Before your Customer Manager can activate Samplead, make sure the following are ready.
1. Define your ICP (Ideal Customer Profile)
Your ICP tells Samplead who to target. Prepare:
Company level:
- Headcount range
- Revenue range
- Target industries
- Excluded industries
Title level: List of job titles to engage (e.g. CISOs, VP of Security, Compliance Managers).
Broader filters work better at first. You can narrow as the system learns from your approvals and denials.
👉 How to input the ICP
2. Clarify your territory
Have ready:
- States, regions, or cities you cover
- Whether territory splits are by location or industry
- Exceptions (accounts outside your region but assigned to you in Salesforce)
3. Share your account list
Send your Customer Manager an Excel or CSV file with:
- Company domain
- Headcount
- Revenue
- Internal prioritization (Tier 1/2/3, A/B/C, etc.)
4. Set up Slack access
Your company will create a shared Slack channel with the Samplead team. You'll use it to:
- Send your account list
- Share your LinkedIn connections.csv
- Request campaign changes
- Communicate with your Customer Manager day-to-day
👉 How to integrate Samplead to Slack
5. Prepare your LinkedIn credentials
Make sure you have access to:
- LinkedIn email and password
- 2FA verification codes
Log out and back in on your phone before onboarding to avoid delays.
6. Export your LinkedIn connections
Samplead needs this to avoid suggesting people already in your network.
- Go to Settings & Privacy
- Select Data Privacy
- Click Get a copy of your data
- Select Download larger data archive
- Wait for LinkedIn to prepare the file (up to a few hours)
- Download the ZIP → send connections.csv to your Customer Manager via Slack
👉 How to download your connections list
Quick checklist
- ICP defined (titles, industries, headcount, revenue)
- Territory clarified
- Account list ready (Excel or CSV)
- Slack channel set up
- LinkedIn credentials + 2FA access confirmed
- connections.csv exported (or in progress)