First Use Case Walkthrough

Last updated: December 23, 2025

This guide will walk you through your first full use case on FINNY: finding your ideal prospects, launching a campaign, and tracking results. By the end, you’ll see how FINNY helps you grow organically with targeted, personalized outreach.

Step 1: Review Your Feed

  • Go to your Feed (For You page).

  • Here you’ll see a personalized stream of prospects ranked by F-score (likelihood of conversion).

  • Action items:

    • Browse through the feed.

    • Save 10–15 high-scoring prospects into a new list (e.g. “Retirees in Manhattan”).

    • Remove any irrelevant matches with ❌.

Step 2: Create Your First Campaign

  1. Go to Campaign Center → Create Campaign.

  2. Define your campaign:

    • Name: “Local Retiree Outreach”

    • Goal: Introduce yourself as a local advisor and offer a free retirement planning session.

    • Add proof points: e.g., awards, blogs, or credibility boosters.

    • Set sending limit (start with 30 emails/day).

    • Important Campaign Timing Considerations:

      • Daily Limits: FINNY limits sending to 100 emails and 20 LinkedIn messages per day to protect your account health

      • Weekend Scheduling: Campaigns created on Fridays don't begin until the following Monday

      • Campaign Duration: Ensure your end date allows sufficient time for all messages to send based on daily limits and message spacing

      • Time Buffer: For time-sensitive campaigns (like webinar invitations), start at least 1-2 weeks before your event date

  3. Select your audience:

    • Choose the list you just created (“Retirees in Manhattan”).

    • Exclude unsubscribed or previously contacted prospects.

  4. Design your sequence:

    • Auto-generate content or paste your own.

    • Lock key messaging (e.g., your intro) while allowing personalization around demographics or life events.

    • Add 1–2 follow-ups spaced 3–5 days apart, ensuring your campaign end date allows enough time for all messages to send based on your daily limits

  5. Preview messages → Launch.

Step 3: Monitor Results

  • Once live, open Campaign Center → Analytics.

  • Track:

    • Open rates 📩

    • Response rates 💬

    • Link clicks 🔗 (e.g., Calendly or event invites)

  • FINNY automatically stops sending to prospects who reply, keeping outreach natural and compliant.

Step 4: Manage Prospects

  • Open the My Prospects tab.

  • Check which contacts engaged.

  • Update statuses (e.g., Contacted, Meeting Booked).

  • Add notes for context before follow-up calls.

✅ End Result: In under 30 minutes, you’ve gone from seeing your first curated list of prospects → running a campaign → tracking real engagement.