UX Flow 1
Lead Sourcing — LinkedIn Search to Lead List
01
Login
Internal Google SSO. Fleet Studio email only.
02
New Search
Click "New Search" from the leads dashboard.
03
Set Filters
Keyword (name or job scope) · company (opt) · location (opt)
04
Run Search
Unipile LinkedIn search returns up to 100 profiles per query.
Unipile
05
Select Profiles
Tick boxes on the results table. Bulk-select all.
06
Tag & Save
Apply one or more tags (e.g. wally-q2, sebi-broker) → leads saved to the database. Status: sourced.
Search form — fields
Keyword required e.g. "compliance officer", "John Smith"
Current company optional e.g. "HDFC Bank"
Location optional e.g. "Mumbai", "India"
Run Search
UX Flow 2
Lead Enrichment — Name + Company to Email + LinkedIn URL
01
Filter by Tag
From dashboard, filter leads by one or more tags. Or paste a single lead, or upload CSV (≤500 rows).
02
Select Leads
Tick rows or "select all". Daily quota counter visible at top.
03
Click Enrich
Triggers waterfall: Apollo → Icypeas → Unipile.
Apollo Icypeas Unipile
04
Apollo finds email
Looks up email by name + company. 1 credit per match.
05
Icypeas verifies
Validates deliverability. Marks status: verified / risky / not found.
06
Export CSV
Download enriched list. Hand off manually to Brevo / Wally workflow.
Enrichment input — per lead
Full name required e.g. "Priya Sharma"
Company name required e.g. "ICICI Securities"
Designation optional e.g. "VP Compliance" — improves match accuracy
Enrich Selected (47)
Output — per lead
Verified email e.g. "priya.sharma@icicisecurities.com"
LinkedIn URL e.g. "linkedin.com/in/priyasharma"
Status verified / risky / not found
Source which provider returned the result (Apollo / Unipile)
Scope boundaries
In Scope and Out of Scope
In Scope · v2 MVP ships
What the user can do on day 1
- Login via internal Google SSO (Fleet Studio domain only)
- Run a LinkedIn search with keyword + optional company + optional location
- Pick profiles from search results, apply tags, and save to the leads database
- Add leads manually by pasting one lead or uploading a small CSV (≤500 rows), with tags applied at upload
- Tag leads with one or more labels (e.g. wally-q2, sebi-broker, fsa-workshop) — a lead can have multiple tags
- Filter the leads dashboard by tag to view, enrich, or export any subset
- Enrich leads — get verified email + LinkedIn URL from name + company
- See enrichment status per lead (verified / risky / not found) and which provider returned it
- Export filtered leads to CSV for handoff to Brevo, Wally workflow, or any downstream tool
- See daily quota usage for Apollo + Icypeas + Unipile in the header
Out of Scope · v2 MVP does not include
Saved for the customer-funded build
- Workflow / orchestration engine — no automated multi-step pipelines
- ICP scoring — no rule engine for ranking leads
- LLM personalisation — no message generation
- Outreach sending — neither email nor LinkedIn invites are sent from this tool
- Inbox sync / reply detection — no Unipile inbox features
- CRM connectors — no HubSpot / Pipedrive push
- Public REST API — internal use only
- n8n custom nodes — no workflow integration surface
- Webhooks — no outbound event notifications
- Multi-tenancy — single Fleet Studio workspace, no customer accounts
- External auth — Google SSO only, no API keys for users
- Billing / usage analytics — quota visible only, no cost tracking