Sales Navigator needs to be activated, not just purchased.
Use more than 10% of the functionality.
Most teams set up Sales Navigator once, run a few searches, and never go deeper. The tool isn't the problem. Nobody built a system inside it for your business, your buyers, and your team's actual week.
Sales Navigator wastes your time and money without a system.
Expensive Browsing
Without a system, your team logs in and scrolls. No structure, no targets, no outcome. Just time spent.
Generic Setup
No personas. No saved searches. No workflows. It needs a process and customization to your business.
No Weekly Routine
Even when the setup is functional, without a weekly rhythm you don't get momentum. The tool only works if your team does.
Common questions for Sales Navigator Activation
COI workflow. Targeted persona searches for your buyers. Account and lead lists mirroring eachother and purposeful. Saved searches for notifications. Curated feed. Boolean strings built for you. Former employee prospect and client workflow.
Forty-five minutes. That's it. 15 minutes on COI touches. 10 minutes triaging alerts. 5 minutes on connection requests with context. 15 minutes on research when something surfaces worth acting on. No unguided browsing. One consistent habit.
You can figure out anything. Is that a good use of time? It usually takes about half a day to set up and even more time to realize the searches are too broad and the alerts aren't producing anything worth acting on. We get you to the right setup on the first try. We have been doing this for a very long time.
No, you do not need to connect your CRM. This runs completely inside Sales Navigator. If you connect a CRM later, the foundation we build makes that easier. But it's not a requirement.
Good. You are ahead of most, but even teams with an existing process have one or two things working and a few things quietly broken. Searches too broad, COI workflow that isn't optimized, no alumni play. We audit what you have and fix what needs fixing.
That's what Coaching+ is for. Setup alone doesn't build a habit. We stay with your team — reviewing, correcting drift, reinforcing the process until it holds.
Founders and small BD teams often get the most out of it. If you're doing business development without a dedicated team, you can't afford to waste hours on trial and error. Forty-five minutes a week. We want anyone full-time BD or selling with many other tasks, to be able to get the most out of Sales Navigator fast.
Activation
We build the infrastructure inside Sales Navigator — personas, lists, searches, and alerts — so your team has a system they can run with.
- Persona and target setup
- Account architecture
- Lead list architecture
- Saved search configuration
- Automated triggers
- COI workflow setup
starting at $1000/ person
Coaching +
Everything in Activation, plus coaching to help your team build the habit, use the workflows correctly, and make Sales Navigator part of their routine.
- Everything in Activation
- Coaching sessions
- Workflow adoption support
- Account working sessions
- Q&A and review
- Ongoing optimization
starting at $2500/ person