The 4-Step DM-to-Call Pipeline

Step 1: Initial Value Exchange (1-2 Messages)

• Respond to their reply with immediate value
• Provide one actionable insight they can use regardless of next steps
• Example: "Based on what you shared, most companies in your position find success with [specific tactic]. Here's an example of how [similar company] implemented it..."

Step 2: Subtle Qualification (1 Message)

• Ask 1-2 questions that help determine fit
• Focus questions on their challenges/goals, not your solution
• Example: "Are you currently using any tools to address [specific challenge]? And what would success look like if you solved this in the next quarter?"

Step 3: Case-Based Call Offer (1 Message)

• Present a specific case study relevant to their situation
• Offer to walk through how it might apply to them
• Example: "We recently helped [similar company] achieve [specific result]. I could walk you through how we did it and if a similar approach might work for you - would a 15-minute call this week work?"

Step 4: Low-Pressure Next Steps (1-2 Messages)

• Provide specific times/dates (not generic availability)
• Offer clear agenda for the call
• Include "no pressure" language to reduce resistance
• Example: "I have Tuesday at 2pm or Wednesday at 10am ET available. We'll cover [3 specific topics] in 15 minutes, and there's zero obligation to proceed further. Which works better?"

Overcoming Common Objections

"Send me more information"