This article is periodically updated. It was originally published in 2013.

Your LinkedIn profile is an outpost for your personal brand. For many, it takes the place of a website. It is a landing page you can manage and share your professional background, positions, experiences and achievements. A LinkedIn profile often takes the place of a resume or CV. We used to think of LinkedIn as the online resume. While it remains important for job seekers and recruiters, it is now a powerful business social network.

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Professional selling, at its core, is senior selling. It’s not about managing a junior team, but rather about seasoned experts doing the selling themselves – building personal brands, actively cultivating networks, and engaging prospects with unparalleled thought leadership and insights. Whether you’re a consultant adopting a seller-doer model or an expert selling high-value products and services, your presence and approach define your success.

In this landscape, LinkedIn stands out as an indispensable resource. It empowers senior professionals to connect directly with prospective clients, build undeniable credibility, and share valuable content that nurtures relationships and develops opportunities. Beyond one-to-one interactions, LinkedIn also offers powerful paid options to amplify awareness and drive lead conversions.

So, how can senior professionals truly harness the power of LinkedIn for sales? It boils down to a streamlined, three-step process: 1. Develop a Clear Strategy, 2. Establish Essential Systems, and 3. Execute Your Program with Precision.

Step 1: Develop a Clear Strategy.

As the old adage goes, “if you don’t know where you are going, any road will get you there.” Your LinkedIn sales efforts are no different. A brief but focused strategy session is paramount.

Know Your Audience, Precisely.

Who are you targeting? LinkedIn Sales Navigator is your secret weapon here, offering robust search and segmentation capabilities. You can pinpoint your ideal customer profiles (ICPs) based on criteria like region, industry, company size, and specific job titles. Are you aiming for particular companies or broader functional roles? Build these targeted lists directly within LinkedIn for seamless integration with your outreach.

Craft Your Message, Powerfully.

Once you know who you’re talking to, define what you’ll say and how effectively you’ll say it. This is where a professional writer or social selling expert can add significant value, helping you tailor your writing style to resonate with each audience. While you may not be creating the core thought leadership assets yet, you are crafting the persuasive messages that will appeal to target personas at different stages of their buying journey.

Remember, you’re likely operating at the top of the funnel on LinkedIn – building awareness and engagement through thought leadership or direct messaging. Your messages should be engagement-focused, emphasizing the value you offer rather than an immediate pitch. Be direct and to the point, respecting your buyer’s time.

In a competitive environment, gaining traction requires a compelling narrative. Design your messaging campaign using a “Pain-Empathy-Insights” approach:

  • Pain: Articulate urgent, visible problems your audience is eager to solve.
  • Empathy: Demonstrate a deep understanding of their challenges, laying the groundwork for a trusted advisor relationship.
  • Insights: Offer objective thought leadership and content that provides genuine consideration toward solving their problems, independent of your specific solution. This earns you the right to deepen engagement.

These key messages will also serve as the foundation for your content assets, from core thought leadership (like a handbook or white paper) to derivative assets (blog posts, social snippets, emails).

Map Your Go-to-Market Strategy.

How will you engage this audience end-to-end? While LinkedIn is central, consider other channels that make sense for your buyers. Where do they “gather” online and offline? Beyond LinkedIn (which offers sponsored posts, InMail, and 1:1 engagement options), think about other social platforms, Slack communities, Zoom, email, and even phone calls.

Define Your Metrics for Success.

What does success look like for this program? Start with simple, bottom-up metrics. If your goal is to acquire, say, 5-10 new clients averaging $100K each within 6-12 months (totaling $500K+ revenue impact), you can reverse-engineer your campaign metrics:

  • 5+ new clients ($100K avg) requires…
  • 20 Qualified Opportunities (at a 20% conversion rate) which requires…
  • 100 Leads which requires…
  • 300 Engaged Top-of-Funnel Connections (or roughly 25 per month).

These numbers are a starting point for “funnel math” and can be adjusted as you gather real-world data. This exercise will guide your engagement strategy, including any budget allocation for paid media.

Embrace “White Hat” Methods.

Your professional reputation is paramount. While some automation tools and scrapers exist, we strongly advocate for a “white hat” approach. High-touch, personalized outreach and self-directed content strategies are superior to “black hat” tactics that risk LinkedIn suspensions or profile bans. If it feels creepy, it probably is.

Architect Your Engagement Program.

Outline the high-level sequence of your campaign. Will you outsource elements, or manage it entirely yourself? What’s the team mix of professional selling, marketing, and administrative support? Define which channels are most likely to succeed, what content supports your offer, your clear call-to-action, the conversion approach, and your follow-up process.

Define Your Channel and Media Mix:

  • Messaging & Sharing: Direct Emails (1st-level connections), LinkedIn Direct Messages/InMail, participation in targeted Groups.
  • Content: A core content asset (e.g., eBook, white paper), a series of blog posts, and their syndication on social media.
  • LinkedIn Posts: Share professional expertise, experiences, and anecdotes (up to 1300 characters).
  • LinkedIn Articles: In-depth pieces (up to 125,000 characters), ideal for thought leadership and sharing in LinkedIn groups.
  • Social Media Amplification: Leverage Twitter, Facebook, etc.
  • Paid Social: LinkedIn Advertising (Sponsored Content, Sponsored InMail), Twitter Ads.
  • Search Engine Marketing/PPC: AdWords.
  • Event Marketing: Guesting or hosting webinars, sponsoring conferences, speaking engagements.
  • PR, Media & Communications: Influencer marketing, media placements, analyst relations.

Step 2: Establish Essential Systems

Once your strategy is clear, it’s time to set up the necessary foundations.

Cultivate a Powerful Personal Brand & Digital Hub.

Your personal brand is your most valuable asset. A strong LinkedIn profile and consistent online presence are crucial. Ensure your profile is up-to-date, speaks to your ideal target persona (rather than just being a resume), and tells your unique story. If prospects search for you, what will they find? Is it what you want them to see? If you’re directing them to a webpage, is it optimized with a clear call-to-action and trackable elements?

Implement Your Technology Stack.

LinkedIn (and Sales Navigator) will be central, serving as a source of accurate prospect data and offering powerful search parameters. Beyond LinkedIn, integrate your CRM, website, blog, landing page funnel, email marketing platform, and any customer data platforms. The goal is a seamless “tech stack” where all elements work in concert.

Define Clear Roles and Responsibilities.

Who does what, and when? Professional sales and buyer engagement require a personal commitment, but also effective marketing and administrative support. Technology facilitates efficiency, but the human element is key. Clearly delineate responsibilities to ensure smooth execution.

Step 3: Execute Your Program with Precision

With strategy and systems in place, it’s time to launch and iterate.

Marketing Execution: Build, Test, Run.

Sales, like all lead generation, is a numbers game. Start by creating your database of ideal targets using Sales Navigator and identifying relevant LinkedIn Groups. Build your core and derivative assets – your eBook, blog posts, social snippets, landing pages, thank you pages, and meeting schedulers. Use compelling graphics, media, and clear calls-to-action to engage and drive conversions.

A simple outbound engagement sequence might look like this:

  1. Outbound Message #1: A personalized, short introduction.
  2. Second Message: Incorporating the “Pain, Empathy, Insights” framework, linking to high-value educational content.
  3. Third Message (Optional): An invitation to an event or a direct suggestion for a 1:1 meeting via a scheduling link.
  4. Confirmation Message: As appropriate.
  5. Follow-on Invite: To an event or webinar.
  6. Nurture: If not ready, add to a nurture list.

This sequence can be powerfully combined with paid social and retargeting to build brand recognition and impressions within your target accounts.

Adopt a Metrics-Driven Methodology.

Remember your “funnel math.” For every 100 relevant requests, connections, or conversions, track your yield. For high-value B2B programs, even a modest conversion rate can generate significant opportunities. Measure followers, impressions (for awareness), visits from target company IP addresses (for account-based programs), and the level of engagement (messages exchanged). For lead generation, track conversions from LinkedIn-initiated interactions (e.g., landing page visits, meeting bookings) all the way into your CRM. Continuously measure, learn, and adjust your strategies for optimal performance.

Good luck, and good selling!

 

 

SharpSpring users now have access to a new social media and calendar features.

  • Content Calendar: A bird’s-eye view of your social posts, email sends, and blog articles.
  • Social Posting: Post directly to Facebook, Twitter, and LinkedIn without leaving SharpSpring.
  • Social Listening: Monitor social media activity with customized listening feeds.
  • New Trigger/Filter: Create automations based on when leads interact with your social media accounts.

SharpSpring has updated Lead Scoring and the Life of the Lead to now include social interactions. SharpSpring will be releasing to all clients in a few days.

Ready to learn more? Contact us for a guided walkthrough of these new features.

Blog or BlogsI often hear the use of the word Blogs when referring to what I think of as Blog Posts. While there are no absolute right answers, here is how I suggest you use the terminology:

A Blog: A website with multiple time-sequenced posts. Note, a Blog might not be called “Blog”. It could be called “Resources” or “News”. If it is enabled by blog technology, I call that a Blog!

Blogs:  People usually mean the posts themselves. I would use “Posts” instead… or “blog posts”.

Post: An individual entry or article on a blog.

 

Blog

A blog is short for weblog. A weblog is a website consisting of entries (posts) that are displayed in reverse chronological order with the most recent post appearing first. “Blogs” refers to the universe of blogs – not to individual posts. Blogs are created using software like WordPress or TypePad. Blogging is a verb that means writing posts (not writing blogs).

So if you are wondering if you have “blogs” on your blog…. IMHO you actually have posts… If you have multiple blogs (multiple websites or multiple subject blogs, each with sequential posts), then you might refer to the collection as ‘blogs’.

Good luck marketing, selling – and blogging!

Learn more about how to integrate your blog strategy for revenue growth… Contact Us.

HNWI on LinkedIn

Source: Join the Dots

LinkedIn is the most used and most trusted social media platform that high net worth investors (HNWIs) tap to research financial decisions, according to a 2014 survey of HNWIs by Join the Dots. And they are using it across all investable asset ranges.

HNWI tapping LinkedIn Financial Content

Source: Join the Dots

 

 

 

These HNWIs are tapping various forms of content to inform the financial decision journey, according Join the Dots research.  Those who use it for both discovery and consideration are driven to action.

 

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It has been well over a decade since the digital revolution went mainstream. However, according to Google, 55% of small businesses don’t even have a website. The vast majority of those that do, have a website that lacks key features necessary to make digital a revenue generating channel. A common reason for this lack of focus is the belief that real business comes via traditional channels like referrals.

How to supercharge referrals

The problem is that referrals are heavily influenced by digital channels. Your client base needs to know exactly what makes you great and be energized to make a referral. Digital channels provide the necessary energy. A well thought out digital strategy is vital to guide the referral process.

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Linkedin Investor Usage

Source: Cogent Research


Linkedin is the most prominent social media network that investors use to research financial decisions.

With the large and every increasing number of affluent investors using LinkedIn, their expectations are that you have more than a presence. In order to provide value and differentiate from competitors, independent financial advisors need to actively engage.  Very simply, an active and robust presence on LinkedIn will enable you to better retain and attract new clients. 

  1. Increase your visibility, starting with a robust, search optimized profile
  2. Reconnect with clients and colleagues
  3. Get recommended
  4. Enhance reputation/build influence
  5. Prospect for new clients
  6. Share and join events/groups
  7. Conduct targeted advertising
  8. Set up a Company Page

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Expanding Your Digital Review

Website assessments are nothing new, yet today, we need to take a comprehensive view that includes a look at your websites, apps, media, and social media presence. So, when you do your next check-up, instead of thinking “website assessment,” you should be thinking “digital assessment.” Given how rapidly things are changing in digital strategy and systems, you should be conducting a self-assessment at least each year. When we do this for clients, we call it a “DXI” –  Digital Experience Index. The benefits are clear.

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Linkedin Cloud

LinkedIn’s platform has evolved significantly in recent years, offering businesses new opportunities to enhance their online presence and connect with their target audience. By following these best practices, you can optimize your company page and maximize its impact.

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