Work The Prospect Queue

Purpose

The queue is where you decide what is ready to engage, what needs more context, and what should be routed elsewhere. Treat it as an operating surface, not just a report.

Prerequisites

• A first agent or list source creating prospects.
• Connected senders for any action you plan to approve.
• A review owner for qualification, routing, and rejection decisions.

Steps

1. Check the highest-signal prospects first.
2. Validate the profile, company, and route before triggering outbound work.
3. Use list membership and status filters to focus on one operating state at a time.
4. Reject or nurture clearly so the queue does not become a backlog swamp.

Connection workflow

The queue coach uses a phased default path for new LinkedIn-first outreach. It stays event-driven, so every recommendation is recalculated from what actually happened.

1. Start with a light connection request. The current writing guidance is "no ask" in the request itself.
2. If the request is accepted, send an acknowledgement-only LinkedIn message and then wait 2 business days before the curiosity ask.
3. If the request is still pending, Wait 7 calendar days before the first fallback recommendation.
4. At day 7, recommend LinkedIn InMail only when the assigned executable LinkedIn account supports Sales Navigator. Otherwise, recommend email immediately.
5. After InMail, wait 7 calendar days before the first email follow-up.
6. Email fallback runs as a 3-email sequence with 3 business days between each email.
7. After the third email checkpoint passes with no reply, the queue recommends Move To Nurture.

Verification

• Wait means the current touch is still inside its cooling-off window.
• Send Direct Message is used for accepted-connection follow-up and for InMail when the executable LinkedIn path can actually send it.
• Send email starts once the pending-request or InMail checkpoint matures and email is the next reachable channel.
• Move To Nurture means the default connection workflow is exhausted and the prospect should leave the active queue until new signal appears.

Common mistakes

• Approving actions without checking sender health.
• Letting rejected prospects stay in the active review path.
• Using one view for every job instead of switching between queue, list, and pipeline modes.

Related guides

Once a prospect is active in conversation, the inbox guide becomes the primary operating view.