A Free CRM Fix You’ll Actually Use

A Free CRM Fix You’ll Actually Use

I can’t stand grammar snobs.

 

As a former English/Comm. major or purveyor of superfluous syllables, I learned there was a difference between a (wordy) performance and making a point.

 

And while it might be “better” to write,

 

From which bucket did the dung come?

 

I’d just prefer to know that something is full of crap.

 

Speak of being full of it, let’s talk CRMs or Customer Relationship Management (Systems).

 

A while back…

 

I had been putting together a massive post on the differences between 15 different CRM systems. I had tried each, combined a list of their strengths, weaknesses and the overall user experience…

 

Then I accidentally saved over my own work (insert frowny face).

 

Outside of that, until recently I was knee-deep in studying for Salesforce Certification and had the unique distinction of purchasing books, materials, paying for the exam and failing it twice.

 

Without forcing the idea (any more) upon you, I can say I know a thing or two about CRMs and how they function.

 

What is a CRM again? Oh yes, a stinky thing!

So what are CRMs really? They’re a shinier replacement for those loaded Excel spreadsheets you’ve been using for years.

 

The false idea the CRM companies are pitching is that they pretty much do all the selling for you. Wouldn’t that be great?

 

At best, they give you reminders to get stuff done. At worst, they represent a covert conspiracy slowly robbing business owners of thousands, in dollars and hours. Don’t quote me on that — but it’s true.

 

CRMs stink because they seem to have ZERO respect for a typical small business owner.

 

I was once on a sales call with the biggest CRM company in the world(rhymes with BailsForce) and the guy basically admitted they had created a USELESS affordable product that he couldn’t recommend.

 

“It basically just creates a list,” he admitted.

 

Then why create it in the first place? They answered the question with a huge paid advertisement on the side of the convention center that said something about how they’re on the side of small business owners. Or maybe it was how they supercharge small businesses — equally false either way.

 

Even if you get that fancy subscription, the CRM stinkiness does not stop there.

 

Much of the cool/automated stuff CRMs promise is naughty-naughty-filler.

 

You see, CRM companies have a bad habit of pretending theirs is the only product you use, they enjoy charging for premium features such as:

 

  • Automated emails
  • Document storage
  • Scheduling meetings

 

As though you’d never heard of MailChimp, Google Docs, or Calendly — each of which you can start using for FREE today.

 

Yet CRMs still push all their features because they know once you commit to them all…

 

You won’t use the product. They prefer it that way:

 

  • You keep paying for something that you are convinced is helpful but won’t use (think gym memberships).

 

  • You will have to pay them lovely consulting fees to get you rolling.

 

And that’s their REAL side hustle.

 

Side Note: I can’t tell you how many successful entrepreneurs I meet who do business internationally, have pre-ordered the latest Tesla — all by sticking to CRM support and integration.

 

So how can you use a CRM in a way that isn’t overwhelming? Glad you asked.

 

‘Cause here’s the truth: business is tough enough, you don’t need to do the work of an unpaid data entry worker.

How to CRM the Easy, Free, Braindead Way

*In the following examples, I’ll be using Hubspot that can be started for free (and used completely free with my tips below)*

 

Deals, Contacts, Tasks.

 

Deals, Contacts, Tasks.

 

It’s all you need.

 

For us small business owners, our potential deals are not coming from some massive $50,000 advertising blitz. Rather they come from connections made networking or from surprising incoming requests that lead to coffees and phone calls.

 

What I’m Using and How:

 

Hubspot Online CRM

 

Hubspot Chrome Plugin

 

My Easy Process

 

  1. I set-up coffees
  2. I record good coffees

 

What Are The Details? Deals, Contacts, Tasks.

 

Deals:

 

First, if the conversation went well, I create a deal…

I navigate to Sales > Deals then

 

I manually enter 2 basic pieces of information:

  • Deal Name (I keep it simple: “[Company Name] Deal”
  • Amount ( I believe the potential deal is worth)

 

And then as far as:

 

Hubspot will help you autofill these using info gathered from your email. See the plugin mentioned above.

 

Contacts:

 

Click on Contacts > Contacts (how redundant) and in your list, find the person related to the deal you just made.

 

Then to the left of that name, click the checkbox.

 

Above, you’ll see options like “Assign” and “Edit” appear. Click More > Create task.

 

Task:

 

Entering a title for your task. The rest:

  • Type
  • Due Date (make sure you have a reminder set)

 

Are dropdowns. Also, don’t worry about “Queue” — not necessary here.

 

And that’s all there is to it.

 

Other cool things that happen after connecting the Hubspot plugin:

  • It automatically tracks your sales emails
  • It notifies you when people open email (free limit is 200 — LAME)
  • You can save leads from your email

Let me know if I can help you understand this stuff any better Or help you out in some way.

Consultants: Don’t Be Creepy Selling On Social Media

Consultants: Don’t Be Creepy Selling On Social Media

LinkedIn Leads and Social Selling: How We Got Here

The LinkedIn Social Selling phenomenon is yet another recent development in the changing world of sales, especially business to business sales.

In the past, the idea was that salespeople had the power, so if you wanted to get widget from XYZ incorporated, you would have to find XYZ Incorporated’s information in the phone book or in their advertisement right in the newspaper, and then you would reach out to them.

Once you reached out to them, then they would have a salesperson get back to you. Remember this? You just might as well have been talking to an answering machine because the big crux of this whole predicament was that buyers did not have the power (a.k.a the information). Make sense?

As the proliferation of technology made the idea of information for everyone a cliche, the power dynamic shifted from sellers to buyers. While this isn’t to say sellers are powerless, they just don’t have the hypnotist’s sway over a captive credit card-holding audience a la Thighmaster Gold.

If you’re selling anything these days, you how people love to talk about all of their options!

So doing the whole LinkedIn leads thing represents just another point in this critical shift in sales and the general sales environment.

As people come to terms with this shift, they’ve reacted in a few different ways.

One of the ways they’ve interacted with this shift in the sales environment is to try to shift the flow of selling. An example of this is inbound marketing versus outbound marketing. Inbound marketing is about getting buyers to actually start communicating with you via content. The idea is you’ll be fielding calls versus having to call up people on the phone, which is probably not very effective these days or at least it’s a lot more obviously annoying to the majority of the public.

I mean, just ask yourself, when is the last time you received a cold call(from an actual person). Now, if you can remember that time, answer this,

Did you enjoy the call and did you buy? If the answer is no for both of those, then I think we need to consider how effective that sort of strategy is.

Likewise, let’s talk outbound marketing, things like ads, commercials, and billboards. Think of the last time that you encountered an advertisement. Maybe it interrupted a video you were watching, maybe it interrupted a blog post you were reading. When you think of that ad that you encountered, how did you feel about the ad? Did you enjoy it? Did you interact with it? Did it make you want to buy? My guess is the answer, again, for these questions is “no.”

Social Media Butts In

But content marketing strategies and the like can take nearly one year of consistent execution before you see the sort of fruit that makes salespeople and consultants mouths water.

We don’t just have to post and pray or have patience of an imprisoned Paul. We can, like the Little Mermaid, go to where the people are: social media.

Consider:

*90 percent of C-level executives say they never reply to cold calls or cold emails.

* 75 percent of the business-to-business buyers use social media to make buying decisions.

* 50 percent of B2B buyers use LinkedIn as a source for making purchase decisions.

Reacting To The Selling Shift

Outside of these marketing strategies, there is another less obvious way business people have reacted that is detrimental to sales teams and individual entrepreneurs: downplaying the sales process.

It seems more more common in the creative and tech worlds– but essentially it’s when an individual or group decides to focus on all other business activities as though sales will take care of themselves.

You can understand the feeling. Moving ahead in this new buyer context with the informed buyer, people say to themselves, “Okay, outbound marketing techniques are not really working and ads annoy me, so let’s just downplay the sales thing.”

Sales Is A 5, Not 4, Letter Word

In my world of getting businesses sales calls with LinkedIn, this looks like giving someone the sense they’re connecting for networking/friendly purposes when we’re just looking to score a sale. Don’t do it. If you’re in it for LinkedIn leads be up front.

That said, If your end goal is to be friendly with people and have them be friendly to you back then that’s fine. You’re primary goals is friends not finances. Feel free to work your system as you see fit, but if you’re talking about the buying and selling of goods, especially when it comes to business decision-makers and their teams, then downplaying the sale is just plain stupid.

I know this from experience.

When I began using LinkedIn to connect with decision-makers in the past, I used the friendly/networky method of first connecting with an individual then messaging them with relevant content followed with a few soft questions.

They would respond most favorably. Most people, 99 percent, want to help another person where it won’t be a major inconvenience. In the end, it wouldn’t take much to get a meeting or coffee setup.

However, when I began doing this on behalf of business consultants, helping them get meetings for the purpose of selling using the same technique, it didn’t go well. I ended up dealing with something quite different than assistance. I ended up dealing with a lot of blowback–a lot of negative blowback.

It would start out fine enough. On a customer’s behalf,I would say I’m expanding my business and I am trying to make new connections in their industry.

Then, like before, they would connect and I (like before) followed up by messaging in a friendly/networky way. While I was thinking all was flowing well I had forgotten the context had changed.

I wasn’t just a new guy in a new city looking for some marketing opportunities, I was helping a customer make a sale for their training, software and technology products. The minute that this person who thought they were going to do a good deed got the whiff I was interested in having a sales conversation, hostility and outrage (as much as can be expressed online) ensued. In fact, one technology director actually wrote,

“if this is a sales call, you are going to break my heart.”

Dang.

After dealing with all that blow back and the negativity, I went over to my whiteboard, pulled out a marker and started doing a SWOT Analysis of my current strategy. I knew social selling worked, I just had to improve my approach.

You’re probably familiar with SWOT, which is an analysis of strengths, weaknesses, opportunities and threats.

In the matrix, I just wrote out the gist of what I was dealing with, whether they were the specific strengths, threats, weaknesses, or the opportunities of my situation at the time.

By doing that it became evident to me that my path at the time was not sustainable. It was getting stressful and hindering my performance. Because when you’re expecting a daily load of negativity in your customer’s inbox, you’re more worried about feeling like shit and looking like shit to your customer.

You also tend to avoid connecting with leads that you sought out in the first place.

Regardless, some think merely acting social is the best means of starting a buying relationship. The night before writing this post, I was at an event with an executive coach and we ended up talking about using LinkedIn for sales.

He was paying someone to build his connections on LinkedIn and and when I asked to his purpose, he suggested a strategy whereby he would linger online, dole out some information from time-to-time in order to gain trust, that is, until he could turn in his relational chips for cash.

I might have more empathy and understanding for this thinking if a mentor-ish of mine had not detonated a brain bomb between my ears recently. Among the fire, he shared that

When your presence is desirable, your presence will be desired.

When money is all that is on your mind, people can sense that and it repels them.

While social media is going to lack some of that hand-wringing intensity, it becomes fairly obvious when we’re being hit up.

Case in point: I had a new digital marketing connection ask me a few questions about my approach to sales and marketing then proceed to make an introduction to a contact that would be “a good fit.”

What transpired was a frantic string of creepy messages from new said connection that reeked of veiled salesmanship.

No one’s surprised that business folks need to sell things.

I can’t lay the entire blame on this misguided individual and his accomplice. Have we all not oft quoted that unvetted truism,

People like to do business with those they like and trust?

Somewhere, some of us, have just associated sales, the business of business itself with the unsavory. We’re stuck between doing something we don’t want to yet must do.

Maybe that has to with the people of lazy intuition (and humanity) we’ve become and not the transfer of goods for gouda.

I use the word intuition because we must never forget the feel for what we do and the others we help.

So let’s stop the madness, business people do not mind being approached by sales individuals. It may frustrate them a bit but they would rather that because at least that upfront salesperson gives them a choice to say yes or no. If you decide to obfuscate the fact that you’re a engaging in a sales conversation, then you have removed their choice. And that removal of choice is what sets good people off.

Essentially, as human beings, we have two general ways of seeing the world when it comes to transactions. We see relational transactions and economic transactions. By starting up a friendly conversation and/or asking for general help, you’ve got yourself a sticky, sticky problem, enacting the relational side of transactions by signaling you’d like to start a relationship.

Here’s what I mean.

Imagine you are meeting with your in-laws. Your mother-in-law cooks this amazing meal for you, your significant other, and the entire family. Good times and good wines flow. Then you turn to your mother-in-law and say, “That was a great meal. Here’s $40 to cover it.”

What would happen next? Can you imagine all the music stopping? Have people stopped drinking? Is your significant other other staring at you with laser beams pouring through their eyes? I’m sure you can imagine all that and more because that’s what happens when you mix up a relational transaction with an economic transaction. They should stay separate.

Again, imagine going to a store, walking in and grabbing a brand new set of headphones and saying, just before walking out, “I’m just going to borrow this real quick.”

How do you imagine that going? Do you imagine the police being called? Of course you do because we’re dealing with a different side of transactions. We’re dealing with economic transactions versus relational transactions.

If you’re trying to sell, what you’re trying to do is get on the economic side. Like dropping Pepto into your Pepsi, when one falls into the other, all hell breaks loose.

If we’re going to be economical, let’s just be economical. The master mistake of social selling (they’re aren’t many) is not being up front about the selling part.

Using LinkedIn for Sales: Turn Connections To Sales Calls

Using LinkedIn for Sales: Turn Connections To Sales Calls

There’s really only 1 thing you have to do when it comes to using LinkedIn for sales or turning a LinkedIn Connection into a Sales Call: Ask.

There. I’ve killed the suspense and you having to scroll through a bunch of irrelevant text that would serve as witty filler on this topic.

That said, if you’d like to dig deeper, then keep reading.

What’s The Purpose? Goal?

We’ve all sat there and thought, while perusing through our mighty number of connections on any social platform–especially LinkedIn, What is this all for?

What is the purpose of these connections?

And you aren’t bad for asking these questions, just smart. You want to know that at the end of your efforts there is some pay off.

While I love meeting and helping people, I am incapable of keeping my eye off of the ball, the goal, the thing I want to accomplish in a given situation. Life is too short to trash time.

The most egregious sin ever committed to any single business person is the waste of one’s time.

You’ve had it happen to you (and so have I)–people that flagrantly toss around your time as though it were a plastic ball in a McDonald’s Play Place.

I recently had a business encounter with a “business person” I met at a “networking” event. Please. This guy asked me to setup a 1-on-1 meeting for Lord-knows-what to discuss who-knows. I’m someone who helps businesses get sales calls with LinkedIn and he was a “light designer.”

Waste of time would not begin to describe what transpired.

Unacceptable. And it was my fault.

Don’t do this to yourself, in your own business. Ask yourself your purpose for meeting and then structure that into an Ask or LinkedIn Conversion Message.

Here is how I like to create those messages.

Using LinkedIn for Sales: How To Structure A Conversion Message

LinkedIn has some of the best advice on how to create a helpful and convincing conversion message for the platform.

Start with personality

LinkedIn recommends,

Look at your prospect’s profile for a common connection or an interesting talking point, and use this as the “opener” of your message. Leading with this will demonstrate an interest in them as a person, and make them far more receptive than if they were to receive a straight-up sales pitch.

Share what you’re about

LinkedIn recommends,

Briefly state why you’ve reached out to this particular person, and what you or your business can do to help. Prospects expect to do business via LinkedIn, so this sort of subject matter is more than acceptable. However, be sure to phrase this in terms of the benefit you can bring to the prospect. The more specific or accurate your analysis of their challenges, the better. And show what’s in it for them: Demonstrations of personal value have twice as much impact as business value.

Ask

LinkedIn recommends,

Always close with an action – either requesting a meeting or providing your availability for a conversation. This is the best way to ensure a response and start building the relationship further.

Now, For An Example Message

Here is a real-life example of using LinkedIn for sales,

Thanks Lisette, Just noticed your post on your online gift journey and improving the customer experience. Good points. Always good to connect with a fellow Tech Pro and Exec.

I promise I haven’t just connected with you increase my connections on LinkedIn. [Although it’s never a bad thing:)] I run Cosmic Cloud Consulting.

We help companies do training, simplify customer engagement, data, and make marketing reliable.

Here is an example video (at 59 secs): http://bit.ly/datatoolsvideo

Would it make sense to have a quick phone chat when it works for you?

Biz Owners: The Best People For LinkedIn Lead Generation And Why

Biz Owners: The Best People For LinkedIn Lead Generation And Why

Today we’re going to talk about LinkedIn lead generation searching tips. This is the portion of our series where we actually start finding specific VIPs and leads and filter out others. We will start by focusing on finding the right VIPs and leads who are more likely to connect with us.

*Just so you know, this post comes with a free worksheet to help you go from Setup to Sales Call with LinkedIn. Get the accompanying worksheet here.

So what is the benefit of connections anyhow?

As explained in a recent story from Quartz, the digital news outlet focused on the new global economy, it comes down to Metcalfe’s law (or what I call, in the case of LinkedIn, compounding exponential connections),

In network science, there is a now-famous effect called Metcalfe’s law.

It was first used to describe the growth of telecommunication networks, but over time, the application has been extended beyond that. It essentially states that the value of a network rises with the number of connected users.

In any network, each thing of interest is a node and the connection between such things is a link. The number of nodes themselves don’t necessarily reflect the value of a network, but the number of links between those nodes do.

*Something You Should Know: Before I plow ahead and assume that everyone in the world knows what I mean when I refer to someone on LinkedIn as a “connection,” please know that a “connection” is any person in your LinkedIn network. There are varying degrees of connection.

Credit: Mynewsdesk.com

Alas, some people, even those business owners I help get sales calls with LinkedIn figure that their number of connections is just another vanity metric such as a “like” or a “retweet” on Twitter. This is short-sighted.

While racking up followers and connections may help one feel important on the social network, the real value of these numbers is not in the amount of connections the LinkedIn shows one has but the connections that those connections have.

It is one of the reasons I love the platform: a lack of follower obsession.

I’ve run into people who are actually perturbed when folks show off how many followers they have on LinkedIn (*grateful sigh* only on LI). Actually, the platform makes the number of connections, as they’re called, one of the least important aspects of the experience. As far as the outside world is concerned, things cap off at 500, past that your connections present as “500+.”

*That is, unless you’re one of those goobers checking for the amount of followers specifically.

Though probably unintentional, this guards LI against a lot of the spam/hacking that has made the other networks trash heaps of spam-waste and grossness.

This brings me to my first, and likely odd-seeming, searching tip on LinkedIn:

Seek Out 2nd Connections

Again, when we refer to a “connection” we are talking about any person in your network. There are varying degrees to which some can be connected to you. LinkedIn shares the following explanation,

1st-degree connections – These are people you’re directly connected to because you’ve accepted their invitation to connect, or they’ve accepted your invitation. You’ll see a 1st degree icon next to their name in search results and on their profile. You can contact them by sending a message on LinkedIn.

2nd-degree connections – These are people who are connected to your 1st-degree connections. You’ll see a 2nd degree icon next to their name in search results and on their profile. You can send them an invitation by clicking the Connect button on their profile page, or by contacting them through an InMail.

3rd-degree connections – These are people who are connected to your 2nd-degree connections. You’ll see a 3rd degree icon next to their name in search results and on their profile.

2nd Connections easily become the most valuable people we can reach in two big ways:

  1. They are people to whom we can be introduced by a mutual contact
  2. Connecting with them falls in line with the Weak Ties Sociological Theory

Weak Ties Can Be Pretty Strong

According to Cornell University,

As part of his Ph.D. thesis research in the late 1960s, Mark Granovetter interviewed people who had recently changed employers to learn how they discovered their new jobs . In keeping with earlier research, he found that many people learned information leading to their current jobs through personal contacts. But perhaps more strikingly, these personal contacts were often described by interview subjects as acquaintances rather than close friends.

Why can weak ties be stronger when it comes to bringing new opportunities and business our way? One line of reasoning, and the one most lauded as accurate suggests, that your close friends are in the same place you are:

  • They share similar opportunities
  • They likely live in the same region or within the same socioeconomic reality
  • They might even have a similar job as you

Weak ties, on the other hand, are wildcards and privy to information that hasn’t even made it your way (and would have likely never made it your way).

When reaching out to second connections, let them know about the mutual contact you have in common, creating a sort of warm introduction for yourself. This makes you seem less like a complete stranger and encourages them to connect.

Search By Job Title First

In the event you’re unsure how to start searching for people on LinkedIn, you can easily do so from any page of linkedin.com once you’re signed in.

Simply look to the top of the page to find the search bar and enter in your preferred term. LinkedIn’s search bar recognizes three different types of things: jobs, people, and companies. Any search you do will likely feature results from each of these categories.

That means if you search for the term “VP Marketing” or vice president of marketing, your search will yield current people in your network who have this title and open jobs for this title.

Searching first by the job title you’re looking to connect with is recommended because it will help you start finding your best VIPs and leads. This job title search will provide you with an initial list of people you can include or exclude via filter options.

LinkedIn Lead Generation: Searching Tips To Keep In Mind

  • When searching for people on Linkedin, make sure you’ve clicked on the “people” in the top bar.
  • Then you want to click on “2nd” for connections.These are going to be people with whom you share at least one connection.
  • Make sure you have filtered by your local area
  • Filter search results by industry type. For example, if you’re trying to get into industrial or manufacturing work, click on those industry types.
  • Also, sometimes you may want to get in touch with folks that are at specific companies. In that case, click on the current companies filter and type in the name of that company.
  • Don’t be scared away from connecting with folks that just may be a little bit higher than you were aiming for. As they say, aim for the moon and you just might hit an eagle. So don’t feel intimidated reaching out to folks a little bit higher up the food chain. You just may be surprised at what you get.
  • While you might feel uncomfortable reaching out to new people on LinkedIn, remember that we’re all people, at the end of the day. We like to build relationships, meet helpful people and receive appreciation.

Import As Many Contact As Possible

Because I’m recommending you start searching for and connecting with your 2nd connections to start with, the assumption is that you have a decent amount of connections on LinkedIn.

What if that is not the case?

Never fear. You can always leverage your email contacts to grow your network exponentially.

It certainly worked for me.

At the time I was set on connecting with the right people via LinkedIn and discovered the potential power in 2nd connections, I also recognized my network was pretty puny.

So, when LinkedIn asked me about connecting with hundreds of potential connections it found from my email contacts, I said yes to most. Some hadn’t talked with me in years, some might have been holding some grudge against me, furthermore, there were others I barely knew and had only shared a phone and email conversation with.

Regardless, if I figured they was at least the chance of a “maybe” on connecting, I allowed the connection request to happen. And I was greatly surprised by the caliber and number of people who had chosen to connect.

LinkedIn offers you several chances to import email contacts if you are reasonably active on the site and actively connecting with others.

However, If you’d like LinkedIn to find out who you might know on the site via email contact search, click here: See who you might know on LinkedIn and Import contacts.

See you in the next module where we’ll talk about messaging.

*Just so you know, this post comes with a free worksheet to help you go from Setup to Sales Call with LinkedIn. Get the accompanying worksheet here.

Understanding LinkedIn Sales Leads With Marketing Personas

Understanding LinkedIn Sales Leads With Marketing Personas

We’re going to talk about LinkedIn Sales Leads Personas. It’s how you get a clear vision into who you have to connect with in order to make your dreams a reality.

Essentially, we’re doing all this LinkedIn stuff for one reason: to make our life situations better in some way. And the secret to an improved life has always been the right people. It’s people that help us grow, get promoted and generally move up.

I know this from experience. As I shared in the last post when I was living in a roach motel and needed to improve my life, getting around the right people is what made all the difference.

So–give yourself a pat on the back–getting clear on understanding the people you want to connect with, will help you tackle the hardest part of this process in advance.

Let’s talk about it.

*Just so you know, this post comes with a free worksheet to help you go from Setup to Sales Call with LinkedIn. Get the accompanying worksheet here.

Understanding Your Ideal LinkedIn Sales Leads or Potential Customers

Answering the following questions will help you understand your best VIP or Lead, for the purpose for connecting on LinkedIn and beyond.

Remember, not all questions will matter for every person or business. Answer those that are most relevant for your situation and target market.

Another point: The purpose of answering these questions is to develop the best generalization of your target person possible. As Google Primer recently put it,

Personas are fictional profiles that represent groups of similar people in a target audience. They can help you figure out how to reach people on a more personal level, while delivering the right messages, offers, and products at the right time.

Demographics?

Is this person college-educated? Are they typically experienced in the role? How many years have they had in their role? Are they typically married? Are they typically single? And what sort of companies do they tend to work for?

Mannerism And Buzzwords?

What sort of personal quirks and qualities set them apart? Are there certain kinds of conversations they’ll regularly engage in? Are these people typically cynical? Do they like dressing up or dressing down for meetings?

Job Title And Seniority Level?

Depending on your individual goals for connecting, you’ll be targeting different sorts of people.

In my work, I’m sticking to the following levels: CXO or C-Level Execs, VP or Vice Presidents, and Directors. Directors, by the way, are traditionally the best group to target, driving up to 70 percent of LinkedIn deals.

Directors are also going to be your best bet for finding an “in” at any company because they are generally easier to reach than a vice president or C-level executive (CMO, CEO, etc.), however they still hold decision-making power.

Ask, “Which role oversees the sorts of work I’d like to do?”

Business Goals?

Last year, I’d worked with a video marketer who believed his greatest point of differentiation was understanding the business goals of marketing executives, his target customers. In his mind, other businesses in the video service world showed a lack of understanding when it came to customer business goals by

-Failing to…

-listen,

-express experience worth trusting

-understand a marketing department’s vision

-see themselves as a piece of a larger marketing strategy

Avoid this pitfall by writing up a few business goals your target lead has in mind. If you can, draw up their possible primary and secondary business goals.

What Do They Most Value About The Product/ Service You Offer/ Work You Do?

Another way to come at this is to ask how you help your desired VIP or lead.

What Experience Are They Looking For When Deciding To Buy Your Product?

Remember that similar products for similar uses might demand different buying experiences depending on the target customer.

For example, while individual marketers are accustomed to purchasing software online directly from the pricing table on a website, without talking to a single salesperson; a Director of Marketing at a large company purchasing software tends to expect a phone conversation with a salesperson in order to get a specific demo and quote reflecting her department’s needs.

Having Difficulty Answering These Questions?

The easiest way to get answers to these questions is to start connecting with these people. There are simple ways you can do that. You can try and call these people up on the phone, God forbid, and you can reach out via LinkedIn (as I’m helping you do). You might also check out forums that these people tend to frequent.

Just make sure you have something to go off of. You don’t want your imagination serving as 100 percent of your source material.

After The LinkedIn Sales Leads Persona: Creating A Journey And Empathy Map

The greatest asset one has in pursuing any endeavor is their time. And the best way to ensure your time is best used is to make a direct link between your social selling and your typical sales process.

So, what does your ideal customer’s journey look like?

Creating A Journey Map

This does not have to be complicated in the slightest. All you need to do here is create a numbered list of how a person typically learns and eventually chooses to buy your product.

Here’s an example, seeing how Isabella, the Director of Marketing for a large company comes to finally buy marketing software for her department:

Creating An Empathy Map

To create an empathy map, take the marketing persona you have created and place them in a hypothetical, yet common situation. Doing this, will help make the difference between an OK time and a remarkable purchase experience with your company. This is where great reviews come from: empathy.

Once you have this common situation or problem that your persona goes through, think up how you or your business might resolve this issue

Google Primer shares the following example for a fictitious pizzeria by a university:

Situation: “Alice needs to quickly and easily order 15 sandwiches and several side dishes because she and her classmates are studying for an incredibly important test.”

Resolution: “‘All Night Cram Special’—a bulk package of sandwiches and sides that busy and stressed study groups can order with one click.”

*Just so you know, this post comes with a free worksheet to help you go from Setup to Sales Call with LinkedIn. Get the accompanying worksheet here.

How To Start LinkedIn Sales Prospecting

How To Start LinkedIn Sales Prospecting

In this post, our focus is going to be LinkedIn sales prospecting. Prospecting is what allows us to find the right people to connect with. Because we don’t want to connect with just anyone. We want to connect with those that can help us–and that we can help in return.

*Just so you know, this post comes with a free worksheet to help you go from Setup to Sales Call with LinkedIn. Get the accompanying worksheet here.

Before we start sending connection requests to some of the half-billion users on LinkedIn, we’ll want to get clear on our goals and intentions, as far as this social activity goes.

Why is it important that we have goals for our LinkedIn connections?

“I want sales so what’s the problem?” You might be thinking to yourself. Yes, but social selling does complicate that a bit, as various people and prospects have told me on several occasions: I’m only LinkedIn for networking.

I can tell you from my personal experience that being unclear on my goals is something that’s impeded my own expansion in the past.

In the beginning, when I started connecting with folks on LinkedIn–first, I didn’t know it was going to work and second, I really didn’t know why I was reaching out, outside of a general sense of desperation. I was just stuck in a roach hotel in a new city, the city of Denver, without any connections or direction. I had applied to over 425 different positions with no results.

It was ridiculous.

But as I began to develop success with my LinkedIn connecting abilities and actually got important people in marketing to sit down with me, I regularly felt dumbfounded as to what I should do next.

I want to help you skip those issues. So let’s get into how you can set your goals and intentions correctly for connecting with folks on LinkedIn.

LinkedIn Sales Prospecting: Developing Goals and Intentions For LinkedIn

What Impact Do I Want To Make?

Think of setting up your whole LinkedIn journey as putting in a destination into your GPS. When you’re driving in your car, you don’t just get in your car hoping you’ll get someplace, right? You set your GPS and you say, ‘I want to go to this restaurant,’ or ‘I want to go visit my friend in the city.’ You set your destination.

In the same way, you want an end goal for the connections you’re seeking to make on LinkedIn.

For the sake of full disclosure, I had originally written this question down as “how much do I want to make?” but then wiser heads helped me realize money isn’t what really motivates any of us. None of us wants money for money’s sake. Instead we seek some sort of outcome.

For you, this might look like Significance, which might translate to…

“I want to work with the world’s top business coaches because I believe I can make the biggest impact being surrounded by that level of excellence and ambition.”

Maybe you believe you can impact the most people by Being the Best Giver, which might translate to…

“I want to work as a successful freelance data scientist for national nonprofits so that I can help organizations that give so much maximize their own impact by making sense of their numbers.”

Then again, perhaps your focus is Security and you believe you could make the greatest impact inside of a well-funded legacy institution. This might translate to…

“I want to work as a virtual Co-CFO for large companies that may need the support so that I may provide for my own team, stakeholders, and family.”

Once you’re able to articulate this and write it down, don’t be surprised if potential opportunities and people you should meet pop into your head. Once they do, we can think about….

What is my purpose for connecting?

Like I mentioned earlier, when I started connecting with people on LinkedIn, I was lost as to my purpose.

This only served to waste the time of people with whom I sought to connect. And as the great writer/poet/diplomat Dante Algheri put it:

I actually ended up going into a coffee meeting with a well-to-do marketing agency founder clueless. This guy was well-connected and was the president of one of the top marketing associations in the area.

I had gone to a bit of trouble in order to impress him, bought a pink box of famous Voodoo Donuts, drove over an hour and a half so he wouldn’t be inconvenienced,and wore my smartest sport coat.

However, when he looked straight at me and asked, with a bit of irritation in his voice, “What do you want? Why are we meeting?” I didn’t look so smart.

This guy was irritated with me because I was there, good-looking as I was, wasting his time.

So, answer, what do you want?

Some possible answers that might resonate with you,

My purpose for connecting is to…

  • see if this person might want my product/service.
  • do some market research.
  • see if this person can introduce me to possible customers.
  • learn about potential work/business opportunities in their industry.

How might I help them?

While you likely have some burning need in the back of your mind at any given moment pushing you to reach out and connect with new people, don’t forget that each of these people has their own pressing needs. Think about how you might help them.

2 Easy Ways To Help:

Listen. Just honestly listen. None of us feels over-appreciated in our lives. Your listening to any given individual may be the greatest gift they’ll receive all quarter. They may not have anyone else to talk to. Sounds like a stretch? Remember, Linked recently shared,

Nearly half of respondents to a nationwide survey by health insurer Cigna say they always or sometimes feel alone, and 54% say they feel no one knows them well.

Another simple and straightforward way to help others is to open up your rolodex. Make helpful connections on their behalf. Recommend people, groups, and resources that might help or solve issues they’re struggling with.

This allows you to be at a little higher frequency when you’re connecting with people. We’ve all connected with people that just want something from us or wanted to see what they could get for nothing, and that’s not the kind of frequency you want to be at.

We want to make valuable connections that last.

In our next post, we’re going to cover VIP (or lead) Personas. In a previous post, we touched a little bit on determining needs through keyword research but in the next post, we’ll cover understanding this ideal VIP/Lead in-depth. I promise it will help ease connecting with VIPs and leads. See you then.

*Just so you know, this post comes with a free worksheet to help you go from Setup to Sales Call with LinkedIn. Get the accompanying worksheet here.

How to Start Using LinkedIn For Sales

How to Start Using LinkedIn For Sales

“I have followers on LinkedIn, but how do I start using LinkedIn for Sales?”

I hear it regularly enough to foretell this is exactly what I will hear the minute I tell people that “I help businesses get sales calls with LinkedIn.”

It’s like LinkedIn is a secret language that few speak. It doesn’t need to be. I’m here to explain this language succinctly.

But first, a step back. Why is LinkedIn or social selling important anyway?

A Few Helpful Facts About Using LinkedIn For Sales and Social Selling

According to Business 2 Community,

74% of salespeople who beat their 2014 quota by 10% or more say they have an excellent understanding about the use of social media for prospecting, nurturing relationships and closing deals. They were over 6x as likely to exceed their quota than sales peers with rudimentary or no social media skills. (Forbes)

Also, LinkedIn reports,

Customers who use LinkedIn Sales Navigator see 35%+ larger deal sizes.

50 percent of B2B buyers use LinkedIn as a source for making purchase decisions.

76 percent of B2B buyers prefer to work with recommendations from their professional network.

In fact, 90 percent of C-level executives say they never reply to cold calls or cold emails.

Leveraging LinkedIn Is Like Throwing A Party

When thinking about how you can get started leveraging your presence on LinkedIn for business, realize it’s like throwing a party. You just follow the same steps:

  • Prepare your home for visitors
  • Build your list of people to invite
  • Invite people and reach out

1. Prepare Your Home for Visitors

On LinkedIn, your basic home is going to be your profile page. Make sure it’s prepared for people to visit it. Main places to focus on include your…

  1. Banner and Profile Picture
  2. Keywords
  3. Profile Summary
  4. Jobs and Accomplishments

Your Banner and Profile Picture

The quickest and most fun way to create your LinkedIn profile is to use Canva. It’s a pretty free service that allows you to design the multitude of things you will need to create during your business and career lifetime.

 

Creating a banner: the steps

  1. Go to https://www.canva.com/.
  2. Create an account or Login (if you have an account already).
  3. Once logged in, type “LinkedIn” In the top search bar.
  4. Click on “LinkedIn Banner.” That will take you to a blank workspace.
  5. On the left side of the workspace, click on your preferred template.
  6. Change pictures, colors and text as you see fit.
  7. Recommendation: include a simple phrase or a few key bullet points that explain what you do. Doing keyword research will help.
  8. Once you’re done with your banner, click download in the upper right hand corner.
  9. Choose your format. PNG is best for pictures and text in this situation.

 

Producing a Professional Profile Picture

I talk about this in detail in a post about setting up a professional LinkedIn profile picture.

That said, here are a few immediate tips:

  1. Stay away from wide angle lens shots.
  2. If using a smartphone, make sure the phone camera has a large aperture.
  3. One of the worst things you can do: taking a picture in front of a plain white background.
  4. Facial expressions matter. I would suggest you get used to smiling in your pictures.

2. Build Your List of People to Invite

It’s important to ask who you’d like to be at your “event.” You probably aren’t inviting your business contacts to a rager and you probably aren’t inviting your drinking and clubbing buddies to an intimate business talk.

In the same way, you want to be selective about the kind of people who you’re trying to reach on LinkedIn. In marketing, we typically create a profile for this purpose and call it a persona.

While the effectiveness of marketing personas has been up for debate recently, Google just put out an empathetic guide on creating effective personas. So, if Google says it’s still relevant, it must be relevant.

The people you target for invitation or outreach is going to depend upon your goal. What is it?

Do you want to…

Let current contacts know about a change in your business?

Build your network in-person over a cup of coffee?

Invite new potential clients to a webinar?

Mine current connections and past clients for referrals?

Let people of a certain industry and location know about your upcoming event?

Building Your List of Potential Connections With LinkedIn

  1. Using LinkedIn’s search bar, search the title of the specific person you want to invite or reach out to. Some examples might be “project manager” or “vice president of marketing”
  2. When the search results appear add the following filters, depending upon your goals:
  3. 2nd connection: if you want to reach new people OR
  4. 1st connection: if you want to reach people who are already connected with you
  5. Location: add in your desired location if that matters or is consistent with your goals. *This would matter if you want to invite people out to coffee.
  6. Seniority: if you want decision-makers for business purposes, target C-Level Executives (CMO, CEO, etc.), Directors (best group to target), and Vice Presidents
  7. Company size: if you want mid-size businesses, aim for those under 10,000 employees. If you want small businesses, stick with businesses that have under 500 employees.

3. Invite People And Reach Out

Notice: This is where you will want to read LinkedIn’s User Agreement and compare it with its Terms of Use for Developers then come to a conclusion as to what it means for you.

At first, it seemed to me as though, LinkedIn didn’t want anyone to use any tools of any kind to get stuff done. However, reviewing the terms for developers has made this view more gray and less black-and-white in my opinion.

Personally, I’m currently going through the painstaking process of typing everything. Ugh!

I have been looking at some tools though, and here are the best I’ve found for inviting people to connect and doing outreach via LinkedIn aimed at your current connections:

LinkedIn Helper for the Chrome Browser

Dux-Soup for the Chrome Browser

Leonard for LinkedIn (Install and Download for Chrome)

Regardless of the app you decide to use, they will each do a few key things:

  • Mass Endorsement of Profiles
  • Auto Profile Visits
  • Mass Personalized Invitations
  • Auto-Respond to New Connections
  • Mass Messaging to Connections

My main issue with these tools is that I can tell when someone has used them to ask for a connection or send a message my way.

Adding someone’s first name to a message is not new magic and hardly meets the standard of human communication these days. One of the things that I believe makes my own services effective is the ability to interact with the fragile details of a decision-maker’s profile.

If I tried to use one of these auto tools to do what I do, I’m pretty sure I would offend most and get ignored by the rest. However, someone using a different spray strategy might crush it with these same tools.

Final Note: Diversify From LinkedIn

When working with salespeople  I’m helping get sales calls with LinkedIn, guess what? I don’t always deliver…right away. Sometimes people will be interested and responsive via LinkedIn and sometimes they won’t.

I don’t like depending on the mood of the day, so I enlist another tool as backup.

It’s called Adapt (formerly Saleslift) and it’s also available on the website-level and as a Chrome app (what can I say, Chrome makes awesome tools–that’s why I made the switch).

The tool allows you to follow up with leads via email and phone by connecting LinkedIn profiles to company profiles. And this way you aren’t at the mercy of one tool but have an arsenal to assist you.

LinkedIn Job Descriptions: Tell Your Rising Success Story

LinkedIn Job Descriptions: Tell Your Rising Success Story

LinkedIn job descriptions and accomplishments are going to allow us to really make an impact with the people we connect with on LinkedIn. Because–let’s say that you do everything right and can get folks to your profile–they’re going to want to see that you’ve done something impressive.

*Just so you know, this post comes with a free worksheet to help you go from Setup to Sales Call with LinkedIn. Get the accompanying worksheet here

Once more, let’s start off with the basics that we know about creating a professional LinkedIn business profile before we get into talking job and accomplishments.

So again, you’re probably tired of hearing about now, but here’s our perfect profile formula.

PH + KRD + KRL + MI =Perfect Profile

As we’ve previously discussed:

The “PH” part right stands for your professional headshot, “KRD” is going to be your keyword rich descriptions. “KRL” is going to be your keyword rich lists and “MI” is going to be your media inserts-

Keyword-rich lists and media inserts are the biggest parts of our job and accomplishments section.

This is really where the last two portions of the profile formula are going to shine.

Why else should we focus on these LinkedIn job descriptions and accomplishments? They allow us to cement a positive impression with the people that find us on LinkedIn.

And the people finding us will be our talent trio: our peers, the VIPs that can help us rise and third parties, or weak ties. Job and accomplishments are the standard by which the talent trio judges you.

You may be very nice, very kind, but ultimately folks want to know that you can help them reach their goals. If you’re having a bit of a struggle trying to figure out how to express that, feel free to review the recent keyword research post. Soon, we’ll also cover the VIP or buyer persona.

Tricks To Spruce Up LinkedIn Job Descriptions and Accomplishments

Now, you may not feel you have a big number of impressive jobs and accomplishments. That doesn’t matter as much as you think. Try some of these tips and see if doesn’t improve your professional presence.

First, a few house rules:

Big no-no to avoid #1: Making stuff up.

I know you wouldn’t do this–but I’ll say this just to be clear–this not a chance to lie. Get creative, but let’s keep keep away from outright deception, such as adding qualifications and accomplishments we have not done.

As MSNBC recently reported, “75 percent of human resource managers have caught a resume lie.”

Among the examples they share, is one man who claimed to be a CIA anti-terrorist spy while he would have been in elementary school. Let’s not do that.

Big no-no to avoid #2: Telling people you’re unemployed

You’ve seen it expressed in many ways: “seeking opportunities (who isn’t?),” “unemployed” etc. People will actually place this in their LinkedIn headline to inform the world of their current lapse in vocation.

Please do not ever be “unemployed” on LinkedIn. You have no excuse to be unemployed on LinkedIn. Here is where you get creative.

I know this because I have been out of traditional employment myself. During these times, I kept learning and kept working on projects and businesses with potential. Whether Pajama Jobs USA, or Men’s Home and Workout on my resume, I devoted myself to these efforts and made them my occupation.

While it might seem logical to let others know you’re looking, it doesn’t work that well. Just search out the proof for yourself or read the recently updated Washington Post story “Companies won’t even look at resumes of the long-term unemployed” to learn more.

The same goes for business. I don’t know a single one that isn’t “looking for clients.”

It’s called the base of one factor. I want you to think of that awkward guy or gal who was in class with you in highschool. They seemed desperate to talk and hang (Heck, I’ve experienced this recently). It doesn’t always matter if they were/are great people–desperation is never attractive.

Compare that scenario to the guy or gal who has more friends and connections than they know what to do with. When you have some it’s easier to get more, when you don’t have any (or you advertise that fact) then it’s tough to get one. The rich get richer and the poor get poorer. It’s just another one of those laws of the universe.

I’m not going to keep beating on this topic, but remember, we live in an age of amazing possibilities. You can have an occupation if you want one.

From Merriam Webster Dictionary:

Definition of occupation

1 a : an activity in which one engages. Pursuing pleasure has been his major occupation.

b : the principal business of one’s life : vocation Teaching was her occupation.

Here are some ethical tricks you can use on LinkedIn concerning your work history.

Include important keywords for your niche

Review our post on keyword research if you need help finding your right keywords.

For example, as a marketer, I’m going to repeat some of the same terms in my job descriptions and titles, when appropriate.

You can always add a little pipe at the end of job title and insert a relevant keyword there. It’s a creative way to let people know what your specific positions have in common.

For example, when I write about being a personal finance journalist and a publishing editor, I’ll include a pipe with the phrase “content marketing” for each. This was especially relevant when I was targeting content marketing positions in the past.

Craft and tell your job story

I was actually helping someone out with this the other day. You have to tell a story with your profile. We’re obsessed with stories. Think about this: the hottest must-see movie that’s made millions and billions of dollars is just another souped-up story. It’s our preferred way of accepting information.

People want to see the progression of your story. You don’t have to overthink this. Some tips:

Separate jobs by promotions and seniority-level

It has to make sense. Remember that old business archetype of the mailroom kid eventually becoming the CEO or Chief Executive Officer? How would you explain her climb in levels?

You might show a progression that looked like…

Mailroom associate

Customer Service Representative

Customer Success Manager

Associate Vice President of Service and Operations

Senior Vice President of Service and Operations

Chief Executive Officer (CEO)

If you’ve been working at the same company for a long time, then separate your different levels of positions with their own dates and titles.

If your resume isn’t this straightforward, look into how you might ethically give your titles a nudge to help craft the story you want to tell. We use our LinkedIn profile, especially the LinkedIn job descriptions and accomplishments section, to the tell the story of our rising success.

Include media insertions and keyword-rich lists

This came to me after consistently being asked what I had accomplished at previous positions. Keyword-rich lists allow us to share all of that information in a way harried professionals might still notice without reading our entire profile. No one has that kind of time.

Enter bullet points and images.

For me, I will literally list everything I have done in a certain gig. So I will talk about WordPress, digital marketing strategy, and about 20 different skills that I used. That way if someone searches for a specific skill that I possess, I may at least show up in a search. If people finding you are impressed by what you know–then that’s a bonus.

Now, for media inserts. People are still very visually-driven. Consider how YouTube has grown in size and capacity to be just as important as Google.com’s search bar. I’ll use this to associate myself with well-known outlets and publications.

If you’ve given any recorded talks or speeches, led discussions or done any somewhat impressive thing at any position resulting in some sort of media, a picture, video, etc–then include it with the corresponding position.

Also, when it comes to making your LinkedIn profile stand out, don’t forget to add in your certifications, courses taken, and languages spoken or read.

I encourage you to check out the worksheet that comes along with this post because it’s going to help you think through building your profile.

Stick around for the next post where we will be talking about how to start finding and reaching VIPs and leads.

*Just so you know, this post comes with a free worksheet to help you go from Setup to Sales Call with LinkedIn. Get the accompanying worksheet here

Writing A LinkedIn Profile Summary To Build A Favorable Impression? Here’s how…

Writing A LinkedIn Profile Summary To Build A Favorable Impression? Here’s how…

What we’re going to talk about is another important factor to getting found on LinkedIn and making a great impression when folks find you: The LinkedIn Profile Summary.

*Just so you know, this post comes with a free worksheet to help you go from Setup to Sales Call with LinkedIn. Get the accompanying worksheet here

Quickly, let’s do a little recap. In our last post  we talked about keyword research. Now, why is that important? Because you’re going to be sticking those keywords into different spots of your profile. This includes your summary.

Let’s look at our LinkedIn perfect profile formula to make sure we’re on track.

PH + KRD + KRL + MI =Perfect Profile

As we’ve previously discussed:

The “PH” part right stands for your professional headshot, “KRD” is going to be your keyword rich descriptions. “KRL” is going to be your keyword rich lists and “MI” is going to be your media inserts-

Talking summaries, why do they matter?

First off, a good friend, who often works with me, told me he was able to build his current six figure business through the strength of his LinkedIn profile alone. He never did any marketing. That convinced me my LinkedIn pursuits were worth while.

To follow that, they’re going to be the first impressions your talent trio has of you. Let’s look into how that summary is built. LinkedIn summaries are going to have three general parts:

  • Our lead (the beginning of our profile)
  • Why I’m awesome
  • Our kicker (the end of our profile)

Writing Your LinkedIn Profile Summary Lead

When we’re writing our lead there are a few things it’s good to mention:

  • What you do
  • How long you have done it
  • Accomplishments
  • Awards

The top of your profile summary is, essentially, a condensed cover letter or one of those resume objectives you used to write. With most recruiters using LinkedIn to source quality talent, LinkedIn has become a modern resume of sorts.

That said, consider what The Balance Careers shares on why a resume profile matters:

 

A resume profile offers applicants a way to stand out among the hundreds of resumes that companies receive. Most employers spend only a few seconds looking at a resume, and much of this time is spent looking at the top half of a resume. Therefore, even if employers only read your profile (located directly beneath your heading and contact information), they will still have a clear idea of your unique qualifications.

 

In addition, your profile can include resume keywords that will help your application get picked up by the applicant tracking system that many companies use to screen applications for job openings.

 

An example profile summary may start like:

“Accomplished sales director with success in developing strategies that have generated 6- and 7-figure revenue growth.”

The opener here offers the reader a chance to see what this person, in this case, as sales director, can accomplish in the future.

Writing Your LinkedIn Profile Summary And Kicker

After writing my two sentences on why folks should care about who I am, I add in the ‘why I’m awesome part,’ which is a couple of bullet points. I like lists here because they allow us to take up a whole lot of space and show off the long list of things we rock at. I talk about what I’ve accomplished recently.

An example might read:

In the last 8 years, my recent accomplishments include:

• Building a network of sites helping telecommuters find jobs in 6 U.S cities. 

• Growing readership of online magazines to 10K quarterly through social media and mobile web-focused content.

• Interviewing TV Hosts, White House Insiders and NYT Bestsellers for MSNBC.

• And refining marketing strategies for internet-based businesses using Google Analytics customized reports with a focus on leveraging organic search using relevant KPIs.

And the kicker needn’t be any different, just another list with the relevant keywords and phrases you found working through the last post.

The idea struck me after the 5th person expressed confusion as to what I’d accomplished at previous roles. These days, I’ll have it listed out, as it’s easier to rattle off…

An example:

SKILLS:

-Digital Marketing Strategy

-Wordpress

-Adobe Photoshop

-Marketing CTAs

-Brand Journalism

-Brand Storytelling

-Facebook App Set-up

-Twitter App Set-up

-Front End Design with Visual Composer

-Google Adsense

-Mobile Forms

-Google Analytics

-Raven SEO

-Wordstream Keywords

-Google Keyword Planner

-Long Tail Pro Training

-Copywriting

-Browser Notifications Set-up

-Mobile optimization

-PR/promotion

To get a handle on your own profile summary, go ahead and complete the worksheet that comes with this module because it’s going to help you dive deeper into understanding how to do that.

I guarantee the effort spent on crafting a profile worthy of you will pay off when it’s clear that it stands out.

In our next post, we’re going to talk about writing on jobs and accomplishments so you can develop your work story, so you can rise to your desired level of success.. See you soon.

*Just so you know, this post comes with a free worksheet to help you go from Setup to Sales Call with LinkedIn. Get the accompanying worksheet here

How To Do Effective LinkedIn Keyword Research for Your Profile

How To Do Effective LinkedIn Keyword Research for Your Profile

I’m happy to have you here with me because we’re going to be talking about a very, very important topic that affects all of us, especially when it comes to LinkedIn, and that is LinkedIn keyword research.

*Just so you know, this post comes with a free worksheet to help you go from Setup to Sales Call with LinkedIn. Get the accompanying worksheet here

Just to recap, in the last post we were talking about setting up your profile and creating a professional picture. That is important because we don’t want to give a negative impression. We’re wanting people to think that we are these professional, awesome masters of the universe or what have you. In that vein, the keywords we use in our profiles are also going to help.

First, let’s look at our perfect profile formula again, it’s going to be:

PH + KRD + KRL + MI =Perfect Profile

Last post we explained:

The “PH” part right there just stands for your professional headshot, “KRD” is going to be your keyword rich descriptions. “KRL” is going to be your keyword rich lists and “MI” is going to be your media inserts–and that’s what creates a perfect profile.

Keyword research is what we need to accomplish the next part, which is going to take your profile from “I guess this person can kind of do what I think they can do” to “awesome and amazing.”

Think Like The People Searching For You

Typically, when people are sifting through profiles on Linkedin they are searching for something. We cannot always know what everyone on LinkedIn is up to but for our purposes let’s separate them into three types of people that are going to see our LinkedIn profiles.

The people that are going to see our profiles include our peers, VIPs and helpful third parties–our Talent Trio.

man explaining linkedin prospecting with laptop

Our peers, we know, are the people that are doing the same sorts of work that we’re doing and they just want to:

  • collaborate
  • pool resources
  • Connect for some general/vague benefit

They might be looking to join up to tackle a project or ask if you know of work opportunities they can tap into.

man doing linkedin marketing search with laptop

Third parties can be folks you weren’t necessarily connected with before but find out about you through some exposure or a shared connection. These folks are awesome because every time they connect with you it’s like a surprise. This happens as you grow your network, which is what this series is also going to help you do.

business vip or lead sitting at desk in business suit

Now, for the people we all want, our VIPs. These “very important people” we want to connect with us will likely find us via LinkedIn searches–so we’ll need to show up. Using the search bar on LinkedIn’s main page, they are going to search for whatever they need. Your job (and my job) is to show up in that search bar. Again, that’s what makes our keyword research important.

LinkedIn Keyword Research Tools

So how do we find these great keywords?

Well, there are more than a few ways. The following are some fairly popular options I like to use.

WordTracker

Let’s start with our friend word tracker, which prides itself on being the number one keyword tool that reveals thousands of words that that Google Keyword Planner doesn’t.

Go to https://www.wordtracker.com/ or you can just search “wordtracker” using DuckDuckGo or your favorite search engine. It comes up pretty easy.

At the main page we just enter our keyword into the big search bar on the front page. Once we hit enter, it’s going to show us monthly averages according to our territory. So, if, for example, I type “marketing” and click search it returns some longer keywords, or the long tail– and that’s the trick.

Need an explanation of the long tail? Here’s the quick-and-dirty version…

The Long Tail: Getting The Basics

Here’s an example, you’ve probably experienced yourself:

Say you’re purchasing sneakers and you want to buy them off a site like Amazon or East Bay or Zappos, whatever. What are you going to search for? You’re not just going to search for “sneakers”. If you search that, you’ll get a whole bunch of stuff you don’t even want.

What you’re more likely to do is produce a long tail keyword. That’s where we get a little bit specific in our search by lengthening our keywords, something you (and I) do naturally. So, if you were looking for those sneakers, you might search “men’s running sneakers,” “men’s black running sneakers for inversion” or something like that. Super specific.

WordTracker (Cont’d)

Looking back on our wordtracker search, it brings up popular long tail keywords in my niche:

Internet marketing

Email marketing

Search engine marketing

Google search engine marketing

Affiliate marketing

Social media marketing

Stock marketing

You get the idea, we have all these words that will help generate some ideas for stuff that we can include in our profile: especially our keyword-rich lists and keyword-rich descriptions.

Ubersuggest

Another great site to find those keywords, is Ubersuggest.

Now Ubersuggest is going to work a little bit differently than wordtracker. They add a different word at the front of the word you’re searching corresponding with each letter of the alphabet. Let’s see how this works.

If I type in “marketing,” it will pair my search term, “marketing,” with the letters of the alphabet and see how those work together. So for example, for “A”, we’re going to see “marketing automation.” That’s a very good term that I know a lot of companies are searching and needing help with. So that’s a good one. “Marketing agency” is another one. I might include that word in my profile some day.

Some of them will work, some of them won’t.These terms are ideas of ways to differentiate what we’re saying and typing into our profiles.

Google Instant

Before I go to the adwords keyword tool, which you might be experienced with, let’s use a tool that you use all the time but aren’t paying attention to–that thing we take for granted called Google instant.

As you’ve likely seen a thousand times yourself, if I start typing my words here, it’s going to start giving me suggestions. Automatically, all these terms popup, “marketing plan template,” “marketing planning example,” “marketing jobs in Denver” and so on. All this stuff pops up the minute I start searching.

It’s as if Google is saying, “hey, are you searching for this because this is super popular.” Another method for finding keywords for our LinkedIn and help it stand out.

Google Keyword Planner

The last tool I’m going to show you–because there are dozens of them (including paid programs such as Raven SEO, Long Tail Pro)– is good old Google keyword planner.

*As long as we’re talking about paid keyword research tools: If you have the money to spend, my recommendation is Long Tail Pro. They also have a very useful blog where they cover a ton of SEO-related topics.

Once you click “tools” then click on “keyword planner.” (* Yes, I know my ads are paused. Thank you very much).

Back to KW Planner. One of the easiest things to do with keyword planner is to search for new keywords using a phrase website or category. We’re going to get some nice options here. It’s also going to give us the options for targeting languages. For our purposes, you can leave this untouched.

You don’t need to add negative keywords unless you really want to. Negative keywords are like making a request to Google saying, “don’t include these words.” For example, if you were searching for “sandwiches,” you might add a negative keyword of “earl” because you don’t want to learn about the Earl of Sandwich. Yes, I know random example, but let’s continue.

Because of our previous keyword research, I’ll enter “Internet marketing.” What sorts of ideas does it give me?

Internet marketing, getting about 1000 to 10,000 monthly searches

Affiliate marketing, getting about 10,000 to 200,000 monthly searches with medium competition

A Word On Keyword Competition

Another thing to keep in mind with keywords is that medium competition is going to be your best bet. If your competition is too low, it means that it’s not likely to be a worthy opportunity for you. You’re going to want to get in that sweet spot: getting a fairly nice monthly search term number and medium competition.

Also with LinkedIn keyword research, it’s important that we not only look up these buzzwords but that we start thinking about the common language people use everyday when they’re searching for things. So if you’re using industry terms that are super specific and super technical, you might want to think of ways to make them simple to understand.

I would encourage you also to complete the worksheet that comes along with this post because it’s going to help you walk through this LinkedIn keyword research process. You will also get a better grasp on how you can match what people are wanting with what you’re offering.

In the next post we’re going to talk about how to get even more results with your profile through crafting a stellar summary. This is a key factor in getting your profile read and connecting with the right people. See you then.

*Just so you know, this post comes with a free worksheet to help you go from Setup to Sales Call with LinkedIn. Get the accompanying worksheet here