From cceb2fe64d7ac4708cc13a1845b7951c5ba6c6c0 Mon Sep 17 00:00:00 2001 From: emercons <273358791+emercons@users.noreply.github.com> Date: Fri, 14 Aug 2026 18:53:04 +0200 Subject: [PATCH] docs: add Sales Navigator outreach runbook --- SALESNAV_OUTREACH_RUNBOOK.md | 40 ++++++++++++++++++++++++++++++++++++ 1 file changed, 40 insertions(+) create mode 100644 SALESNAV_OUTREACH_RUNBOOK.md diff --git a/SALESNAV_OUTREACH_RUNBOOK.md b/SALESNAV_OUTREACH_RUNBOOK.md new file mode 100644 index 0000000..26703df --- /dev/null +++ b/SALESNAV_OUTREACH_RUNBOOK.md @@ -0,0 +1,40 @@ +# Sales Navigator outreach runbook + +This runbook describes a safe, resumable workflow for invitation campaigns in +Sales Navigator. Keep browser profiles, exports, journals, names, message +contents, and referral links outside version control. + +## Preflight + +1. Use only the explicitly selected external browser session and confirm the + intended account. +2. Export the active people search into an account-local directory. +3. Reconcile permanent exclusions, pending invitations, previously sent leads, + and recent withdrawn invitations. +4. Report the selected count, the maximum free-invitation count, and that the + action consumes a real LinkedIn invitation quota. +5. Review a compact sample for company and role relevance; search filters can + otherwise include unrelated employers or junior profiles. + +## Invitation rules + +- Use `Vernetzen` only; never replace a missing free action with InMail. +- Treat second- and third-degree contacts as potential free candidates. A + missing/unclassified connection degree is not a free-route guarantee. +- Keep notes under 300 characters, address the person naturally, and vary the + templates. +- Select the message language only from the current campaign's explicit user + instruction or verified search filters. Do not inherit it from an earlier + campaign. +- Stop on a security checkpoint, CAPTCHA, restriction, weekly limit, account + mismatch, or changed invitation dialog. + +## Long runs and recovery + +- Use a bounded worker with an append-only, account-local JSONL journal. +- For deliberate slow clicking, configure human-like pauses and run the worker + in the background so a foreground shell timeout cannot interrupt it. +- Monitor compact journal counts rather than page-wide DOM dumps. +- On a stop request, terminate only the matching worker PID. Resume with the + same export, drafts, and journal; this prevents duplicate invitations. +- Leave the browser open unless the operator explicitly asks to close it.