1
Identity
2
Start point
3
Sources
4
Region
5
Assessment
6
Contact
7
Lemlist
8
Activate
Airtable ↗
Step 01 / 08
Campaign identity
Name and owner. The name appears in every Slack alert and Airtable view.
Campaign name *
Consultant *
Step 02 / 08
Start point
This choice determines how the rest of the form looks and which sources are available.
🏢
Company type
You know what type of company you want to reach. Apollo is the engine. Job boards are optional signal.
Apollo primary
📋
Vacancy type
You want to find companies currently hiring for a specific role. Job boards are the engine.
Job boards primary
🗄️
Database
Companies from Airtable that previously had a specific vacancy.
Phase 2
Step 03 / 08
Sources
Select which sources are active for this campaign.
Apollo — always on for company type
✓ If job boards are also on, they run first. Apollo then fills up to the target.
Target per day *
Industry filter optional
Empty = Apollo picks all in region/size. Filled = Apollo filters by sector before the qualifier.
Job boards as extra signal — optional
🏢
Indeed
Daily
💼
LinkedIn
Note: agencies
🇳🇱
Nat. Vacaturebank
Phase 2
Step 04 / 08
Region
All sources use the same region setting.
Multiple selections possible. Loaded from the Region table.
Loading regions…
Step 05 / 08
Assessment
From these settings the system automatically builds the AI qualifier prompt. You see it in step 8.
What is the ideal company?
💡 Describe as concretely as possible. This becomes the core of the AI prompt.
Target description *
Min. employees
Max. employees blank = no max
What do you always exclude?
🚫 Recruitment agency
🍽️ Hospitality
🏛️ Government
💻 Pure IT
💙 Non-profit
📚 Education
🏥 Healthcare
🛍️ Retail
All exclusions
Qualification threshold — what do you push to Lemlist?
High only
2+ open permanent vacancies.
Most precise
High + medium
Also relevant with few vacancies. Default.
Recommended
Everything except no
Includes borderline cases. More volume.
High volume
Step 06 / 08
Contact targeting
Who gets contacted and in what order? Drag to reorder.
Priority order
1
Hiring manager / department head
Free · vacancy text
2
HR manager / recruiter
Apollo · 1 credit
3
Director / GM
Apollo · 1 credit
4
Fallback: info@ / contact page
Free
If no contact found *
Enrichment
Apollo people search
1 credit · after free methods
Email finder
Name + domain → email
Email verification
Highly recommended — prevents bounces
Step 07 / 08
Lemlist
Link a Lemlist campaign (optional) and map the variables. {{vacancyOpener}} is your strongest personalisation variable.
Select campaign — optional, push happens in Plan 4
Loading Lemlist campaigns…
Variable mapping — ★ automatically filled by qualifier
VariableSourceExample
{{vacancyOpener}}Qualifier → Hardest vacancywork planner
{{vacancyLine}}Qualifier → Ready-made sentence"a work planner and machinist"
{{vacancySource}}Scraper → Vacancy sourceIndeed / your website / LinkedIn
{{firstName}}Lars
{{companyName}}VanderLinden
{{city}}Tilburg
{{consultantName}}Frank
{{openVacancies}}3
★ = automatically filled — not editable. Other fields are mapped by default.
Step 08 / 08
Activate campaign
Based on your settings — this is what will concretely happen when the campaign runs.
Scraping — what happens every run
Generated qualifier prompt — exact text to Claude
✓ Example forwarded lead
✗ Example rejected lead
Lemlist variables filled
Email template example
Full pipeline — step by step
Slack daily report — how it looks for the consultant
🎯
Campaign activated
Saved to Airtable as status = testing.
SalesOS picks it up at the next scheduled run.
Overview
Identity
Name
Consultant
Start point
Type
Sources
Primary
Target / freq
Region
Selection
Assessment
Target group
Exclusions
ThresholdHigh + medium
Contact
OrderHM → HR → Dir.
Email verifyOn
Why this step
Name and owner. The name appears in every Slack alert and Airtable view.