
Timing is everything when it comes to social selling
Historically, LinkedIn outreach has been a proactive, outbound motion. You build a list of prospects based on job titles and start sending messages.
While necessary, and possible in First Touch, this ignores the warmer, more valuable opportunities sitting right under your nose. I am referring to the people already interacting with your brand.
A truly integrated strategy uses "Internal Data," or the actions prospects take on your website and with your content, as triggers for relevant LinkedIn touches. Because First Touch lives inside HubSpot, you can turn internal signals into an active sales motion on LinkedIn.
Here are a few ways to use internal data to trigger timely LinkedIn plays.
The Webinar Play When a prospect attends your webinar, their interest level is peaked. Do not let that signal go cold.
Instead of just sending a generic follow-up email that gets buried with the hundred of other emails your prospects are getting, use HubSpot data to trigger an immediate First Touch action. If their webinar status changes to "Attended," automatically trigger a LinkedIn connection request and DM from the attached sales rep referencing the specific topic they just learned about.
The Inbound Demo Request Play Speed to lead is everything. When someone fills out a "Request a Demo" form, your AE gets an alert. But what if you could warm up that lead before the first call?
You can set up a workflow where a form submission triggers an immediate LinkedIn profile view, connection request, and DM from the assigned AE. It is a subtle, human touch point that helps increase meeting attendance conversion.
The Trial Sign-Up Warm Up A new user just signed up for your free trial. This is a critical moment for activation and upsell. Trigger a workflow that sends a connect request and DM from a rep to help them get set up and pick the right plan.
Territory Management Internal data also includes how you organize your sales team. First Touch uses HubSpot’s territory data to ensure that any automated outreach comes from the correct rep assigned to that geographical area or vertical. This ensures smooth handoffs and clear ownership.
Stop treating LinkedIn as a separate silo. Use the internal data you already have to make your outreach smarter and faster on the channel where your prospects live.
Don't bolt on tools that should be deeply integrated.
Timing is everything when it comes to social selling