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Turn Your LinkedIn DMs into Clients

Ready to monetize your LinkedIn? Here's the strategy I use to sign up high-ticket clients (so you can, too).

Anthony Carlton's avatar
Anthony Carlton
Mar 06, 2024
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Turn Your LinkedIn DMs into Clients
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A client business is the fastest way to monetize on LinkedIn.

But here’s the problem:

You have a great service…but you’re not sure how to win clients on social.

Today I’m sharing the LinkedIn DM strategy that helps me consistently:

  • Get discovery calls

  • Fill up my sales pipeline

  • Win high-ticket B2C clients

This is a mini-masterclass from my private community Clients & Capital.

Let’s dive in.

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There are 4 ways to win clients.

  1. Outreach: Reach out to them with a DM, email, or phone call

  2. Inbound: Attract them with a LinkedIn post, podcast, or piece of content

  3. Advertise: Get in front of a targeted audience with Ads, newsletter sponsors

  4. Referrals: Ask for a referral from friends, family, or current clients

The best approach will always be referrals.

  • My first financial planning client was my Mom

  • Then my best friend

  • Then his brother

  • Then his Dad

The next fastest and lowest-cost approach is outreach.

LinkedIn is your personal landing page.

If you start reaching out to your ideal clients or investors with targeted DMs every day, the first thing your prospect will do is check out your profile.

Before you start reaching out to prospects, optimize your LinkedIn profile to:

  • Speak directly to your prospects

  • Show them social proof

  • Show them case studies

  • Prove you deserve a reply


Who needs a DM outreach strategy?

In my opinion, everyone should be prospecting with outreach as a core sales strategy.

But…some entrepreneurs NEED outreach.

  • If you have less than 10,000 followers

  • If you have less than a year in business

  • If you have less than 100 pieces of content

  • If you have less than $100,000 in total sales

  • If you have fewer than 5 clients or investors

Over time, an audience that knows, likes, and trusts you will attract more inbound leads than you can handle.

But that takes 6-12+ months to build.

Getting inbound leads from your personal brand is a slow, compounding drip.

Outreach gets you in front of your ideal prospects TODAY.


Cold vs Warm Outreach

Cold Outreach = Prospects Who’ve Never Heard of You

Warm Outreach = Prospects with At Least 1 Interaction

  • Someone who liked your post

  • Someone who viewed your profile

  • Someone who engaged on your comments

  • Someone who has a real mutual connection

Today we’re focusing on warm outreach strategies because this is the fastest strategy to win your first or next client on social media.


Why do 99% of people suck at outreach?

Stop pitching your services in the DMs!!!

People will never read a giant pitchslap wall of text.

If you wouldn’t say it IRL, don’t say it in a DM.

Don’t drop walls of texts in strangers’ inboxes…

This is a great way to get flagged as Spam on LinkedIn and get your account suspended.

❌ Don’t go for a shotgun blast of 100 messages a day like this.

✅ Instead, go for 20 quality messages a day that are slightly personalized and sound more human, less Ai selling robot.


Where are your prospects hiding?

Every day I block 60 minutes for prospecting.

If you are regularly publishing content and commenting on larger accounts, you will start to find “Warm Leads” in these places:

  • Profile views

  • Engaged on your posts

  • Back and forth comments

  • Mutual connections (real ones)

Every day, check who has viewed your profile. You need LinkedIn premium for this.

Click “profile views” and start conversations with your prospects

What to look for:

  • Are they your ideal prospect?

  • What does their profile say (visit it)?

  • Are they a 1st, 2nd, or 3rd connection?


How to DM Warm Leads

If they are a good prospect who is 2nd or 3rd connection:

“Hey FNAME, thanks for checking out my profile. Thought it made sense to reach out and connect”

If they are a good prospect and 1st connection:

“Hey FNAME, thanks for connecting. How are things going with [insert their business]?”

Even better if you slightly personalize the message.

Get specific in your message

“I’m a financial planner for SaaS Account Execs. thought it made sense to reach out.”

The goal is to start a conversation with your ideal prospect.


How to Follow Up

The mistake people make with outreach: They don’t follow up.

At the very least have a:

  • Connection request message (#1)

  • Follow up message (1-2 days later)

  • Last ditch effort message (1-2 days later)

My 3rd outreach DM to an exec who became a client. Lost opportunity if I didn’t follow up with him.

If you are trying to reach out to:

  • CEOs of companies

  • High-net-worth investors

  • Entrepreneurs or influencers

Guess what?

These people are all super busy and have loads of DMs in their inboxes.

You need to follow up! The worst that can happen is someone says NO and you have clarity.


How to Schedule Calls

Have Calendly set up or suggest 2 times and collect their email to schedule.

Create the least amount of friction possible.

  • Don’t send them a deck

  • Don’t give them 5 time options

  • Don’t call it a “Demo” call

Get them on your calendar as smoothly as possible.

Again, the goal is not to sell. The goal is to get on a call with your ideal prospect.

There will be plenty of time to talk about what you do when they inevitably ask during the call.


20 Warm Outreach DMs a Day

Make your prospecting systematic.

  • Put 1 hour in your calendar for this every day.

  • Send 20 warm outreach messages every day

  • Aim for 4-5 calls a week with your ICP

  • Create a system for following up

Step 1: Outreach
Step 2: Discovery Call
Step 3: Schedule Follow Up
Step 4: Make a personalized proposal
Step 5: Repeat, automate, and delegate (where possible)


Get the Full Video Masterclass

Get access to the full 1-hour video training that is currently only available to our private community.

But today I’m sharing it with paid subscribers here in Substack 👇

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