YOUR PROJECT OUTCOME
A research and qualification process with AI instructions, reviewed messages, call simulations and an opportunity register.
Who it is for
Consultants, entrepreneurs and professionals developing B2B relationships through LinkedIn.
What you need to start
A defined offer and a personal LinkedIn profile. Paid tools are optional and are not included in the programme.
The curriculum
01A profile aligned with the offer
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Review the profile through an AI assessment checked against the real offer. Clarify role, audience and evidence, removing unsupported expertise or results from drafts.
02Selecting relevant contacts
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Define relevance criteria and use LinkedIn and, where useful, RocketReach. Use AI to organise authorised information, verifying identities and sources without inferring buying intent from profile visits.
03Opening a conversation
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Generate messages from verified context and a credible reason to connect. Review tone, relevance and boundaries manually before any message is sent.
04The discovery call
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Use AI call simulations to practise questions and listening. Compare simulations with real conversations, without treating synthetic characters as customer research.
05The next step
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Prepare summaries and follow-up drafts using authorised information. Establish deadlines, responsibilities and human review while respecting recipient preferences.
06Evaluating the process
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Analyse the opportunity register with AI, verifying data and interpretations. Present a complete process and refine stages that produce poorly matched conversations.
The final project
A revised profile, audience criteria, three AI-developed messages with human approval, a call simulation and an operational opportunity register.
Planned assessment criteria
Planned review criteria include offer clarity, contact relevance, quality of questions and a clear next step. No number of calls or clients is guaranteed.
Tools and materials
- RocketReach, optional
- AI assistant for drafts and simulations
- Essential CRM worksheet
Listed tools are examples, not partnerships. Access requirements and possible additional costs will be specified before enrolment.
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