When you're engaging with prospects on LinkedIn, it's important to guide the conversation based on their responses. Whether they're showing interest, asking questions, or expressing hesitations, each response opens an opportunity to tailor your messaging and keep the conversation moving forward.

Follow these steps based on how the contact responds:

After the first connection message or the second message (“Hope you're having a productive/great week”)

• Your goal is to reach the ask message, which will be either your second or third message, depending on your sequence.

• Use Quick Response: Second Message or Third Message

• Or, click the Resume Automation button

If they ask questions like: “What is the meeting/call about?” or “Why are we meeting?”

• Use Quick Response: Introduce Ourselves

If they say: “Not now,” “I don’t have time,” or “Things are busy now”

• Use Quick Response: Busy Now, Maybe Later

• Then, set up a message for a follow-up at a later date with the Schedule Message tab.

If they respond with: “No thank you” or "Not interested" or something similar

• Use Quick Response: Not Interested or Not Now

If they mention: “I have a CPA”

• Use Quick Response: I have a CPA

If they say: “I have an advisor,” “I’m already working with someone,” or “I already did my financial planning”

• Use Quick Response: Have Advisor / Happy with Financial Plan

If they agree to meet

• Use Quick Response: Ready to Schedule or send the Calendar Link

• Make sure you have already added your scheduling link to the quick responses beforehand

If the meeting date has already passed

• Use Quick Response: Delayed Response

If they say: “I already have or don’t need life insurance”

• Use Quick Response: Not Just Life Insurance