A simple and easy to use 5-step sales process for LinkedIn.
Step 1: Pre-Qualification – Filter Out Time-Wasters
Too many creators measure success by how many meetings they book. But meetings don’t pay bills—closed deals do. That’s where pre-qualification comes in. It saves you from chatting with people who’ll never buy.
Use BANT to qualify:
- Budget: Do they have money to invest?
- Authority: Can they make purchasing decisions?
- Need: Are they desperate to solve a problem?
- Timeline: Do they need this solution now?
How to phrase it:
“Hey [Name], I’d love to chat and see if I can help. Mind if I ask a couple of quick questions first to make sure we’re a fit? Don’t want to waste your time.”
Skip Calendly for now. Offer two time slots. Keep the follow-up within 1-3 days to keep their interest hot.
Step 2: Pre-Meeting Prep – 20 Minutes Can Make You 3x Smarter
Before the call, research. A little prep ensures you’re 100% dialed in:
- LinkedIn Profile: Look for shared connections and read their content.
- Company Website: Study their product, growth, and recent news.
- Write Notes: Capture standout details and align them with how you can help.
Bonus: Add them on LinkedIn and send a quick “Looking forward to our chat!” message. Build rapport from the get-go.
Step 3: Discovery Meeting – No Pitch, Just Listening
When you hop on that first call, don’t pitch. Instead, frame it like this:
“The goal today is to see if we’re a fit and, if so, I’ll craft a few options we can review next time.”
Set an agenda upfront, and spend 80% of the call listening. Ask questions like:
- “What would happen if this problem isn’t solved in the next 3 months?”
- “How’s this stress impacting your day-to-day?”
Let them vent. Use their pain points to show you understand—and genuinely care.
Step 4: The Follow-Up That Sets You Apart
Right after the call, text them:
“Thanks for the time today! I’ll send a follow-up email summarizing our chat and a few options shortly.”
Use a tool like Sybill to draft concise follow-ups (or just DIY it). Add a quick Loom video summarizing the meeting—it makes a huge difference.
Trust is built through these small touchpoints, and trust is what drives deals.
Step 5: The Custom Plan Close
At the second meeting, present “custom plans” tailored just for them (even if you’re using the same structure for everyone). Example:
- Option 1 (High-End): All bells and whistles
- Option 2 (Balanced): Best fit with added perks from Option 1
- Option 3 (Entry-Level): Simple, budget-friendly
Anchor their perception by showing the most expensive option first. Then, recommend the middle one and sprinkle in some extras to sweeten the deal.
Final Thoughts
This process can help break through the noise, close deals, and finally build momentum on LinkedIn. It’s simple, actionable, and focused on what really matters—closing deals, not chasing meetings. Lets go!