Email And LinkedIn Messages In Sales

Sales Strategies for Consulting Businesses

Following up on messages from current and potential clients could be a challenging task. Whether they come from email or LinkedIn, you need to make sure you don’t miss a single one. But, what is the best one for the sales messages?

In this episode, Paul will explain why you should combine email and LinkedIn messages, how to use email for your sales, and, finally, how you are going to keep track of all the messages to turn them into leads. He also shares some tools that will make your life easier.


Hello to the Accelerate Sales podcast, episode number 332. If it's your first time, welcome and if you love what you hear, please subscribe. If you're a regular, thanks for your support. And it always means the world to me when you leave a review, in particular those iTunes reviews. Please check out past shows on your favourite platform and just search Accelerate Sales and also check out some of those interview shows.


Today's topic is a little unique, but I hope you're going to really enjoy it. It's email and LinkedIn messages in sales. You're going to really learn three key things. One is why combine the two. The second is how to use email, which will lead to more calls, which is what we all want. And the third is how to keep track of it.


I often joke with potential prospects that LinkedIn messenger is harder to find than a golden ticket in a Willy Wonka chocolate bar. I'm really showing my age there. But I can still remember the first time that I saw the original movie. I absolutely fell in love with it. And it was actually the same day that a good friend of mine got a brand new mini bike. I think we're about eight at the time and it was just a wonderful day. So I'll always remember that. Not a great fan of the new one, but anyway, I'll get back to the point. 


So they are difficult to find, right? So why do we continue to always use them or use them as much as we do? And for most of the clients I work with, they just say, well, it's just become a habit, right? It's just what I do now. And I'm recording this around mid-August, 2021, and there's been a real concerted effort by LinkedIn to restrict the amount of spam sent through their message platform. And you know what? 100% agree with it, right? For the long-term health of the platform, we do have to get rid of people that are there just to continually spam you. You probably get messages all the time. I'm lucky I have someone in my team that filters them out, but we know what it's like. Right? So someone once said to me in corporate, if I received too many messages, probably it is because I was sending too many and you may be the same, right? You send so many LinkedIn messages that you're also getting too many back in reply.


So how many of you have someone else reading your LinkedIn messages? I'm not saying that you should do that because it's technically a bench against the terms of LinkedIn, whatever they call it. But for most of us, we let someone else do that for us. And then we do our own inbox. I must say, I let my team do both, but most people really like to do their own emails. So I'm not advocating here that we should completely stop using LinkedIn messages. They have their place. But I do want to put the case forward for having a blend, a hybrid of email and LinkedIn messages. And I do think there are times when emails are preferred over messages and vice versa, but ultimately the key is to ask your prospect. What did they prefer as their best mode of communication? And you can do that across the board where you have a little section in our Copper sales CRM that tells us what their preferred option is.


But I must admit I make assumptions at your peril because it has bit me in the past. We've been doing a lot of testing and really looking for ways that we can use both this hybrid email and LinkedIn. And we've also done this now that there is a hundred limit, which I talked about some of the changes in August 21 and one of those was back in July that now there's a hundred limit, which I think is really good wait. So you can only send a new connection out to a hundred. Now there are ways to work around this. And if you want to know what they are, just reach out to me at [email protected].


So let me go through some scenarios for you to benefit from all the testing we've been doing on email and LinkedIn messages. So we send emails prior to sending out any new connection requests. And there's really three key reasons for this. And I've got to say that our acceptance rates have gone from circa 40% to nearly up to 60% since we're doing this. So number one, as I said before, we're all more active generally in our inbox. And we normally control it. The second is that we can track the analytics. So as I mentioned, we use Copper sales CRM, but it should be across all of them that you can tell when someone's open it, how many times they've opened it and that's great for followup. Especially in the heat of summer when a lot of people go on holiday so that you get an out of office message or you can see when they're open at such a good time to follow up. You know, a LinkedIn message just doesn't have that, right. Let's face it. It's Microsoft. And number three it also means that you can best use your a hundred limit because now you are sending a connection request if someone didn't want it in the first place. It also gets them to go to your profile, which is fantastic.


So they're the three key reasons. One is they're more active in their inbox. Two is you can track the analytics and three, it really uses your a hundred limit a week. What we've done is we sent them that via email. Now the trick is If they don't reply, we assume that they say yes, okay. That's just the approach we take. But then we send a connection request, mentioning the email on LinkedIn and we also send a thank you on the platform. So we are using LinkedIn in that case. And then we also send them a message asking if they're open to communicate via email. Now, many people have their personal email on their profile. If you're trying to be super famous, you don't want to be found. I recommend you change that.


But what is often asked is this is the email on your profile, is that the best option? Or you can use tools to uncover their email. There's so many out there. This is where it's already publicly listed. Right? One example of that is At the moment, that's just for a certain region, it's not across the world. So just reach out to me and I can tell you where it is, or you can go to the website and find out where it is, but we've also got some other tools as well. So I then sent a video in email, which talks about my story. And I've found that just to be so compelling, because ultimately as a consultant you're selling you, right? If you'd like a copy of the script that I use, just go to and I'll also put it in the link to the show notes here.


The other benefit of using emails is that you can add people professionally to your list. Technically anyone that's got their email on LinkedIn, you can automatically add them to the list, but we think that's a bit sneaky, right? You're probably the same. So, but the most important thing is you want them to be on your list so that you can keep them, right? Because you've all heard the saying you don't want to build your property on someone else's land, in particular, LinkedIn, because platforms like all platforms will change.


But before I continue to talk to you more about who can help and how you can track it, I'd like to talk to you about, which is a great way of keeping track of all the LinkedIn messages on your sales CRM. So for example, on Pipedrive, Copper, HubSpot, Salesforce, what it does, it has got automatic plugin where you just go over a message that you've sent in LinkedIn, you press sync and it'll sync it straight in your sales CRM. So that makes it a lot cleaner. But why don't you check it out for yourself? Just go to


So finally, how to keep track of all this. So I have a register of all the key templates we send and we number them, right? Because there are lots that we're testing and It could be confusing. If you're trying to hand it off to someone else it's going to be the same. So we use Airtable, but you can start with Google sheets or whatever you like. And if you want to see how we set it up in the air table, just let me know.


You can also see which emails, the ones that work well versus the ones that don't. And also you can see where the combination of both work really well. And this allows your team to access and use the templates as much as possible. I have a sales assistant, as I spoke about before, who does the heavy lifting for me. So it makes it really easy for them to use the scripts or the templates. And I can just say a number. Okay, send them number 265. So at the moment 265 we know is the profile one. And what we also do is track that now. So we can see the best messages that we send and we know what platform they're being sent on. And then we can track exactly what the right leads or deals are. Ultimate, which ones are helping us win clients the most. So in your sales CRM you should also be able to track if they're opening their emails, which I've talked about.


Three key actions from today. One is to test a combination of email and LinkedIn messenger that is going to work for your sales outreach. Second, download the template, just go to, and keep track of all your templates in one place like Airtable. If you want to know that, just reach out. You can get all the links in the show notes at, episode 332 or in the app you're listening to. I recommend the PocketCasts app. Please follow me on LinkedIn. If you know someone interested in using email on LinkedIn messages to help them with sales, please share it with them. They'll consider you a sales hero and they will love you for life. Please take action to accelerate your sales.




Connect With Paul 


Thank You for Tuning In! Subscribe to our channel HERE

If you want to be seen in uncertain times and add value to your Ideal Client so you can build lasting relationships – click here to learn our three secrets