Ready-to-Use Templates

Import the pre-configured templates into Easyleadin with just one click and start organizing your LinkedIn connections instantly.

Popular Templates

Most popular templates to optimize your LinkedIn prospecting

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27 templates disponibles

Sales Pipeline

Sales Pipeline

Organize your leads through different stages of your sales funnel

LeadQualifiedMeeting ScheduledProposal Sent+3
Recruitment Process

Recruitment Process

Track candidates through your hiring process

SourcedContactedScreeningFirst Interview+4
Networking Categories

Networking Categories

Organize your professional network by relationship type

ColleagueMentorMenteeBusiness Partner+3
Industry Segments

Industry Segments

Categorize contacts by their industry or business sector

TechnologyFinanceHealthcareEducation+4
Engagement Level

Engagement Level

Track how engaged your connections are with your content and outreach

Very ActiveActiveOccasionalRare+1
Follow-up Schedule

Follow-up Schedule

Organize contacts by when you should follow up with them

TodayThis WeekNext WeekThis Month+2
Customer Journey

Customer Journey

Map your customers through their journey with your product or service

AwarenessConsiderationDecisionOnboarding+3
Event Networking

Event Networking

Organize connections made during professional events and conferences

SpeakerAttendeeSponsorOrganizer+2
Account-Based Marketing

Account-Based Marketing

Target and engage specific high-value accounts with personalized outreach

Target AccountDecision MakerInfluencerEngaged+4
Content Marketing Strategy

Content Marketing Strategy

Track content engagement and nurture leads based on content interactions

Blog ReaderWhitepaper DownloadWebinar AttendeeCase Study Interest+3
SDR Outreach Workflow

SDR Outreach Workflow

Streamline your sales development process with structured outreach stages

Research PhaseInitial ContactFollow-up 1Follow-up 2+6
Partner Program Management

Partner Program Management

Manage and categorize your partnership network for better collaboration

Prospect PartnerOnboardingActive PartnerStrategic Partner+4
Investor Relations

Investor Relations

Organize and manage your investor network and fundraising pipeline

Angel InvestorVC FundFamily OfficeStrategic Investor+6
Customer Success Management

Customer Success Management

Track and improve customer health, adoption, and satisfaction for better retention

OnboardingImplementationTrainingRegular Check-in+4
Social Selling Strategy

Social Selling Strategy

Build relationships and engage with prospects through social media platforms

Content EngagedComment InteractionMessage ReceivedConnection Request+4
Product Management Framework

Product Management Framework

Organize user feedback and feature requests to improve your product

Feature RequestBeta TesterFeedback ProviderPower User+4
Community Building Strategy

Community Building Strategy

Develop and nurture a thriving community around your brand or product

New MemberActive ContributorModeratorAmbassador+4
Agency Client Management

Agency Client Management

Manage client relationships and projects from prospecting to completion

ProspectProposal StageOnboardingActive Project+5
Startup Ecosystem Map

Startup Ecosystem Map

Map and leverage connections within your startup ecosystem

FounderInvestorMentorAccelerator+4
Influencer Marketing Strategy

Influencer Marketing Strategy

Identify and collaborate with influencers to amplify your brand

Micro InfluencerMacro InfluencerIndustry ExpertContent Creator+4
Freelance Project Management

Freelance Project Management

Track freelance projects from lead acquisition to completion and referrals

LeadProposal SentNegotiationContract Signed+5
Real Estate Pipeline

Real Estate Pipeline

Organize buyer and seller leads through your real estate transaction process

Buyer LeadSeller LeadProperty ViewingOffer Made+5
Education Network

Education Network

Categorize and manage relationships within educational institutions

StudentAlumniFacultyAdministrator+4
Nonprofit Donor Management

Nonprofit Donor Management

Segment and nurture donors and supporters for your nonprofit organization

First-time DonorRecurring DonorMajor DonorLapsed Donor+5
Healthcare Network

Healthcare Network

Organize contacts within the healthcare ecosystem for better collaboration

PatientPhysicianSpecialistAdministrator+4
Podcast Production Workflow

Podcast Production Workflow

Manage your podcast guest pipeline and production workflow

Potential GuestConfirmed GuestInterviewedEpisode Released+4
Event Planning & Management

Event Planning & Management

Coordinate speakers, sponsors, and attendees for successful events

SpeakerSponsorVendorAttendee+5

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Ready-to-Use Templates - Easyleadin