---
title: "Step-by-Step Guide: Setting Up Kondo for Sell-by-Chat"
url: "https://library.sevenfigurecreators.com/3/the-sell-by-chat-playbook/108/step-by-step-guide-setting-up-kondo-for-sell-by-chat"
---


# 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.

![https://www.loom.com/share/d4bdfd2f7b0943e08685ac493426ce76](https://library.sevenfigurecreators.com/u/kondo-ZmFWto.gif) 

Click above image or [here](https://www.loom.com/share/d4bdfd2f7b0943e08685ac493426ce76) to watch product walkthrough from TryKondo.com Founder

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Sign up for a TryKondo.com account by downloading the chrome extension [**here**](https://chromewebstore.google.com/detail/kondo/kojhnafkiednagnljfgakalcbfbklbdk).


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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](https://library.sevenfigurecreators.com/3/the-sell-by-chat-playbook/110/sell-by-chat-roi-calculator).

#### **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.