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Setting up a sales workflow that will keep working for you
Setting up a sales workflow that will keep working for you

Anyone who’s spent real time prospecting knows the process gets frustrating fast when you’re searching from scratch every day. That's why the reps who get the most value out of sales tools treat them as systems they can continuously refine and improve.

It takes a little more intention upfront, but blocking off a few uninterrupted hours to set up a smarter workflow can save a huge amount of time later. LinkedIn Sales Navigator works especially well when you approach it that way, since its filters, saved searches, and buying signals are designed to surface relevant opportunities over time.

When you're starting out (or resetting your process), treat setup like a real working session. Before you even open the tool, define your ideal customer profile clearly: target industries, company sizes, job titles, and a few examples of past customers that were a strong fit.

From there, build and save a focused account list around those signals. Start smaller than you think you need to and expand as you see results. If you’re looking for a place to begin, a few Sales Navigator filters tend to be especially useful early on:

TeamLink can help identify warmer paths into target accounts through prospects who can be introduced to you by someone you know. “Previously used your solution at another company” can point you to buyers who may already understand your category or product. And “Recently viewed your company page” can highlight prospects already showing signs of interest before outreach even starts.

Start by saving one or two searches built around those higher-intent signals, then check them consistently for a couple of weeks. Pay attention to which filters give you prospects who actually respond, book meetings, or match your ideal customer profile. Save the searches and account lists that perform best so Sales Navigator can keep finding new opportunities automatically.

Once the foundation is in place, most of the work becomes small tweaks: adjusting filters, refining account lists, and steadily expanding into better opportunities.


Marketing gets easier when you know what to prioritize
Marketing gets easier when you know what to prioritize

Digital marketing today comes with more channels, tools, and “must-try” tactics than most teams can realistically keep up with. If you're feeling spread a bit thin, one of the best ways to get back control is to start with what’s already gaining traction, then build from there.

Get in the habit of spending 15–20 minutes each week reviewing performance instead of waiting until the end of a campaign. You're looking for patterns: which formats lead to more clicks, which topics consistently generate conversation, and which industries or job functions engage most often. If you already have a LinkedIn Page, it can become a really useful source of that feedback.

LinkedIn Pages function as both a content engine and a feedback loop, helping marketers identify what audiences are responding to. Built-in analytics show you which posts are driving clicks, comments, follower growth, or engagement from the audiences you care about most.

If customer stories consistently outperform product updates, build more customer examples into your calendar. If short opinion posts generate more discussion than polished brand content, test more lightweight thought leadership posts before investing heavily in larger creative campaigns.

Organic performance can also guide your paid strategy. Use high-performing posts as candidates for Boost to extend reach, then scale the messaging already resonating through more targeted LinkedIn Ads campaigns based on industry, company size, job title, or seniority.

That kind of workflow helps focus time and effort on the ideas that already show signs of working.


AI-assisted sales outreach that still feels personal
AI-assisted sales outreach that still feels personal

Personalization has always been what sets great outreach apart. The challenging part is that the research to add the right personal touch takes time, but sales teams are finding that AI can speed it up.

The most useful AI tools connect you to context faster without trying to automate the entire interaction. There’s a big difference between saying “Would love to tell you about our solution” and “I noticed your team is scaling customer support while expanding internationally, curious how you’re thinking about maintaining response quality during growth.” The latter feels more relevant because it’s grounded in something real.

Tools like LinkedIn Sales Navigator’s Account IQ are starting to support that kind of workflow by surfacing strategic priorities, company challenges, and relevant business context in one place. They can tell you if a company is expanding into a new market, hiring aggressively in a certain function, or navigating operational changes. The AI pulls from the same kinds of signals sales professionals already look for, like what executives are posting about publicly, alongside external reporting and news, just faster and in a single snapshot.

That time saved on research can then be reinvested into shaping your outreach around what you’ve learned. Use those signals to draft more informed questions, tailor your message to challenges the company is actively dealing with, or connect to priorities leadership is already talking about publicly.

Of course, AI can help write, too. But the useful part isn’t automating the human element, it’s reducing the friction of starting from a blank page. Sales Navigator's Message Assist builds on those insights by helping draft a starting point you can shape yourself. Refine the tone, put it in your voice, and adapt depending on who you’re talking to. The more you use it, the more you can coach it toward how you actually communicate.

That’s probably the most practical use of AI in sales right now: helping you spend less time gathering context, ask smarter questions earlier, and show prospects you’ve done the homework before reaching out.


How do you know where to go next in your career?
How do you know where to go next in your career?

With side gigs, portfolio careers, and nontraditional roles becoming common, the idea of a linear “career ladder” no longer applies. The responsibilities within existing roles are constantly shifting and getting reassembled, so it’s pretty normal to feel like you’re gaining experience without being totally sure where it leads. That uncertainty isn’t always easy to sit with, but it’s a chance to think more closely about the work itself, and more clearly about what comes next. 

Zoom in on what you’re doing day to day, and pay attention to the skills you’re using and the kinds of problems you’re getting pulled into. More than just your current title and responsibilities, those questions help you understand what you’re actually getting out of the role in terms of skill building, exposure, and future options. 

Look at what you’re learning and where you’re being stretched (or where you’re not), and see if there are opportunities in your network to get experience that connects to where you want to grow. Even if you’re not ready to move, more clarity and exposure helps you make more intentional decisions about what comes next. 

Once you start exploring other options, you’ll find they can come with trade-offs. Maybe one role offers more learning but less stability, or a stronger network but a lateral title. You will have to decide what risks you’re willing to take, especially for opportunities in other cities or industries. There’s no perfect answer because you’re writing your career story in real time, but being clear on what you’re gaining (and what you’re giving up) in each job you hold makes those decisions easier to weigh. 

LinkedIn can be useful here as a kind of map, revealing how others got from where you are to where you want to be, which you can use to gut check your own next move. Follow anyone you find interesting, and learn from the unique twists and turns their careers take. Very few of us have a clear path planned out and that’s more than OK. 

This was a big theme in a recent AMA we hosted for early-career professionals, sharing the link here if you missed it! https://www.reddit.com/user/linkedin/comments/1sn4wri/im_gianna_prudente_coeditor_of_the_linkedin_grads/


Employers care more about skills than job titles now, and you should too
Employers care more about skills than job titles now, and you should too

Until now, job titles have been the main shortcut for understanding someone’s professional experience. They’ve helped job seekers decide what roles to go after, and determined how candidates get evaluated in return. But more and more, hiring teams are looking one step deeper to the *skills* behind someone’s experience.

This shift puts more weight on how clearly you explain what you can actually do. A lot of candidates have the skills that hiring teams are looking for, but it might not be obvious at first look. The ones who stand out are those who make their skills easier to spot. Here’s how:

When you describe your past work on your LinkedIn profile or in an interview, talk about it in a way that clearly demonstrates what you learned to do, how you applied key skills, and what the results were. This will move the conversation beyond the titles you’ve held and help employers understand your transferrable expertise. Use this framework for anything -- part-time roles, class projects, side projects, even things you’ve been experimenting with on your own. Especially in today’s market, demonstrate your fluency with AI by getting specific about what you automated, improved, or did faster with the tools. 

The easiest way to do this on LinkedIn is by adding skills to your profile. You can also make skill building visible over time with posts sharing what you’re learning, LinkedIn Learning certificates you’ve earned and courses you’ve completed, or by uploading completed projects to your profile. This clarity helps recruiters better understand your unique skillset, and it can also help you broaden your search and think beyond titles to opportunities that build on what you already know. 

We had a great conversation about this during our AMA with LinkedIn editor Gianna Prudente last month, be sure to check it out for more of her advice: https://www.reddit.com/user/linkedin/comments/1sn4wri/im_gianna_prudente_coeditor_of_the_linkedin_grads/


Where is your sales funnel leaking?
Where is your sales funnel leaking?

When sales slow down, it’s easy to assume you just need more leads. But more traffic won’t fix a leaky funnel. If buyers are dropping off mid-journey, adding volume just increases waste (and wreaks havoc on your budget).

Before you spend more, diagnose where the breakdown is actually happening.

At the top of the funnel, it’s often a positioning problem. You’re getting attention, just not from people who can buy. That’s usually a targeting or messaging issue. Look closely at who’s actually engaging with your ads, your site, and your organic content. See what kind of engagement data is available on the job functions, seniority levels, and industries interacting with you; on LinkedIn this is under “Audience Insights” but most platforms should offer their own analytics. If the stats aren’t matching your buyer, the leak starts there.

In the middle of the funnel, the issue is usually thin nurture. Someone clicks once, maybe downloads something…then disappears. Long sales cycles need reinforcement. Retargeting high-intent visitors, staying visible to engaged accounts, and sharing proof-driven content can keep you in the consideration set instead of restarting from cold every time. Tools like LinkedIn Sales Navigator can equip you with AI-powered lead recommendations and account‑level insights that help you find the right leads and personalize your outreach. More informed engagements lead to stronger client relationships, which you can move down the funnel when Sales Navigator alerts you to timely buyer signals. 

At the bottom of the funnel, stalled deals are often a trust problem. Buyers are interested, but they don’t have enough clarity or confidence to move forward. That’s where case studies, testimonials, and account-level targeting to buying committees matter. Indexing on reassurance is what leads to results.

Before you spend more on leads, ask yourself: is this a relevance problem, a nurture problem, or a trust problem? Fix the right stage, then scale.



"Early careers move faster when you stop guessing and start using systems."

Someone on LinkedIn mentioned how systems can take the guesswork out of your career. I think that's a great way of creating structure around some of the trickier things like networking, skill-building and even figuring out what to share online. Instead of relying on motivation alone (which can be tough to sustain in a long search), build simple systems: set a goal to reach out to one new person a week, block time to learn or practice a skill or reflect on one project you can share. It makes progress feel more manageable and a whole lot less overwhelming.