Ortiz Virtual Consulting — Virtual Solutions, Real Results Connection Pipeline · v1
Prospect to connection

Good morning, Wilkins

Overnight the pipeline searched for home service owners who match your ideal client profile and scored every one against it. For each match it drafted an opening connection message two ways: your own voice and a general best-practice version. Choose per lead, edit anything, and either approve each one yourself or let approved connections send on the schedule you set.

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Qualified leads today
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Openers drafted (two styles each)
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Connections approved / sent
10 hrs
Weekly prospecting time

Define your ideal client profile

Step 1 of 4

Set the criteria once. Every search, score, and draft below runs against this profile.

This profile is what today's matches are scored against.

Review scored prospect matches

Step 2 of 4

The pipeline searches and scores prospects against your profile above. Add the ones worth working to today's outreach queue, or dismiss the rest.

Upload an Apollo CSV export to score and draft real leads.
Runs automatically overnight via Apollo once the pipeline is connected.
Run today's search to load scored matches.

Outreach settings and controls

Step 3 of 4

Choose your channels and tone, then how connections go out.

LinkedIn direct message. Sends as a connection note, then the first message once they accept.
Email outreach is off. Turn on to route drafts to prospects with a verified address.
Tone applies to new drafts. Today's queued drafts stay as written.
Manual
You review every lead and approve each connection by hand. Nothing sends without you.
Automatic
Approved connection requests send on a schedule. First messages still wait for your review after they accept.
Before you turn this on. LinkedIn has no official way to send connection requests through software. Automatic sending has to run through a third-party tool on your own logged-in account, which goes against LinkedIn's user agreement and can get an account limited or banned. The account is yours, so this stays off until a sending tool is connected and you accept the risk. A low daily number is the safer play.
Automatic sending is off. Approved connections stay queued for your review.

Your outreach queue for today

Step 4 of 4

Add prospects from the scored matches above to build today's queue.

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Ready to review
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Awaiting reply
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Top fit score today
Add prospects above to build today's queue.
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v1 shows sample leads until the Apollo search and Claude drafting are connected to your accounts. Both styles are drafted from outreach you have already written. Actual sending depends on an outside tool, since LinkedIn offers no official send API, so automatic mode is off by default.