How It Works

From search results to meaningful conversations.

A simple workflow for turning Sales Navigator searches into qualified prospect lists and engagement opportunities.

01

Define your ICPs

Create audience profiles with the job titles, company criteria, priorities, and custom signals that matter to you.

02

Run your Sales Navigator search

Use your normal search workflow. CollingridgePT works in the browser as contacts appear.

03

AI reviews every prospect

Each contact is assessed against your ICPs and assigned a match score.

04

Prospects are categorised

Suitable contacts are added to the right list and borderline contacts stay visible for review.

05

Monitor activity

Engage tracks posts, comments, and signals that indicate the right time to reconnect.

06

Engage with context

Review suggested angles and start conversations with better timing and relevance.