Your first week with Adapt Leads
A suggested order for the first five working days, from searching to your first outreach.
This is a suggested plan, not a rule. Each day has one aim and every step is something you can undo or stop.
| Day | Aim | What to do |
|---|---|---|
| 1 | Be set up | Finish Quick start: your first ten minutes. Save your feed. Run two or three searches. Make a list. |
| 2 | Know your market | Open Adapt Insights and read what moved on the businesses you sell to. Set Reply alerts and your digest in Set your email alerts. |
| 3 | Connect your tools | Add the Chrome extension (Set up: add the Chrome extension). Connect a mailbox if Adapt Outreach is open for you (Set up: connect a mailbox). Connect Google Calendar (Set up: connect your calendar). |
| 4 | Write | Write one email campaign for one list (Set up: write your first campaign). Nothing sends until you approve it. Save your LinkedIn plan (Set up: your LinkedIn plan). |
| 5 | Review | Open Reports (Reports). Check Notifications (Notifications). Ask Adapt for a recap of replies (The Ask Adapt chat page). |
Habits that help
- Start the day on Home. The Today strip and the Agenda show what is due.
- Use Ask Adapt for quick jobs, such as "Recap overnight replies" or "Get me 100 leads for Sheffield accountants".
- Check your export allowance on Plan and billing before a large export (Exports and your monthly allowance).
- Put addresses you must never contact on the Suppression list (The suppression list).
What to expect in week one
A new account starts empty. Tiles on Home say what is missing, for example "Nothing has moved on your leads yet". They fill in as you add companies, connect tools and run campaigns.