Adtaria in Action

Overview:

This walkthrough demonstrates a practical daily workflow for using the platform to manage follow-ups, prioritize leads, and engage with prospects. It covers using the dashboard to track overdue tasks, organizing leads in priority groups, leveraging the inbox for LinkedIn engagement, and identifying high-potential prospects through content interactions. The workflow also shows how to manage client relationships, add tasks, and maintain consistent follow-up habits that drive deal progress and client satisfaction.

What’s Covered:

• Reviewing the dashboard for overdue follow-ups and daily actions

• Managing tasks and marking completed actions

• Conducting follow-ups using deal context and notes

• Setting follow-up dates and updating deal details

• Organizing leads into priority groups (First 10, Next 10, Future 30)

• Using the inbox to monitor unread messages and pending replies

• Starting conversations with new contacts

• Tracking content engagement and identifying potential opportunities

• Managing client pipelines and reviewing call notes

• Adding tasks and follow-up dates to maintain engagement