Setting up your professional profiles
Identifying quality prospects
Connecting with decision-makers
Tracking and optimizing results
- Strategic marketing process to attract potential clients
- Identifying, qualifying, and engaging prospects
- Using manual searches and paid advertising
- Refining the Ideal Customer Profile (ICP) continuously
- Deepens understanding of market needs
- Identifies key queries and keywords
- Discovers active platforms
- Reveals decision-makers
3-500 employees with sweet spot between 2-150 employees
Focus on sectors utilizing remote teams
Tier 1 and selected Tier 2 countries
Connecting with decision-makers and understanding business pain points
UK, Germany, France, Switzerland, Sweden, Netherlands, Israel, Norway, Denmark, Finland, Ireland, Austria, Belgium, Luxembourg, Italy, USA, Canada
Australia, Spain, Portugal, Latvia, Lithuania, Estonia, Poland, Czech Republic, Croatia
Japan, Singapore, Cyprus, China
Ukraine, Belarus, Russia, India, Nigeria, UAE, Malaysia, Philippines, Egypt, Turkey, Pakistan, CIS and African countries
Software Development, IT Services & Consulting, Web Development, Cybersecurity
Marketing Agencies, Advertising Services, Social Media Marketing & SEO
Recruiting, Personal Assistance, Customer Support, E-learning, Finance
Semiconductor manufacturers, Government Administration, Military, Hospitals, Aerospace, Museums
Create dedicated work profile separate from personal browsing
Set up work-specific email account with proper security
Establish professional presence on the primary B2B platform
Maintaining clear separation between personal and work accounts is essential for professionalism and organization.
Name it "LinkedIn_NAME" for easy identification
Remove browsing history and cookies before starting
Link your professional Gmail to this Chrome profile
Keep browsing history, cookies, and work data separate from personal use
firstname.lastname@gmail.com or firstinitial.lastname@gmail.com
12+ characters with mix of cases, numbers, symbols
Add backup email, remove backup phone, enable two-factor authentication
Set professional headshot
Create professional signature with contact details
Organize inbox with automatic labeling
Connect with Calendar and Drive
Use your work Gmail address
Use same password as Gmail account
Complete email verification process
Avoid using VPN during registration
Your LinkedIn profile is your digital business card. Ensure it has a professional photo, company background image, compelling headline, and lists your current position as Account Manager at Remote Helpers.
Complete your profile gradually to appear natural. Start with basic info, then add photo and "About" section, and finally add education, skills, and join relevant groups. Pin key skills like Lead Generation, Account Management, and Research Skills.
Add 15-20 connections per day initially
Combine connecting, posting, and engaging organically
Use same device/location consistently
Review and withdraw pending requests older than 30 days
Enable two-factor authentication for additional security on your LinkedIn account.
- Access location-restricted content
- Improve organic search results
- Enhance data security & privacy
- Anonymize lead generation activities
- Choose VPNs with AES-256 encryption
- Use "No-Log" VPN providers
- Avoid free VPNs (security risks)
- Enable Kill Switch & DNS leak protection
Recommended: ExpressVPN, NordVPN, ProtonVPN
Individual prospects matching all criteria
Size, location, industry, needs
Broad definition of target market
Being specific about your ideal client profile makes it easier to find them. Consider industry, job titles, location, company size, and other relevant characteristics to develop unique search prompts.
Use strategic queries like "service consumers [industry name]" or "list of [location] marketing companies" to find potential clients efficiently.
Utilize operators like site.com, headquarters:"[City]", Industry:"[Type]", "company size:[Range]", and (CEO OR Founder) to narrow your search.
Aim to identify and add at least 50 new companies per day that match your target criteria.
CEO, Founder/Co-Founder, Director, COO, CMO, CTO
Owner, Entrepreneur, Managing Director
Heads of departments (especially hiring, technology, operations), HR Managers
Focus on connecting with individuals who have decision-making authority within their organizations.
Always check the CRM first before adding a new company to avoid duplicates. Only add companies from your assigned country.
Use LinkedIn/Sales Navigator to locate decision-makers
Check for 100+ connections, current employment, relevant position
Choose maximum 5 leads per company
Document qualified leads in CRM
Add SalesQL Chrome extension to your browser
Use corporate Gmail (lg@rh-s.com or your work Gmail)
50 free credits monthly (1 credit = 1 lead's details)
Manually add discovered email addresses to CRM
Send personalized requests each day
Always add a custom note
Interact with content before connecting
Follow up promptly after connection acceptance to maintain momentum and build relationship.
Keep under 150 words for better engagement
Tailor message for each specific recipient
Clearly communicate benefits to the recipient
Include clear call-to-action
LinkedIn messages should be more conversational than email. Never use generic templates that feel mass-produced.
- Use recipient's name
- Mention common ground or shared interests
- Reference their recent activity
- Messages under 150 words perform best
- Get to the point quickly
- Use plain, professional language
- Ask an engaging question
- Suggest a specific next step
"Hi [First Name], I came across your profile and was impressed by your work in [Industry/Company]. I'd love to connect and explore how we can collaborate."
"Hi [First Name], it was great connecting at [Event Name]! I enjoyed our conversation about [Topic] and would love to stay in touch."
"Hi [First Name], congratulations on your new role at [Company]! Wishing you success in this exciting new chapter."
Reference specific LinkedIn profile details
Short, personalized, valuable
Clear value proposition with professional tone
Email outreach should include a specific call-to-action and be more detailed than LinkedIn messages while maintaining professionalism.
Keep it short (under 50 characters), personalize, offer value
Address recipient by name, explain who you are and why you're reaching out
How Remote Helpers can solve their problem with brief service explanation
Suggest next step, express gratitude, include professional signature
Effective email templates include personalized introductions referencing the prospect's company, brief explanations of Remote Helpers services, and clear calls-to-action with specific time options for calls.
Only call when suitable and expected
Be prepared with company research and talking points
Introduce yourself and company with brief service explanation
Focus on prospect's needs and offer relevant follow-up
Update lead status immediately after each interaction. Add detailed notes and schedule follow-up activities with specific dates and reminders.
2-3 days after initial email
4-5 days later (add value)
1 week later (alternative CTA)
10-14 days later
3-4 weeks later
Email follow-ups should be more detailed and structured than LinkedIn messages, providing additional value with each contact.
1-2 days after connection acceptance with personalized message
3-4 days later after engaging with their content first
1 week later with direct question to encourage response
10-14 days later using voice note or informal approach
3-4 weeks later as last attempt to connect
LinkedIn follow-ups should be shorter and more conversational than email outreach.
"Hi [First Name], great to connect! I came across [Company Name] and was impressed by your work in [Industry]. Curious—how do you currently handle [specific challenge]?"
"Hey [First Name], just following up! I know things get busy—would love to hear your thoughts when you have a moment."
"Hi [First Name], really enjoyed your post about [Topic]! It got me thinking—how does your team currently approach [Related Challenge]?"
Email follow-up templates should include brief reminders of previous communications, renewed value propositions, and clear next steps. The final follow-up should respectfully acknowledge that timing may not be right.
- Log into lg@rh-s.com account
- Open Google Calendar
- Click "Create" > "Event" > "More options"
- Title Format: "[Company Name] - Remote Helpers"
- Select agreed-upon time (match lead's time zone)
- Set 30-minute duration
- Add 10-minute and 20-minute notifications
- sales@rh-s.com (must be included in all client meetings)
- Lead's email (verify before adding)
- Keep "Modify event" disabled
- Ensure "See guest list" is enabled
- Basic event details
- Company website and info (AI-generated)
- Lead details (name, LinkedIn, specific requests)
- Your name as LG Manager
Create using work Gmail instead of lg@rh-s.com, mark in orange, always add sales@rh-s.com
Do not include Google Meet link, mention "WhatsApp Call" in description
Update lead status in CRM to "Event", document communication after the event
Generate and refine LinkedIn and email templates
Create detailed company information summaries
Craft customized outreach content
Always review and personalize AI-generated content
Sample prompt: "Help me, please, make client research: Find information about the company from its site. Company site: [URL] Website text: [key details] LinkedIn About section: [paste content]"
Create intuitive folder hierarchy
Client Documents, Sales Materials, Reports
Editor, Commenter, Viewer
Organize your Google Drive with a clear folder structure to maintain efficiency and ensure proper information sharing with appropriate permission levels.
Use formatting for readability, freeze headers, set up data validation for consistency, and apply conditional formatting to highlight important information.
Track progress metrics including connections, messages sent, leads generated, and calls scheduled. Generate daily/weekly performance reports and analyze data to continuously refine your approach.
Document comprehensive summary of activities
Ensure all interactions are recorded
Add all necessary references and resources
Formally end your workday
Maintain formal language and etiquette
Use "reply all" only when necessary
Choose appropriate communication methods
Remember you represent the company
Maintain clear boundaries between personal and work communications to preserve professionalism.
Find relevant businesses matching target criteria
Identify key decision-makers within organizations
Connect through multiple channels with personalized outreach
Schedule and prepare for client calls with thorough research
Maintain accurate CRM records and continuously refine strategies based on results.
Daily additions to database
Daily outreach to decision-makers
Complete follow-up with interested leads
Weekly strategy refinements
Key personnel for questions and assistance
Access to approved message and email templates
Ongoing education resources and guides
Team collaboration platforms and support systems
Using lg@rh-s.com and marked in blue (or orange for follow-up)
Sales@rh-s.com and lead's email with correct permissions
Event description properly structured with all lead information
10-minute and 20-minute reminders configured
Update lead status to "Event" in CRM and add post-call notes after the meeting.
Explain that pricing is customized based on specific needs and requirements. Offer to discuss this in detail during the scheduled call where we can better understand their unique situation.
Thank them for their time, ask if you may keep in touch for future opportunities, and update their status in the CRM. Sometimes "not now" can become "yes" in the future.
Contact technical support immediately and document your activities separately until the issue is resolved. Transfer any offline records to the CRM once it's functioning again.
Welcome to the team! We look forward to your success in connecting high-quality leads with our services. Your role is crucial in helping businesses scale efficiently with remote talent.
Your roadmap to successful client acquisition with Remote Helpers