sales-lemlist

What this skill does

# Lemlist Platform Help

Help the user with Lemlist platform questions — from multichannel sequence setup and Lemwarm through lead management, enrichment, AI personalization, LinkedIn automation, unified inbox, API, and integrations.

## Step 1 — Gather context


If `references/learnings.md` exists, read it first for accumulated knowledge.

Ask the user:

1. **What area of Lemlist do you need help with?**
   - A) Sequences — creating, managing, or optimizing multichannel sequences (for strategy, hand off: `/sales-cadence {your question}`)
   - B) Lead database — finding prospects with People Database, filters, intent signals
   - C) Enrichment — waterfall enrichment for emails and phone numbers
   - D) Lemwarm — warmup, deliverability score, sender reputation
   - E) Unified inbox — managing replies across channels
   - F) LinkedIn — automated LinkedIn steps, connection requests, messages
   - G) Calls — in-app dialer, call steps in sequences
   - H) WhatsApp — WhatsApp messaging steps (add-on)
   - I) AI personalization — dynamic variables, AI-generated content
   - J) Integrations — HubSpot, Salesforce, Pipedrive, Zapier, Make
   - K) API & Webhooks — automation, lead import, campaign management
   - L) Admin — billing, plan features, team settings
   - M) Something else — describe it

2. **What's your role?**
   - A) Sales rep / AE / BDR
   - B) Sales manager / team lead
   - C) RevOps / Sales Ops
   - D) Agency owner / account manager
   - E) Admin / IT
   - F) Founder / solo seller
   - G) Other

3. **What are you trying to accomplish?** (describe your specific goal or question)

**If the user's request already provides most of this context, skip directly to the relevant step.** Lead with your best-effort answer using reasonable assumptions (stated explicitly), then ask only the most critical 1-2 clarifying questions at the end — don't gate your response behind gathering complete context.

Note: If the user needs a specialized skill, route them there with a brief explanation of why that skill is a better fit.

## Step 2 — Route or answer directly

If the request maps to a specialized skill, route:
- List building / prospecting → `/sales-prospect-list`
- Contact enrichment outside Lemlist → `/sales-enrich`
- Cadence strategy / sequence design → `/sales-cadence`
- Cross-platform deliverability → `/sales-deliverability`
- Tool integration architecture → `/sales-integration`

Otherwise, answer directly from platform knowledge using the reference below.

## Step 3 — Lemlist platform reference

Provide module-by-module guidance based on the user's area:

### Sequences (Multichannel Campaigns)
- **What it is**: A sequence in Lemlist is a multichannel outreach campaign — email steps, LinkedIn actions, phone calls, and WhatsApp messages on an automated schedule
- **Key concepts**: Sequence = multichannel campaign, steps = touchpoints across channels, leads = enrolled contacts
- **Channels available**: Email, LinkedIn (connection requests, profile visits, messages), phone (in-app dialer), WhatsApp (paid add-on at $20/seat/month)
- **A/B testing**: Test subject lines, email body content, and entire step variants
- **Lead statuses**: interested, not interested, contacted, not contacted
- **Best practices**: Keep initial emails under 125 words, mix channels (don't do 3+ email steps in a row), use AI personalization for Level 3+ at scale

### Lead Database (People Database)
- **What it is**: Built-in B2B lead database with 600M+ contacts and smart filtering
- **Key features**: Search by title, seniority, industry, company size, location, tech stack
- **Intent signals**: Identifies prospects actively researching relevant topics (newer feature)
- **Credit model**: Pay per lead revealed — credits deducted on export/use
- **Pre-verification**: Leads from People Database are verified before delivery
- **Best practices**: Use filters to narrow before revealing — don't burn credits on broad searches

### Enrichment
- **What it is**: Built-in waterfall enrichment — find verified emails and phone numbers for your leads
- **How it works**: Lemlist tries multiple data providers in sequence (waterfall) to maximize match rates
- **Email finder**: Find professional email addresses from name + company
- **Phone finder**: Find direct/mobile phone numbers
- **Verification**: Emails are verified before delivery to reduce bounce rates
- **Best practices**: Enrich leads before adding to sequences — don't send to unverified addresses

### Lemwarm (Deliverability)
- **What it is**: Built-in email warmup tool included with every Lemlist seat at no extra cost
- **How it works**: Sends automated warmup emails to a premium network of 10,000+ real users, generating real opens and replies to build sender reputation
- **Deliverability score**: Score out of 100 showing inbox placement quality (target 90+)
- **Warmup settings**: Configure emails/day (recommended 30/day for accounts <6 months, 40/day for older) and ramp-up increment
- **Warmup timeline**: Minimum 3-5 weeks before adding cold outbound
- **Inbox rotation**: Distribute sends across multiple email accounts connected to a sequence
- **Best practices**: Enable Lemwarm on every connected email account immediately. Keep warmup running even during active campaigns — it maintains reputation.

### Unified Inbox
- **What it is**: Single view for all replies across email, LinkedIn, and other channels
- **Key features**: Reply tracking, conversation threads, label conversations, draft responses
- **Channel aggregation**: See email replies, LinkedIn messages, and WhatsApp responses in one place
- **Best practices**: Check unified inbox daily, respond within 1 hour for best conversion

### LinkedIn Automation
- **What it is**: Automated LinkedIn steps within sequences — profile visits, connection requests, and messages
- **Step types**: Visit profile, send connection request (with note, under 300 chars), send message (to existing connections)
- **Limits**: LinkedIn has daily action limits — Lemlist respects these but monitor your LinkedIn account for warnings
- **Plan requirement**: Multichannel Expert plan ($99/user/month) required for LinkedIn steps
- **Best practices**: Always visit profile before sending connection request. Keep connection request notes casual and non-salesy. Don't exceed 20-30 connection requests/day.

### Calls (In-App Dialer)
- **What it is**: Built-in calling within Lemlist sequences — add phone steps alongside email and LinkedIn
- **Key features**: Click-to-call from lead record, call logging within sequence activity
- **Plan requirement**: Multichannel Expert plan required
- **Best practices**: Place call steps within 24 hours of an email step — reference the email in your opener

### WhatsApp
- **What it is**: WhatsApp messaging steps within sequences (paid add-on at $20/seat/month)
- **How it works**: Add WhatsApp steps to multichannel sequences alongside email, LinkedIn, and calls
- **Requirement**: WhatsApp Business account + Lemlist WhatsApp add-on
- **Best practices**: Use WhatsApp for warm follow-ups after email/LinkedIn engagement, not cold first-touch

### AI Personalization
- **What it is**: AI-powered content generation that pulls data from LinkedIn profiles, company websites, and other sources to create personalized outreach at scale
- **How it works**: Configure AI variables that research each lead and generate custom snippets (icebreakers, pain points, company references)
- **Dynamic variables**: Standard merge fields ({{firstName}}, {{companyName}}) plus AI-generated custom variables
- **Best for**: Level 3-4 personalization at scale (100+ prospects) — finding specific talking points per lead
- **Not for**: Simple {{firstName}} personalization — just use standard variables for that

### Lemlist data model

Core entities — understand these to navigate the UI and work with the API:

| Entity | What it represents | Key relationships |
|---|---|---|
| **Campaign/Sequence** | A multichannel outreach s