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1. Purpose

This workflow helps you build authentic relationships with potential clients or collaborators on LinkedIn—without sounding salesy. It walks you through a proven, AI-assisted DM sequence designed to spark conversation, build trust, and softly transition into a value-driven offer or call.

2. Responsibilities

Who	What
Business Owner	Identifies target contacts, sends DMs, follows up appropriately

3. Procedure

Step 1: Recall Your Previously Shared Brand Info

Start by making sure the AI program has some context about your personal brand. If you haven’t already, please complete this Brand Setup Workflow before proceeding. 

💡 ChatGPT Prompt:

I’ve previously shared my brand setup with you. Please recall the following information and apply it to this request:

– Brand Name  

– What I Do  

– Target Audience  

– Content Goals  

– Tone of Voice  

– Content Pillars  

– Common Phrases  

– Do Not Dos  

– Style Examples (if available)

Step 2: Identify Your Ideal Contacts

Before messaging, know who you’re talking to and why.

💡 ChatGPT Prompt:

I’m looking to connect with [describe your target audience, e.g. marketing managers at SaaS companies]. Write a short LinkedIn connection message that feels friendly, non-salesy, and relevant to their role.

Step 3: Send a Friendly Connection Message

Use a light, value-led approach—no pitch yet.

💡 ChatGPT Prompt:

Based on this person’s LinkedIn profile summary [paste summary or key points], write a friendly 300-character connection request that makes it feel personal and relevant.

Step 4: Nurture with a Soft Check-In (1–3 Days After Acceptance)

Start a convo without going straight into sales mode.

💡 ChatGPT Prompt:

They accepted my request! Write a short DM that:

– thanks them for connecting

– asks a casual question about their role or recent post

– subtly positions me as someone worth chatting with (I do [your service] for [your audience]).

Step 5: Share Something Valuable (3–5 Days Later)

Provide a helpful insight, tip, or resource that fits their world.

💡 ChatGPT Prompt:

Write a follow-up DM that shares a quick insight or article related to [insert topic relevant to their role]. Keep it conversational and frame it as “thought you might find this interesting.”

Step 6: Invite a Light Call or Deeper Chat (Optional)

If they’re engaging or showing interest, invite them into a next step.

💡 ChatGPT Prompt:

They responded positively! Write a message that invites them to a quick call (or Zoom) to exchange ideas or explore collaboration—but keep it casual and non-pushy.

Step 7: Reconnect if Ghosted (7–10 Days Later)

Give them a soft nudge—gracious, not needy.

💡 ChatGPT Prompt:

I haven’t heard back since my last message. Write a follow-up DM that’s friendly and low-pressure, something like “just floating this to the top of your inbox” with a casual tone.

Step 7: Log & Rotate Your Messages

Track responses and rotate outreach messages every 10–20 contacts to avoid patterns that feel copy/pasted.

4. Documentation and Records

Place	Purpose
Outreach Spreadsheet	Track your outreach messages and follow ups.

5. Revision History

Date	Author	Description
07/05/2025	Rachael	Original version