CRM & Sales
You already know what LinkedIn Sales Navigator can do. The gap is having someone who logs in regularly, keeps your lists clean, routes leads to your CRM, and actually uses the tool the way it was designed to be used. Nacho fractional specialists work inside your Sales Navigator account on a set monthly budget, handling the prospecting infrastructure so your sales team can focus on conversations. This is not a managed service or an agency. It is a specialist embedded in your workflow, working in your account, under your direction.
What we do
Concrete work our fractional specialists take on inside your LinkedIn Sales Navigator account. No vague promises.
We use Sales Navigator's advanced search filters, including seniority, function, headcount growth, and technology used, to build targeted Lead Lists and Account Lists aligned to your ICP. Each list is named, tagged, and organized so your team can act on it without interpretation. We document the filter logic so lists can be rebuilt or refreshed as your targeting evolves.
We create Smart Links for your sales collateral, pitch decks, and case studies, and embed them in outreach sequences so you can see exactly who engaged and when. Viewer data is logged and routed to your CRM or shared in a weekly summary. This replaces generic link tracking with prospect-level insight tied directly to named accounts.
Lead Lists degrade over time as contacts change roles, companies, or become irrelevant to your current pipeline. We run regular audits to remove dead leads, flag job-change alerts on key accounts, and update list membership based on current criteria. Clean lists mean your sales team is not wasting calls on outdated contacts.
For enterprise or complex B2B sales, we use Account Lists to map the full buying committee inside target companies, identifying economic buyers, champions, and blockers by title and function. We tag these relationships in Sales Navigator and document them in your CRM so reps have full account context before they reach out. This work is done account by account, not in bulk.
We configure and maintain the native Sales Navigator integration with Salesforce or HubSpot, ensuring that InMail activity, lead saves, and account updates flow into the correct CRM records. Where native sync is limited, we use tools like Zapier or Make to bridge the gap and log activity to the right contact or deal. We document the sync logic and flag any records that fall outside the mapping rules.
If you have an existing Sales Navigator seat that has not been used consistently, we start with an audit of your current Lead Lists, Account Lists, saved searches, and CRM integration status. We identify what is outdated, what is missing, and what is misconfigured, then rebuild the setup around your current sales priorities. You receive a written summary of what we found and what we changed.
The handoff
During onboarding, your Client Success Manager schedules a setup call to audit your current Sales Navigator configuration, including your existing Lead Lists, Account Lists, saved searches, CRM integration status, and seat usage history. From that audit, we build a Strategic Delegation Plan that prioritizes the highest-impact work first, whether that is rebuilding your list structure, configuring CRM sync, or setting up a consistent weekly prospecting workflow. Your specialist works inside your own Sales Navigator account using access you control, and documents every list, saved search, and integration they build so nothing is locked in someone else's head. You review and approve new workflows before they go live, and your Client Success Manager is available throughout the engagement to adjust priorities as your sales motion changes.
Use cases
A few of the most common workflows our team has deployed with LinkedIn Sales Navigator.
We run a filtered Sales Navigator search based on your ICP criteria, save the results to a named Lead List, and export or sync matched contacts into your CRM as new leads or contacts with source attribution. This gives your sales team a clean, actionable list without manual prospecting.
We monitor saved leads for job change alerts inside Sales Navigator, flag contacts who have moved to target accounts or new roles, and notify the assigned rep via Slack or CRM task. Former champions who land at new companies are among the highest-converting outreach targets, and this workflow makes sure none of them slip through.
When a new target account is added to Sales Navigator, we identify the relevant contacts by function and seniority, save them to the account's Lead List, and update the corresponding CRM account record with key stakeholder details. Reps enter discovery calls with a full picture of who is in the room.
We monitor InMail threads on active outreach campaigns, update lead status in Sales Navigator when a reply is received, and create a follow-up task in your CRM assigned to the rep. This closes the loop between Sales Navigator activity and your pipeline without relying on reps to manually log their own activity.
We run a weekly maintenance pass on your active Lead Lists, removing contacts who no longer match your ICP filters or have gone cold, and adding new matches from saved searches. This keeps your working lists under 500 contacts and ensures the data your team is calling on reflects your current targeting, not last quarter's.
Talent Budget
Drag the sliders to build a monthly plan that fits your workload.
Starting at $1,000/month. One-time $300 onboarding fee includes your Strategic Delegation Plan.
Good questions
Ready when you are
Book a discovery call and we will review your current Sales Navigator configuration, identify what is not working, and outline a prioritized plan for what a specialist would tackle first. You will leave the call with a clear picture of what outsourcing this work actually looks like.