In this tutorial, Joe Apfelbaum demonstrates a systematic process for updating his advanced Social Selling Connections Dashboard using LinkedIn data. He begins by filtering his connections for a specific month (January 2019) and a specific day (January 1st), then iterates through each contact to verify identity, extract key profile details, and record them in a spreadsheet. For each person he captures: the LinkedIn profile URL, email address, geographic location, number of connections/followers, premium status (identified via the gold icon), and any existing message URL. He notes handling of edge cases such as missing emails, unavailable follower counts, and inactive accounts (marked as N/A). The workflow emphasizes speed—approximately 30 seconds per contact—allowing him to process 24 contacts in under 20 minutes. Throughout, he shares practical tips for copying/pasting data efficiently, using admin‑added regional contacts, and recognizing premium accounts. The video serves as a practical guide for sales professionals seeking to organize and enrich their LinkedIn connection data for targeted outreach.
Chapters
So this is my connections dashboard, my social selling connections dashboard. It's my advanced version of the connections dashboard. As you can see, I filtered the connections dashboard for 2 things. Number one is I filtered it for January 2019. I clicked here, press clear, and then checked off January 2019, 1/2019. And I also filtered it for January 1st, 2019, which is a specific day in January. I could also filter it for the 2nd instead of the 1st. And you'll see all the people that I connected with on January 2nd. So we're going to go back to the 1st, uncheck that, press OK. And now these are the people that are in January and January 1st specifically. And what I'm going to do here is I'm going to put it side by side with a— with the LinkedIn window here. And what I want to do is first of all identify, do I know this person, yes or no, recognize, right? And once I do that, then I want to find their email address on LinkedIn. So I just search for them on LinkedIn. Make sure that it's this person here. Let's see if this is the person. Yep, matches the company. You see Cordia Dance Club. I click on contact info. You see I connected on January 1st. This is the person. I'm going to copy their email and I'm going to paste it right in here. You see that? In addition to their email, I also want to capture where they're located. So their location is Montreal, which is great because I'm going to be in Montreal. So I want to send this person letting them know that I'm going to be in Montreal. So I'm going to see all the people that are in Montreal. As you can see, Montreal. Then how many connections do they have? How many followers do they have? Okay, this is actually connections, not followers. So I'll cut this out and put this here. How many followers? How can you tell the followers? So you could either look here, 500+. I want an exact number. So I'm going to go down here, see if I can see the followers. Obviously this person is not active, so they don't really have followers. So I'm just going to write N/A because I don't know how many followers they have. Are they premium? No, they are not premium. So I'm going to write they're not premium on the premium column. And then of course I'm going to put the profile URL here so I can quickly access the profile. If I've messaged this person in the past, then I can go to the messaging and actually put a message URL over here. Okay, so this is person number 1. I'm going to go to the second person here. Dave Burns, see right here, president and CEO. Copy his LinkedIn URL, go here, paste his LinkedIn URL. He's located in Salt Lake City, Utah, so I'm going to copy Salt Lake City, Utah, paste it right over there. Followers, how many followers do you have? I can't tell how many followers he has. He has 500+ connections. I'm going to write N/A. Okay, is he a premium? No, because he has no gold icon, so I can tell he does not have premium. What is his email address? Let me quickly find it. I click on see contact info and his email address shows up right over here. Perfect. Okay, next, Alex. I copy Alex's information. All right, I see this is Alex. I click on see contact info. I see he does not have an email. Oh, he does have an email right over here. You see that? He has an email right there. Perfect. His birthday is December 17th, which is nice. And I go over here and I look up his thing. I paste it in here. I see he's located in Beverly Hills, California. Copy that, paste it in here. He does not have premium. How many followers does he have? It looks like he has 14,453 followers. Okay, great. That's what I'm after. I want to know people that have over 10,000 followers, and that's a quick way for me to do that. Okay, here you go. Avi Ratner. Again, Avi Ratner. Copy his email, paste it in here, then go here. Capture his LinkedIn URL, paste it in here. His location, Los Angeles, paste it in here. Make sure there's no spaces under. How many followers? He has 4,611. See that? 4,611. He does not have premium. Okay, moving on. Mark. That took me about 30 seconds. It takes about 30 seconds per human being. That's how long it takes if you're working out. It takes you about 30 seconds for each person. So put his email in over here. Capture this up over here. Copy this URL. Get a San Diego. That's great. Okay, how many followers? He has 5,691 and he does not have premium. Okay, no to premium. Moving on, Bobby. All right, Bobby, let's capture his email real quick. 1,714 followers, no premium. You see that? 17, 14. And he's in greater Atlanta area. All right. And he does not have premium. All right, moving on. Next person, Eddie Haddad. Eddie Haddad, Eddie Haddad also does not have premium. Eddie Haddad, I can't see how many followers he has. This is his URL, also San Diego. I could just drag this down if I find another San Diego in here, you see. He has 500 plus but he has no activity so he's not an active person so I'll just write N/A. Grab his email from here. Here's an iCloud email. Now the reason why this, this one is not highlighted and this one is highlighted is because over there I double-clicked and pasted it. Over here I just pasted it, the HTML. Okay, can't tell, but this is no and no. All right, we Moving on, Mark. Go in here, click on his name, otherwise it creates search, it's an extra step. Okay, grab his email, paste it in here, grab his LinkedIn URL from up here, paste it in here, Houston, Texas, paste it in here, how many followers? 4,970 followers and no— what should we call them? All right, here we go. 1,492. This person has 1,492. You see? 1,492 and yes, premium. Finally, we found someone with premium. As you can see right here, it's premium. Copy his LinkedIn URL and paste that there. Paste his LinkedIn URL in here, right? He's from San Diego. I could just copy San Diego from here and paste San Diego here. You see? And yes, premium. Moving on, Larry. See, Larry, Larry's also from San Diego, looks like. A lot of San Diegans. Let's paste this here. Why do you think there's a lot of people in San Diego? Because I was visiting San Diego right around then and I asked my admin to add people from San Diego. You just drag this down like that. You see 4,497 people, no premium with this guy. All right, moving on. Larry, Darren, Tampa, Florida. Copy LinkedIn URL. How many followers? 12, 1236, 1236 followers, 1236 followers. Okay, Kevin, Kevin, Brooklyn, New York. You see, let's grab his email. How many followers do you have? You see, I can't see his followers. He's 500 plus but no followers because he's not active. You see, he's right. N.A. Brooklyn. New York. His email goes here and moving on. Drew, he's in Greater San Diego. You see that? You can copy and paste from here. How many followers? No followers, N/A. LA. No. You see that? Greater Atlanta and followers are 2,147. Is he a premium? No premium. Okay, grab his email. I missed the last person's email, so I'm going to go back and grab that person's email. Go back, back, grab this person's email. All right, let's take this person now, grab his email. What else we need? We need this. Does not have that. Greater New York City area. The first person in Greater New York City, believe it or not. Don't see any followers, we're just going to do an N/A here. He does not have premium. Next. This person I already have. This person, Adam. Let's grab his email. He's based in San Diego. He's based in San Diego. Paste this, copy this, paste it here. Any followers? No followers. Let me go back to the previous person here. Max, I'm going to go to Max real quick. This is in New York, New York. New York, New York. How many followers? 4432. It's important to dictate how many followers people have. And he has premium, yes. I'm saying yes to this, no to this. Okay, great. And if I want to go back to someone's profile, I can quickly click on it like that, you see? Yeah, premium, no. You see? Okay, moving on. Next. Let's see this guy right over here, San Diego, copy his LinkedIn URL, his followers 11,115, 11,115, no premium, oh yeah premium, and his email. Email is— and we're going to paste media. We got a couple more. Let's see, Drew. Let's see who Drew is. Oh, Canada. How many? 5658. 5, 6, 5, 8. Does he have premium? No premium. And his email is, this Canadian's email is none other than Drew. And Patty. Well, we could first get their email, paste it here, then get their LinkedIn URL, paste it here, then get their city and state, paste it here, and then get their Um, did they count? If they have the count, NA. No. Okay. We got 4 more to go. 4 more to go and we're done. Done for this day. Prague. Content producer in Prague. Not in the US. Czech Republic. And this person has 7,702 and they are not premium. Not premium. Where is this guy located? He's located in Beverly Hills. Did we have a Beverly Hills here? Yeah, we did. Beverly Hills. And does he have followers? Yep, 12,895. Okay, put a comma there. So LinkedIn has it with commas. All right, we got 2 left, 2 left and we're done with the day, 2 left. Let's see, copy this, put it here, copy this, put it here. All right, let's see, Vista, California. Any followers? 8,632. Premium? Yes. What's going on here? It's frozen. Yes, premium. Grab his email real quick and we are basically done. Freezing up. Go back to this previous person here, Reeve, and grab Reeve's email. This guy also has premium. The way I can see he has premium is by the gold icon here, you see? Located Marina Del Rey, California. Try again. It doesn't work there, just paste it like that. I don't know why it's not coming out here. I don't know why it's not coming out. It's so strange. Maybe it's the color. Let me see. Color, reset. Something happened when I pasted this and knocked that down. Okay, good. $10,740. All right, and he, yes, has premium. So that's it, that's how you do it. In under 20 minutes, we did how many people? Let's see, 24 people. So it takes just under a minute per person, and that's what it is. Thank you very much for watching.
