Learn how to use your ‘To Connect’ Sheet

You’ll find your ‘To Connect’ sheet in your Activity Workbook as shown in the following screenshot

The ‘To Connect’ sheet formats the data that you paste into the PB csv sheet

The following screenshot shows how your ‘To Connect’ sheet is formatted

Your Daily Process

Is very simple!

Following is a screenshot of your “To Connect” sheet

The URL Column

Rather than opening one link at a time, it is faster to open a group of links (however no more than about 5 at a time as we believe LinkedIn robots will detect ‘automated’ behaviour and may send you a warning)


To do this, highlight a group of profile links and right-click to display the following:

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When you click “Open Links” all the links SHOULD open in your Chrome browser.

Hint

If only 1 link opens, you will probably need to change one of the settings in your Chrome browser – see the Troubleshooting section below.

The Exclude Column

This column contains a formula which checks to see if you should not attempt to connect with the profile in Column C.

The possible reasons you should not send a connection request to someone on LinkedIn are:

  • That person is currently part of the CC (subscribed to the NBS) or has been in the past.
  • That person has been added to the Global Exclude list (perhaps because they asked not to be contacted or someone found them to be not at all aligned with the values of the CC).
  • You have added them to your personal Exclude list. This could include people you know well and you don’t want to accidentally send them a request to connect on LinkedIn.

You can click on the instructions in Cell A1 of your “To Exclude” sheet to find out how to exclude people (Globally or Personally).

If you see the word EXCLUDE appear in the “Exclude?” column, do not send them a connection request.

Important

Do not try to enter any data in the “Exclude?” column or you will overwrite the formula – you should get a warning if you do accidentally try to enter data here!

Triaging each profile

As you open and examine each LinkedIn profile

You will determine whether you want to send this person a request to connect on LinkedIn.

If so, you’ll press the “Connect” button as shown in the following screenshot:

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Hint

Before pressing the Connect button, highlight and copy their first name.

We use a Chrome Extension called TextBlaze to store commonly used “snippets” of text which can be quickly and easily pasted into the Connection request shown on the following screenshot.

TextBlaze is a very useful Chrome extension that can be used for many purposes. How to download and install TextBlaze is explained in the next topic.

One of the features of TextBlaze is {clipboard}. This takes the last thing you copied to the Clipboard and automatically puts it in the text (in this case, their first name).

After pressing the “Connect” button, the following screen will be displayed in LinkedIn

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After pressing “Add a note” the following screen will be displayed

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Date Connected Column

“Connection Requests” are automatically calculated in the “Daily Activity” sheet from the number of rows with that date in the Date Connect Colum.

So, either enter a date indicating that you sent a connection request or some other value such as ‘x’ or ‘n’ indicating that you chose not to send out a connection request.

Hint

When you double-click in column A, a calendar defaulting to today’s date will appear (see screenshot below).

This makes it very easy to click to enter a date.