✌️Generate Tons Of Warm Referrals With This Simple Sales Navigator Trick

In this week’s issue, I’m going to teach you a simple Sales Navigator trick that will generate warm referrals into your hottest prospects in less than 5 minutes.

According to Nielsen, people are 4x more likely to buy when referred by a friend and 92% of people trust referrals from people they know.

Yet 57.9% of reps ask for fewer than 1 referral a month. (Source: Sales Insights Lab)

So let’s change that.

In today’s issue you’ll learn:

• A simple step-by-step process for generating a list of “warm referrals”

• An example Inmail template you can use to “ask” for a referral

So let’s jump right in

Step: 1

Download a CSV list of your current customers from your CRM.

Include these headers:

Account Name (required)

Website URL (optional)

Country (optional)

State (optional)

City (optional)

Zip (optional)

Step: 2

Go to Sales Navigator—>Right hand side of the page—>Upload accounts —>Continue

Step: 3

Drag & drop or upload your CSV file —>Map the column headers from your CSV to the Linkedin Account Fields

Step: 4

Hit upload. Once complete your customer list will appear under “Accounts lists” in Sales Navigator.

Step: 5

Select “Lead filters”(near the search bar) —>”Workflow” filter —> Account Lists—>”Include” the customer list you just uploaded.

Step: 6

Go to the “Company” filter—>Add your prospect(s) into the “Past Company” field

Step: 7

Voila. You now have a list of warm referrals that work for a customer AND used to work for your prospect!

Step: 8

Use additional filters to refine your list. (ex. Seniority, Changed Jobs, Follows your company, Posted in last 30 days, etc.)

Step: 9

Start reaching out. Here’s a simple template you can try.

[Customer Name] -

Quick note: if you ever have any questions or need help with [your product], call me. [xxx-xxx-xxxx]

If I can’t answer - I can find who can.

Thanks for being a customer

[Rep Name]

P.S. Noticed you used to work at [prospect company].

Any recommendations on who I should contact there?

If not, no worries.

Thanks in advance for any insight!

Give it a shot and let me know how ya make out!

Hope this tip is helpful! That’s all for this week.

If you liked this article, I drop one weekly. You can check out others here. And let’s connect. ✌️