LinkedIn enrichment
Research someone on LinkedIn to collect professional background and context before meetings or outreach.
I want to research someone on LinkedIn to gather professional background and context before meeting with them or reaching out. This workflow helps me gather relevant information quickly.
Follow these steps:
1. Search LinkedIn for the person I specify using their name and company if provided.
2. Pull information from their LinkedIn profile including:
- Current job title and company
- Location
- How long they've been in their current role
- Previous positions (last 2-3 roles with company names and dates)
- Education (degrees, schools, graduation years)
- Notable skills or areas of expertise listed
- Any certifications or licenses
3. Check my CRM for this person's existing contact record.
4. Compare the LinkedIn information with what's in the CRM and identify any missing or outdated data:
- Job title differences
- Company changes
- Missing location information
- Missing education details
- Missing work history
5. Update the contact record in my CRM with any new or missing information found on LinkedIn.
6. Send me a research summary organized into the following sections:
- Professional Overview
* Current role and company
* Years of experience in current role
* Career trajectory (previous roles)
- Background & Education
* Education details
* Certifications or specializations
- Areas of Expertise
* Notable skills listed on their profile
- CRM Updates Made
* List of fields that were updated with new information from LinkedIn
- Talking Points & Conversation Starters
* Suggested topics based on their background
* Questions to ask based on their experience and career path
Have questions or want to see a demo?
Create a custom workflow
Every team works differently. If you don’t see a workflow that fits your flow, Quin can help. Describe what you want to happen, and Quin will turn it into a ready-to-run workflow.
