CRM & Sales

Hire a LinkedIn Sales Navigator specialist to work inside your account

You already know what LinkedIn Sales Navigator can do. The gap is having someone who logs in regularly, keeps your lists clean, routes leads to your CRM, and actually uses the tool the way it was designed to be used. Trusty Oak fractional specialists work inside your Sales Navigator account on a set monthly budget, handling the prospecting infrastructure so your sales team can focus on conversations. This is not a managed service or an agency. It is a specialist embedded in your workflow, working in your account, under your direction.

What our team does with LinkedIn Sales Navigator

Concrete work our fractional specialists take on inside your LinkedIn Sales Navigator account. No vague promises.

Build and segment Lead and Account Lists

We use Sales Navigator's advanced search filters, including seniority, function, headcount growth, and technology used, to build targeted Lead Lists and Account Lists aligned to your ICP. Each list is named, tagged, and organized so your team can act on it without interpretation. We document the filter logic so lists can be rebuilt or refreshed as your targeting evolves.

Set up and manage Smart Links for outreach tracking

We create Smart Links for your sales collateral, pitch decks, and case studies, and embed them in outreach sequences so you can see exactly who engaged and when. Viewer data is logged and routed to your CRM or shared in a weekly summary. This replaces generic link tracking with prospect-level insight tied directly to named accounts.

Maintain lead hygiene and remove stale or duplicate entries

Lead Lists degrade over time as contacts change roles, companies, or become irrelevant to your current pipeline. We run regular audits to remove dead leads, flag job-change alerts on key accounts, and update list membership based on current criteria. Clean lists mean your sales team is not wasting calls on outdated contacts.

Map account hierarchies and identify buying committee members

For enterprise or complex B2B sales, we use Account Lists to map the full buying committee inside target companies, identifying economic buyers, champions, and blockers by title and function. We tag these relationships in Sales Navigator and document them in your CRM so reps have full account context before they reach out. This work is done account by account, not in bulk.

Sync Sales Navigator data to your CRM

We configure and maintain the native Sales Navigator integration with Salesforce or HubSpot, ensuring that InMail activity, lead saves, and account updates flow into the correct CRM records. Where native sync is limited, we use tools like Zapier or Make to bridge the gap and log activity to the right contact or deal. We document the sync logic and flag any records that fall outside the mapping rules.

Audit an existing Sales Navigator setup and rebuild what is not working

If you have an existing Sales Navigator seat that has not been used consistently, we start with an audit of your current Lead Lists, Account Lists, saved searches, and CRM integration status. We identify what is outdated, what is missing, and what is misconfigured, then rebuild the setup around your current sales priorities. You receive a written summary of what we found and what we changed.

How Trusty Oak supports LinkedIn Sales Navigator workflows

How the LinkedIn Sales Navigator handoff works

During onboarding, your Client Success Manager schedules a setup call to audit your current Sales Navigator configuration, including your existing Lead Lists, Account Lists, saved searches, CRM integration status, and seat usage history. From that audit, we build a Strategic Delegation Plan that prioritizes the highest-impact work first, whether that is rebuilding your list structure, configuring CRM sync, or setting up a consistent weekly prospecting workflow. Your specialist works inside your own Sales Navigator account using access you control, and documents every list, saved search, and integration they build so nothing is locked in someone else's head. You review and approve new workflows before they go live, and your Client Success Manager is available throughout the engagement to adjust priorities as your sales motion changes.

Common LinkedIn Sales Navigator workflows we build

A few of the most common workflows our team has deployed with LinkedIn Sales Navigator.

ICP search build, Lead List creation, CRM import

We run a filtered Sales Navigator search based on your ICP criteria, save the results to a named Lead List, and export or sync matched contacts into your CRM as new leads or contacts with source attribution. This gives your sales team a clean, actionable list without manual prospecting.

Job change alert, re-engagement flag, rep notification

We monitor saved leads for job change alerts inside Sales Navigator, flag contacts who have moved to target accounts or new roles, and notify the assigned rep via Slack or CRM task. Former champions who land at new companies are among the highest-converting outreach targets, and this workflow makes sure none of them slip through.

New account saved, buying committee mapped, CRM account updated

When a new target account is added to Sales Navigator, we identify the relevant contacts by function and seniority, save them to the account's Lead List, and update the corresponding CRM account record with key stakeholder details. Reps enter discovery calls with a full picture of who is in the room.

InMail reply, lead status updated, follow-up task created

We monitor InMail threads on active outreach campaigns, update lead status in Sales Navigator when a reply is received, and create a follow-up task in your CRM assigned to the rep. This closes the loop between Sales Navigator activity and your pipeline without relying on reps to manually log their own activity.

Weekly lead list refresh, stale leads removed, new matches added

We run a weekly maintenance pass on your active Lead Lists, removing contacts who no longer match your ICP filters or have gone cold, and adding new matches from saved searches. This keeps your working lists under 500 contacts and ensures the data your team is calling on reflects your current targeting, not last quarter's.

What LinkedIn Sales Navigator support costs

Drag the sliders to build a monthly plan that fits your workload.

Executive Assistants

~$35/hour

10 hours $350

Specialists

~$50/hour

20 hours $1,000

Fractional Executives

~$95/hour

0 hours $0

Your monthly budget

$1,350

Starting at $1,000/month. One-time $300 onboarding fee includes your Strategic Delegation Plan.

Book a Discovery Call

Frequently asked questions

Do you need admin access to our LinkedIn Sales Navigator account?

We work inside your account using a seat you control. For most engagements, you either add us as a user on your Sales Navigator Team or Enterprise license, or share access via a dedicated login you create. We do not require admin-level permissions unless we are managing user seats or configuring the CRM integration, and we document exactly what access we use and why.

Is this a one-time project or ongoing support?

Most Sales Navigator engagements are ongoing because the value comes from consistent list maintenance, weekly prospecting work, and keeping your CRM sync clean over time. Trusty Oak engagements start with a 3-month commitment, then convert to month-to-month. If you have a specific one-time project like an audit or a list build, we can scope that within your monthly budget, but the platform works best when a specialist is in your account regularly.

Our team barely uses Sales Navigator right now. Is it worth outsourcing before we have a process?

This is actually one of the most common situations we work with. If your team has a seat but no consistent process, we start by building the infrastructure: clean lists, a working CRM integration, and a repeatable weekly workflow your reps can actually follow. The specialist work creates the process, not the other way around.

How does Sales Navigator support compare to just hiring a full-time SDR?

A fractional specialist handles the prospecting infrastructure inside Sales Navigator, including list building, CRM sync, and lead hygiene, but does not make calls or send outreach on your behalf. If you need someone to own the full top-of-funnel motion including outreach and follow-up, you may also need an SDR. Many clients use a Trusty Oak specialist to support an existing SDR or sales team by handling the research and data work so reps spend more time in conversations.

What does Sales Navigator support cost through Trusty Oak?

Specialist work is billed at $50 per hour against your monthly Talent Budget, which starts at $1,000 per month. There is a one-time $300 onboarding fee that covers your Strategic Delegation Plan and initial account audit. Unused hours roll over each month, so if your workload is lighter in a given month, you do not lose what you paid for.

Get an audit of your Sales Navigator setup

Book a discovery call and we will review your current Sales Navigator configuration, identify what is not working, and outline a prioritized plan for what a specialist would tackle first. You will leave the call with a clear picture of what outsourcing this work actually looks like.