Connecting Your LINKEDSDR Rep to Your Outreach Tool: A Setup Checklist
A first-week checklist for connecting a LINKEDSDR rep to your outreach tool: what to have ready, limits that match the ramp, your first sequence, and checks.
LINKEDSDR reps work with the outreach tool you already use. You don't switch platforms and you don't rebuild your stack: your rep connects to your tool, and you control targeting, messaging and cadence from there.
This checklist covers a rep's first week in your outreach tool: what to have ready, how to set daily limits so they match the ramp in our Terms, how to build a first sequence, and how to tell it's working. If you're bringing several reps into one tool, read it alongside coordinating several reps from one outreach workspace.
What a LINKEDSDR Rep Is
A rep is a real person, not a bot or a fake profile. US-based, with an outreach-ready LinkedIn setup and 500+ connections. Each rep is an independent professional who makes their own established LinkedIn profile (1+ year old) available for outreach that you direct.
What LINKEDSDR handles:
- Matching you with reps suited to your target market
- Setting the rep up for outreach and connecting them to your outreach tool
- Human-led safety monitoring
- A 48-hour replacement guarantee if a restriction isn't recovered
What you control:
- Who the rep reaches (targeting and lists)
- What the rep says (messaging and sequences)
- How fast the campaign runs (cadence, inside the limits below)
- What happens with replies and meetings
Before You Start: What to Have Ready
Matching is immediate. There is currently a waitlist for setup, so reps go live about 10 days after you book. Use that time to get these in place:
| Item | Why it matters |
|---|---|
| Your outreach tool, named | Every connected tool must be disclosed. Each rep works with one outreach tool; anything extra needs our written consent first. |
| A first target list | A Sales Navigator search or a list that fits the rep's market and background |
| Two or three message drafts | Around 400 characters each conversational clear about who you represent |
| A home for replies | The CRM or inbox where conversations and booked meetings will land |
| An owner for replies | The person on your team who answers and books, so no reply sits overnight |
| Profile alignment | Headline About and banner updated for your campaign 1-2 changes a day |
Profile alignment has its own guide: your first two weeks with a LINKEDSDR rep covers what you can and can't change and in what order.
Step 1: Tell Us Which Tool You Use
When you book, tell Customer Success which outreach tool you run. The rep is connected to it as part of setup, coordinated between us, you and the rep. You don't need to do anything on the LinkedIn side.
Two rules from our Terms are worth knowing now:
- One outreach tool per rep, disclosed. Adding a second tool, browser extension or scraper to a rep needs our written consent first. LinkedIn Premium and Sales Navigator are fine at your own cost.
- Never touch account security. The rep's email, password and two-factor settings stay exactly as they are. Changing them counts as tampering under our Terms and ends the subscription without refund.
Step 2: Set Daily Limits to Match the Ramp
This is the step most teams get wrong. Outreach tools ship with default limits, and those defaults are often well above what a careful ramp allows. Set every limit by hand before the first campaign starts.
| Activity | Setting | Source |
|---|---|---|
| Connection requests | Start at 5 a day add 2 a day stop at 20 a day | Terms §3.4 |
| Profile visits | 25-30 a day maximum | Terms §3.5 |
| Company page visits | Up to 50 a day | Terms §3.5 |
| Searches | Up to 15 a day | Terms §3.5 |
| Message length | Around 400 characters | Terms §3.3 |
| Follow-up spacing | At least 3 working days apart | Terms §3.3 |
Followed from day one, the ramp runs 5, 7, 9, 11, 13, 15, 17, 19, then 20 a day from day 9 onward. That is roughly 300 to 400 invites a month per rep at full pace. If your tool can only set one fixed number, raise it by hand each day for the first nine working days.
If the rep's first week was spent connecting with your team and warm contacts, carry the ramp on from where it stands rather than jumping straight to 20.
Keep it steady. Run campaigns during normal business hours and keep daily activity even. Long pauses followed by sudden spikes look less natural than a consistent pace, so avoid them.
Limits apply to each rep separately. If you work with five reps, each one has their own ramp and their own ceiling of 20 a day; volume is never pooled or moved between reps.
Step 3: Build Your First Sequence
Keep the first sequence short and personal. A structure that works for most B2B campaigns:
| Step | Timing | What to send |
|---|---|---|
| Profile view | Day 0 | A visit before the request, counted in the 25-30 a day |
| Connection request | Day 0-1 | No note, or a short note tied to one specific detail |
| Message 1 | After acceptance | One personal line one line on why you're reaching out one simple question |
| Follow-up 1 | 3+ working days later | A different angle or a useful resource, not "just bumping this" |
| Follow-up 2 | 3+ working days later | A short, polite close. Stop here: three messages in total is the ceiling |
Write two or three variations of each message rather than one template sent to everyone. Personalizing at scale without spam covers how to do that quickly.
Match the list to the rep. A rep whose background is in fintech, writing to fintech leaders in their own region, gets better acceptance than the same rep sent to an unrelated industry.
Step 4: Your First Week, Day by Day
| When | What to do |
|---|---|
| Before launch | Confirm the rep shows as connected in your tool, limits are set by hand, the list is imported, and messages are approved |
| Days 1-3 | Launch at 5 requests a day and add 2 each day (5, 7, 9). Check the tool daily for errors or warnings |
| Days 4-7 | Keep adding 2 a day (11 to 17). Reply to every response the same business day |
| End of week 1 | Review acceptance and replies (targets below). Adjust targeting or messaging, not limits |
| Week 2 | Reach 20 a day by day 9 and hold there. Bring in the second message variation if the first is underperforming |
Step 5: Check It's Working
| Metric | Healthy range | If it's below |
|---|---|---|
| Connection acceptance | 20-25% | Tighten targeting to the rep's market; shorten or drop the connection note |
| Reply rate (of accepted) | 30%+ | Rewrite the first message; lead with them, not your product |
| Meetings (of replies) | 5-8% | Make the ask smaller and clearer; check you're reaching decision-makers |
| Warnings or prompts from LinkedIn | Zero | Pause the campaign and contact us before doing anything else |
Acceptance tells you about fit between the rep and the list. Replies tell you about the message. Fix the one that's off before adding volume.
Common Setup Mistakes
| Mistake | Better approach |
|---|---|
| Leaving the tool's default limits in place | Set every limit by hand to the table above |
| Starting at 20 requests a day | Start at 5 and add 2 a day |
| Adding a second tool or extension | Ask us first; one outreach tool per rep |
| One template for every prospect | Two or three variations, each with a personal first line |
| Pausing for a week, then sending double | Keep a steady daily pace |
| Sending the rep outside their market | Match lists to the rep's location and background |
If LinkedIn Shows a Warning
Pause every campaign for that rep and contact us before doing anything else. Don't try to fix it from your side. Once we've reviewed it, restart at 5 requests a day and ramp again.
If a rep's profile is restricted and isn't recovered within 48 hours, we replace the rep. The replacement connects to the same outreach tool, and you pick the campaign back up. That guarantee holds when the tool is disclosed and run within the limits above; restrictions caused by breaking the Terms (undisclosed tools, excessive activity, scraping) are not covered.
Frequently Asked Questions
Which outreach tools work with LINKEDSDR reps?
Most mainstream LinkedIn outreach and sequencing tools, cloud-based or not. Tell us which one you use when you book; it has to be disclosed, and each rep works with one.
Do I connect the rep myself?
No. Connecting the rep to your tool is part of setup, coordinated by Customer Success with you and the rep. From then on, you run the campaigns: targeting, messaging and cadence are yours.
How long until my rep is live?
Matching is immediate. There is currently a waitlist for setup, so reps go live about 10 days after you book.
Can I use Sales Navigator with my rep?
Yes, at your own cost. Most teams keep one licence for research and share searches across reps; see how to use Sales Navigator to generate leads.
Can I run email and LinkedIn in the same sequence?
If your tool supports it, yes. The LinkedIn steps still follow the rep's daily limits and the 3-working-day spacing between follow-ups.
Can I change the limits after launch?
You can lower them anytime. Raising them is limited by the ramp: 2 a day more, up to 20 connection requests a day at most.
What happens to my campaign data if a rep is replaced?
You own the leads, conversations and campaign data generated during your subscription. The replacement rep connects to the same tool, and you assign them the campaign the previous rep was working.
Does using an outreach tool affect the 48-hour replacement guarantee?
No, as long as the tool is disclosed and set up within the limits above. The requirement is the same whichever tool you use.
To match reps to your market and tool: linkedsdr.com/booking