Learn everything of transforming LinkedIn into an automated inbound sales channel that will

  • automagically schedule all your meetings
  • enrich this information
  • enter it into your CRM
  • and lastly, update you on Slack!

You probably already know that you can add rich media to your LinkedIn profile.

Now, imagine using this opportunity to create an awesome CTA! 🤔
It would grab your LinkedIn visitors’ attention. Perhaps, you could even give them the possibility to schedule a meeting with you!

LinkedIn CTA Example GrowForce - LinkedIn - Plann3r Inbound Meeting SchedulingLinkedIn CTA Example Nicholas D'hondt, CEO Plann3r - LinkedIn - Plann3r Inbound Meeting Scheduling

These are the subjects I’ll talk about:

  • Optimizing your LinkedIn account
  • Generating traffic to your LinkedIn profile (content-hack & automated visits)
  • Adding rich media to your profile
  • Adding a CTA (call to action), so people can immediately request a meeting with you
  • Automagically save your invitee’s data
  • Automagically expand your CRM / lead management system / Email list with real people

Generate traffic to your LinkedIn profile

Alright, let’s make people interact with your awesome LinkedIn profile.
In the first place, we need to make sure people are visiting your profile. There are a couple of cool tricks we can use to lure people into visiting your LinkedIn profile.

But, before we start, make sure your profile is ready for traffic. To help you, I compiled a small checklist. This list includes the bare minimum of what you should do.

Quick LinkedIn optimizations

  • Firstly, have a catchy headline. Include what value you can bring to the people visiting your profile.
  • Next, don’t leave any fields open. As a result, you become a LinkedIn All-Star.
  • Add strategic keywords to your LinkedIn profile, so the right people can find you.
  • In the job description, show what you and your company can do for the people visiting your profile.
  • Add publications to your profile to claim expertise in your domain. People trust you more if they can see/read that you know what you are talking about.
  • Also, make sure you have 500+ connections. People on LinkedIn tend to only take you seriously if you have at least 500 connections.
  • Leverage LinkedIn to connect with industry leaders and add a personal message. (You can use Dux-Soup to automate this process)
  • Lastly, make sure you have a professional-looking profile picture

Visit profiles using Dux-Soup

People are curious. Don’t you often go check out the profiles that have visited yours? Yes, I thought so.

We’ll use this to our advantage. Furthermore, we’ll automatically visit 300 targeted profiles each day. You’ll see that at least 25% of these people will come back to your profile.

First, we are going to make a segmentation of the people we want to visit.
We can use LinkedIn Search as well as the LinkedIn Sales Navigator.

I’ll explain how to do so using the regular search option.
If you have LinkedIn Premium,  you should use the Sales Navigator. By the way, you can get LinkedIn Premium for 1 month for free!

So, go to the LinkedIn People Search.
Click the ‘All Filters’ button, and you’ll be presented with all the free filters that you can use.

LinkedIn Segmentation - LinkedIn - Plann3r Inbound Meeting Scheduling

With these filters, you can make a nice first segmentation in the regular search bar.

Try not to go over 1000 results. Although LinkedIn is great, it simply can’t show you more results than this.

In that case, it’s better to add an extra filter to chop your results in more batches.

For instance, these are the filters I used to find founders who are active in marketing and advertising in Antwerp, Belgium. Consequently, it resulted in 361 search results. Even though this seems like a lot, I can easily visit them all in 1 day.

LinkedIn Founders Segmentation Example - LinkedIn - Plann3r Inbound Meeting Scheduling

Next-up is Dux-soup. It’s free if you are only going to use this tool to visit profiles.

But, Dux-soup is such a powerful tool. It would be a shame not to mention the other stuff it can do.

You can use Dux-soup

  • to generate email addresses
  • send connection requests with personalized messages
  • auto-endorse people, like so, they may endorse your skills as well
  • and so on.

My friend Gilles DC wrote a very nice guide on all the interesting things you can do with Dux-Soup. You can find his guide here.

Start visiting profiles

Alright, you successfully made a segmentation. Now, it’s time to unleash the ‘dux’.

After adding Dux-soup in your Google Chrome, you’ll notice that you have a green duck icon next to your address bar. If you click that icon, you’ll see the following pop-up.

Here, we’ll select the ‘visit profiles’ option.
In these options, you can configure how many profiles need to be visited per day.

But, if you are just starting out, it’s safe to leave these options to Dux-Soup. The Dux-Soup creators have plenty of experience. They’ll make sure your daily visits stay within the acceptable rate for LinkedIn.

Write industry related LinkedIn native posts

LinkedIn’s algorithm likes it if you post different kinds of content. Don’t only focus on long text posts (broetry style). Switch it up with images, videos and one of LinkedIn favorites: Native Articles.

Normally, we write a blog post and share the link on our LinkedIn.
But, you can use this tiny button to write a native LinkedIn Article. 👇

Native Article LinkedIn Button Image - LinkedIn - Plann3r Inbound Meeting Scheduling

When you’re done writing your article, you want people to see your post and engage it.
👉Don’t forget: it’s all about giving value to your connections!

What helped me, was tagging my most influential connections in that particular industry. Then, I’d ask for their opinion.

When they like your post or engage with it, their network will get notified as well.

To find these people, you can use LinkedIn search with the same search filters as mentioned above. But now, you add the filter ‘1st degree connection’. Don’t tag more than 15 people! 🙈

Tagging Influential People Nicholas D'hondt, CEO Plann3r, Example - LinkedIn - Plann3r Inbound Meeting Scheduling

No idea what to write about? There are a couple of tricks that might help you find content-ideas. They might match with your target audience’s interests. Again, keep in mind that you are trying to create value for your network!

How to find interesting topics for your industry

Here are a few short pointers:

  1. Use Quora to search for the most followed questions in your industry. First, use the search function. Then you need to filter the results. Like so, you only see the top questions that were asked in the last month.Quora Filter Example - LinkedIn - Plann3r Inbound Meeting Scheduling
  2. Use Answer the public to find search sentences that real users are looking for. Cluster these and write one piece of content that solves these questions.Answer The Public Sentences Example - LinkedIn - Plann3r Inbound Meeting Scheduling
  3. Use buzzsumo.com to find articles that are trending for your keyword/niche.
    Here, you can filter by date, language, word-count and amount of viral shares.Buzzsumo Trending Articles Example - LinkedIn - Plann3r Inbound Meeting Scheduling

Generating the Call To Action

In this section we’ll

  • firstly, set-up a free meeting page
  • secondly generate the correct image for our CTA
  • and lastly add this CTA to our LinkedIn profile. ✔️

Claim a free meeting page

Disclaimer: I’m one of the founders of Plann3r. Feel free to use any meeting scheduling tool you have.
But, Plann3r has a free tier which is perfect for our purposes. 😉

For example, this is what Elon Musk’s meeting page could look like: 👇

Elon Musk Meeting Page Example - LinkedIn - Plann3r Inbound Meeting Scheduling

Elon, if you’re reading this, please, don’t be mad.

You may claim your meeting page, free of charge! 😊

Go to plann3r.com and create your free account. You can add your

  • your Google-
  • Office365-
  • or iCloud calendar.

Next, you need to claim your free meeting page. You can do so by completing the onboarding.

Afterwards, you can customize your meeting page to your likings.
Currently, there are four tabs:

  • Layout: here, you can
    • Customize the fields of the meeting page.
    • Choose the base and the accent color for your meeting page.
    • Add meeting types.
    • Choose a logo (and make it company branded).
    • Choose the location: Your adress(es), (video)call, their address. 📌
    • Change the Call to Action.
    • See a preview of what your meeting page looks like for the visitors.
  • Preferences: in this tab, you can
    • Change the name of your meeting page.
    • Attach the right people to your meeting page (❗ First, you need to link them to your company on Plann3r!). You can also choose whether someone can or must attend the meeting. 👇Meeting Assignment Example - LinkedIn - Plann3r Inbound Meeting Scheduling
    • Make your meeting page temporary.
    • Also, you can turn on the Auto Accept feature.
    • Integrate your meeting page with Teamleader CRM and Zapier.Integrations Example - LinkedIn - Plann3r Inbound Meeting Scheduling
  • Availabilities: choose when you are available
    • Set page-bound intervals for when you are “available” for the meetings scheduled with your meeting page.
      Page Availabilities Example - LinkedIn - Plann3r Inbound Meeting Scheduling
    • Furthermore, you can toggle the Ignore Calendars feature.
    • Change the time zone linked to the meeting page.
  • Share
    • Easy buttons to share your meeting page on your social media platforms.
    • Create a customizable, shortened URL.
    • Tools to embed your meeting page to your website or to add the link to it with a button.

Now, you just need to save your page and you are good to go!

Furthermore, when someone requests a meeting, you’ll be notified by email. You can still decide yourself if this meeting is worth your time.

⚠️ For the sake of this guide, it’s best to already request a meeting on your meeting page. Like so, you can get a feeling of how your clients will request meeting with you. After doing so, you can make adaptations where necessary.

Loading the correct image on LinkedIn

It takes a while for LinkedIn to load the correct image.
That’s why it’s better to share your meeting page link. So,put your link in the ‘share an article, photo, video, idea’ field on the LinkedIn homepage.

Don’t post, but wait until LinkedIn is done loading your image.

If LinkedIn wasn’t able to load the correct image, refresh the website. But now, Add “?1” behind the URL. Paste this in the same LinkedIn Share Status field.
For example: https://plann3r.com/page/plann3r/nicholas?1

As a result, LinkedIn will think it’s a new URL and it will start fetching its contents again. 😇

Add the Call to Action to your LinkedIn-profile

Go to your own LinkedIn profile. At your experiences, click on the little blue pencil next to your current job.

Editing Pencil Place - LinkedIn - Plann3r Inbound Meeting Scheduling

If you scroll down to media, you can add a link to your profile.

Add a link to your meeting page - LinkedIn - Plann3r Inbound Meeting Page

Once you’ve added the link, it’ll look something like this.  👇

CTA in LinkedIn profile - LinkedIn - Plann3r Inbound Meeting Scheduling

As the title of the link, I would recommend not to write too much. You want people to see your image and click on that. You don’t want to distract them with a confusing text.

For instance, I noticed a simple “☝️” works best. Like so,  people know where to click. Now, click save and you are ready to go!

Sidenote:

You can also include

  • presentations
  • video’s
  • a link to your website

as rich media.
Besides, remember: if you add another link, try to write the description as doable as possible.
Don’t go for “ The best in ”.
Instead, it’s better to write “Click here to discover how we can help you” or “Play video”

Automate, automate, automate!

I hope you feel this guide has been helpful so far.
But, are you ready to take the automation to the next level?

Funny Automation Gif - LinkedIn - Plann3r Inbound Meeting Scheduling

In the next steps of this guide, we’ll make sure you know as much information as possible about the people who request meetings with you.

In addition, we will make sure that this new lead is automatically added to

  • your CRM (Salesflare, Freshsales, Hubspot, Teamleader)
  • or Marketing-automation system (MailChimp, Campaign Monitor, …)

The first thing we need for this is one of my favorite tools Zapier.

Zapier allows different apps to talk to each-other without the need of a hard-coded integration. Isn’t that awesome? 😎

Zapier Integration flow with Plann3r - LinkedIn- Plann3r Inbound Meeting Scheduling

After creating a Zapier account, you need to request access to the Plann3r Application on Zapier. Currently, we are still in private beta and you guys/girls are one of the firsts who are able to test it!

If you want to gain the information of people, I advise you to request a free FullContact Developer Account. This will allow you to save 100 people for free per month.
Besides, f you like it, you can always upgrade your package.
Here, you can create a FullContact account for free!

Once you are on your dashboard, you have to click on the blue ‘+ Generate API Key’ button

FullContact Genrerate API Key Place - LinkedIn - Plann3r Inbound Meeting Scheduling

Now, give your API-key a clear name, such as “Zapier” and save the API-key somewhere safe.

Now that we have all the pieces of the puzzle, it’s time to put them together.

Go to Zapier.com and click on Make A Zap.

First, you’ll have to define your Trigger. This is the thing that will trigger the rest of your automation sequence. We want the automation to start the moment we receive a new meeting request. So, we’ll select Plann3r and check the “New Meeting” option.

Zapier Plann3r trigger - LinkedIn - Plann3r Inbound Meeting Scheduling

Next, Zapier will request you to connect an account and add your Plann3r API-key. This API-key can be found in your Plann3r settings (Authentication code).

Authentication code Plann3r place - LinkedIn - Plann3r Inbound Meeting Scheduling

Now that we have Plann3r connected, it’s time to connect our other applications.
First, we are going to connect FullContact.

Once you have selected FullContact as your next step, you’ll have to select the ‘Find Person’ option. This allows you to get more information about a person based on his email address.

FullContact Find Person Option - LinkedIn - Plann3r Inbound Meeting Scheduling

Now, Zapier will ask you to authenticate with your FullContact account. Follow the steps and you’ll be fine!

Next, you’ll have to enter the field you will use to save the data gained through FullContact.
Since we have the email address of the person trying to request a meeting with us, we’ll use this. So, click the little icon with the plus next to it and select Invitees Email.

Field of where the data will be stored in - LinkedIn - Plann3r Inbound Meeting Scheduling

Based on an email address, FullContact will try to find the following information.

Saved Information Through FullContact - LinkedIn - Plann3r Inbound Meeting SchedulingNow we can use all this data in our follow-up steps.
I like to push the meeting and the information of the requestor to myself on Slack. Like so, I immediately know when someone requested a meeting. Furthermore, I can already see if this person might be interesting for me.

In the next step, I’ll transfer this information to my CRM.

For instance, I use Salesflare. They already have built-in a FullContact integration and a lot of other CRM’s don’t offer this. Consequently, the rest of the guide will be based on Salesflare. However, the following steps are similar for the other tools. (MailChimp, Campaign Monitor, FreshSales, Slack (scroll down),…)

In Zapier, it’s now time to select the next app in your sequence.

When I selected Salesflare, I first made a new account for this lead who wants a meeting with me. Afterwards, I added a note to that account. This note has all the information the person left on my meeting page and the other saved information of FullContact.

Zapier Automation Example with Salesflare - LinkedIn - Plann3r Inbound Meeting Scheduling

Last but not least: I want to receive a message on Slack.
It needs to contain all the information available about that person and meeting. It also needs to include a link to accept the meeting request.

Add slack

In addition to the other ones, let’s add the last step to Zapier.
First, we are going to add Slack and select the Send Direct Message action.

In the Message Text box, you can add all the information that came from Plann3r, FullContact or other integrations.

Pro-tip:

Split your Slack-messages per integration.

If you have 1 Slack message that includes all your variables, but one of your integrations didn’t send data, your Slack message won’t be sent. For example, this happens when FullContact can’t find information about an email address)

Slack Message Setup Preview - LinkedIn - Plann3r Inbound Meeting Scheduling Slack message Information of FullContact - LinkedIn - Plann3r Inbound Meeting Scheduling

I used the following structure:

Slack message 1:
You have a new meeting-request! ⏰
Subject:
Description:
Invited by:

Accept this meeting:

Slack message 2:
Extra information:
Company:
Title:
Location:
LinkedIn:
Twitter:
Facebook:

Remember, you have to click the Slack Insert Variables Icon - LinkedIn - Plann3r Inbound Meeting Scheduling icon to insert variables

Add other integrations

It’s very easy to connect other integrations to this sequence. Some of my favorites:

  • Twilio : Send yourself a Text-message every time someone requests a meeting with you.
  • Facebook Lead Ads: When someone requests a meeting with you, automatically add the person to a custom audience on Facebook. Like so, you have the possibility to give even more value and convince him of your idea (or your company). Besides, you don’t even have to meet the person yet.
  • Google Contacts: Automatically create a new contact with the enriched information.

 The result 🔥

The potential client / lead is able to click on a button on my LinkedIn Profile and schedule a meeting.

Next , the information gained through Plann3r is enriched with FullContact. Then, it’s pushed to my CRM. Finally, Slackbot sends me a message with all the necessary information about that meeting!

LinkedIn CTA Example Nicholas D'hondt, CEO Plann3r - LinkedIn - Plann3r Inbound Meeting Scheduling Plann3r Meeting Information - LinkedIn - Plann3r Inbound Meeting Scheduling

Want a broader explanation of what Zapier is capable of? Check it out here.

Can’t figure out what to do next?

Book a call with one of the Plann3r marketing experts. Click on the image below. 👇

Contact us! - LinkedIn - Plann3r Inbound Meeting Scheduling

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