Using LinkedIn for Branding, Networking, and Finding Leads<br />Edited version of a PPT presentation given to a financial ...
Using LinkedIn<br />
Setting Up Your LinkedIn Profile<br />Parts of Your Profile:<br />General Information<br />Summary<br />Experience<br />Ed...
<ul><li>Add A Headline and Specialty so that you appear when someone searches for those specific keywords
Add a picture
Status Updates</li></li></ul><li>Update your profile with your current employment and responsibilities<br />-- Highlight e...
Finish updating your profile information with education, groups, and interests, plus how you prefer to be contacted and fo...
Consulting Offers
New Ventures
Job Inquiries
Expertise Requests
Business Deals
Personal Reference Requests
Requests to Connect</li></li></ul><li>Examples of Descriptive Words to Add to Your Profile<br /><ul><li>Michigan Tax
Tax strategies
IRA questions
Tax professionals
Corporate taxes
Accounting
Audit
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Using LinkedIn To Find Leads

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A stripped down/edited version of a PPT presentation I gave to a Michigan finance client.

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  • Talking points:Human resources – finding new hiresJob hunting – looking for a new position (jobs posted on linkedin, researching companies)Resume – using linkedin as your online resume, both for yourself and for your companyCompetitor research – following companies that are your competitors to find out what they are doing Finding leads – finding contacts at companies you want to work with, answering questions/brandingNetworking – using groups to network with related industries and keep up with industry events, keeping in touch with past employees/employers
  • Discuss the different ways to find connects:Email: allow linkedin to access your email contactsSignature: add your linkedin profile to your email signature so that contacts know they can connect with you onlineWhy connections are important in linkedin: networks, access to possible leadsPast Employment: visit past employer’s pages to find coworkersCurrent Employment: find current coworkers onlinePartners: find vendors, marketing contacts, and those that you have met through industry eventsClients: connect with current and past clients who may be able to recommend you
  • LinkedIn will read your email contacts and suggest people to connect with; show how
  • Create a friendly LinkedIn URL (instead of linkedin.com/in/rachel-kuptz/54321 change it to your name
  • Why groups: networking events, talk about current industry trends/happenings, share information, follow leads, call for speakers, job postings, etc
  • Using LinkedIn To Find Leads

    1. 1. Using LinkedIn for Branding, Networking, and Finding Leads<br />Edited version of a PPT presentation given to a financial client | RachelKuptz.com<br />
    2. 2. Using LinkedIn<br />
    3. 3. Setting Up Your LinkedIn Profile<br />Parts of Your Profile:<br />General Information<br />Summary<br />Experience<br />Education<br />Additional Information<br />Personal Information<br />Contact Settings<br />Activity<br />Connections<br />Groups<br />Recommendations<br />Similar Connections<br />
    4. 4. <ul><li>Add A Headline and Specialty so that you appear when someone searches for those specific keywords
    5. 5. Add a picture
    6. 6. Status Updates</li></li></ul><li>Update your profile with your current employment and responsibilities<br />-- Highlight expertise<br />-- Announce any success in the summary section<br /> -- Number of years in your industry<br />-- Company highlights – charity, client success, leadership involvement<br />
    7. 7. Finish updating your profile information with education, groups, and interests, plus how you prefer to be contacted and for what<br />Contact Settings<br /><ul><li>Career Opportunities
    8. 8. Consulting Offers
    9. 9. New Ventures
    10. 10. Job Inquiries
    11. 11. Expertise Requests
    12. 12. Business Deals
    13. 13. Personal Reference Requests
    14. 14. Requests to Connect</li></li></ul><li>Examples of Descriptive Words to Add to Your Profile<br /><ul><li>Michigan Tax
    15. 15. Tax strategies
    16. 16. IRA questions
    17. 17. Tax professionals
    18. 18. Corporate taxes
    19. 19. Accounting
    20. 20. Audit
    21. 21. Corporate finance
    22. 22. Strategic services
    23. 23. Financial advisory
    24. 24. International tax
    25. 25. IT assurance
    26. 26. Payroll services</li></ul>Add in your specialties/expertise with working with specific industries (ex: construction, automotive, government, etc)<br />
    27. 27. Expand Your Network of Potential New Clients<br />
    28. 28. Finding Connections Through Your Email Address<br />
    29. 29. Adding Your LinkedIn URL To Your Email Signature<br />
    30. 30. Finding Other Contacts Online<br />Look at coworkers, client, and friend’s connections<br />View connections at companies you’ve worked for and with<br />Let LinkedIn suggest connections based on information in your profile (school, employment, shared connections, etc)<br />
    31. 31. Using LinkedIn Recommendations: Giving and Receiving<br />Give Recommendations<br />Use the recommendation tool to write sincere recommendations for previous employees/employers, clients that you had close relationships with, and vendors who provided outstanding results<br />Ask for Recommendations<br />Most people won’t write a recommendation unless asked. Once you’ve written a few recommendations for others, ask that they in return write one for you. A person can write anything in their recommendation, so be mindful of who you ask<br />Why Recommendations?<br /><ul><li>Highlight your expertise
    32. 32. Shows trust from clients
    33. 33. Testimonial factor
    34. 34. LinkedIn Trust (real people, not made up reviews)</li></li></ul><li>Finding Leads on LinkedIn<br />
    35. 35. Generating New Sales Leads Via LinkedIn Questions<br />Recent Questions From Your Network<br />Feedback From Questions That You’ve Asked<br />Question Categories<br />
    36. 36. Find questions related to your industry or the industries of your clients (potential clients) and answer them thoughtfully<br />Find Questions to answer by:<br /><ul><li>Viewing questions within specific categories
    37. 37. Using the search tool to find questions that have a specific keyword</li></li></ul><li>Those who ask the question can choose the best answer of the bunch. When your answer is chosen as a best answer, you’ll receive recognition on your LinkedIn profile page and within those categories<br />Questions and Answers: Best Practices<br /><ul><li>Don’t be overly promotional: Answer a question thoughtfully, without a sales pitch
    38. 38. Don’t skip over a question because it seems too simple or as if it won’t turn into a lead
    39. 39. Answer questions on a regular basis in a variety of categories</li></ul>Why Answer Questions?<br /><ul><li>Branding
    40. 40. Establish Yourself As An Expert
    41. 41. Search Engines</li></li></ul><li>LinkedIn Groups<br />Types of Groups:<br /><ul><li>Alumni
    42. 42. Corporate
    43. 43. Conference
    44. 44. Networking
    45. 45. Professional</li></ul>Find Groups Related To:<br /><ul><li>General Industries ( ex: Accounting)
    46. 46. Specific: Government Divisions</li></li></ul><li>Follow Companies<br /><ul><li>Find Contact Information For Potential Leads
    47. 47. Analyze Former and “Go To” Companies that Employees Worked At
    48. 48. Research The Company for Future Pitches
    49. 49. Contact Company When You Notice A Big Change (Director Leaves, Company Acquired, Etc.)</li></li></ul><li>Finding Leads Through Your Connections<br />View your connections , especially those of recruiters and leaders in your industry<br />
    50. 50. Do’s and Don’ts of LinkedIn<br />Do:<br /><ul><li>Promote others
    51. 51. Optimize your profile/brag where warranted
    52. 52. Answer questions
    53. 53. Be active in groups</li></ul>Don’t:<br /><ul><li>Be overly self promotional in questions
    54. 54. Avoid assisting others because it’s “free advice”
    55. 55. Reach out to leads without reading their profile and finding their desired method of contact</li>

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