with telemarketing scriptwriting, write emails & outbound sequences, and create content that engages your prospects. Learn More Targeted Lead Generation Hire our lead generators to do web research, identify prospects, build lead lists for your entire sales team and help with targeted lead generation. Learn More Whitelisting Hire our top campaign and automation managers to set up your outbound sequences, run your campaigns, create reports, optimize sales efforts, and help with whitelisting. Learn More Tracking and Reporting Hire our top sales leaders to help manage and optimize a sales team to close more deals and help with tracking & reporting. Learn More Social Media Links Discovery Hire our lead generators to do web research, identify prospects, build lead lists for your entire sales team and help with social media links discovery. Learn More Winning New Business Hire our top sales leaders to help manage and optimize a sales team to close more deals and win new businesses. Learn More Telemarketing Hire our business developers to send emails and social messages, make phone calls to target prospects, set appointments, qualify prospects and help with telemarketing. Learn More Research & Strategy Hire our top content creator and marketer to help with research & strategy, write emails & outbound sequences, and create content that engages your prospects. Learn More Support Executive Team Hire our top sales freelancer to manage accounts, make presentations and demos, close deals, and support executive teams. Learn More Web Search Hire our lead generators to do web search, identify prospects, and build lead lists for your entire sales team. Learn More Audience Segmentation & Targeting Hire our top campaign and automation managers to set up your outbound sequences, run your campaigns, create reports, segment & identify your target audience, and optimize sales efforts. Learn More Winning New Customers Hire our top sales executives to manage accounts, make presentations and demos, close deals, and win new customers. Learn More 1 2 3 ... 13 1 ... 1 2 3 4 5 6 7 8 9 10 11 12 13 ... 13 We Find And Qualify Freelance Sales Talent For You So You Hire Faster Sales Innovator recruits the top 20% of freelancers globally and provides you with the best salespeople freelancers that meet your requirements. World's Top Sales Talent Network Hire The Best Sales Talent Today. Get Started

  • Industry

    Industries Startups to large companies worldwide can use the Sales Innovator top sales network to get industry-specific lead generation experience to accelerate their pipeline and close more sales. Travel & Hospitality Aerospace Art & Design Business Products & Services Education Fashion & Beauty Government & Public Sector Information Technology Management Consulting Medical & Healthcare Pharmaceuticals Agriculture & Forestry Automotive Construction Energy & Utility Finance & Accounting Health & Wellness Legal Manufacturing & Distribution Military & Defense Real Estate Amusement & Gambling Aviation Digital Marketing & Advertising Engineering & Architecture Food & Beverage Human Resources Life Science Media & Entertainment Mining Religious, Charitable, & Nonprofit Retail & Consumer Goods Science & Medicine Tech & IT Software Sports & Recreation Telecom Sales & Marketing Supply Chain & Logistics Transportation Retail & Consumer Goods Hire the top 20% of freelance salespeople and lead generators with experience in the Retail & Consumer Goods industry. Learn More Religious, Charitable,& Nonprofit Hire the top 20% of freelance salespeople and lead generators with experience in the Religious, Charitable,& Nonprofit industry. Learn More Supply Chain & Logistics Hire the top 20% of freelance salespeople and lead generators with experience in the Supply Chain & Logistics Industry. Learn More Sales & Marketing Hire the top 20% of freelance salespeople and lead generators with experience in the Sales & Marketing industry. Learn More Pharmaceuticals Hire the top 20% of freelance salespeople and lead generators with experience in the Pharmaceuticals industry. Learn More Tech & IT Hire the top 20% of freelance salespeople and lead generators with experience in the Tech & IT Industry. Learn More Software Hire the top 20% of freelance salespeople and lead generators with experience in the Software industry. Learn More Transportation Hire the top 20% of freelance salespeople and lead generators with experience in the Transportation Industry. Learn More Real Estate Hire the top 20% of freelance salespeople and lead generators with experience in the Real Estate industry. Learn More Sports & Recreation Hire the top 20% of freelance salespeople and lead generators with experience in the Sports & Recreation industry. Learn More Travel & Hospitality Hire the top 20% of freelance salespeople and lead generators with experience in the Travel & Hospitality Industry. Learn More Telecom Hire the top 20% of freelance salespeople and lead generators with experience in the Telecom Industry. Learn More 1 2 3 4 1 ... 1 2 3 4 ... 4

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