Field Guides / Marketing
Fix your profile first, then comment thoughtfully on posts in rooms where your clients already talk, and send a connection request only to someone you've already engaged with, always with a personal note. When they accept, send one message with no pitch and one question. In my own test, a personal note got 65 per cent of requests accepted, against about 25 per cent with no note at all.
LinkedIn outreach feels like pestering when it's a templated request from a stranger, followed by a pitch.
I taught the volume version years ago: 50 to 100 connection requests a day from a search list. Even then, my own numbers pointed somewhere else. Requests where I'd read the person's profile and written something about them were accepted far more often.
What works now runs in the other order. You show up first in a conversation your client is already reading, and people come to look at you. I reacted to a post from one of my connections and within 39 minutes he'd been back to my profile.
The method is six steps in a fixed order: profile, rooms, comment, connect, first message, follow-up.
Copy and paste: the profile checklist
Photo: a clear shot of your face.
Headline: who you help and the result, in one line. We help [niche] get [result] through [offer].
About, first line: "Thanks for visiting my profile."
About, next lines: who you work with; what you've done for clients like them; why you do this work; the problem you solve.
One recent client quote, with their name and role.
How to get in touch: "What's your biggest challenge with [topic] at the moment? Send me a message here or email [address]."
Written in the first person, in short paragraphs with line breaks.
Client testimonial videos on the profile. Shot on a phone is fine.
Company page: one paragraph on who you work with and when you get the best results, plus your website.
Connections: people in your target market, and close friends.
Copy and paste: the connection note, after you've commented on their post
Hi [first name], I enjoyed your post on [topic], especially [the specific point]. We do a fair bit of video work for [sector] in [region], so I thought I'd see if it's OK to connect here.
[Your name]
Copy and paste: the first message after they accept
Thanks for connecting, [first name]. You won't get a long pitch from me. I'd like to hear more about [their business, or the thing from their post].
How are things at the moment with [the specific thing]?
[Your name]
Copy and paste: the two follow-up notes
After four business days with no reply:
Hi [first name], we've been connected for a few days, so I thought I'd say hello. I think LinkedIn works best person to person, so if you're happy to, I'd like to learn a bit about what you do. That way, if I come across someone who'd be a good contact for you, I can point them your way. All good if not, I'm happy to stay a quiet connection and follow your posts.
[Your name]
After two or three months of quiet:
Hi [first name], we've been connected for a while now and I wanted to introduce myself properly. I run [company]. We help [niche] get [result] through [offer]. I'm curious, is [the kind of video you make] something you've used before?
[Your name]
A weekly LinkedIn routine is three jobs in one booked block: comment, connect, follow up, in that order. Set your own numbers in the template. The one figure that comes from me is five a day: five people a day is enough if each one gets a personal note.
Copy and paste: the weekly LinkedIn routine (a template)
Booked time: [days] at [time], [minutes] each, in the diary before the week starts.
1. Comment. Read new posts from [number] people on my list or people my clients listen to. Three checks first: is this audience my client, is the host open to the conversation, would my comment be a question or a correction? Comment on [number] posts. No pitch, no links.
2. Connect. [five] requests a day, each with a personal note, only to people whose post I've commented on, who've commented on mine, or who viewed my profile after I commented on their post.
3. Follow up. The first message (one question, no pitch) to everyone who accepted. Four business days with no reply: the second note. Two to three months of quiet: the re-introduction.
4. Log. Name / company / role / where we met / date connected / what I sent / replied (yes or no) / next step and date.
End of the week: conversations started [ ]. Next steps due [ ].
Not sure LinkedIn is the right channel? Run the seven-day outreach test in the content or outreach guide first.
My connection test sent requests to 76 people in my own market, in three batches at different times, and the main thing I changed was the note.
| How I sent the request | Sent | Accepted | Accept rate |
|---|---|---|---|
| A personal note, written after reading their profile and website | 23 | 15 | 65% |
| A templated note, the same for almost everyone | 26 | 10 | 38% |
| No note | 27 | 7 | about 25% |
I wrote the 23 personal notes in one evening on the sofa. A later test pointed the same way: 37 in every 100 accepted with a note, 22 without. From connections like these, several people became podcast guests and one became a good friend.
Those tests were cold. There's no figure yet for a note sent after a comment; 65 per cent is the one to beat.
Slow threads are normal. Years ago, from a campaign my team ran, a production company owner replied and told me about an idea he was working on. I offered a call to help him think it through. He was busy and the call didn't happen. In the meantime I sent him two podcast episodes about a company that specialises in one of his target markets. About nine months after his first reply, I offered him a free guide I'd written. He said yes, the conversation moved to email, we had the call, and he joined the programme.
LinkedIn connecting goes wrong in five predictable ways.
Comment before you connect, and only send a request to someone who's already seen your name.
The benchmark is five requests a day, every one with a personal note, and every accepted request with a next step and a date in your log.
Which of these have you taken on or put in place recently?
What's the one thing you can commit to implementing this week? If you're not sure, start here.
Rewrite your headline as your message equation and open your About section with "Thanks for visiting my profile". Then find one post your clients would read, run the three checks, leave a comment that asks a question, and log it.
One thing executed every week creates 50 strategic moves a year.
Questions like these come up regularly on our weekly Elite Boardroom calls. If you'd like someone to hold you to account each week, and to learn from a group of peers who run video businesses too, the Boardroom is for you.
Related tools and guides. Content or outreach: where to spend your marketing time, How do I write the one line that says who I help?, How to write a follow-up email that gets a reply, How to qualify a video lead before you pitch, How to get more from referrals and networking.