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Leadhabit for agency owners

An agency usually sells three things to three different buyers. One undifferentiated list of leads is how all three get neglected at once.

What a signal looks like

A business describing a bottleneck one of your services removes.

Searches that surface it — these go in LinkedIn’s content search, not the people or jobs tabs.

Without a habit

Several offers, one undifferentiated pile of leads.

Two people on the team message the same prospect a week apart.

No idea which search or campaign actually produced revenue.

The routine

Set a group as your active filter and everything you save that session lands in it automatically.

Each search shows how its leads are progressing. A search producing saves but no replies is a search to change.

Select a whole group, set the status, and move on.

A scale that fits the work

Cold is fixed; everything after it is yours. This is a starting point you can rename in about thirty seconds.

Cold Saved, no contact yet

Contacted First touch sent

Discovery Call booked

Proposal Proposal out

Won Closed

Can my team share a lead list?

Shared groups and a shared do-not-contact list are on the Team plan. Today each person keeps their own list and can export to CSV to combine them.

Install it, run one search, and save five people. That is the whole first session.