Step-by-step guide

How to use SalesLensAI

From company search to closed deal — here's how to get the most out of every feature.

The daily workflow in 60 seconds

Analyze
Score
Find people
Reach out
Add to pipeline
Follow up
Close

Step by step

Each step builds on the last.

01

Analyze a company

Click 'Analyze Company' in the sidebar. Enter a company name or website. The AI researches the company's industry, tech stack, pain points, and strategic initiatives.

Tip: Use the full company website URL for the most accurate results.
02

Review the opportunity score

Each company gets an Opportunity Score (0–100) based on AI readiness, buying likelihood, and estimated deal size. Focus your energy on the highest-scoring accounts.

Tip: Scores above 75 are your hottest targets — prioritize these first.
03

Find decision makers

The Decision Maker Finder identifies the executives, digital leaders, and stakeholders most relevant to your opportunity — with LinkedIn profiles and relevance scores.

Tip: Add prospects directly to your CRM from this view with one click.
04

Generate AI outreach

Use the Outreach AI to generate personalized LinkedIn messages and emails based on the company's specific pain points and opportunities. Choose English or German.

Tip: Use 'Open & Copy' for LinkedIn — paste manually to stay ToS-compliant.
05

Manage your pipeline

Track opportunities through every stage — from lead identified to customer. Drag deals across stages, set values, and monitor your total pipeline value at a glance.

Tip: Update opportunity stages regularly for an accurate dashboard funnel.
06

Stay on top of tasks

The Dashboard shows your daily priorities — follow-ups due, accepted invitations, upcoming meetings, and proposals to finish. The Task Planner AI can break down next steps automatically.

Tip: Check your Dashboard every morning to know exactly what to do today.

AI tools at your fingertips

Five AI assistants, each with a specific job.

AI Assistant

Chat with AI about your companies, prospects, and deals.

Outreach AI

Generate LinkedIn messages and cold emails.

Email Assistant

Draft and refine outreach emails conversationally.

Deal Advisor

Get AI guidance on moving deals forward.

Task Planner

Let AI break your next steps into actionable tasks.

Best practices

Analyze 3–5 companies per session to build a focused target list.
Connect with prospects on LinkedIn within 24 hours of finding them.
Update prospect status after every interaction to keep the dashboard accurate.
Use the Deal Advisor before every discovery call to prepare smart questions.
Review your 90-day funnel weekly to track progress toward your targets.

Ready to start?

Get 3 free company analyses to see it in action.

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