Guides › Sales & Leads

Start genuine conversations with prospects on LinkedIn

Personal connection notes and a short message plan for your best prospects, tracked in a simple Notion list so nobody slips through.

Sales & LeadsIntermediate30 minLinkedInAI assistantNotion
Open the interactive guideBrowse all guides

When to use it

A few times a week, 15 minutes at a time

Step by step

  1. Make a simple tracker

    In Notion, create a database with columns: Name, Company, Profile link, Why them, Status (To connect, Connected, Talking, Not now) and Next step date.

  2. Pick five people at a time

    Choose prospects who post or comment regularly. Note one thing from their recent posts or profile in the Why them column.

  3. Write personal notes with AI

    Paste your notes into your AI assistant with this prompt.

    Prompt to copyI help [type of customer] with [what you do]. For each person below, write: 1) a LinkedIn connection note under 250 characters that mentions the specific thing I noticed and has no sales pitch, 2) a first message to send a few days after they accept, under 60 words, that offers something useful (an idea, an article, a question about their work), and 3) a natural second message for a week later. People: [name, role, what I noticed]. British English, friendly, no flattery, no 'I'd love to pick your brain'.
  4. Send them by hand

    Copy each note into LinkedIn yourself and update the Status in Notion. Don't use tools that automate LinkedIn, as LinkedIn's rules don't allow them.

  5. Follow your next-step dates

    Open a Notion view filtered to today's next-step dates each time you sit down to do LinkedIn.

What you get

Connection note: 'Hi Amara, your post on running a café with two kids under five really struck a chord. Would be good to connect.' Message 1 (after accepting): 'Thanks for connecting! You mentioned staffing rotas eat your Sundays; here's a free template one of my clients uses...'

Tips

More Sales & Leads guides