SOP for LinkedIn Lead Generation
Success comes to those who do this consistently.
LinkedIn Lead Gen Tracker:
https://docs.google.com/spreadsheets/d/1FfcSISyYm1CuCyJY26XaE8RyEQJT45hiOqOuG2q50yE/edit?usp=sharing
Daily tasks:
- Send ‘Thank You’ message to those who accepted
- Remove OLD outstanding connection requests
- Cheerleading for 15 min
- Send lead magnet script
- Send BCS script/post in timeline
- Send 10 connection requests
- Send 10 cold emails
- Send SMIQ script
- Follow Up your prospects
- Post valuable contents to your social media platforms like LinkedIn and Facebook
- Send network reachout script
hi, I came across your profile and noticed your expertise in eCommerce, almost a decade as Etsy Seller, wow that's
impressive. I'm interested in connecting to explore potential opportunities for collaboration or to learn more about your
experience in this field.
Step #1 -- Connection Request
Send as “Add Note” to ten (10) prospects per day EVERYDAY
Hi NAME.
I came across your profile while looking for (target market), and I thought it would be great
to connect.
Are you accepting new connections?
******
Hello Jaye,
How are you? Wish you will have a great weekend.
I appreciate you for letting me connect. I am grateful for the chance and looking forward to keeping in touch.
Thanks for the add.
Are you interested in my service, or you are just expanding your network?
Hey “name”, we’ve been connected for a few weeks already,
so I thought I’d reach out.
Hey “name”, quick question.
Do you know someone who owns a home health care agency?
You see… I help home health care owners to make it easier to run their thriving business
and spend less time on tedious task of managing their invoices, patient billings,
reimbursements, payroll, and inventory so they can focus on what matters most.
I was wondering if you know someone who might need help. I'd love to help them out.
******
Connection Script
Hi good morning. I saw your content regarding xxxx and it caught my attention. I’m excited to see xxxx I'm currently
building up my ecommerce bookkeeping network & hoping that someday we can support each other.
Hi AAA I saw that we both know BBB, and I’m excited to see how your company grows after we connect.
I appreciate you letting me connect. I’m grateful for the chance to spend time with you and look forward to keeping in
touch.
Hi I’m glad we connect. Did you see my content post?
Hi are you interested in my service or just expanding my network?
******
Step #2 -- ‘Thank You’ Message
Sent ASAP to those who just accepted your connection requests
Script 1:
Hi NAME. Thank you for accepting me in your network.
If you or anyone you know needs to clean-up and catch-up on their messy financial books,
please let me know and I’ll see how I can help.
I look forward to building this connection.
Script 2:
Thanks NAME. I appreciate you accepting me in your network.
Is there anyone you think would be valuable for you and your business?
I have friends who are looking to help [Your Target Market] with their social media marketing,
website and advertising among other things.
Let me know if you could use their help and I’ll gladly send them your way.
I look forward to building this connection.
Step #3 -- Cheerleading
Spend at least 15 minutes to like and comment on the posts of your target market.
Step #4 -- Remove OLD outstanding connection requests
Always start your day by REMOVING OLD outstanding connection requests (over two weeks and above) to avoid LinkedIn
from placing invitation restrictions on your account.
Restrictions could be as short as an hour or as month so make sure to do this step. This is an invitation you sent to your
connection requests.
Step #5 -- Offer Your Lead Magnet
7 days after Step#2
Lead magnet link:
https://drive.google.com/file/d/1o9JzC8K4tDmrnvOmBNO6viP5XQ8MN7oq/view?usp=sharing
Script :
Hi NAME.
We've been connected for quite some time so I thought I'd reach out again.
Would you like to have a free PDF copy of the [Your Framework] I set up for clients?
I'm sharing this to those who want to [results from implementing the lead magnet].
Would you like to take a look? Just give me a quick 'yes', and I'll send it over here
If they said ‘YES’, provide the lead magnet using this script:
Great! Here you go, [NAME]:
[Link]
You’re welcome to share this to your team, and I hope this helps with your income goals this
quarter.
If they said ‘NO’, reply with:
No worries, NAME. If your situation changes, let's keep in touch.
By the way, do you know any [Your Target Market] who might need help [what you offer]? I'd
love to help them out.
Step #6 -- Offer Breakthrough Case Study
(This is Optional. Send this 2 days after your ‘Thank You’ message)
Script:
Hi NAME
Real quick…
Are you open to let me help you [what you offer] for your [their business]?
I’m building my portfolio so I’ll do this for free in exchange for a case study and
testimonial to show my future clients if you like my results.
Would you be open to it?
If they said ‘YES’, invite them for a call using this script:
Great! Are you open to hop on a quick zoom call to discuss where and how I can help? I’m
dropping my scheduling link just in case:
[Your calendly Link]
Talk soon!
If they said ‘NO’, reply with:
No worries, NAME. If your situation changes, let's keep in touch.
By the way, do you know any [Your Target Market] who might need help [what you offer]? I'd
love to help them out.
Step #7 -- Cold Email
Starts 30 days AFTER no reply from BCS followup, from Lead magnet followup, OR if you are seen- zoned.
For those who did not accept your connection requests, you can scrape their email addresses using these apps: snov.io, skrapp
or lead leaper.
You can use your gmail account but restrict it to send only 10 emails at a time to avoid Gmail restrictions.
Script#1:
Hi [Name],
I hope you're having a great week so far.
My name is [Your Name], and I recently sent a connection request to you on LinkedIn.
I purposely reached out because I help [Your Target Market] [Results you provide].
I know this email may come as a surprise, but I wanted to share with you a free PDF copy of
the [What your lead magnet is about] I set up for my clients.
Would you like to take a look?
Just reply with a quick 'YES' and I'll send it over.
Rooting for you,
[Your Name]
Script#2:
Hi (Name),
I recently connected with you on LinkedIn while looking for (your market).
I requested it specifically because I help (your offer statement)
Reaching out because I wanted to see if you are open to discuss your business goals this year.
Would you be open to a quick call?
Happy to send over a few times.
Thanks,
[Your Name]
Step #8 -- SMIQ (Optional)
The SMIQ script is given if you have worthwhile conversation after sending your Thank You message.
Script:
Hi (Name). Do you have a (your skill) to (result you provide)
I ask because I want to learn the struggles of (market) when it comes to (result you provide).
If it’s not too much, hope you can answer this question:
When it comes to (result you provide) having accurate and timely reports, what is your single
biggest challenge?
Thank you so much for taking time to answer and I hope you enjoy the rest of the week.
Best,
Your Name.
Step #9 -- Follow-up Scripts
BCS follow-up - Send 7 days after Step#6
Script:
Hi NAME - Just checking in once again in case you missed my last message.
I offered help in [what you offer] for your [their business] for free in exchange for a case
study and testimonial if you like my results.
This is to build my portfolio to show my future clients.
Would you be open to it?
If they said yes, invite them for a call.
If they ignored/seen zoned you, proceed to Step #7.
If they said NO/thank you/ not now
No worries. If your situation changes, let’s keep in touch.
By the way, do you know any (your market) who might need help in (your offer)?
I'd love to help them out.
(Ask for referrals let’s say 2 or 3 persons whom he know)
Lead magnet followup (Send 1 week after Step#5)
Hi (Name)
Just reaching out again in case you missed my message a few days ago.
I offered a free pdf copy of my (title of your lead magnet) that I set up for my clients.
I thought it would be useful to you.
Would you like me to send it over?
Cold Email Follow-up # 1 (Send 3 days after Step#7)
Hi (Name)
I understand you are no doubt very busy, however, I am just following up on the previous email
I sent it to you.
I’d like to offer help to (your offer).
If this is something you’d be interested in, I’d love to hear from you again.
Thanks,
Your Name
.
.
.
Cold Email Follow-up # 2a (Send 3 days after the cold email follow up #1 is sent)
Hi (Name)
I want to make sure I respect your inbox so I’ll leave it to you to reach out and let me know
if or how I might be able to help you.
For now, I’ll leave you with (Lead magnet name)
You can simply click on the link below to get it:
(your lead magnet link)
You are welcome to share this in your network and I hope this helps you achieve your business
goals this year.
Thanks,
Your Name
------OR-------
Cold Email Follow-up # 2b (Send 3 days after the cold email follow up #1 is sent)
Hi (Name)
I want to make sure I respect your inbox so I’ll leave it to you to reach out and let me know
if or how I might be able to help you.
I’ll leave you with my calendly to book a call with me once you’re ready.
(Your Calendly link)
I hope that you achieve your income goals this year.
Thank,
Your Name
Step #10 -- Value Posting
Do this at least 3x a week or daily if you want to be seen active on social media such as Facebook and LinkedIn. This is to
attract inbound warm leads orprospects.
To get clients, reach out to those who "liked" and commented on your posts. If you reach out to these people, they become your
warm leads.
Script:
Hey thanks for liking my post.
I really appreciate it.
I would like to ask…
Does my post have something to do with your business right now?
Step #11 -- Network ReachOut
If you have old contacts, your friends, colleagues, old connections, or business owners' friends and contacts, send this to at least
5 contacts a day for 30 days.
Script:
Hey [NAME],
Do you know someone in the [insert market]?
You see, I'm taking my business in a new direction and I'm planning to [insert offer] and was
wondering if you know someone who could use my help.
I help startup company, ecommerce, digital marketing agency owners, and small business owners
confidently grow their business, maximize profits and cashflow using efficient bookkeeping
workflow.
I am a detail-oriented bookkeeper with good experience in managing financial transactions,
reconciling accounts, and providing insights to optimize your business performance.
I am a Quickbooks Online Proadvisor and a Xero Advisor.
I have good knowledge and skill in analyzing financial data to support your decision-making
processes. And above all, I am committed to delivering accurate and on time financial reports
for client satisfaction.
Here are my skills, experience and what i can do for you:
+ Set-up or integrate your ecommerce business to accounting software of your choosing either
Quickbooks Online or Xero.
+ Set-up your specific business platform Chart Of Accounts
+ Analyze and categorize your business transactions
+ Match and reconcile transactions
+ Journal Entries
+ Creating and Approving of Invoices and Bills.
+ Help manage Account Receivable to optimize cash flow
+ Automate and streamline Accounts Payable processes to maintain healthy relationship with
suppliers and vendors.
+ Clean up and Catch up of delayed, messy financial transaction recordings.
+ Generate accurate and on time Financial Reports
+ Share strategic insights, identify trends, and pinpoint opportunities for growth
+ Willing to learn and adapt new skill to be more effective and efficient in supporting your
needs
Title 9 Sports, Inc.
Ho Thi Bich Ngoc
ANH NGUYEN THI LAN
NobleNix
Jessica Maria Rodriguez
NLA Collections Inc.
Seokjung Kim
EM Cosmetics LLC
QUIVERR LLC
SUPERLINE SERVICES LLC
Pablo Ignacio Dellagiovanna
Vimerson Health AG
Danielle BNC-DLLMSC
RED MEDICAL SUPPLIES LTD.
Purity Coffee Inc.
"Business name
Mark Sanders LLC"
Darwin Design LLC
MOBILE DISTRIBUTOR SUPPLY INC.
Richard Hollingsworth
Jeff Tolley
Hello,
My name is Arman Morala. I am a highly experienced QuickBooks Online ProAdvisor
and Xero Advisor bookkeeper. I am eager to expand my knowledge, skills, and
build strong working relationships with Shopify sellers and store owners.
I am offering FREE bookkeeping and accounting services for your first 3 months
of financial transactions. The goal is to generate a tax-ready financial
reports. And if you find my services satisfactory and believe I could be a
valuable bookkeeping partner for your business, please feel free to message me.
I would be delighted to assist you.
I am a detail-oriented QuickBooks Online ProAdvisor and Xero Advisor bookkeeper. I have extensive experience
managing the financial transactions of clients in various industries, including Shopify sellers, photography, real
estate rental property, accounting firm, and academic training center. I accurately reconcile transactions from
various banks, credit cards, and PayPal accounts, providing insights to optimize clients' business performance
through timely financial reports. I work independently as a freelancer and in close collaboration with team
members, accountants, tax professionals, and clients, especially for transactions that need clarification.
Hey [NAME],
This reply isn’t meant to counter what you said above.
In fact, I’d say you’re right about the cost of living and the flexibility aspect of working
from home.
Now, the reason why I haven’t replied to your last message wasn’t because I can’t handle a
debate about my rates.
On the contrary, it’s because my time is better spent helping clients get [insert results this
client wants] than prove to prospective clients that I’m worth the rate I charge.
Because frankly, my cost of living, my operating expense working from home, and how much I
think I’m worth has nothing to do with how much I charge.
It’s all about the results I can get you.
If I can free up at least 3 hours of your time so you can work more ON your business instead
of IN it, that means you just saved $XXX in a week, saved $X,XXX in a month and over $XX,XXX
saved in a year.
Now, assuming you use the free time you’ll get effectively and conservatively grow your
business by at least 5-15% within the next year since you have more time working ON it than IN
it…
Wouldn’t it be safe to say that I afforded you not just ‘extra’ time but added revenue as
well?
Not to mention the stress, hassle, and anxiety which I’ll gladly take OFF your plate so you
could do your best work as the CEO of the company.
Those things are not seen on a financial statement but I think we can both agree that
relieving you of those things is invaluable.
And yes, you're right. I don't know much about economics and finance.
I do, however, know business.
And it’s clear as day my services are more of an investment than an expense.
Good day. :-)
NAME
P.S. I didn't take your last message as an insult. If anything, I was wishing you'd find a
'cheaper' version of me who'd care for your business (than just getting you as a client) like
I do.
