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THE RELATIONSHIP PLAYBOOK

LinkedIn
ProspectingPeople first.
Possibilities next.

Find business owners, decision-makers, and strategic allies. Start with shared context. Offer something useful. Make your next conversation count.

Focused searchesPersonal messagesReal relationships
One thoughtful connection can be the start of something valuable.
01 / FIND YOUR PEOPLE

The right people.
A real reason to connect.

Choose the conversation you want to have. Keep business clients, strategic alliances, and sales opportunities on their own paths.

Pick one title to start
YOUR LINKEDIN SEARCHOwner

Opens LinkedIn in a new tab. Sign in there, then choose the filters that fit your search. A keyword match is a starting point; check the person’s current profile.

Want a more specific search? Try a simple Boolean query.

Use uppercase AND, OR, NOT; quotation marks for phrases; and parentheses for groups. Try one focused query before adding more terms.

(Owner OR Founder) AND construction
Official Boolean-search help ↗
BEFORE YOU REACH OUT

Give them a reason
to know you, too.

  • 01A clear, current photo
  • 02A headline that says who you help
  • 03An About section with real experience
  • 04A useful resource in Featured
02 / START A CONVERSATION

Three messages.
One human conversation.

Connect first. Get to know them. Offer a relevant next step when there is interest. Let their response set the pace.

Make the words your own.

Fill in what you know, then edit the message before sending.

YOUR DRAFTS · YOUR VOICE

These fields update the drafts below. They are not saved or sent to LinkedIn.

1

Make the connection.

A short, friendly invitation with a real reason to connect.

WHEN YOU FIND A RELEVANT PERSON
THE CONNECTION REQUEST

[First Name], I’m expanding my network with like-minded professionals. Your work at [Company] caught my eye. I’d enjoy connecting. — [Your Name]

Personalize one real detail.Follow the note limit shown in your account.
2

Build some rapport.

Be curious. Share an idea or offer a useful introduction.

AFTER THEY ACCEPT
THE RELATIONSHIP MESSAGE

Thanks for connecting, [First Name]. I noticed [Genuine detail]. I enjoy exchanging useful ideas with like-minded professionals and making introductions when there’s a good fit. What are you focused on at [Company] right now? — [Your Name]

Acknowledge their answer before moving forward.
3

Invite the next step.

Match the invitation to their interest and ask permission to share more.

WHEN THE CONVERSATION SUPPORTS IT
THE RELEVANT INVITATION

[First Name], based on what you shared, would you be open to a short overview of how Dreams Business Resources helps owners explore business costs, employee benefits, and potential tax-credit opportunities? If it looks relevant for [Company], we can decide whether a conversation makes sense. — [Your Name]

Discuss the need first. Eligibility, costs, and results depend on the business and the program.
BUSINESS CLIENTS / TWO MORE OPENERS

Talk about their business.
Make the question easy to answer.

Use these for owners and finance leaders. Adapt the detail and the service to the person.

OWNER / CEO · THE BIG PICTURE

Hey [First Name] — I noticed [Genuine detail] at [Company]. I work with business owners who want a clearer view of operating costs, employee benefits, and potential tax-credit opportunities. Would you be opposed to me sending over a quick overview?

CFO / FINANCE · A FOCUSED QUESTION

Hi [First Name] — when did [Company] last review whether its current activities might qualify for R&D tax credits? If a fresh look would be useful, I can share an overview of the review process and the information a qualified specialist would need. Would that be relevant to your priorities right now?

Keep claims specific to what you can substantiate. A conversation or an overview does not establish tax-credit eligibility, savings, or financial results.

03 / FIND A SHARED INTEREST

Get into the right rooms.
Become useful in them.

LinkedIn Groups can help you meet people around a shared interest. The relationship begins with what you contribute.

A SHARED INTEREST

A better opening
than a cold pitch.

Notice a thoughtful post. Add a useful perspective. Ask a relevant question. Let familiarity grow.

  1. 1

    Find a relevant community.

    Search by industry, business interest, or professional specialty.

  2. 2

    Read before you join.

    Look for recent conversations and clear rules. Request membership; approval is up to the group.

  3. 3

    Contribute something useful.

    Answer a question, share a helpful idea, or add a relevant resource. Follow the group’s rules.

  4. 4

    Continue a real conversation.

    A shared-group message request may be available. Recipient settings and LinkedIn limits apply; people can decline.

04 / YOUR NEXT MEANINGFUL ACTION

Fifteen minutes.
One good next step.

Use this as a small practice session. Finish with a relevant conversation to begin or continue.

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Find one person on LinkedIn ↗

Checklist progress lasts for this visit.

Capture the relationship in Gold Mine →
05 / KEEP LEARNING

Keep the playbook useful.
Keep the details current.

LinkedIn’s menus and allowances can change. Use its current help and the controls shown in your account.

The LinkedIn prospecting roadmap

Full visual roadmap for prospecting with business owners, CEOs, CFOs, and strategic alliances.

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