Linkedin Outbound Workflow

LinkedIn Outbound Workflow

When to use

When you've validated your ICP and you want to reach them on the platform where they already spend time. LinkedIn outbound works better than cold email for relationship-first consultants because people accept connection requests, then conversations can feel natural, not "transactional." This workflow takes someone from "stranger who saw your profile" to "person with a meeting on their calendar."

The framework

1. Sales Navigator search to target. Use filters: job title, company size, location, industry. Save 50–100 prospects. Example: "Chief Marketing Officer at companies with 50–200 people in B2B SaaS in US or Canada." Start here, then refine by "recently changed jobs" or "posted in last 7 days" to signal active engagement.
2. Send personalized connection request with context. 100-character max. Reference something specific: their recent post, a mutual connection, a company milestone, or a shared profile detail. "Just saw your hiring push, impressed with how fast you've scaled the team" beats blank requests by 3x. Avoid: "I'd like to add you to my network."
3. Wait 3–5 days after they accept the connection. Monitor when they accept (they're checking their profile = higher engagement window). Then send a conversation starter via DM. Not a pitch. A genuine question or insight that shows you've done research.
4. Conversation starter via DM (not automated). Manual DM over Dripify-style automation. Tone: casual, not scripted, 2–3 sentences. "Saw you wrote about scaling remote teams, had a question on your approach to async onboarding" or "Noticed you switched companies. Curious how you're approaching your first 90 days here?" These are low-ask, high-engagement starts.
5. Wait for engagement, then move to call booking. If they respond positively (not just emoji), reply once more to establish warmth, then pivot: "This could be a quick 15-min call if you're open. What does your week look like?" If no response after 3–4 days, wait a week and send one more: "Worth a quick chat?" If still no, move on.

How to apply it

You're a brand strategist. Your ICP: CMOs at 40–150-person B2B software companies. You pull 80 CMOs from Sales Navigator in your region.

Connection request to Sarah (CMO at a Series A SaaS company): "Your hiring post on building a balanced marketing team really stood out, curious about your approach."

Sarah accepts on Day 3. You notice she's been active on LinkedIn in the past 24 hours.

DM Day 4: "Sarah, loved your breakdown of how you structure brand vs. demand gen at [Company]. Most early-stage SaaS conflate the two. How are you separating the work?"

Sarah replies: "Thanks! Yeah it's been tricky. We're still working it out."

Reply Day 5: "That's the honest answer. Most companies don't separate them until they hit chaos mode. If you want to compare notes on how we're seeing this structured at more mature companies, I'm around for a quick call."

Sarah: "Could be helpful. Let's chat."

You book 15 minutes → discovery conversation → potential engagement.

Notice the workflow: connection → 3-day wait (shows you're not desperate, lets her profile view settle) → genuine question → she engages → you pivot to call. No spam, no templates, no "super excited to connect." Just real curiosity and strategic follow-up.

Common traps

• Sending a connection request with a sales pitch in the same message. LinkedIn will auto-decline or spam-flag these. Save the pitch for after they've accepted and replied to a DM.
• Using automation for DMs. Dripify and similar tools that auto-send DMs get you flagged and restricted. Manual DMs from you stay safe and feel personal. The 3x engagement lift on manual DMs is worth the time.
• Asking for the call too early. If they reply once, don't immediately ask for 15 minutes. Add one more exchange. It feels natural and increases show-up rates.
• Blanking on what you're actually selling. Your DM should hint at your expertise without being a pitch. "Seen this with other SaaS teams" is better than "I specialize in brand strategy." Imply, don't state.
• Sending connection requests to the wrong titles. A VP of Ops at a startup has different leverage than a COO at a larger company. A founder at a 5-person team has a different budget mentality than a funded director. Target the title that owns the problem you solve.
• Following up too fast after they accept the connection. Wait 3–5 days. A same-day DM feels like a bait-and-switch. If they accept, they're interested, give them a day to breathe before you send your message.
• Forgetting to be detached. If they say "not right now," accept it. Move on to the next person. Neediness kills conversion. A single "no pressure, my DMs are open if priorities shift" and you're done with that person.

Source credits

• Houston Golden (BAMF) – The LinkedIn Influencer Academy: Sales Navigator targeting, connection request personalization, DM fundamentals, 7-step sales automation workflow, account safety limits
• Ty Frankel (LinkedIn Client Lab): DM tonality, "throwing rope" value-first approach, 1-10 interest scoring, follow-up timing rules, authenticity signals, call-booking mechanics
• Aj Cassata (Foundr) – Find Your Dream Clients: LinkedIn search filters, batch prospecting, weekly rhythm, response handling framework

Source & license

This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.

• Author: peterod99
• Source: peterod99/consultant-skills
• License: MIT

Install and usage instructions live in the source repository linked above.