Quick Start: Zero to First Message in 30 Minutes

Zero to first message in 10 minutes. No theory, just steps.

Before You Start (30 seconds)

You Need:

• A LinkedIn account (active, not dormant)

• A Sales Navigator subscription. You can get Sales Navigator Core or Advanced, but we usually recommend Sales Navigator Advanced. Advanced lets you send up to 800 Open InMails per month, compared to the 100 Open InMails per month for Core plan.

• Your Valley login credentials. Our team would have sent an email with login credentials. If you didn't receive it, check spam or reach out to support at [email protected]

Browser Setup (only relevant if you are connecting someone else's LinkedIn account to your seat or managing multiple LinkedIn accounts):

• Open Google Chrome.

• Either use your existing Chrome profile or create a dedicated Chrome profile for Valley.

Step 1: Connect LinkedIn (2 minutes)

1. Make sure you're logged into LinkedIn

2. Log in to Valley at app.joinvalley.co

3. Go to Dashboard → Connect LinkedIn Connection

4. Click "Connect LinkedIn"

5. You'll be redirected to download the Valley extension. Follow the prompts to download from the Chrome Store and then come back to Valley

6. Click the puzzle icon in your browser window and open the Valley Extension

7. Click connect LinkedIn

8. Wait for the green "Connected" status to appear in Valley. This takes 30 seconds.

9. If you get disconnected later, reconnect from the same Dashboard page.

Step 2: Create Your Product in Studio (5 minutes)

Studio is where Valley learns what you sell, who you sell to, and how you write. There are two main sections to set up: Product and Writing Style. Start with Product.

Navigate to Studio

1. Click "Studio" in the left navigation

2. Click "Products"

3. Click "Create Product"

Valley will automatically fill the initial details for you so you can review them. All you have to do is review and make edits.

Here's what is included in the product:

Product Name: Internal reference name. Example: "Enterprise Sales Automation" or "Recruiting Services - Tech". This is just for you to identify it.

Booking Link: This is the link that you will send to the prospect to book a call with you.

Brief Description: What does your company do? Write 2-4 sentences. Be specific about what you sell, who it's for, and what makes it different.

Competitors: List 3-4 main competitors.

ICP (Ideal Customer Profile): Define who you're targeting. Valley uses this to filter warm signals and score every prospect as High, Medium, or Low ICP fit.

Value Props: What specific benefits does the prospect get? List 4-6 outcomes, not features.

Pain Points: What problems does your target buyer deal with? List 4-6 real buyer problems.

Proof Points: Case studies, stats, and social proof.

Step 3: Set Up Your Writing Style (3 minutes)

Writing Style controls how Valley sounds when it messages prospects on your behalf. You can start from a template and customize.

Create Your Writing Style

1. Go to Studio > Writing Style

2. Click "Use Template" to start with Valley's default style

3. Customize the following:

Tone: Casual vs formal. For most B2B outbound, casual-professional works best.

Length: Keep connection requests short. InMails can be slightly longer.

DOs: Things Valley should do.

DON'Ts: Things Valley must not do.

When everything is fine, click Save.

Step 4: Set Up Warm Lists (3 minutes)

Warm lists are Valley's superpower. These are people already showing buying signals.

Warm list options are available under the Prospects tab.

Enable Profile Viewers

1. Go to the Prospects tab

2. Click on Profile Viewers

3. Enable capture for your connected LinkedIn account

Enable Profile Followers

4. In the Prospects tab, click on Profile Followers

5. Enable capture for your connected account

Set Up Post Engagers

6. In the Prospects tab, click on Post Engagers

7. Click Start collecting under LinkedIn profile URLs

8. Insert the profile URL you want

9. Click the plus icon to add more

10. Click Start collecting now

11. Wait five minutes

12. Come back and verify engagers are loading

Step 5: Create Your First Campaigns (5 minutes)

Now that you've set up your warm lists, create campaigns that automatically reach out to your warm signals. Use one campaign and click Both in Reachout via so Valley can handle Messaging and InMail in the same flow.

Launch Warm List Campaigns

1. Go to a warm list such as Profile Viewers

2. You'll see prospects scored as High, Medium, or Low ICP fit

3. Click "Create High ICP Fit Campaign"

4. Configure the campaign

• Campaign Name: Something descriptive

• Reachout via: Select Both

  

• Product: Select the product you created in Studio

• Writing Style: Select your writing style

• Research Agents: Select which agents to use

• Logistics: Set your daily send limits

5. Click "Create"

6. After the prospects are fetched, click "Launch campaign"

Valley routes closed profiles to Messaging and open profiles to InMail automatically, so you do not need two separate campaigns for the same list.

Step 6: Train the AI and Launch (5 minutes)

After creating a campaign, it enters Training Mode & Launching Campaigns. This is where you review what Valley generates and give feedback before anything goes out.

What You'll See in Training Mode

• Research Summary

• Personalization Findings

• Generated Messages

• Justification toggle

How to Give Good Feedback

In the Training Mode chat interface, give specific feedback.

Launch the Campaign

CRITICAL: You must click Launch when you're done training. If you don't, the campaign sits in Training Mode forever.

Enable Autopilot

After launching, enable Autopilot in campaign settings if you want Valley to send automatically.

Step 7: Launch Cold List Campaigns (3 minutes)

For broader coverage beyond warm signals, upload a Sales Navigator list or CSV.

Upload Your List

1. Click "Create Campaign" in the top left

2. Choose your source

• SalesNav URL

• CSV Upload

3. Configure the campaign the same way as warm campaigns

4. Set Reachout via to Both

5. Create the campaign

Valley automatically detects which profiles are open vs closed and routes them correctly inside the same campaign.

Delete Low ICP Fits

6. Click into the campaign to see the prospect list

7. Click the three vertical dots in the top right

8. Select "Delete Low ICP Fits"

This removes prospects that scored Low on ICP fit so your LinkedIn credits go to the right people.

Advanced Options

Leave Advanced Options alone unless you specifically want InMail-only or Messaging-only routing.

Step 8: Your Daily Routine (5 minutes/day)

Once everything is set up, Valley runs on autopilot.

Check Your Inbox

1. Go to the unified inbox in Valley

2. Valley auto-categorizes replies

3. For interested replies, Valley drafts a response in your writing style

4. Review the draft, edit if needed, and approve

Check Campaign Performance

5. Go to Dashboard > Campaigns

6. Review your key metrics

• Accept Rate: 25-40% is good for warm, 15-30% for cold

• Reply Rate: 15-30% for warm, 5-15% for cold

• Interested Rate: 2% average across all customers

What to Expect After Launch

First 24-48 Hours

Valley starts sending messages from your LinkedIn account. You'll see outgoing connection requests and InMails in your LinkedIn activity.

Days 2-5

First replies start arriving. Check your Valley inbox daily.

Week 1

You'll have a clear picture of how your messaging is performing.

Week 2+

By now you should have a steady daily flow of new conversations.

• Adding more influencers to Post Engagers for higher volume

• Uploading additional SalesNav lists

• Setting up a Slack webhook to get instant notifications for interested replies

You now have your first Valley campaign running. Go check your LinkedIn inbox for the first replies.