I just logged into LiSeller for the first time and I’m looking at the dashboard. There are like five different sections—leads, campaigns, filters, messaging templates, proxies—and I have no idea which one to tackle first.
I’ve got 30 minutes before I have to jump on another call, and I want to at least set up something useful today. Should I start by filtering a prospect list? Setting up my messaging template? Configuring proxies? Or is there a specific order that actually makes sense?
I don’t want to go down the wrong rabbit hole on day one. What’s the logical progression?
Perfect timing question. Here’s the logical flow that I recommend for every new user:
Step 1: Connect your LinkedIn account (if you haven’t already). This is the foundation—everything else depends on it.
Step 2: Set up your lead filter. This is where you define who you’re targeting—job title, industry, company size, seniority, location. Spend 10 minutes here getting your ICP (Ideal Customer Profile) crisp. This determines the entire quality of your outreach.
Step 3: Review the prospect shortlist. Once your filter is set, LiSeller shows you a preview of who you’d be reaching. Skim through 10-20 profiles to validate that your filter is working. Does it feel like the right people? If not, adjust. If yes, move on.
Step 4: Set up a basic messaging template. Write or import one opening message that feels authentic to you. This is your test message for day one—nothing fancy. Just something that could be a real first touch.
Step 5: Configure your proxy (if you’re using one). Plug in your proxy details and let the platform validate the connection.
That’s it for 30 minutes. You’re done. You’ve got the foundation set up without overwhelming yourself.
Don’t do this on day one: Trying to build 10 different message variations, obsessing over A/B test setups, or configuring complex automation logic. Keep it simple.
One more thing—after those five steps, come back tomorrow and actually send your first 10-15 messages (after following David’s proxy test from the other thread). Day one is setup, day two is execution. Don’t try to do both.
I’d add one more thing to that sequence: before you even start messaging, check if you want to integrate with your CRM (HubSpot, Pipedrive, etc.). Set that up on day one if you’re using one—it takes 5 minutes via API key, and it saves you from having to manually move leads later.
Otherwise, follow the product geek’s sequence exactly. That’s solid.
I’ll be honest, I skipped around a lot on my first day and it was chaotic. The sequence they described is way smarter. Filter → preview → message → proxy. That’s the order. Do it in that order and you’ll be way ahead of where I was.
Great breakdown. For recruiting specifically, I’d emphasize the filter step even more—get your search criteria really specific on day one. Job titles matter, company size matters, spending an extra 5 minutes on filters saves hours of wasted messages later.
Otherwise, yeah, that sequence works perfectly.
Strategically, the filter and preview steps are where most people miss the mark. They set up a filter, see 500 random leads, and start blasting. Instead, use that preview to actually study 10-15 profiles manually. What do they have in common? Are they buying-intent signals? Are they in your market? That research, done on day one, becomes your campaign foundation. Rush through it, and your whole campaign suffers.