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Training Document

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INSTAGRAM PROSPECTING:

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Profile Optimization

The purpose of account optimization is to show credibility. Building credibility is an essential component of keeping clients and finding clients. When you establish credibility, future clients will feel connected to what you say, do, and stand for thus building trust and getting you one step closer to your goal.

Your profile must have the following:

  1. Professional or semi-professional picture
  2. Your full name
  3. A bio
  4. Website (If applicable)
  5. Content (Ex. Screenshot of amazing result, Testimonials, Video of you discussing what you do)
  6. Enough Followers (Purchase followers if needed)

We recommend you have more than a thousand followers to make sure your account will not get restricted while doing prospecting. The purpose is to keep the following-follower ratio balanced. If your following is much higher than the number of your followers, chances of the account being restricted is high.

HOW TO QUALIFY A BRAND

  1. Followers should be between 5k to 500k
  2. Must have a website
  3. Must be from an english speaking country
  4. Must have a good feed or good branding

4 different methods of Instagram prospecting

  1. Hashtag
  2. Brand Suggestion / Recommendation
  3. Shopify (For Ecom)
  4. Google (For Ecom)

A. Hashtag Method:

List all the keywords that are related to your target niche.

Sample niche: Supplements

Sample keywords: #proteinsupplement #supplements #protein #fitnesssupplement

Follow these steps

  1. Type the keyword on the search bar
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  1. Check posts and find posts that has brands tagged on it and check the brands profile
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  1. Qualify the brand. Follow and send the 1st message. Check other posts on the hashtag results.

B. Brand Suggestion / Recommendation

Click on the “Suggested” brands. Follow and message the qualified brands and check suggested brands again.

C. Shopify

Watch: Shopify Method

  1. Go to google.com
  2. Search “Keyword” site:myshopify.com
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  4. Go through the search result and qualify brands. You may get their instagram on their websites or by searching “Brand name instagram”
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D. Google

  1. Go to google.com
  2. Search “Keyword” brand (location)
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  1. Go through the search result and qualify brands. You may get their Instagram on their websites or by searching “Brand name Instagram”
  2. Skip verified brands. Usually smaller and qualified brands are on the 10+ pages of search results

Note: Prospecting professionals such as real estate professionals, dentists, etc, followers and websites aren’t required. As long as the account has posts and is from your target location, it is a qualified lead.

See how to prospect professionals in this video:

FACEBOOK PROSPECTING:

IMPORTANT:

You need to find and join Facebook groups related to your niche before starting the prospecting 

Locating Facebook Groups:

2 methods of Facebook Group Prospecting

A.

  1. Find those who need help
  2. Look into the member’s list
  3. Find those who need help
  4. Find a post in the group that’s basically raising their hands that they need help. Send them your qualifying message.
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  1. Check the replies for people who are going through the same thing. Send them a message.
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B. Look into the member’s list

  1. Look into the member’s list. Find the decision makers and qualify your prospects.

What to look at: (Agency owners)

  1. Job title: Founder/ Owner/ CEO/ Co-Founder, Director etc.
  2. Check their profile for any indication that they are working as an agency owner
  3. Check their website to see what kind of service they are offering
  4. Check their profile’s workplace and check if there’s any helpful information to qualify the prospect
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UNDERSTANDING THE FOUNDATIONAL COPYWRITING SHEET

Proper Tagging and EOD Reports:

Click here to watch the video

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Niche - Tab where all the necessary information about the business is put here. This is where you’ll find the target niche of the company.

Account/Tools - Tab where you’ll find all the login details

Pieces of Content - Tab where you’ll find testimonials, social proof and other content

Message Assets - Message templates for all platforms are in this tab

Loom Video - Personalized loom videos are here

Leads - Linkedin Leads can be found here

Instagram / Facebook - All prospected leads are here. Tagged based on status. Reference for EOD report is also here.

Instagram Tags

Connected - Followed accounts

1st Message - When 1st message was sent

1st Follow-up Sent - When 1st follow-up message was sent

2nd Follow-up Sent - When 2nd follow-up message was sent

3rd Follow-up Sent - When 3rd follow-up message was sent

Lead Responded - When lead respond to the message but has not provided an email address

Not Interested - Not interested

Warm Lead - When a lead provides an email address or agrees to receive a loom video

Appointments - Booked meeting

Loom Video Sent - When loom video has been sent to the lead

LEMLIST

  1. Prepare your CSV file to be uploaded on Lemlist. Details needed are: First name, Last Name, Position, Company Name, Email address, Loom Link. Fill up all the details then save it as a CSV file.

Creating a CSV File:

  1. Prepare your email template.
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CREATING EMAIL TEMPLATE ON LEMLIST

Adding the sequence:

  1. Click Templates
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  1. Then click “Create New Template”
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  3. Input the Template Name then click OK
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  1. Input the email template and then click Save.
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CREATING NEW CAMPAIGN

  1. Click New Campaign
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  1. Set campaign name. Click “Next”
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  3. Upload your CSV file
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  1. Match column name and Lemlist type then click “Next”
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  1. A summary of your uploaded file will pop up. Click “Yes” if correct.
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  1. Choose the template you will use. Choose “Email (Blank).
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  1. Fill up the Subject line, the body of the email and the custom variables. Once that’s all filled up, click “Add New Step” and click “Email (Blank) again.
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  1. Do all 10 sequences until you’re done. You may add a subject line if you want that step to be a new email instead of reply to the email thread. Once done, click “Next”. You will need to choose the schedule.
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  3. Choose which email to use to send the campaign then click “Create the campaign”.
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  1. Check all custom variables, especially the loom link. Once done, you can click “All” to review all. It will then launch the sequence.
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SNOVIO:

  1. Install Snov.io Chrome Extension, and sign in your snovio account.
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  1. Open the website of your target lead for email scraping, then click the “snovio chrome extension”
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  1. Click “full company profile”. Once you click it, it will redirect you to this page. Click the company name.
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  1. Click the target company. It will redirect you to the list of prospects of the company.

Note: Our target email leads are the owners/CEO/founders of the brand, or any person with the highest position in the company.

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  1. Select the target lead and proceed to add to the list.
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  1. Name and Create your new list for your leads.
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  1. Once you’ve added the lead to your list, the email address will show up. Make sure that the email is valid (marked green).
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Note:

  • Valid Email - Green
  • Unverifiable - Orange
  • Invalid Email - Red
  1. Once you’ve collected enough leads, you may input them in a spreadsheet for easy uploading to the Lemlist email campaign.
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CAMPAIGN TROUBLESHOOTING

Watch: Video Part 1:

  1. Check the leads. Are they meeting the criteria? (Followers, websitt, language, country?)
  • Followers should be between 10k to 200k
  • Should not be verified (Brands with blue check mark are not qualified)
  • Must be from an english speaking country
  • Must have a website
  • Check if messages being used are correct
  • Check if messages are being personalized
  • Make sure to have a 2-3 minutes interval before sending a new message.
  • Must have a good feed or good branding (Not required but helpful)
  1. Check if follow-ups on the main platform are being made. Follow up starts after the first week of prospecting. 20 follow ups per day.
  • Week 1 KPI - 40 leads per day
  • After Week 1 - 40 leads + 20 follow ups per day
  1. Check how many loom videos were collected. A good number should be around 10 or more in a week. If you’re not reaching this number, change your niche. Observe the niche for 3 days and see response rate if it’s working. If the rate is less than 5%, there are changes that need to be made. Example: change niche, change messages, check leads that are being messaged.
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  1. Check the “Viewed” row on the “Loom Video” tab. See if it’s being updated. If the view rate is less than 50%, then the view rate is low and therefore needs improvement. Send a follow up!
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  1. Check if loom videos are constantly being sent.
  2. If the view rate is okay and the number of videos sent is high but no bookings are coming in, you may need to check your loom videos.
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