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Open A Faster, Easier Way to Results...

A Faster, Easier Way to Results...

Before we dive in, let me be upfront...

What you're about to learn works. It's a proven process for turning LinkedIn DMs into cash. 

But here's the thing–it's only one piece of what goes into building a 7-figure business.

The real transformation happens when you plug into the full system.

That means:

• The complete step-by-step framework for lead generation & content creation.

• 100s of hours of course content, resources, templates & more.

• Hands-on guidance & coaching from experts.

• Access to a community of 500+ creators.

This guide will give you a great start, but if you want the full program, sevenfigurecreators.com is where you'll find it.

👉 Want a faster, easier way to results? Work with us. Lock in a time to chat here. Let's explore what's possible for your business.

Now, let's get to work.

Open Disclaimer

Disclaimer

The strategies and tactics outlined in this book are based on practices and insights at the time of writing. LinkedIn and sales strategies are constantly evolving, and what works today may not work tomorrow.

Please note: these teachings, tools, and methods are shared for informational purposes only. It is your responsibility to ensure compliance with LinkedIn’s terms of service, any third-party terms, and your local laws or regulations. By using this content, you accept full responsibility for your actions and their outcomes.

Seven Figure Creators, and this book is provided as-is, without guarantees. Use it wisely—and at your own risk.

Open Preface

Preface

Let’s get one thing straight: selling doesn’t work.

Not the way most people do it, anyway. 

Spamming, pitching strangers, or rattling off benefits like a robot—none of that gets people to buy. 

You know what does? Actually helping. Showing up with real solutions, putting the other person first, and genuinely helping them. 

That’s what sell-by-chat is all about. 

It’s the simplest, most scalable way to start meaningful conversations, build trust, and close deals. 

No ads. No fancy funnels. Just you, your LinkedIn account, and the magic of being genuinely helpful.

Is it easy? Hell no. It takes work. But it’s the kind of work that pays off, because it’s built on serving, not selling. And when you get this right, selling stops feeling awkward and starts feeling...natural.

This isn’t another “hack.” It’s the smart way to turn effort into results. All you need is a willingness to act, a bit of dedication, and this playbook in your hands.

Ready?

Let’s turn your DMs int

Open Why LinkedIn?

Why LinkedIn?

Sales have come a long way—from door-to-door pitches to cold calls, and now, to conversations in your LinkedIn inbox. 

Nobody wants to be sold to, and nobody enjoys pushing for a sale. What works now is having real conversations that build trust and naturally turn into deals.

LinkedIn is the perfect platform for this. It's where professionals go to network, learn, and grow. That means your ideal clients are already there, waiting for the right conversation. 

Not a pitch, but a chat.

That's what this playbook is about—mastering sell-by-chat. It's the fastest and (arguably) most cost-effective way to sell online today. 

Open How to Use This Playbook

How to Use This Playbook

This isn’t just a bunch of random tips. It’s a process.

Start at the beginning. Each chapter builds on the one before it. 

Skipping ahead? Bad idea. Master the basics first. Get them working.

When the basics click, add the advanced tactics from the ‘Scale Edition’ of this playbook. 

Follow the steps. Put in the work. Get results. Then scale.

Ready to Scale?

If you’re reading the ‘Scale Edition,’ chances are you’re gearing up to build a team for sell-by-chat.

Good news—this playbook doubles as a training guide.

Make it part of your onboarding process so your team understands, respects, and lives the sell-by-chat philosophy.

This ensures consistency, efficiency, and results.

Open The Prerequisites

The Prerequisites

Listen, if you’ve got the kahunas to start sliding into DMs without polishing your LinkedIn profile or even knowing exactly what you’re selling, you’re probably already on the path to success.

Why? Because if you just start talking to the people you want to work with, they’ll tell you their problems. And if you listen, they’ll hand you the blueprint for what to sell them.

So, technically, there are no prerequisites other than a LinkedIn account to use this playbook. You can dive in and build your business as you go.

But let’s be real—most people aren’t comfortable with this approach. It feels unnatural, maybe even downright weird. We get it.

If you want to feel more confident and come across as a total pro from day one, we recommend completing The 101 Module from the www.sevenfigurecreators.com program.

The 101 Module will guide you to:

• Find, create or improve your offer.

- Optimise your LinkedIn profile & content for trust.

Open Understand Sell-by-Chat 101 or Don’t Even Bother

Understand Sell-by-Chat 101 or Don’t Even Bother

If you skip Part 1: Sell-By-Chat 101, nothing else in this book will work.

It’s not optional.

This section gives you the foundation—the mindset, the principles, and the understanding you need to actually succeed with sell-by-chat.

You can’t just copy tactics and hope for the best. If you don’t get the why behind the approach, your chats will fall flat, your leads will ghost you, and you’ll waste your time.

Start here. Take it seriously.

Open Serving vs. Selling: The New Paradigm

Serving vs. Selling: The New Paradigm

If there's one mindset shift that will flip your sales game, it's this:

Stop selling. Start serving.

Chat-based selling works not because you're trying to shove your offer down someone's throat but because you're solving their problems—problems they've already told you about. 

People hate being sold to, but they love being helped. When you focus on serving, selling happens naturally.

Think about it like this: every chat is an opportunity to make someone's day better. Maybe you'll share a tip that changes how they approach their business. Maybe you'll point them to a resource that saves them hours of frustration. And maybe, just maybe, you'll uncover a problem you can help solve for them directly.

The sale? That's the side effect of being genuinely helpful.

Open Overcoming Common Excuses and Misconceptions

Overcoming Common Excuses and Misconceptions

Let's tackle the biggest excuses you've probably told yourself about sell-by-chat.

1. "It feels too salesy"

Sure, if you're spamming canned pitches to random strangers, it's salesy—and gross. But if you're showing up like a real human, listening, and responding to what people actually need, it won't feel salesy at all. It'll feel like a conversation between two people who respect each other.

2. "It takes too long"

Here's the truth: chatting is a time investment, but it's also the fastest path to results. Done right, it beats cold calls, email sequences, or lots of zoom calls. And if you follow this playbook, you'll know exactly what to say, when to say it, and how to move people forward without wasting time.

3. "Leads go cold"

Most leads don't go cold. They're just waiting for you to follow up. The magic is in the follow-ups—those fifth, sixth, or even seventh touches. Don't write someone off because they didn't respond rig

Open Measuring Your Chat-to-Contract Ratio

Measuring Your Chat-to-Contract Ratio

Numbers don't lie.

The easiest way to know if your chats are working is to measure your Chat-to-Contract Ratio.

• Chats: How many people are you starting conversations with?

• Contracts: How many of those conversations turn into paying clients?

---

Here's how the math breaks down:

1. Chats Started: 100 people

2. Reply Rate (30%): 30 replies

3. Engagement Rate (50%): 15 meaningful conversations

4. Call Booking Rate (20%): 3 booked calls

5. Show-Up Rate (80%): 2.4 calls attended

6. Close Rate (50%): 1.2 closed sales

Overall Conversion Rate: ~1%

---

So, for every 100 people you reach out to, you should expect to close at least 1 deal, with potential for more as you refine your process.

Open Understanding Key Metrics

Understanding Key Metrics

What you should be tracking:

• Reply Rate (30%): Of 100 people you message, how many respond?

• Engagement Rate (50%): Of those who reply, how many continue a meaningful conversation?

• Call Booking Rate (20%): Of meaningful conversations, how many book a call?

• Show-Up Rate (80%): Of calls booked, how many actually show up?

• Close Rate (50%): Of calls attended, how many result in a sale?

---

It's simple. Don't make it complicated.

Open Setting Realistic Expectations

Setting Realistic Expectations

The truth…

You need to make sell-by-chat a daily habit to see results.

The mistakes we see?

1. People going all in, sending 1000 DMs, getting overwhelmed and never doing it again.

2. People are too scared to even try. If that’s you, the 'Prerequisites' and 'Common Excuses' sections are there to help you push past it.

And remember...

Some people just won’t want to chat with you. Some will ignore you. Others might outright reject you. And guess what? That’s perfectly fine.

You're not going to close every single person you chat with. That's not the goal. The goal is to build relationships, provide value, and let the right people self-select into working with you.

Here's a baseline to aim for:

• Contacts per Day: Start with 25-30.

• Reply Rate (30%): 7-9 r

Open Introduction: The Rules of Chat Conduct

Introduction: The Rules of Chat Conduct

Sell-by-chat is more than typing messages—it’s a skill. And like any skill, it comes with rules that separate the pros from the noise.

In this chapter, we’re focusing on the fundamentals of how to approach chat interactions the right way. You’ll learn why keeping things human matters more than clever tactics, how to make people feel noticed before they’ve even replied, and why the smallest details—like breaking up your messages or asking just one great question at a time—can make all the difference.

These aren’t gimmicks or hacks—they’re (timeless?) principles.

They’re about building trust, showing up with value, and leading conversations that don’t just sell but connect. Master these, and you’ll have a strong foundation for everything else that follows.

Open Rule 1: Be Human, Not Robotic

Rule 1: Be Human, Not Robotic

People respond to authenticity, not copy-paste jobs.

Write like you’re talking to a friend. Use short sentences, line breaks, and a conversational tone. Match their pace, add personal touches, and avoid sounding scripted. Keep it real—it builds trust.

Open Rule 2: Make Them Feel Seen

Rule 2: Make Them Feel Seen

When people feel noticed, they open up.

From your opener to your replies, show them they’re not just another prospect. Mention their recent post, a detail about their business, or something unique you’ve noticed. People open up when they feel you’ve taken the time to truly see them.

Open Rule 3: Prioritise Empathy

Rule 3: Prioritise Empathy

When someone feels heard, trust follows. And trust is everything.

Listen first, respond second. Show genuine care for their challenges, not just your agenda. Reflect their concerns back to them and acknowledge their perspective. Trust grows when they feel you’re in their corner.

Open Rule 4: Keep Messages Short

Rule 4: Keep Messages Short

Shorter messages get faster replies.

Instead of a wall of text, send 3–4 short, clear messages. Keep it conversational and easy to digest. Let them respond before you overload the chat.

Open Rule 5: One Question at a Time

Rule 5: One Question at a Time

Ask good questions, then actually listen. Let their answers guide the conversation.

Keep it focused. Ask one clear question per message to avoid overwhelming them. Let their response guide the flow. This shows you’re listening and genuinely interested.

Open Rule 6: Match Their Pace

Rule 6: Match Their Pace

Don’t rush it. Conversations build momentum over time.

Follow their rhythm. If they’re quick to respond, keep up. If they’re slower, give them space. Respecting their timing builds trust and keeps the conversation comfortable.

Open Rule 7: Give Before You Ask

Rule 7: Give Before You Ask

Don’t ask for something—until you give value first.

Offer a helpful insight, resource, or tip that speaks to their challenges. Prove you’re here to help, not just to sell.

Open Rule 8: Follow Up with Purpose

Rule 8: Follow Up with Purpose

If they go quiet, don’t panic—life happens.

Follow up thoughtfully, not 'pushy'. Show you care by referencing your last exchange or offering something useful. Make each message count.

Open Rule 9: Personalise Every Message

Rule 9: Personalise Every Message

Make every message feel like it was written just for them.

Reference their posts, a shared connection, or something they’ve said before. Show you get their problems, not just trying to sell them something.

Open Rule 10: Own the Outcome

Rule 10: Own the Outcome

Not every chat will close a deal, and that’s fine.

Always wrap up with a clear next step—like a resource, a meeting, or keeping the door open for the future. Show you’re here for the long haul, not just a quick win.

Open Closing Thoughts: Test and Adapt

Closing Thoughts: Test and Adapt

Sell-by-chat isn’t static.

What works for one person may not work for another. Stay flexible, experiment with different approaches, and adjust your tone, style, and messaging based on what gets results.

If something resonates, do more of it. If it doesn’t, tweak it and try again. Every conversation is a chance to refine your process and learn what works best for your audience.

The goal isn’t perfection—it’s progress. Build trust, stay human, and adapt as you go. Over time, you’ll develop a style that feels natural, delivers value, and creates real connections.

Open Read First: Your Conversation Strategy

Read First: Your Conversation Strategy

Most people think chatting is just about saying the right thing.

But here’s the truth: it’s how you say it, when you say it, and why it resonates that matters.

Turning LinkedIn chats into cash isn’t about a perfect script—it’s about mastering the nuances of connection. Every word, pause, and question matters. Let’s dive into how to rethink and refine your chat game.

Before diving into scripts and how to customise them, let’s focus on something even more important: the strategies behind every message you send. Scripts are great starting points, but success in sell-by-chat isn’t about copying and pasting. It’s about understanding the core principles that make every interaction count.

In Chapter 2, we touched on the chat metrics that matter most:

• Response Rates: How often people engage with your messages.

• Reply Depth: How meaningful the conversations become.

• Follow-Up Success:

Open Openers That Work

Openers That Work

Openers aren’t icebreakers—they’re invitations. They’re the crack in the door that makes someone lean in.

The secret? The opener isn’t about you.

---

1. Make It About Them

People don’t care how clever you are. They care that you’ve noticed them.

2. Keep It Short

The shorter your opener, the more weight each word carries. Use that to your advantage.

3. Serve, Don’t Take

Lead with a genuine observation, a helpful question, or a thoughtful comment. Make them think, “This person gets it.”

Open Flatter With Precision

Flatter With Precision

Flattery is often misunderstood.

The goal isn't to butter them up; it's to show you truly understand their world.

People light up when they're recognised for what matters to them—and when they feel you get it.

What precision flattery looks like:

Call Out the Specifics:

"Your approach to [topic] is EPIC because..."

This shows you've actually paid attention.

Respect Their Work: Instead of just praising the outcome, acknowledge the effort, thought, or expertise behind it.

Show You're Listening: Reference something niche—something only someone who really understands would notice.

Precision flattery isn't about empty praise; it's about making them feel seen. When people feel understood, trust follows.

Open Genuine Personalisation

Genuine Personalisation

Personalisation isn't about dropping their name into a message.

It's about proving you've stepped into their world and truly see them. The deeper you go, the stronger the pull.

Here's how to make it unmissable:

Their LinkedIn Activity: Reference their recent posts, comments, or even something they liked. Align your message with what's clearly on their mind.

Spot Their Problems: Whether they share them outright or you uncover them through their activity, their challenges are your golden entry point. Show them you're not just paying attention—you're ready to help.

Mirror Their Language: Match their tone and phrasing. Use their vocabulary to make the conversation feel familiar and natural. It's subtle, but it works.

Leverage Shared Connections: Highlight mutual contacts or clients. A quick mention builds trust without you having to say much.

Tie It to Their Work: Call out specific projects, results, or even their client focus. Show you've don

Open Pattern Interrupts: Unexpected, Yet Relevant

Pattern Interrupts: Unexpected, Yet Relevant

Most chats are predictable. Same lines. Same pitch. And they get ignored.

A pattern interrupt is something totally unexpected—but totally appropriate.

It's the twist that grabs attention because it shows you understand their world better than most.

Here's what makes a pattern interrupt work:

Be Specific: Speak their language. Reference a niche detail only someone in their shoes would notice. Done right, it feels personal—like you really "get it."

Create an Emotional Hook: People respond to emotion, not logic. Share a sharp analogy, a quick observation, or even a GIF that sums up their situation perfectly. It's not about being funny; it's about being relatable.

Surprise Them, But Stay Relevant: Don't throw in randomness for the sake of it. Your interrupt should be unexpected and tied to the conversation or their challenges. If it's just weird, you've missed the point.

When you nail it, a pattern interrupt proves:

• You'r

Open Ask the Right Questions

Ask the Right Questions

The right questions don't just fill the silence—they uncover what really matters and move the conversation toward a meaningful outcome.

Great questions keep the conversation alive, show you care, and guide the other person to open up naturally.

Done right, they feel effortless—but they're packed with intention.

1. One at a Time

Avoid question overload. When you ask just one question, you make it easy for them to reply.

Instead of this:

"How's business? What's been challenging? What's your growth strategy?"

Try this:

"What's been your biggest focus this week?"

It's casual, relatable, and gives them space to answer without feeling bombarded.

2. Make It Specific

Vague questions kill momentum. A focused question shows you've been paying attention.

Instead of this:

"What's the biggest challenge in your business?"

Try this:

"Your post about [specific topic] stuck with me—what's been the hardest part about solving [pro

Open Timing and Pacing

Timing and Pacing

Timing is everything in a conversation.

It's not just about when you reply---it's about syncing with their rhythm, respecting their silence, and knowing when to nudge.

A perfectly timed message can build trust, keep the momentum alive, and lead the chat toward the outcomes you want.

---

Match Their Tempo

The pace of their replies tells you how engaged they are. Quick replies signal interest---respond with equal energy. Slow replies? Take it easy and match their rhythm. Pushing too fast can kill the vibes.

Quick Tempo Example:

• Them: "That sounds interesting. How does it work?"
• You (fast): "Let me break it down quickly---[brief explanation]. What's the dream outcome you're hoping for from [the product/solution]?"

Why It Works: You respond with clarity and purpose while keeping the conversation moving. The question opens a door for them to share their priorities.

Slower Tempo Example:

• Them (earlier): "We're looking

Open Guiding the Conversation

Guiding the Conversation

Conversations lose momentum when you let them drift. Your role is to keep things purposeful and engaging, without feeling pushy.

It's about creating a natural flow where every message builds toward the next step.

---

Follow Up Every Step

Don't leave them hanging. If you send a link, resource, or suggestion, make sure you check back. Keep the conversation alive and moving forward.

• You: "Did the link work for you?"
• Them: "Yeah, got it."

• You: "Great—what stood out the most for you?"

• You: "Hey, just following up—did [resource] help you with [their challenge]?"

Follow-ups aren't about chasing—they're about showing you care and keeping the chat relevant.

---

Transition with Value

When they share something, don't just acknowledge it—use it to guide the next move. Keep the conversation focused without making it feel transactional.

• Them: "I'm struggling to generate quality leads."
• You: "Th

Open Effortless Micro-Commitments

Effortless Micro-Commitments

Micro-commitments are about creating a path of least resistance, where each step feels so easy and logical that saying "yes" becomes the natural choice.

By keeping your requests small and tying them to clear value, you build emotional investment while keeping momentum strong.

Here's how to use them effectively:

---

1. Make It Feel Easy

Simplify the 'ask' so it's hard to say no. Instead of a big leap, frame the next step as quick and effortless:

"Let's lock in a quick 10-minute call to see if this aligns with what you're trying to achieve. Does [specific day/time] work?"

Why It Works: The specific, low-effort proposal removes friction and keeps the reply simple—just "yes" or suggesting another time.

---

2. Build Emotional Momentum

Position the next step as though it's already in motion, creating a sense of investment:

"Excited to move this forward. I've already started mapping out a few ideas we've used to solve [specific c

Open Handling Objections: No Buts

Handling Objections: No Buts

Objections aren't a door closing—they're an invitation to listen, understand, and guide. Every hesitation is a chance to connect deeper and prove value.

---

Acknowledge Their Concerns

Show them you're paying attention and respect their perspective.

• You: "I hear you. Timing is always tricky when it comes to [their hesitation]."
• You: "Totally get why [their concern] might feel like a hurdle—it's a valid point."

Acknowledgment disarms defenses and opens the door for a real conversation.

---

Ask for Context

Dig into the "why" behind their objection. The more you know, the better you can help.

• You: "What's your biggest concern about [the issue] right now?"
• You: "What would need to change for this to feel like the right step for you?"
• You: "When you say [objection], what's the underlying worry you're thinking about?"

Asking questions positions you as curious, not pushy, and keeps

Open Next Steps: Closing the Loop

Next Steps: Closing the Loop

Closing the Loop: Ending Every Chat with Intention

A strong conversation doesn't fade into ambiguity—it ends with clear direction and purpose.

Whether you're booking a call, sharing a resource, or leaving the door open for the future, every chat should feel intentional and easy for the other person.

---

1. Be Clear About Next Steps

A vague ending kills momentum. Every conversation should naturally lead to a specific and actionable next step that feels easy to say yes to.

Example: "Listen, I know how much it means to you to [solve their specific challenge]. I'd love to share a quick framework that's helped others in your position. How does [day/time] for a short 15-minute call sound?"

Why It Works: You're tying the 'ask' directly to their challenge and proposing a simple, low-commitment next step, which feels natural and useful.

---

2. Make It Effortless

Remove all friction. Instead of leaving the ball

Open Strategies for Calendar Invites

Strategies for Calendar Invites

Getting a meeting booked is just the start—what matters is making it easy, exciting, and hard for them to back out.

Here's how to set the stage for a meeting they'll want to show up for.

Keep It Close

Offer times within the next three business days. People lose interest fast, so keep the momentum going while their enthusiasm is still fresh. The closer the meeting, the fewer chances for them to forget or rethink.

Use Micro-Commitments

Small steps build big buy-in. The key is to make the process feel effortless while tying it to their goals. Here's how:

• Take the Effort Off Them: Don't just drop a calendar link. Propose specific, easy options: "Would Tuesday at 11 AM or Wednesday at 2 PM work for you?" They just pick and you book it in.
• Make It Feel Casual: Frame the meeting as a low-pressure, easy step: "a 15-minute brainstorm" or "a quick strategy session".
• Reinforce Their Why: Tie the meeting to a result they

Open Conclusion: Mastering Conversations That Convert

Conclusion: Mastering Conversations That Convert

The Real Goal of Chat Conversations

It's not about the close—it's about connection.

Why? Because real connection builds trust. And trust is what turns a lead into someone ready to say yes.

What Top Chat Sellers Get Right

• They focus on understanding, not pitching.
• They let silence do some of the work.

Chat selling isn't about forcing the "yes."

It's about earning trust, creating curiosity, and building a connection that feels easy and real. When you guide the conversation with purpose and value, the close happens naturally.

How to Stand Out in the Inbox

• Ask questions that show you're listening.
• Respect their pace—no pressure, no pushing.
• Lead with value, so they feel understood and supported.

Balance Is Everything

• Guide without forcing.
• Add value without dumping too much at once.
• Keep it simple, clear, and focused.

Every word counts. Every pause has a

Open Introduction: Prioritising LinkedIn Leads

Introduction: Prioritising LinkedIn Leads

Not all LinkedIn leads are created equal.

Some come from cold outreach—where you’re starting the conversation.

Others are warm—people who’ve already shown interest by engaging with your profile or content.

Both play a role, but how you handle them depends on where you’re at and how much time you’ve got.

When you’re just getting started, cold tactics can help you get runs on the board. They’re a numbers game—reliable only in volume—but they build momentum.

Warm signals, on the other hand, come from people showing intent. These are your self-qualified leads, and when they’re there, they should always take priority.

This chapter breaks down how to spot and act on the signals—whether cold or warm. You’ll learn how to balance them, when to prioritise, and how to keep building momentum regardless of where you’re starting.

Let’s dive into the tactics, signals, and practical strategies to make LinkedIn work for you.

Open Cold Lead Tactics to Build Momentum

Cold Lead Tactics to Build Momentum

When you're just getting started, your focus should be on building a network and putting yourself out there. This accelerates understanding what problems your customers have, iterating on your offer and making money.

Cold tactics are essential here.

1. Send Connection Requests to Your Ideal Customer Profile (ICP)

• Identify key decision-makers or roles that match your ideal customer profile (ICP).

• Send up to 200 connection requests per week

• Personalise your connection requests. Example:

"Hey [Name] - great to connect! Did you [pattern interrupt]?"

2. Engage Dormant Connections

• Reach out to old connections who haven't engaged with you recently.

Example:

"It’s been ages since we connected—back when [pattern interrupt]. I feel a bit awkward messaging out of the blue, but I’ve recently started [bri

Open Prioritising Warm Leads as They Appear

Prioritising Warm Signals as They Appear

Prioritising Warm Signals as They Appear

When someone engages with your LinkedIn profile, posts, or sends a connection request, it's a great opportunity to start a chat. The sooner, the better.

Use these warm signals to start chatting in a way that feels natural and relevant.

---

1. Profile Views

• Respond thoughtfully to those who've shown interest by visiting your profile:

Example: "Hey [Name], I noticed you checked out my profile. Just curious—are you looking for [desired outcome] or just enjoying my content?

---

2. Post Engagement

• Reach out to those who interact with your posts by acknowledging their interest and inviting a response:

Example for Likes: "Hi [Name], thanks for liking my post on [topic]. Are you trying to solve [related challenge or solution], or just liked what I had to say?"

Example for Comments: "Hey [Name], I loved your comment on my post about [to

Open Conclusion: Balancing Cold and Warm Approaches

Conclusion: Balancing Cold and Warm Approaches

Cold outreach is your foundation—it’s consistent, scalable, and gets you moving when you don’t have much engagement yet.

Warm signals, on the other hand, are where the magic happens. These are people already showing interest, and focusing on them can turn casual interactions into meaningful conversations—and sales.

Once your network and content begin driving more engagement, your approach should shift. Warm signals take priority, but cold tactics remain a tool for consistent growth.

---

Evolving to Momentum: When Warm Takes Over

Over time, as your audience grows and your content gains traction, your focus should naturally shift toward warm leads. Here's how to transition effectively:

1. Act on Signals Immediately: Warm leads are time-sensitive. Respond promptly to show you value their interest.
2. Nurture Connections: Keep your name top of mind by consistently engaging with your audience's content.
3. **Scale Con

Open What is Qualifying?

What is Qualifying?

Most people think qualifying is about finding the perfect buyer. It’s not. Qualifying is about figuring out if, and how, you can truly help someone. Done well, it brings clarity—for you and for them. Done poorly, it’s just noise.

This chapter will show you how to guide conversations in a way that naturally reveals if the person is a good fit, without wasting anyone’s time. No ticking boxes or robotic scripts—just practical, value-centric strategies to move conversations forward.

Open Matt Lakajev's LVQ Framework: Lube, Value, Question

Matt Lakajev's LVQ Framework: Lube, Value, Question

Qualifying isn't rigid—it's a natural rhythm. The LVQ Framework helps you keep things flowing:

• Lube: Respond thoughtfully and acknowledge what they've shared to keep the conversation friction-free. A simple, "That makes sense" or "Got it" builds trust.
• Value: At every stage, share an insight, tip, or resource that's genuinely useful. Give them a reason to keep engaging.
• Question: Ask open-ended questions that guide them deeper. Questions help uncover their problems and goals, creating clarity for both of you.

This framework isn't a checklist—it's the rhythm of a productive conversation.

Open The A—B Method: Finding the Gap

The A—B Method: Finding the Gap

The A—B Method is about figuring out two key points:

1. Point A: Where are they now? What's their biggest challenge?

2. Point B: Where do they want to be? What's the ideal outcome?

The space between A and B is the gap—your opportunity to show how you can help.

The trick? Stretch the gap.

The bigger it feels, the more they'll see the need for a solution. Use thoughtful questions to help them articulate their struggle and visualise what success looks like.

Open Ask the Right Questions at the Right Time

Ask the Right Questions at the Right Time

Questions drive discovery, but timing is everything. Ask too much too soon, and it feels like an interrogation. Hold back, and the conversation stalls.

Here's how to sequence your questions:

1. Start Easy: Open with broad, simple questions that let them share without overthinking.

2. Go Deeper: Once they're comfortable, explore their challenges. "What's holding you back?"

Gauge Commitment: Use micro-commitments to test their readiness. "Does this sound like something you'd want to fix?"

Open Sell the Next Step

Sell the Next Step

People don’t buy because they’re sold—they buy because they’re ready. Your job? Help them get there.

Every step should feel effortless, like it’s the next natural move. Frame the value, make it easy, and guide them:

“This sounds like something we can fix together. How about I put together a quick plan to show you how?”

The easier you make the decision, the more likely they are to take it.

Open Mistakes When Qualifying

Mistakes When Qualifying

Avoid this...

The biggest mistakes in qualifying aren't obvious—they're subtle missteps that erode trust:

• Overloading Early: Don't try to qualify someone too quickly. Start light, then build.

• Skipping the Gap: If you don't make the problem feel real, they won't feel urgency.

• Talking More Than Listening: If you're doing most of the talking, you're doing it wrong.

Open An Introduction to Preloaded Value

An Introduction to Preloaded Value

The fastest way to build trust in a chat isn't to tell someone how you can help them—it's to show them.

That's where the preloaded value comes in. By sharing the right insights at the right time, you turn skepticism into curiosity and curiosity into action.

But let's be clear: preloaded value isn't about overwhelming people with everything you know. It's about being so specific, so targeted, that they feel like you've cracked the code on their exact problem.

Open Why Preloaded Value Works

Why Preloaded Value Works

People don't care about what you sell; they care about whether you can solve their problem. Preloaded value proves you can, without asking for anything in return.

It does three things:

1. Builds Trust Instantly: When you give them something useful, you show you're not just another pitch.
2. Activates Reciprocity: Help them, and they'll feel compelled to keep the conversation going.
3. Position You as the Guide: Instead of convincing them you're the expert, you let your insight do the talking.

Open The Rules of Preloaded Value

The Rules of Preloaded Value

1. Be Specific

Broad advice is forgettable. Zero in on their world—reference their industry, role, or even something they've posted about recently. The more tailored your insight, the more it lands.

2. Make It Ungated

Don't throw up barriers like sign-ups or downloads. Share your value openly. It feels generous, and generosity builds trust.

3. Keep It Actionable

Nobody remembers fluff. Give them something they can act on right away—a checklist, a framework, or even a single insight that flips how they think.

4. Tie It to the Next Step

Your value should naturally lead to the next conversation. If you help them solve one piece of the puzzle, they'll come back for the rest.

Open How Reciprocity Changes the Game

How Reciprocity Changes the Game

When you deliver preloaded value, you’re doing more than helping them—you’re creating a sense of obligation.

It’s human nature to return favours, and when someone feels like you’ve genuinely helped them, they want to repay that by engaging further.

Here’s the shift: instead of you chasing the sale, they start chasing the solution.

Open What to Share: High-Impact Resources

What to Share: High-Impact Resources

Your resources should feel like they've been picked just for them. That's where most people go wrong—they share generic PDFs or canned templates.

Instead, focus on:

• Relevance: Reference industry challenges or the problems they've mentioned.

• Bite-Sized Wins: Share something they can digest and use immediately.

• Proof of Expertise: Make it clear this isn't random advice—it's insight based on experience and results.

Open Building Trust with Proof and Social Proof

Building Trust with Proof and Social Proof

Your value isn't just in the resources you share—it's in the results you've delivered.

Social proof adds weight to everything you say.

Here's how to use it:

• Quick Wins: Highlight specific, measurable results you've helped others achieve.

• Peer Relevance: Share stories from clients in similar circumstances or with similar problems.

• Authenticity: Don't overhype. Understated wins often feel more believable and relatable.

When done right, social proof turns your value into undeniable credibility.

Open Improve Meeting Attendance with Preloaded Value

Improve Meeting Attendance with Preloaded Value

Pre-meeting resources are a game-changer.

Most people show up to calls guarded, wondering if it's worth their time. But when you preload value, you flip that script.

Here's how:

1. Set the Frame: Let them know exactly what they'll get out of the call. "We'll dive into your [specific challenge] and map out a plan."

2. Prime with Proof: Share a quick win or case study to build anticipation.

3. Seed Curiosity: Offer a teaser—something they'll want to know more about when you speak.

By the time they join the call, they're ready to listen—not evaluate.

Open The True Power of Preloaded Value

The True Power of Preloaded Value

Delivering preloaded value isn’t a tactic—it’s a mindset.

It’s about showing up to serve, not sell.

When you lead with generosity, you stand out from so much noise.

Prospects stop seeing you as someone trying to get their money—and start seeing you as someone they want to listen to.

That’s how trust is built. That’s how conversations turn into clients. And that’s why the preloaded value isn’t just optional—it’s essential.

Let’s keep going.

Open Please Don’t Skip The Follow-Up

Please Don’t Skip The Follow-Up

Follow-ups are where most people drop the ball—and also where the magic happens.

If you’re not following up, you’re leaving opportunities (and money) on the table.

And you've worked so hard only to let it slip away!

The truth is, 80% of sales happen after the fifth touchpoint, yet most people give up long before then. Why? Because they don’t know how to follow up without feeling pushy or awkward.

Let’s fix that.

Follow-ups aren’t about nagging—they’re about persistence with purpose. When done right, they become a natural part of the conversation, adding value and building trust.

Why Follow-Ups Matter

Follow-ups are where momentum is built. They're not just reminders—they're proof that you're serious about helping. A well-timed, thoughtful message shows persistence and builds trust.

• The Opportunity Zone: Life is busy. Your follow-up could be the nudge they need to refocus on solving their problem.
• **Trust Through Consistency

Open Simple Follow-Up Strategies

Simple Follow-Up Strategies

Keep it light, relevant, and easy to respond to.

• Add a Personal Touch: Reference something specific from your chat logs. Example:

"Hey [Name], remember how we talked about [specific challenge or goal]? I just helped a client with something similar, and the results were bananas. Want me to share what we did?"

• Reignite Interest: If the conversation's gone quiet, bring in something fresh and relevant. Example:

"Hey [Name], I just worked with someone in a similar spot and thought of you. The results were wild—want to hear how we made it work?"

• Make It Easy: Keep the ask simple and low-effort. Example:

"Want me to send the details?"

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The Right Timing

Timing can make or break your follow-ups. A simple rhythm like this keeps you top of mind without overwhelming:

• Day 1: Follow up the day after your first message or call.
• Day 3: Check back in to keep momentum.
• Day 7: A thoughtful nudge s

Open Tracking Follow-Ups (Without Losing Your Mind)

Tracking Follow-Ups (Without Losing Your Mind)

It’s easy to lose track of where you’re at with multiple conversations.

That’s where tools and systems come in:

• Chat Hygiene: Clean up and maintain your inbox.
• Set Reminders or Filter Stage: Use your CRM, LinkedIn tools, pipeline stages, tags or filters to track follow-ups.
• Keep Notes: Add important notes and what you’ve already shared. This helps you follow-up faster.

In Part 2: The Sell-By-Chat Implementation Guide we'll go into more detail around structuring your process and systems to better manage follow-ups.

Open Simple Systems to Manage Sell-by-Chat

Simple Systems to Manage Sell-by-Chat

When it comes to Sell-by-Chat, simplicity wins every time.

The more complex your system, the more time you spend managing it instead of having actual conversations—the ones that lead to deals.

The truth is, overly complicated CRMs, endless tagging schemes, and bloated workflows don’t make you more productive; they bury you in admin work.

But what about the tools available to you?

Most of them, like LinkedIn’s inbox, are inefficient.

Even TryKondo.com—a solid improvement—has its quirks and limitations. It’s not perfect, but it works if you stick to its strengths and avoid overthinking the process.

So, here’s the good news: you don’t need a perfect tool or a PhD in CRM to crush Sell-by-Chat.

What you need is a system so simple, it’s impossible to mess up. That’s exactly what we’ve built for you.

This section gives you a simple starting point designed to make Kondo’s functionality work in your favour. You’ll focus on what matters, and start

Open Step-by-Step Guide: Setting Up Kondo for Sell-by-Chat

Step-by-Step Guide: Setting Up Kondo for Sell-by-Chat

This guide will help you configure Kondo to manage your Sell-by-Chat process based on its features and constraints, ensuring simplicity and efficiency.

Click above image or here to watch product walkthrough from TryKondo.com Founder

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Sign up for a TryKondo.com account by downloading the chrome extension here.

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1. Define Your Pipeline Stages

Use Kondo's labels to create and manage the key pipeline stages for Sell-by-Chat:

• New Leads: Leads you plan to message for the first time.
• Awaiting Reply: Leads you've contacted but haven't responded yet.
• Replied: Leads who've replied but aren't yet qualified.
• *

Open Your Sell-by-Chat Prompt Cheat Codes

Your Sell-by-Chat Prompt Cheat Codes

Ok, so listen.

These prompts? They took way longer to crack than I want to admit.

It was a boatload of trial and error. ChatGPT just couldn't wrap its head around 'sell-by-chat' at first.

Which honestly makes sense. The internet is full of generic "cold outreach" junk, and since that's what these AI models are trained on, getting ChatGPT to actually do what works took some serious effort.

I basically had to feed the entire book into the prompts and force it to stick to the rules---like really stick to them.

But guess what? It worked.

Cheat Code, Not a Shortcut

Sell-by-chat is a skill. Like anything worth doing, it takes practice. The more you do it, the sharper you'll get.

These prompts? They're a cheat code. A fast track.

But here's the thing: they're drafts. They're starting points. Don't just copy and paste and call it a day. Add context. Make them yours. And don't spam people thinking you're nailing it---take the time to actually l

Open Prompt 1: The Sell-by-Chat Playbook Knowledge

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INSTRUCTIONS 

COPY AND PASTE THE BELOW PROMPT INTO CHATGPT

• Note: It is a very long prompt and contains the entire Sell-By-Chat Playbook.

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Prompt 1: The Sell-by-Chat Playbook Knowledge

You are about to receive essential content containing teachings, frameworks, and rules for selling by chat on LinkedIn. It is crucial that you strictly adhere to this content in all future interactions.

Instructions:

1. Strict Adherence: Base all your future recommendations, strategies, and outputs solely on the provided content. Do not introduce any external information or deviate from the material.

2. Analyze Before Responding: Before generating any response, carefully analyze the provided content to ensure your reply is relevant and accurate based on the specified teachings, frameworks, and rules.

3. Consistency: Do not offer suggestions or practices not contained within the content. Avoid assumptions or using external knowledge

Open Prompt 2: Craft High-Conversion Sell-by-Chat Scripts

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INSTRUCTIONS

AFTER PASTING 'PROMPT 1', COPY AND PASTE THE BELOW PROMPT INTO CHATGPT

• IMPORTANT: Please complete the Key Inputs section with your data.

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Prompt 2: Craft High-Conversion Sell-by-Chat Scripts

We're going to create high-performing sell-by-chat scripts that grab attention, spark genuine engagement, and drive meaningful outcomes.

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Key Inputs

Assign values to these placeholders for personalization:

• {NAME}: Your Business Name

• {BUSINESS}: What your business helps clients achieve (results-oriented)

• {PRODUCT}: Your specific offering (e.g., program, course, service)

• {IDEAL CUSTOMER PROFILE}: Exact target audience, including their pain points, aspirations, and readiness to invest

• {UNIQUE VALUE PROPOSITION}: Your distinct advantage and results delivered to similar audiences

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Task

Draft sell-by-chat scripts that strictly adhere to the followi

Open Prompt 3: Your Custom Sell-by-Chat Scripts

Prompt 3: Your Custom Sell-by-Chat Scripts

After submitting 'Prompt 2' you'll be presented with the following message.

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Got it! Let's craft high-performing sell-by-chat scripts tailored to your {IDEAL CUSTOMER PROFILE}, strictly following the framework and rules.

Let's start with a specific type of script request. What do you need first? For example:

• Connection Requests
• Initial Contact After Connection
• Pain Point Reframe
• Warm Signal Scripts (Profile Views, Post Likes/Comments)
• Discovery & Qualification Scripts
• Follow-Up Scripts
• Closing Scripts

Let me know, and I'll create 2—4 variations for your chosen type.

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Simply follow the instructions to build scripts

Include more context and detail to further improve the results, and make them very custom to your use case, ICP and business. Weave in your learnings from Part 1 of the Sell-by-Chat Playbook to inject specific tactics and key metrics.

Example 1:

Conn

Open Sell-by-Chat ROI Calculator

Sell-by-Chat ROI Calculator

To access the calculator please click here.

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How to Use

Input Your Assumptions:

• Begin with the Assumptions Tab. Enter your daily activity, expected conversion rates, and deal size. Use the default values as a guideline.
• Adjust the Weekly Growth Rate for Chats if you anticipate scaling up your activity over time.

Review Your Weekly Forecast:

• Navigate to the Weekly Forecast Tab to see how your efforts translate into weekly and cumulative results.
• Metrics are dynamically calculated based on inputs in the Assumptions tab.

Track Incremental Progress:

• The calculator accounts for carryover logic, so fractional deals (e.g., 1.8) from one week roll over to the next.
• Growth is small and steady,

Open The Do-First Framework for Building SOPs

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Open Systems for Sell-by-Chat Teams

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Open How To Hire A Sell-by-Chat Team

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Open Reporting & Managing KPIs

# The Scale Edition and Part 3 are exclusive to members of Seven Figure Creators.

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