New to your Lusha trial? Follow our 5-step guide to boost sales prospecting with verified data, intent signals, and automation. Get 2-3x better response rates in one week!
You’ve just signed up for Lusha, and your trial is live—congratulations! Now, you’re probably wondering: What’s next? How do you turn your Lusha trial into a prospecting powerhouse that delivers results fast?
We get it. With over 1,400 sales professionals joining our recent expert webinar, the #1 question was clear: How do I start using Lusha to see immediate impact? The good news? You can see measurable improvements in your sales prospecting within one week by focusing on the right features in the right order.
This blog post lays out a proven 5-step framework, based on what our top-performing customers do in their first week with Lusha. Follow this guide, and you’ll be building better pipelines, connecting with high-fit prospects, and boosting response rates in no time. Let’s dive in!
Table of contents
- Quick setup checklist
- Step 1: Enrich your existing pipeline
- Step 2: Build targeted lists
- Step 3: Automate your lead flow
- Step 4: Launch personalized outreach
- Step 5: Scale and optimize
- Mistakes to avoid
- Expected results
- Success metrics
- Resources
- FAQs
Before you start: quick setup checklist
To get started fast, complete these setup steps:
- Install the Lusha Chrome Extension: This unlocks real-time data enrichment on platforms like LinkedIn.
- Connect your CRM: Lusha integrates seamlessly with Salesforce, HubSpot, and Pipedrive. Check our Help Center for a full list of supported CRMs.
- Define your ideal customer profile (ICP): Pinpoint company size, industry, and growth stage to focus your efforts.
- Explore Lusha Academy: Access free training resources at Lusha Academy to master key features.
Now, let’s get to the 5-step plan to make your first week with Lusha a success.
Step 1: enrich your existing pipeline with verified data
Timeline: Day 1 (30 minutes)
Goal: Clean and enhance your CRM contacts with accurate data.
Why it matters: Verified emails and phone numbers mean fewer bounces, better connect rates, and less time chasing dead ends.
What to do:
- Use the Lusha Chrome Extension to enrich your existing leads with verified emails and direct phone numbers while browsing LinkedIn or your CRM.
- Sync enriched data to your CRM (Salesforce, HubSpot, or Pipedrive) to update your pipeline instantly.
- Focus on contacts with Lusha’s green checkmark—our verification indicator for high-confidence data.
Why Lusha shines for sales prospecting:
- Industry-leading verification: Lusha’s proprietary system ensures emails and phone numbers are accurate, reducing bounce rates.
- Real-time updates: Get current job titles and roles, so you’re always reaching the right person.
- Direct mobile numbers: Connect faster with decision-makers, bypassing gatekeepers.
- Compliance-first: Lusha’s data adheres to global privacy regulations, with clear indicators for safe outreach.
What to expect:
- 60-80% of your prospects will have verified contact data.
- Immediate improvement in email deliverability.
- Higher phone connect rates thanks to verified mobile numbers.
Want to dive deeper? Check out our guide on Sales prospecting tools for 2026.
Step 2: build targeted lists with buyer intent
Timeline: Days 2-3 (45-90 minutes)
Goal: Create prospect lists based on real buying signals.
Why it matters: Intent data shows you who’s actively researching solutions, so you’re not just targeting companies that “look good” on paper.
What to do:
- Go to the Lusha prospecting platform and apply your ICP filters.
- Layer in Buyer Intent Signals like competitor research, tech adoption, or website visits.
- Add 50–100 high-potential prospects based on signal strength.
Lusha intent signals to prioritize:
- Website visits to your domain or competitor sites
- Hiring velocity in relevant departments
- Technology adoptions in complementary categories
- Funding events or leadership changes
Pro tip: Use Lusha’s intent scoring to focus on prospects with the strongest signals for faster wins.
What to expect:
- Prospect lists packed with high-fit leads showing clear buying signals.
- Better targeting efficiency compared to demographic-only lists.
- Outreach timed to align with prospects’ needs.
Step 3: automate your lead flow with Playlist Catalog
Timeline: Day 4 (20-30 minutes setup)
Goal: Get a daily stream of fresh, high-fit prospects.
Why it matters: Automation eliminates manual list-building, delivering qualified leads straight to your CRM every morning.
What to do:
- Navigate to the Playlist Catalog in your Lusha dashboard (under “Home”).
- Set your ICP criteria using advanced filters.
- Connect your CRM to let Lusha’s AI learn from your closed-won deals.
- Configure daily lead delivery to your CRM or sales engagement platform.
Why Lusha shines here:
- AI-driven lookalikes: Lusha analyzes your best customers to find similar prospects.
- Daily updates: Fresh leads every day, with real-time intent signals.
- Seamless integration: Syncs directly with your CRM or sales tools, no manual work needed.
What to expect:
- 10-20 fresh, qualified prospects delivered daily.
- Zero time spent on manual list-building.
- Consistent pipeline growth with minimal effort.
Advanced option: Explore Lusha’s API for custom workflows, like triggering actions based on intent thresholds. Learn more in our API Documentation.
Step 4: launch personalized outreach campaigns
Timeline: Days 5-7 (2-3 hours)
Goal: Test outreach with Lusha’s rich data for better engagement.
Why it matters: Contextual, signal-based messaging drives higher response rates than generic pitches.
What to do:
- Select 20 prospects from your Lusha-powered lists.
- Review their intent signals and verified contact data.
- Use Lusha’s company insights (e.g., funding, tech stack, team size) and technographic data for personalized messaging.
- Test outreach across multiple channels: email, phone, and LinkedIn.
- Track response rates to refine your approach.
Lusha data for more relevant messaging:
- Reference specific intent signals (e.g., “I noticed [Company] recently adopted [Technology]”).
- Mention company details like recent funding or team growth for relevance.
- Highlight job changes or new hires from Lusha’s real-time updates.
- Time your outreach based on signal freshness.
Message template framework:
“Hi [Name], I saw [Company] recently [Specific Intent Signal, e.g., explored solutions like ours]. Many companies at this stage are tackling [Relevant Challenge]. Curious—how are you approaching [Relevant Process] right now?”
What to expect:
- 2-3x higher response rates compared to generic outreach.
- More qualified conversations from precise targeting.
- Stronger message relevance thanks to contextual data.
Step 5: scale and optimize with automation
Timeline: Week 2 and beyond (ongoing)
Goal: Amplify your success with Lusha’s automation tools.
Why it matters: Automation lets you scale what works, saving time and boosting team efficiency.
What to do:
- Use Lusha Analytics to identify which intent signals drive the best results.
- Refine Playlist Catalog filters based on what’s working.
- Enable bulk enrichment to automatically enhance new CRM records.
- Share successful list configurations with your team for consistency.
- Explore API integrations for custom workflows, like intent-based alerts.
Why Lusha shines here:
- Bulk enrichment: Keep your entire CRM up-to-date effortlessly.
- Team collaboration: Share high-performing list setups across your sales team.
- Real-time intent alerts: Get notified when existing prospects show new buying signals.
- Custom API workflows: Build tailored automations for your unique process.
What to expect:
- Sustained pipeline quality with automated daily leads.
- Higher conversion rates from better-qualified prospects.
- Significant time savings by eliminating manual research.
- Improved team productivity with shared configurations.
Mistakes to avoid
Steer clear of these common pitfalls to maximize your results:
- Ignoring verification indicators: Always prioritize green checkmark contacts for reliable data.
- Building oversized lists: Start with 50-100 high-fit prospects for manageable outreach.
- Skipping CRM integration: Manual workflows negate Lusha’s automation benefits.
- Overlooking intent data: Signals are what set Lusha apart from basic contact databases.
- Using generic outreach: Personalization with Lusha’s rich data is key to engagement.
What results can you expect?
Week 1 wins:
- 80%+ of prospects with verified contact data.
- Intent-driven lists replacing demographic-only targeting.
- Personalized outreach referencing real business triggers.
- Automated daily prospect delivery via Playlist Catalog.
- 2-3x higher response rates with signal-based messaging.
Ongoing benefits:
- Consistent lead quality through automation.
- Faster deal cycles from better qualification.
- Reduced manual research time.
- Scalable processes for team-wide efficiency.
How to measure success
Track these metrics to gauge Lusha’s impact:
Data quality:
- Contact verification accuracy: Percentage of green checkmark contacts.
- Email deliverability: Improvement from verified addresses.
- Phone connect rates: Boost from verified mobile numbers.
Efficiency:
- Time saved: Hours reduced on prospect research.
- Prospects per hour: Leads identified via Playlist Catalog.
- Intent accuracy: How well signals predict engagement.
Business outcomes:
- Response rates: Improvement from intent-driven outreach.
- Meeting bookings: Increase from Lusha-sourced leads.
- Deal velocity: Faster cycles from better qualification.
- ROI: Compare Lusha’s cost to the value of new meetings and deals.
Benchmark: Most Lusha customers see positive ROI within 30 days by following this framework.
Resources to keep you moving
- Lusha Academy: Free courses on prospecting best practices.
- Help Center: Step-by-step setup guides.
- Customer Success Team: Reach out for personalized onboarding support.
- Lusha Integrations: Technical guides for CRM, MCP and Lusha API setups.
Maximize your Lusha trial today
Your Lusha trial is your chance to completely change how you prospect. Follow this 5-step framework, lean on Lusha’s verified data and intent signals, and you’ll be filling your pipeline with high-fit leads in no time. Ready to hit your numbers faster? Log into your Lusha dashboard and start with Step 1 today!
FAQ
Q: How fast can I see results with Lusha?
A: Most users see better data quality and 2-3x higher response rates within one week using this framework.
Q: What sets Lusha apart from other contact databases?
A: Lusha combines verified contact data with real-time intent signals and automated lead delivery via Playlist Catalog, plus seamless CRM integration.
Q: Which CRMs work with Lusha?
A: Lusha supports Salesforce, HubSpot, Pipedrive, and more. See the full list in our Help Center.
Q: How does Lusha’s intent data work?
A: Lusha tracks behavioral signals like website visits, tech adoptions, and hiring patterns to identify prospects actively researching solutions.
Q: Can I customize Lusha’s automation?
A: Yes, use API integrations to build custom workflows tailored to your process. Check out our API Documentation.
