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Set up your watchlist and let the Agent work your strategy. Learn how to build your watchlist in traxy and set your agent’s budget around the audiences that matter most to your business. You’ll see how to track competitors, teammates, your own profile, and people who reach the same buyers — and how to read the signals behind their content so you know who’s actually worth following up with.
More engagement doesn’t always mean more relevant leads — here’s how to make your watchlist and agent budget work together:
  • Organize your watchlist — group tracked profiles with tags so you know why each one is there.
  • Your content signals — how engagement with case studies and other content should shape your outreach.
  • Different sources, different follow-ups — why a lead from your own content needs a different approach than one from a competitor’s or an influencer’s.
  • Agent and budget — set how many profiles the agent scans per day, based on the audiences you actually want covered.
  • Review credit efficiency — check agent activity regularly so you’re not spending credits on low-fit audiences.
By the end, you’ll have a watchlist built around the right people and an agent budget spending its credits where the signal is strongest.