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How do I create my first search?
How do I create my first search?
Updated over a week ago

Thank you for joining White Label Suite! As a new user, we understand you may need some guidance. We're here to help, and this article will walk you through the basic setup steps to create your first search using our AI-first lead generation and prospecting tool.

Overview

Our platform is a powerful tool that offers various features and options to help you achieve your business goals. Whether you want to generate leads, expand your network, or gain valuable insights, our platform has you covered. This guide will focus on the steps needed to start quickly and efficiently.

Creating Your First Search in White Label Suite

This how-to guide will focus on creating your first search using the leads tool. This tool allows you to search for potential leads by applying various filters, such as location, industry, etc. Follow the basic setup instructions below to get started.

๐Ÿ’กPro Tip
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Focus your searches based on your Ideal Customer Profile [ICP]

When searching, it's important to remember that it is most effective when you know your ideal customer - this means you've taken the time to create an ideal customer profile [ICP].

To learn more about this process, check out this resource HERE

Product Tour

CLICK HERE to view how to create a search from within the software.

Basic Setup Instructions

All you need to get started is to follow these simple steps:

Step 1

Step 2

Choose which Search Type you would like to start with.

There are three Search Types:

People Search

Find professionals based on their roles or keywords using data from their LinkedIn profiles and the information found on the website provided in their bio.

  • Strategy:

    • Search for roles or specific keywords in LinkedIn profiles, e.g., "BDM" in Chicago.

    • Results will provide details such as the individual's name, title, company, and email (if available).

    • Users can also directly connect with these individuals on LinkedIn via the platform.

๐Ÿ’กCredit Usage

The People Search has a multi-tier credit usage system to ensure maximum results.

Tier 1 - No Credit Used: After entering your search criteria, adding Advanced filters (optional), and clicking "Continue," the initial search results are produced and provide a pool of prospects to choose from.

Tier 2 - One Credit Used: Once you've decided which prospects you'd like to add to your List, you must check each and click "Add to list." If we can verify the data, it will return basic data like email, socials, and phone numbers.

Tier 3 - Two Credits Used: This last tier further "enriches" the prospect and requires a selection of one or more to start the process and produce additional data like their education, job history, skills, and more.

Company Search

Target businesses by specific industries or vertical niches within chosen locations.

  • Strategy:

    • Start with a Local Campaign (ensure familiarity with the "create a campaign" process).

    • Input the specific industry, business type, or niche you want to target.

    • Set the desired location for the search, e.g., North Carolina

    • Optimize results by searching at the suburb level.

Domain Search

Focus on searching for employees from a specific company.

  • Strategy:

    • Begin with a Domain Search campaign.

    • Input the name of the desired company, e.g., Tesla or USPS.

    • The system will then collect the contact details of employees from that specific company, though not every company might display email addresses.

Want To Send Contacts To Your CRM?

How to send contacts to your HighLevel CRM

Exploring More Advanced Features

Now that you have created your first search, you can explore the platform and all its features. Remember that this is just the beginning - there are many other advanced features and tools to discover as you continue to use our platform.

We're Here to Help

We hope this guide helped you get started quickly and efficiently. However, if you need further assistance, don't hesitate to contact our customer support team. They are available to help you with any questions or concerns.

Thank you for choosing White Label Suite, and happy searching!


๐Ÿ’ก Tip

Need more guidance? Get more support from our Community.

Find answers and get help from our team and the White Label Suite Community.


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