Quartz 4

Closely: LinkedIn + E-Mail-Automation für B2B-Leadgenerierung (Review & Tutorial)

21 min read

Closely: LinkedIn + E-Mail-Automation für B2B-Leadgenerierung (Review & Tutorial)

Haupterkenntnis: Mit dem Cloud-basierten LinkedIn-Automationstool Closely lassen sich vollständige Multi-Channel-Outreach-Kampagnen (LinkedIn + E-Mail) aufsetzen, die ohne manuellen Aufwand 2–3 Sales pro Woche generieren können.

Creator: Saas Guru
Branche: Marketing
Bereich: Automation

Tags: linkedin-automation, closely, b2b-leadgenerierung, cold-outreach, multi-channel, appsumo, linkedin-safety, email-outreach

Kurzbeschreibung

Review und Step-by-Step-Tutorial des LinkedIn-Automationstools Closely, das LinkedIn- und E-Mail-Outreach kombiniert und auf AppSumo als Lifetime-Deal erhältlich war.

Langbeschreibung

Der Creator zeigt anhand seines eigenen Accounts, wie er mit Closely automatisierte LinkedIn-Kampagnen aufsetzt, die Connection Requests, Profilaufrufe, Post-Likes und personalisierte Nachrichten in einer definierten Sequenz versenden. Zusätzlich erklärt er die Multi-Channel-Funktion (LinkedIn + Gmail/Outlook), die verschiedenen Zielgruppen-Import-Optionen (LinkedIn-Suche, CSV, Post-Engagement, Event-Teilnehmer, Gruppenm itglieder), die Warm-Up-Funktion zum Schutz des LinkedIn-Accounts sowie die Preispläne des AppSumo-Lifetime-Deals ab $59.

Stichpunkte

  • Closely kombiniert LinkedIn-Automation (Connection Request, Profilbesuch, Post-Like, Nachricht) mit E-Mail-Outreach in einer Kampagne
  • Cloud-basiert mit dedizierter IP → LinkedIn erkennt Bot-Aktivität deutlich seltener
  • Warm-Up-Modus erhöht tägliche Limits schrittweise, um natürliches Verhalten zu simulieren
  • 5 Wege zum Lead-Import: LinkedIn-Suche (mit oder ohne Sales Navigator), CSV-Upload, Post-Engagement, Event-Teilnehmer, Gruppenm itglieder
  • Personalisierungsvariablen (Vorname, Jobtitel, Unternehmen) in allen Nachrichtensequenzen nutzbar
  • Empfehlung: 50–100 Leads pro Kampagnenlauf, nicht 500 auf einmal
  • E-Mail-Versand auf 50 Mails/Tag begrenzt (Spam-Schutz)
  • Tier 2/3 des AppSumo-Deals empfohlen (Custom Variables, Email-Sequenzen, Seed Campaigns)
  • 60-Tage-Geld-zurück-Garantie laut AppSumo-Deal
  • Conversion-Logik: 2–3 % Antwortrate auf 100 Kaltakquise-Kontakte = 2–3 Sales/Woche möglich

Zitate

“Because this is a cloud-based platform, it gives you a dedicated IP – so LinkedIn can’t suspect your account for using AI tools.” “Go with around 50 to 100 people at a time, don’t go with 500 – it will take time to fetch the campaign.” “If you’re sending out to around 100 people in cold outreach, you’re going to get around two or three sales easily.”

Action Items

  1. Closely-Account erstellen (AppSumo-Deal prüfen oder reguläres Abo) und Chrome Extension installieren.
  2. LinkedIn-Account über Chrome Extension verbinden (kein Passwort-Input nötig).
  3. Warm-Up-Modus aktivieren und Standard-Limits beibehalten.
  4. Erste Kampagne aufsetzen: LinkedIn-Suche mit Branche/Land-Filter → URL kopieren → 50–100 Leads importieren.
  5. 3-stufige Sequenz konfigurieren: (1) Connection Request mit personalisiertem Template, (2) Follow-up-Nachricht nach Annahme, (3) Meeting-Link bei positivem Response.
  6. E-Mail-Account (Gmail/Outlook) für Omni-Channel-Outreach verknüpfen und parallele E-Mail-Sequenz anlegen.
  7. Kampagne starten, nach 5–7 Werktagen Reply-Rate auswerten und Template bei Bedarf anpassen.
  8. Für Nachrichten-Texte: KI-Tool (z. B. ChatGPT/Claude) zur Erstellung hochwertiger Cold-Outreach-Mails nutzen.

Full Transcript

This secret AI automation tool for the LinkedIn getting me two or three sales every week. Don’t believe me, let me show you. So I have just set up the campaign, added the targeted lyrics and the automation working really good on the auto file. For example, this is the campaign I have set up. This is the first message will be sent on automatically and after that if I get the reply from the prospect, this is the second message will be sent it out automatically and everything will be goes well. Then in the end, this conversation will end up with the set doing a meeting with the prospect. So this is the three step campaign I have set up with this secret AI LinkedIn automation tool. So there’s the really cool features you will find out in this platform. For example, on the auto file, it is going to send out the connection request. It will view their profile like the post and even send out the messages plus you can also connect your email marketing with this platform. So you can do the multi channel out reaching along with the LinkedIn and the email marketing. So let me tell you what this platform and show you all of its features and in the end, I will also give you demo and tutorial how you can use this platform to get the better conversions, more sales and the more leads for your business or the services. So without wasting any more time, let’s get started. So hey guys, this is Masanth here. Welcome back to our YouTube channel. Recently, I got to started a secret AI LinkedIn automation tool with the help of I am getting the around two or three sales every week. You can check it out. On automation, it sent out the really cool campaigns messages to around five or ten people every day. And it is the constantly improving the campaigns, the conversion rates, learning on the automation. And because it is the cloud based platform and hide your EP and give you the dedicated cloud feature. So LinkedIn don’t suspect your account like it’s or using the any AI tools. So getting your account suspended on the LinkedIn are really less chances because this platform just secures your account. Okay. So let me tell you this platform name. So this is the closely and I got to recently know about it. And it’s left and real is back again on the app so more. So this is the again really cool part here. And this is starting from the just fifty nine dollars. And let me tell you one more thing. This is the after Black Friday back again on the app so more. So if you want to check out this lifetime deal, the link will be given the description. And there’s the also one more good news. You are going to get the 10% extra discount getting on this deal. And there’s also the chance that you if you are the new user, you get the 10% sorry 10 dollars bonus discount here. Okay. So if you want to check out this deal, the link will be given the description. Now let’s back to the closely demo here. So once you got its lifetime deal, this is the dashboard. You are going to check it out here. Okay. And using this platform and understanding feature is really easy. First of the thing, you have to connect your account. So you can see I have connected my LinkedIn account here and my Gmail account for the email out reaching. So connecting part is really easy. All you need to just click here, choose LinkedIn account. And after that, let’s click on the new LinkedIn account here. You have to add the email address password or you have to confirm the password and click on the sync with link account. But there’s the one more way you can just connect to a LinkedIn account without adding the password or this email stuff. So to do that, you have to just install the Chrome extension of the closely on your web browser. For example, I have just installed this Chrome extension. And after that, once you add the Chrome extension, just click here. And after that, it will be automatically going to sync your LinkedIn account with the clothing. So that’s how pretty easy to connect your account. And basically, let me show you all the configuration options. It is going to set up for account. For example, there’s the warm up mode and it is going to automatically be on. So I suggest please on this warm up feature here because it is going to accidentally improve your connections requests per the messages per day. So that LinkedIn’s algorithm cannot suspect your LinkedIn account for the AI automation activity. And because this is the cloud-based platform, it is going to give you the dedicated IP. So every time this closely platform is work, it cannot suspect the LinkedIn’s algorithm. Okay. So I suggest on this warm up feature. And if I go to the profile settings here, you can add or change your name, last name company address, job title. And you can even select the days on which you want to happen this or run on this automation. So this is the good part. And if you’re going to change this thing, it’s going to only appear on the message and section not on your LinkedIn profile. Okay. I hope you are going to get that I am showing you right now. And this the easiest way to connect even your email marketing accounts. Just go to the email account, connect here on the email account. And now you are going to see all the ways to connect your emails like the image Google or the outlook. Okay. So this is the pretty simple. And once you have connected your accounts, you have to go to the campaigns. Okay. And just click on the create new campaign. And after that, you can see you have to add the campaign name. Let me add the campaign name. So I’m going to add it as the conversion campaign for email plus LinkedIn. Okay. So I have just going to set up the omni channel campaign here. And now it is asking me to select the that LinkedIn account. So I will select the LinkedIn account. And now you can see it is automatically showing me the form of feature is on. So how many the correction it is going to send per the messages per day and the profile views like port or the individual skills per day. So I suggest go with the default. But if you want to change these things, you can also change it while we have connected the LinkedIn account. Okay. Now I can also connect my email account for the omni channel setup. So let me select it here. This is the email account I have set up to. So in you and here you can check it out 50 emails. It is going to send per day. And this is the really safe way to not even be targeted by the Gmail itself. Okay. So once you have selected everything here, just click here, save and the next choose your audience. So there’s the multiple face you can choose your audience or add your targeted lead. So this is the second step where we have to add our targeted leads. Okay. So they are the five ways we can add first one we have the LinkedIn search. So let me show you how you can do that. So if you have the LinkedIn sales navigator, you can also use that. But if you don’t have just go to the search section and find out the whatever the industry people or the organization or the business you are targeted. For example, I want to target the already retail marketing related people to offer my digital marketing services. Okay. So I am going to just search the digital marketing and it’s going to show me some of the great results here. So let me filter it out. I want to find the people. Okay. And I got the around more than 12 million results here. So what I can do, I can also do these some other filters as well. So let me go to the all filters and here all the things like I want to third quality characteristics and I want it from the United Kingdoms and the United States and the current company I want to also select from here. This is the past company school industry. So I want to industry from the professional and the advertising services. The profile language will be the English code open to okay, let me skip that services category like marketing, data marketing. And I think this is the stuff. Now let’s click on the source results. So just applying these filters, I will narrow down my targeting audience and now still I got the around 90,000 people. So what I need to do now, I have to just select this link here once my this is finding out all the targeting people here and go to the again on my closely account and pay the URL from there to here. Okay. And after that you can see how many people would you like to add. So we can add around up to the 500 people once in the campaign. And let me tell you the higher the number of the people you want to add, the higher time it will take. So to give you more, I’m going to just go with the 10 people here, but what I suggest, go with the around 50 to 100 people at a time, don’t go with just the 500, it will take time to fetch up the campaign. Okay. I hope you are getting. So once you have done, there are the other ways also you can use to add your targeting leads. You can use it the import from the CSV there. You have to add the name and there’s email address and the LinkedIn profile, you are it. Okay. And what you can do, you can also go to the just LinkedIn use it’s a chrome extension and here you can check it out. This is the search section and this way you can also export the list. You can see this is the export button. Currently now appearing on once I have added the chrome closely chrome extension. I can also use just this export button and it is going to just download the list for me and after that I can add it here. Then there’s also the post engagement. Suppose you want to target the people that is the highly targeted for any post. For example, if I go to the any of the post on my LinkedIn account, suppose I like this post, this person post. So what I need to do, just I need to copy this person post here. So I will go to three dots. You can see copy the link to the post, get back to the closely and now I have to paste that URL here. And now in this campaign, I am going to just targeting the people who ever like this post here. Okay. The other way we have the event attendees, I can also paste the link for the event and target the attendees people. Same goes with the group members. So I want to just give you demo with the LinkedIn search. So I will just paste the URL from my that searching people link here. Okay. And now I want to target just or add just 10 people in this campaign. So everything is done. Let’s click on the save and the next choose access. And now we are on the third step. So here we are going to set up our campaign. First, we are going to set up the find email. So what it will do, it will be go to all the people’s LinkedIn profile, find the emails, add them in the email marketing outreach. So this is the thing. So I will just click here. And now the first step is done. Let’s go to the second step. In the second step, I want to send the email. So let’s go to the email sending. And here we have to add the subject line. We have to add the our email section. So you can do it with the easiest way because there’s a lot of the EI tools available. But what you can do, there’s some template sections available. You can use it. But right now in the email marketing, they are not offering the template options. But in the LinkedIn messaging automation, they are offering. So what I suggest, use any of the EI tools, for example, I am using here the Voila. So what I can do, I can ask is AI to create a full email for me. Okay. So that’s how basically I create the emails for my marketing and the automation. Okay. So in the third step, what we can do, we can just set up the connection request. First, it is going to set up or sending out the connection request to my targeting prospects. And here, let me show you the template. This is the template I’m talking about. They have the already some cool templates available. But you can also add them manually. So I’m going to use this one. Okay. So I have added here. And that’s just how this template is going to look like here. Okay. And there are so much cool variables available that you can use it here. For example, this is the first name. This is the variable I’m talking about. So it is going to create the campaign in the really highly targeting or the personalities. And for example, here first name, and it will so like his zone, just solve your profile because of the mutual connection. And I am present here. I’m the SCO especially at this as good and the brand gator. Okay. You can check it out. I am my first name. This is the variable talking about my first title job, my company name would be glad to have you on my network. So this is the really highly personalized connection outreach message. I have set it up. Okay. Now let’s go to the next step. And now here I want to send out the message or I want to set it up for the like post or endorse my school or the view profile. For example, let’s go with the view profile. Okay. And next go to the next step. And here I want to send out the my messaging. Okay. And again, we have the really cool templates available here. I can set it up any of these one. And they have also the variables available. Let’s go with the template number three. And you can check it out here. First name, thank you for you connecting my name is this. This is my job title company name would be nice to meet you. Could you please tell me about your product? Okay. So this is highly converting template here, but you can also confide it, customize it according to your taste or the objective. So let me pitch it here. And let’s go to the next step. And in the last step, what I want to do, I want to just add the like post. Okay. And here my campaign is just set up. So this is the how pretty much and the simplest way to set up your campaign. Everything is done. Okay. So let me check everything is fine. Yes. That’s good. Let me go to the last step. That is the verifying your audio. So in the last step, we will verify everything is working that we have set up is good or not. If there’s the mistake, we will go into again, get back to these steps and sort out that error here. Okay. So that’s how we are going to set up our campaign using the closely for the lingering account. And once everything done, let me show you how this thing is working out. Let me go to the messages and let me show you. For example, right now on the yesterday, I have sent it out around the five or six, seven people by the closely here. And let me check it out. If any of the people, I got the conversion. So this is the first person. The campaign is launched. And I haven’t got any reply. Let’s go to the second person. Again, no reply, third person, no reply. And because this is the weekend, I have just sent it out the messages by the closely on the Friday. So mostly on the weekends, we don’t, we don’t get the responses. But if I show you the before the Friday or the five date, let me show go to this one, I got the sum of the reply. So yes, this platform works. For example, for the this person, you can check it out. I got the replies here. And on the automation, closely account, just send it out this meeting, scheduling link here. Okay. And if I go to the previous messages, let me open this one or this one. Because we are doing the cold outreach, there’s the highly chances we got not that much of the responses. But around the two or three percent, we got the responses. That’s why if you are going to send out around the hundred people’s people to cold outreach, you are going to get around the two or three sales easily. Okay. And suppose you are doing it manually without the using the closely, then suppose how much the time and the effort is going to take, you have to find out the lead, you have to send out the connection, you have to send out or like the port or the messages. And even after that, you are going to get disappointed because it takes a lot of time, the end effort to get the replies and get the sales here. Okay. So what I suggest, get the closely set up the campaign and just sit and relax. Everything will be done on the automation. It is going to send the messages. It is going to convert time. It is going to send out the scheduling meeting links and boom, you got the meetings. And now you have to just convert offering your services. Okay. So that’s all the things I want to talk about here. And I want to show you all these cool features of the closely. So right now, lifetime is available on the app. So much starting from the just $59 and here you can check it out. Closely is a cool outreach platform that combines LinkedIn and email automation with B2B database here. And there’s also the 60 days money bag guarantee you will get. Somehow, if you are not happy, you will get just 100% money back here. And let me tell you, this deal is going to last for the just four days. Yes, this is the four days deal that you are going to get in the app. So spring sale. So make sure you get it as soon as possible without wasting any more time. Otherwise, you are going to miss this amazing tool. So there are the multiple plans available. And there’s plan one, you are going to get just the 2000 monthly credits. So what I suggest, go with it’s tier two or three plans because here, you are going to get its other features as well. So what I mean by the other features you can see, you will get the email seed, LinkedIn seed campaigns, automation, auto import, human like behavior, built in templates, live chat support, free access to kind and webinars. There’s the also option to add the customer variables, custom email sequences, all these things, you can do it either to tie through or either tire plans. But in the tire one plan, you can not able to do that. That’s why I suggest go with tier two or tier three plan. Okay. So that’s all for today’s video. And if you want to check out more in LinkedIn automation tool, you can just go to my YouTube channel because recently I also reviewed the other LinkedIn automation tool. One of them is the PowerVin that will help you to create and set up up the comments automation. What this platform is to or this AI tool is to it’s automatically go to the other and similar audience people and comment their top post. So that way you are also going to get engagement on your profile. One more tool, I have reviewed that is the can box. This is the another really cool LinkedIn automation tools for the sales and the least generation. Okay. So I suggest also watch these two tools and right now they also available on the app. So first one, we have the power in second one, we have the can box. So if you want to check out these port tools videos, the link will be given to the description or you can just go to my YouTube channel. So if you enjoyed this video, make sure to like button and subscribe my YouTube channel to stay updated with these kind of the sessions tools, refuse updates and the comparison. Bye bye. Take care and I will see you next one.

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