Connecting with Partners

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This sequence is designed to consistently schedule meetings with industry referral partners. It’s an effective strategy for developing referral pipeline or in-industry clientele.

Reasons They Book

Shared geography
Shared industry
Shared Ideal Customer Profiles (ICPs)
Complementary offers
Tone (casual, cool & detached)

Best Practices

2nd-degree connections convert better than 3rd-degree or beyond
1st-degree connections convert well when properly segmented
Highlight commonalities in your initial message—don't assume they'll make the connection
Keep messages concise—under 20 words—as LinkedIn messaging is similar to texting
Use emojis judiciously and when industry-appropriate

Suitable for marketers, small businesses, and more casual professionals
Avoid with C-Suite executives or more formal or older contacts

Continuously test and refine your approach

Automated Sequence

This sequence consists of two message touchpoints after connecting:

An initial request that includes a value proposition
A simple follow-up

You can insert an additional message between these if there's another commonality not mentioned in the first message.

For example:

Initial request highlighting shared location and industry
Follow-up mentioning their complementary offers

Provide a specific example of how cross-selling can increase revenue

Conclude with the simple follow-up

Here's a breakdown of the first example in HeyReach:

Software: HeyReach, can be implemented with Dripify, Expandi, or Lemlist

Message Copy

Second Degree, Shared Locality & Industry

Connect

[Blank]

Message after connect

Hey {FIRST_NAME} (Wave Emoji) Thanks for connecting

Since we're both {marketers} here in {TX}, want to grab virtual coffee sometime?

一 Franc

Follow-up

{FIRST_NAME}?

- Franc

ps. Last message for now (thumbs up emoji)