Agency playbook
Turn relevant LinkedIn engagement into your next client conversation.
Your next prospect may already be discussing the problem your agency solves. This workflow helps you decide who is worth contacting, what to offer, and how to move the conversation forward.
Start with one service and one audience.
Pick a service you want to sell this month. Define the businesses it suits, the person who usually buys it, and a useful first step you can offer without a long sales call.
- Paid media: e-commerce growth leads discussing acquisition costs; offer a short campaign review.
- SEO: B2B marketing leaders discussing traffic that does not convert; offer a focused content opportunity review.
- Creative: founders asking for help with a launch; offer a relevant project example and an initial direction.
The deliverable: a clear target and an offer that makes sense for that target.
Find relevant conversations.
Start with posts about the problem you solve: your agency’s content, a founder’s question, or an industry discussion. Look at the substance of the conversation, not just how much engagement it received.
Use relevant public signals to discover potential prospects in Getcleed. A reaction can suggest someone to research. Their own question or stated problem gives you stronger context for a message.
Qualify before you contact.
Review each prospect against a short set of criteria:
- Does their business fit your service, market, and typical engagement size?
- Do they own or influence the problem you help with?
- Is the context recent and relevant to the person you will contact?
- Are they already a client, an active opportunity, or someone your team has contacted?
Keep qualified prospects, set uncertain matches aside, and exclude unsuitable accounts. Reach out because you can explain the fit, not because someone appears on a list.
Match the opening to the problem.
Group prospects by the need they expressed. An agency recommendation request deserves a different introduction from a question about lead quality. Give Getcleed your offer and a relevant example of your work so the message has something specific to say.
Sample first message for a paid-media agency
You mentioned acquisition costs climbing as you increase spend. We help e-commerce teams find which campaigns are losing efficiency. Would a short review of the account be useful?
Sample first message for an SEO agency
Saw your question about turning blog traffic into demos. We work on that gap for B2B companies. Happy to send a few examples of content that supports buying decisions, if useful.
These are starting points. Replace the offer with something your agency actually delivers, and reference only context you can verify.
Make the next step easy.
Connect your sending account and launch outreach to the qualified audience. Start with a concise introduction and a useful offer. When someone replies, answer their question and establish whether a conversation would help.
For a follow-up, add context or make the offer clearer. Avoid sending the same request repeatedly. Stop the sequence when someone replies or asks not to be contacted.
Sample follow-up
A little more context on the review: we’d focus on where spend is increasing without a matching increase in new customers. If that is a priority, I can send an outline.
Once there is interest, suggest a brief call with a clear purpose: review the problem, discuss the opportunity, or see whether your team can help.
Measure the result that matters.
Review the campaign by service and audience. A high response rate is useful only if the right businesses are responding.
| Measure | What it tells you |
|---|---|
| Qualified prospects contacted | How much of the campaign reached your actual target. |
| Interested replies | Whether your message and offer connect with the need. |
| Meetings held | Whether interest becomes a real conversation. |
| Opportunities and clients won | Whether the campaign brings commercially useful work. |
If replies are positive but meetings stall, adjust the next step. If the wrong businesses respond, tighten qualification. Change one part of the workflow at a time so you know what made the difference.
Put it to work for your agency.
Start with one service, one audience, and one useful offer. Use Getcleed to find relevant prospects and handle outreach, then focus your team on the conversations that develop.
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