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Building a steady pipeline of new business is one of the biggest challenges you’ll face. The uncertainty of where to start and how to consistently generate leads can be overwhelming. Without a solid pipeline, it’s nearly impossible to have the real discussions needed to close clients and grow your business.
LinkedIn is an incredibly powerful networking and pipeline tool—there’s no doubt about that. But with so many people and coaches out there sharing different strategies and methods, it can be tough to figure out what really works. The truth is, there isn’t a one-size-fits-all solution. As a fractional executive, you need to find the approach that aligns with your style, goals, and the type of clients you want to attract.
What I’m sharing with you today is a proven approach that has worked for me, but I’m always tweaking and optimizing it to get even better results. It’s about finding what works for you and then refining it over time.
Let’s be real—there are times when the leads just aren’t coming in as fast as you need them to. You’re ready to take on new clients, but no matter how hard you try, you’re not getting the traction you hoped for. In the month of July, I was right there with you. Despite having a solid LinkedIn network, I only managed to schedule two meetings the first week of July. It was an unusually SLOW week. It was frustrating, and it made me question if I was doing something wrong.
But here’s the thing—I wasn’t doing anything wrong; I just needed to do things differently.
The key wasn’t just in reaching out more—it was in reaching out smarter.
Fractional Officer Booked Meetings Using LinkedIn Automation Optimization
The Turning Point: Genuine Connections Through Automation
So, I decided to make a change. I turned to MeetAlfred, a tool I’ve been using for over a year to manage my LinkedIn outreach. But here’s where I want to be completely transparent: MeetAlfred wasn’t new to me. However, I’m always optimizing and testing different sequences and automation strategies to see what gets the best results. This time, instead of just sending out the same old messages, I focused on creating genuine connections.
I crafted personalized messages that resonated with my audience, focusing on the value I could offer and the shared interests we had. My goal wasn’t just to push for a sale—it was to start a conversation, to be real and authentic in my outreach. And you know what? That small shift made a huge difference.
In the last week of August, I had scheduled 10 meetings with qualified leads—five times the number from the previous month. This 5x increase was the direct result of automating my outreach in a way that prioritized authenticity and relationship-building. I’m sharing this not to boast, but to show you that being genuine in your approach really works.
Balancing Automation with Human Interaction
Automation can be a powerful tool, but it’s not a magic bullet. Its effectiveness depends on balancing efficiency with a human touch. I’ve learned that it’s not enough to simply automate your messages—you need to ensure that they lead to real human interactions. The key is to use automation to open doors, but it’s your personal engagement that will close the deal.
One strategy I’ve used successfully is automating messages for LinkedIn "GREETINGS" feature. These are natural touchpoints where you can reconnect with your network in a meaningful way. Instead of just sending a generic "Happy Birthday!" or "Congrats on the new role!" I personalize the message with a question or comment that encourages a response, such as:
“Happy Birthday, [Name]! I hope you’re celebrating with something special. By the way, I’d love to catch up and see how we might be able to help each other in the coming year. Let’s grab a virtual coffee soon!”
“Congrats on the new role, [Name]! It looks like an exciting opportunity. If you ever need support in [related area], feel free to reach out—I’d be happy to chat about how we can collaborate.”
Sometimes, these messages lead to meaningful conversations and business opportunities. Other times, they don’t lead to anything immediate—but they keep me top of mind with my network. I’ve had instances where someone reached out years later, remembering our past interactions, because those automated yet personalized messages helped maintain the relationship over time.
Optimizing MeetAlfred "Greetings" feature to increase organic connections
Why LinkedIn Is Essential for Your Pipeline
How to Implement This in Your Fractional Executive Business
To truly master LinkedIn as a pipeline tool, it’s important to adopt strategies that not only enhance your outreach but also create meaningful connections. Inspired by insights from Alex Boyd's master class on social selling, here are three practical steps you can take:
No one likes being sold to, especially when it feels forced. Instead of jumping into your sales pitch right away, take a moment to get to know the person you’re reaching out to. Ask about their business, what challenges they’re facing, and what they’re excited about. It’s not just about making a sale—it’s about understanding their needs and seeing how you can help.
When you connect with someone on LinkedIn, ditch the sales pitch. Try something like,
“Hey [Name], I saw we both share an interest in [industry/topic]. What’s the biggest challenge you’re dealing with right now in [specific area]?”
This approach makes it more about them and less about you, which naturally leads to better conversations.
Desperation is a deal breaker. If you come across as too eager, it can actually push people away. Instead, approach your outreach with confidence. You know the value you bring to the table, so let that shine through. Remember, you’re offering something valuable, and it’s okay to be selective about who you work with.
When reaching out, keep it cool. Instead of saying, “I’d love to work with you!” try,
“I’ve worked with a few companies in your space and helped them achieve [specific result]. If it makes sense, I’d love to chat about how we might be able to do something similar together.”
This shows that you’re not just looking for any client—you’re looking for the right fit.
Your time is precious, and you should treat it that way. When setting up meetings or calls, make sure there’s a clear purpose and that both sides are getting value from the conversation. It’s not about being standoffish—it’s about being intentional with how you spend your time.
When you propose a meeting, keep it simple and to the point. Something like,
“I’ve got 20 minutes next week to chat about [specific agenda]. Let’s dive into [specific topic] so we can both get the most out of our time.”
This sets the stage for a focused and productive conversation, showing that you respect both your time and theirs.
Next Steps: Start Building Your LinkedIn Pipeline
By following these steps, you’ll build a strong pipeline and create meaningful connections that lead to long-term client relationships. LinkedIn is a powerful tool when used strategically—now it’s time to put it to work for your fractional executive business.
🏆 To my fellow fractional executives who require tools to solve business challenges, remember: With the right method and persistence, you can reshape your business success.
In the Fractional Officer Method™, I cover the art of transitioning from the corporate job to a successful fractional executive by sharing a framework, tools, and resources to save you months of trial and error.
Best of luck to all who are on the Fractional Executive journey.
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