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What Is Social Selling: A Step-by-Step Strategy

lemlist team
LAST UPDATED
August 7, 2024
READING TIME
7 min.

Why pitch when you can connect and turn leads into customers?

Instead of ruining your reputation with bad cold pitches, you should turn sales from transactional to personal through social selling. 

But how can you do that?

The answer lies in social selling.

In this guide, we’ll define social selling, analyze its efficiency, and walk you through a step-by-step strategy to help you get more clients. 

What Is Social Selling?

Social selling is the process of searching for, qualifying, and reaching out to leads on social media channels such as LinkedIn, Facebook, Instagram, Twitter, TikTok, Slack, Discord, etc.

But when you see the words “social selling”, something different probably comes to mind... spam.

That’s because using social media for sales can be done very badly and with the wrong goal.

Social selling is actually relationship building. You're simply warming up and qualifying your audience before you come to the selling step. For example...

Does Social Selling Work?

78% of social sellers outsell peers who don’t use social media, according to LinkedIn’s Social Selling Index.

The truth is, social selling might not be something that works for you, especially if you don't implement the right strategy.

The Step-by-Step Social Selling Strategy

You know what social selling is, and things to consider to make it work for your team. All that’s missing is some social selling best practices and actionable tips.

Takea look at our step-by-step guide to social media prospecting.

Step 1. Determine What Channels to Use

You need to pick the channels that your audience is most likely to be active on, i.e. if your target audience is car club members living in the middle of Michigan, you shouldn’t be putting your resources into TikTok.

Keep in mind - picking what channels NOT to use is just as important as picking the right ones.

How do you do this?

Talk to your ideal customers

This can be a casual conversation over coffee, an official interview, community engagement, DMs, post comments, Reddit, really anything you want.

Talking to real clients is one of the most underrated sales resources! Just get in touch, you won’t regret it.

Go to these social channels & see if you can find your target audience

Conduct a quick search based on job titles and filters to find your ICP, and then go through your results to find the people that fit best based on things like their headline, current/past position, and mutual connections.

If these all look like they fit with who your best clients are, you know you’re on the right track.

Check out their activity

Make sure they are really active on this channel. Click on someone in your search results, then scroll down their page to “see all activity”.

Based on all this info you got from customers + research, you should be able to figure out where they are comfortable making purchases on these channels.

For example, at lemlist our target audience is sales reps and managers, so we know that in terms of social channels, this audience is more likely to make purchases through LinkedIn DMs However, they like to build relationships through communities, Twitter, and LinkedIn engagement.

This is usually our go-to for engagement vs outreach 👇

Get to know your customers! You’ll save a lot of wasted time and money by narrowing it down to the channels and type of communication that work best for them.

Step 2. Get Your Social Media Profiles Ready

Imagine this. You’ve put in the work to define what channel will work best for your social selling strategy, you’ve narrowed down your audience, and you’ve crafted a personalized message to reach out with... but your social media profile is completely empty.

What message does this send to the people who click on your profile after getting the message? It definitely doesn’t instill trust.

Here are a few things you can do on this front. 👇

Upload a professional profile picture 📸

Set up your social media profile with a good picture of yourself. The sketchiest profiles online are those without a photo.

Optimize your profile

Fill out some info to show that you are a real person!

If it’s LinkedIn, at the very least you need to fill out the headline, position, about info, and add some info about what you do. With other channels like Twitter and Instagram, this will be the bio.

This was only the start, but be sure you optimize your profile as best as you can!

Step 3. Find the Right Prospects

Connect with people that fit into your target audience. This way when you get to the next step, actually posting, you have an audience that wants to hear what you have to say.

Social media channels like LinkedIn are perfect for finding people in your target audience because you can use filters to narrow it down.

Here are some good filters to help you in a classic LinkedIn search:

  • Industry
  • Past company
  • Current company
  • Boolean search for their title (ex. “Growth” NOT “Manager”)
  • Location
  • Language
social selling

Look for signals

In addition to finding your target audience, you should also limit your search to people that will actually want to use your product and are at the right moment to buy.

Question - how many times have you been told “sorry, but we’re not in a position right now to purchase”? They are the perfect lead, and you fill their exact needs, but they just don’t have the budget at the moment.

Instead of trying to convince them you’re worth it, look for buying signals before you reach out so you are confident that they are in a position to buy.

This includes things like: companies that have recently raised funds, are hiring, or have recently grown their teams.

If a company is doing any of these things, it means that they are going to need tools to manage the changes they are going through. The tech stack you use for a team of 5 looks a bit different than a team of 60, right?

Other than buying signals, you can also increase your conversion rate by reaching out to people that are more likely to be interested in your product.

These signals are: they used to work for one of your current best clients, they follow your company’s social media pages, they are similar to your perfect ICP.

Finding this info might not be totally evident, but LinkedIn searches will be your best bud in this situation.

Step 4. Build Your Personal Brand

social selling

Here’s the thing, in the last year we’ve made around $1M in revenue thanks to our personal brands only.

How can you replicate this model?

Start posting valuable content

Your best bet is to share content according to your leads’ needs & the problems you solve.

Think: What is the thing you do best that your audience struggles with?

Here's an example post from Simon about our "Master the art of cold emailing" ebook. With 531 likes and 490 comments, Simon just killed it.

social selling

So, pick 2 or 3 subjects that you rock at and that your target audience needs help with, and focus on creating valuable content around that without asking for anything in return.

Don't worry about likes and comments. They are built over time.

Instead, focus on becoming a thought leader in your industry. Create and share valuable content, add your thoughts to industry news and developments, and engage with your audience.

It is important to be honest and transparent to connect with our prospects not only professionally, but personally.

Share personal experiences

Here’s the thing about sales: in the end, people connect with people. It doesn’t matter if you’re in the B2B sales market, you are selling to a person.

This is why you need to be human in your posts! Your posts should be split between what I like to call hard value (aka a resource) and soft value (aka a personal experience).

Take Nadja for example, other than posting multichannel outreach tips, she also shares info about being a manager of a sales team, remote work life, and being a (boss) woman in sales.

social selling

So, pick 2 or 3 subjects you want to focus on for your LinkedIn content strategy. It doesn’t need to be perfect, just start somewhere!

Analyze your results

After you’ve been building your network and posting for a month or so, it’s time to check out what works and what doesn’t.

Try doing things like looking at who is seeing your posts, what content gets the most valuable comments, and which posts evoke messages from people.

And always remember: your goal is to convert your audience, but also to build great relationships!

Step 5. Engage With Your Prospects' Content

This point is so underrated in social selling strategies! Social selling is all about creating real relationships, so starting out with a direct message can seem weird.

Instead, connect with your prospects by reading their posts and adding valuable comments. This way you’ll get your name and face out there, but in a way that helps your leads.

social selling

When you do this, you’re also increasing your chances that other people in your target audience will connect with you, because they also see your valuable comment.

Here's a cool way to do it combined in your outreach sequence.

Create a Google/Excel sheet with all of your leads and their info. The columns will act as custom tags when you import your sheet, so keep things in mind like FirstName, icebreaker, CompanyName, etc.

Then, add a column with their social media profile link, export this sheet as a CSV file, and upload to your sales tool.

social selling

Just like that you can use their social media profile link as a custom tag, so when you’re blocking out time for social selling this process runs much smoother.

social selling

And this strategy for social selling works very well on LinkedIn, Twitter, and Facebook!

Step 6. Join Relevant Communities

Go where your prospects are.

This can be Slack, Facebook, LinkedIn, Reddit, Discord, etc. Pick the one where your prospects are the most active!

Now, search for keywords related to what you do. For example, if you are an agency helping clients with cold email, you might look for something like a B2B sales community, or even specifically cold email communities.

And if you are trying to help entrepreneurs scale their businesses, you’ll look for something like a growth hacking community.

social selling

Try to pick around 10 of these, and join the communities. Then, spend a while trying to get an idea of what people usually post about, and the type of engagement they are looking for.

Next? Start commenting and posting valuable content for this community. Solve their problems without asking for anything.

You’ll generate some super qualified leads this way! Plus, if leads from other social media sites are also present in these communities you’ll get two different social touch points.

Just one small clarification - if you’re trying to deliberately sell your product through these communities you’re going to get kicked out very fast.

Step 7. Send Multichannel Outreach Campaigns

If you use all the methods we mentioned above, you should start to generate leads coming to you after 1-3 months (depending on your commitment).

You can increase your chances by reaching out, and you should continue working through different channels.

Your multichannel outreach campaign can include:

  • Linkedin profile visits
  • Comments on Facebook, Twitter, and LinkedIn posts
  • LinkedIn messages
  • Emails
  • Calls
  • LinkedIn voice messages

So, when you get to the channels at the end like messages, emails, and calls, your outreach is warmer and you know the prospect is more likely to respond.

Let's see what this looks like in action...

social selling

So the first 5 steps of this sequence are dedicated just to building the relationship through the channels our leads are most active on: LinkedIn and Twitter.

This can be done with any of the engagement tactics we mentioned earlier, like communities and post engagement, and you can link it through a URL so you can get your work done from one dashboard.

This would be:

visit LinkedIn profile → like tweet → send LinkedIn invite → comment on LinkedIn post

Then, we start using email when we want to send messages with more info. And of course we included all the essentials: personalization, relevancy - "why me", value for the lead, and a casual ask to talk.

social selling

But as you very well know, email inboxes get a bit out of control at times, so we added another channel to send a reminder and try them to see if they prefer talking there.

And the remaining steps will follow-up (with added value) and then to notify the lead that they won’t be reaching out anymore + a way to contact them.

So you’re building your relationship, adding the context of why you’re reaching out, making sure you are on the channel that works best for them, and then wrapping it up with clear steps on how they can contact you. Perfecto 👌

And these are the results we get with these kinds of sequences:

social selling

This was just a brief review of a sequence, but there are tons of other multichannel examples that work well with social selling.

Of course, we're using lemlist to send multichannel outbound campaigns. If you wanna test it out and see how they perform for you, set up your account in seconds.

Build actual relationships - no spamming allowed

There is nothing worse than feeling bombarded in your DMs.

To prevent this, make sure to consistently provide value to your connections. Share helpful resources, offer support, or simply be genuinely interested in their lives.

When you've built a relationship, your requests will be much more likely to be received positively.

social selling

Final tip here: Look at some social selling outreach examples before crafting your sequences!

Bonus Step. Track Your Success

Check the results of your social selling strategy.

Ensure you’re getting a return on your efforts and determine which methods work best for you.

Check how many pieces of content you’ve created and track the sales revenue, customers, leads, social media engagement, etc. 

Once you identify the winning strategy, maximize your efforts.

Key Takeaways

-> Focus on your leads and their needs, using the channels that work best for them and sharing content that will help them the most.

-> Build your personal brand and focus on becoming an industry thought leader to establish credibility and boost awareness for you and your company.

-> Reach out to your prospects through their favorite channel. 

-> Build meaningful relationships. Don’t try to sell right from the start, and don’t spam your leads. 

-> Constantly check the results and adjust your social selling strategy.

lemlist team
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Companies with modern sales culture and businesses who want real-time insights
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CRM
Summary
Backbone of a business's internal operations.
Backbone of customer-centric interactions and operations.
Goal
To centralize and streamline core business processes in a company.
To increase customer experience, satisfaction and loyalty, and boost sales.
Focus
Internal operations and processes across departments (finance, accounting, inventory, supply chain, HR, and sales).
All interactions with leads and customers.
Manages
Internal business data like financial data, inventory levels, production details, supply chain, HR info.
All customer data like contact info, purchase history, communication history, customer preferences and more.
Users
Finance, accounting, operations, supply chain, and HR departments.
Customer-facing teams like sales, marketing, and customer service.
Benefits
Streamlines operations, improves data accuracy, enhances decision-making, boosts collaboration, increases productivity.
Improves customer relationships, increases sales, strengthens customer service, personalizes marketing campaigns, provides insights.
Price
$150 per user per year on average.
$10 to $30 per user per month on average.
PRM Tool
Rating
Feature
Pro
Con
Mobile App
Integrations
Free Plan
Pricing
4.65
star
star
star
star
star-half
Org-wide alignment
User-friendly layout and database
Suboptimal as a personal CRM
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Lack of tracking system
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Team: $20/month
Business: $45/month
4.7
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Social Media Integration
Easy contact data collection
No marketing/sales features
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Lack of tracking system
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7-day trial
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4.75
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Block Functions
High customization capability
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Limited
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Plus: €7.50/month
Business: €14/month
N/A
Open-source
Open-source flexibility
Requires extensive manual input
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Limited
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Self-hosted
$9/month or
$90/year
3.1
star
star
star
Simple iOS app
Ideal for non-tech-savvy users
iPhone only
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iOS only
Limited
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1-month trial
$1.49/month or
$14.99/month
3.6
star
star
star
star-half
Smart Contact Management
Feature-rich and flexible
Reported bugs
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Rich
square-xmark
7-day trial
Premium: $13.99/month
Teams: $17.99/month
4.4
star
star
star
star
star-half
Customizable Interface
Customizable for teamwork
Pricey for personal use
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Rich
square-xmark
Standard: $24/member
Premium: $39/member
4.7
star
star
star
star
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Integrated Calling
Integrated Calling
Too sales-oriented & pricey
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Rich
square-xmark
14-day trial
Startup: $59/user/month
Professional: $329/user/month
4.8
star
star
star
star
star
Business Card Scanning
Business Card Scanning
Mobile only
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Limited
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$9.99/month
4.45
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160+ app integrations
Comprehensive integrations
No free app version
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Rich
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14-day trial
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30-day
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But it offers reduced price to authorised nonprofit organisations
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star
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CRM goal
Increase the sales conversion rate for qualified leads from marketing automation campaigns by 10% in the next 6 months.
SMART Breakdown
1. Specific: It targets a specific area (conversion rate) for a defined segment (qualified leads from marketing automation).
2. Measurable: The desired increase (10%) is a clear metric, and the timeframe (6 months) allows for progress tracking.
3. Achievable: A 10% increase is possible based on historical data and potential improvements.
4. Relevant: Boosting sales from marketing efforts aligns with overall business objectives.
5. Time-bound: The 6-month timeframe creates urgency and a clear target date.
Actions
Step 1: Refine lead qualification criteria to ensure high-quality leads are nurtured through marketing automation.
Step 2: Personalize marketing automation campaigns based on lead demographics, interests, and behavior.
Step 3: Develop targeted landing pages with clear calls to action for qualified leads.
Step 4: Implement lead scoring to prioritize high-potential leads for sales follow-up.
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Increased sales and revenue
Improved marketing automation ROI
Marketing and sales alignment
Data-driven marketing optimization
Table
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CRM Software
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Data-centric
Customer-centric
Focus
Interactions across various channels and touchpoints, both online and offline.
Sales, marketing, and customer service interactions.
Functionality
Automatically collects, organizes, tags, and makes data available in real-time.
Helps businesses track customer interactions, sales pipelines, prospects, and service requests.
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HubSpot, Salesforce Sales Cloud Lightning Professional, and Zoho CRM
CRM
Free plan
Best feature
Best for
Con
1. HubSpot CRM
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Sales automation
Sales teams
Up to 1,000 contacts
2. Insightly
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Custom fields
Basic needs
Not enough info about the free plan
3. Agile CRM
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Deal and sales pipeline tracking
Small teams
Up to 10 users
4. Zoho CRM
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Lead and contact management
Businesses of all sizes
Limited to 3 users
5. ClickUp
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Unlimited tasks and unlimited members
Personal use
Up to 100MB storage
6. EngageBay
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Live chat
Small and midsize enterprises
Up to 1,000 branded emails per month
7. Bitrix24
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Unlimited users and 5 scrum teams
Big teams
Up to 5GB of cloud storage
8. FreshSales
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Easy to use and simple setup
Beginners
Up to 3 users
9. Mailchimp
square-check
Very beginner friendly
Marketing teams
Send up to 500 branded emails per month
Type of Affiliate Marketing
Unattached
Related
Involved
Format
Paid advertising
Social media or YouTube channels
Dedicated website or blog
Focus
Quick income
Your niche
Your audience
Engagement with your audience
square-xmark
square-check
square-check
square-check
square-check
Very close connection with your audience
Pro
Little effort
Higher credibility thanks to your niche
Long-lasting and scalable
Con
Paid ads cost a lot
Potential for bias since you don’t use the thing you promote
Require time, effort, and dedication

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