Step-by-Step Guide: Setting Up Kondo for Sell-by-Chat #

This guide will help you configure Kondo to manage your Sell-by-Chat process based on its features and constraints, ensuring simplicity and efficiency.

Click above image or here to watch product walkthrough from TryKondo.com Founder

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1. Define Your Pipeline Stages #

Use Kondo's labels to create and manage the key pipeline stages for Sell-by-Chat:

• New Leads: Leads you plan to message for the first time.
• Awaiting Reply: Leads you've contacted but haven't responded yet.
• Replied: Leads who've replied but aren't yet qualified.
• Qualifying: Leads actively engaged in conversations to determine fit.
• Call Booked: Leads who've agreed to a call but haven't attended yet.
• Closed: Leads who've completed a call and are either converted or not.

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2. Customise Your Labels and Inboxes #

Create Labels for Pipeline Stages: #

• Use the L key in Kondo to assign a label to a conversation.
• Create these labels:
  • New Leads
  • Awaiting Reply
  • Replied
  • Qualifying
  • Call Booked
  • Closed

Organise Inboxes by Priority: #

• Move high-priority inboxes to the top of the list to ensure these conversations are processed first.

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3. Configure Daily Workflows with Kondo #

Outreach: #

Add New Leads:

• Use LinkedIn Sales Navigator to source leads based on your ICP. Note: Kondo only works with 1st-degree connections.
• Once a connection request is accepted, initiate first contact in LinkedIn and label the conversation as New Leads.

Track Progress:

• If a lead doesn't respond after 48 hours, move the conversation to Awaiting Reply and schedule a follow-up with H (reminder).

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Respond and Engage: #

Manage Replies:

• Navigate to the Replied inbox and process conversations.
• Use Enter to open a message and reply quickly.
• For leads showing interest, move them to the Qualifying inbox.

Take Notes:

• Use the note-taking feature (;) to document conversation context:
  • Last message direction (e.g., "Awaiting their response").
  • Next steps (e.g., "Follow up in 3 days").
  • Important details (e.g., "budget, timelines and key problems")
• Notes stick to the conversation and reappear for future context.

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Call Booking: #

Move to Call Booked:

• When a lead agrees to a call, label the conversation as Call Booked.
• Include call details in the notes (e.g., "Call scheduled for [date/time]").

Send Reminders:

• Use reminders (H) to nudge leads before the scheduled call.

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Closing Deals: #

Track Outcomes:

• After the call, label the conversation as Closed and include deal details:
  • Closed-Won: Include deal size (e.g., "$3,000").
  • Closed-Lost: Note why the deal didn't convert.

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4. Follow-Up System #

Automate Reminders: #

• Use the H key to set reminders for follow-ups at predefined intervals:
  • First follow-up: 2-3 days.
  • Second follow-up: 7 days.
  • Final follow-up: 14 days.

Revisit Key Inboxes Daily: #

• Prioritise inboxes based on pipeline stages:
  • Qualifying
  • Awaiting Reply
  • Replied

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5. Warm Signal Prioritisation #

When warm signals appear (e.g., profile views, post engagement, or connection requests), prioritise them immediately:

• Use tailored scripts stored in Kondo's canned responses called 'Snippets':

Example:

• Profile Views: "Hi [Name], noticed you checked out my profile—thanks for stopping by! Quick question—was it [topic A] or [topic B] that caught your attention?"

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6. Metrics and Tracking #

Kondo doesn't have built-in analytics, so you'll need to track key metrics manually in a simple spreadsheet. Luckily we built one for you here.

Pipeline Metrics: #

• New Leads Added
• Leads in Each Stage

Conversion Metrics: #

• Replies (%)
• Qualifying Conversations (%)
• Calls Booked (%)
• Deals Closed (%)

Revenue Metrics: #

• Weekly Revenue
• Cumulative Revenue

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Key Kondo Shortcuts for Sell-by-Chat #

Action	Shortcut	Description
Archive a message	E	Removes clutter from your inbox.
Remind later	H	Sets a reminder to revisit a conversation.
Label a conversation	L	Assigns a pipeline stage (e.g., Qualifying, Call Booked).
Mute irrelevant messages	M	Hides irrelevant conversations.
Write a reply	Enter	Opens a message and allows you to reply.
Add a note	;	Documents last message direction and next steps, sticking with the conversation.

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Why This Works #

1. Speed and Simplicity:
   • Kondo's shortcuts and custom labels streamline navigation and follow-ups.
2. Full Pipeline Visibility:
   • Separate inboxes for each pipeline stage ensure no lead is overlooked, but remember that Kondo works with 1st-degree connections only. Be sure to check LinkedIn for pending connection requests and manage pre-connection outreach separately.
3. Context Clarity:
   • Notes and reminders provide the necessary context for all conversations.

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This setup is a lightweight, simple system for managing Sell-by-Chat with LinkedIn and Kondo.