1. 01Choose
  2. 02Write
  3. 03Send

Pick the people worth talking to, and never message the ones you shouldn't.

You describe who to look for, or you bring a list. You see each person and confirm them before anyone is contacted.

Example account. Nothing here is a real person.

What this step is for

Three ways to leave people alone

You can check your own client list and your do-not-contact list, check Salesforce, or add no extra check. People who opted out are always left alone, whichever of those you pick.

You confirm each person

With Sales Navigator, Mahleon searches for people who match the titles, firms and places you chose. Without it, you upload a list. Either way, nobody is messaged until you confirm them.

The list stays yours

Fix a name, or take anyone off, before anything starts. Nothing is sent from this step. You can come back and change your mind right up until you confirm them.

What happens next

Then you write

Once you have confirmed who is on the list, you write the note yourself and read the exact message before anything goes out.

Set it up on your own list.