Lead Generation Manager Onboarding
Your roadmap to successful client acquisition at Remote Helpers

by Admin Remote Helpers

Onboarding Overview
Digital Presence
Set up professional accounts
Research
Identify quality prospects
Outreach
Connect with decision-makers
Relationship
Follow-up and management
Setting Up Your Professional Digital Headquarters
Chrome Profile
Dedicated work browser profile
Gmail Account
Professional email setup
LinkedIn
Optimized professional profile
Work-Life Separation
Keep personal and work accounts distinct
Chrome Profile Setup
Create Profile
Name it "LinkedIn_NAME"
Clear History
Remove cookies before starting
Connect Email
Link work email to profile
Maintain Separation
Keeps work data isolated
Professional Gmail Setup
Create Professional Address
firstname.lastname@gmail.com format
Strong Password
12+ characters with variety
Backup Email
Add niko@rh-s.com
Two-Factor Authentication
Enable for security
Gmail Organization
Profile Picture
Professional headshot
Email Signature
Create professional format
Labels
Organize by lead status
Integrations
Connect Calendar and Drive
LinkedIn Account Setup
Create Account
Use work Gmail
Password
Match Gmail password
Verify
Confirm via email
Location
Avoid VPN during setup
LinkedIn Profile Optimization
Create a polished, professional presence with clear branding
LinkedIn Profile Completion

Day 1
Basic info only
Days 2-3
Add photo and "About"
Days 4-7
Add education and skills
LinkedIn Profile Safety
Gradual Network
15-20 connections daily
Natural Activity
Mix different actions
Consistent Device
Same location/device
Security
Two-factor authentication
Defining Your Target Audience

Specific Characteristics
Unique search prompts
Company Size
Small, medium, enterprise
Location
Geographic targeting
Job Titles
Decision-maker roles
Industry
Sector specialization
Finding Companies
Google Search Queries
  • "service consumers [industry]"
  • "list of [location] companies"
LinkedIn Operators
  • site:linkedin.com
  • headquarters:"[City]"
  • Industry:"[Type]"
  • company size:[Range]
  • (CEO OR Founder)
CRM Management - Companies
50+
Daily Goal
New companies added
5
Required Fields
Complete all company data
1
Check First
Verify before adding
Identifying Quality Leads
Find Decision-Makers
Use LinkedIn/Sales Navigator
Target Key Roles
C-suite, Directors, Managers
Verify Quality
500+ connections, relevant position
Set Limits
Maximum 5 leads per company
SalesQL Setup
Installation
Add Chrome extension
Account Setup
Use corporate Gmail
Usage
50 free credits monthly
LinkedIn Outreach
LinkedIn Message Best Practices
Keep Brief
Under 150 words
Personalize
Customize for recipient
Offer Value
Provide useful insight
Clear CTA
Include next step
Email Outreach
Key Elements
  • Short subject line
  • Profile references
  • Clear value proposition
  • Professional tone
  • Specific call-to-action
Phone Outreach
Prepare
Research before calling
Introduce
Clear company explanation
Listen
Active listening skills
Follow-up
Offer additional information
CRM Updates and Lead Status
Status Options
Update immediately after interaction
Detailed Notes
Document every conversation
Follow-up Schedule
Set reminders with dates
Follow-Up Strategy - Email
First: 2-3 days
After initial email
Second: 4-5 days
Add value
Third: 1 week
Alternative CTA
Fourth: 10-14 days
Gentle reminder
Final: 3-4 weeks
Last touchpoint
Follow-Up Strategy - LinkedIn
1
First: 1-2 days
After connection
2
Second: 3-4 days
Engage with content first
3
Third: 1 week
Direct question
4
Fourth: 10-14 days
Voice note or informal
5
Final: 3-4 weeks
Last touchpoint
Calendar Management
Event Format
"[Company Name] - Remote Helpers"
Duration
30 minutes with 20-minute reminder
Attendees
Lead email and sales@rh-s.com
Color Coding
Blue: initial, Orange: follow-ups
Event Description Template
Leveraging AI Tools
Message Templates
Generate outreach drafts
Email Content
Craft compelling messages
Company Research
Create detailed summaries
Google Drive Organization

Folder Structure
Logical organization system
Sharing Permissions
Editor, Commenter, Viewer
Searchability
Clear naming conventions
Google Sheets for Lead Management
Essential Columns
  • Company Name
  • Contact Person
  • Industry
  • Lead Source
  • Status
  • Notes
  • Follow-Up Date
Formatting Tips
  • Freeze headers
  • Use consistent formatting
  • Set up data validation
  • Apply conditional formatting
Data Analysis and Reporting
Daily Closing Procedure
Write Report
Comprehensive daily summary
Send to CRM
Update all systems
Clock Out
Officially end workday
Include Details
All necessary links and notes
Professional Communication Tips
Professional Tone
Maintain appropriate language
Reply All
Use judiciously
Channel Selection
Choose appropriate medium
Brand Reflection
Accounts represent you professionally
Success Metrics
40+
New Companies
Added daily
50+
Connection Requests
Sent daily
100%
Follow-ups
With interested leads
100%
Documentation
Detailed CRM records
Resources and Support
Contact Information
For questions and help
Templates
Access to message guides
Training Materials
Ongoing learning resources
Team Communication
Channels for collaboration
Q&A
Any questions about the onboarding process? Need clarifications or additional support?
Thank You
Welcome to the team! We look forward to your success connecting high-quality leads with our services.