Retext

LinkedIn follow-up message templates for sales

Once someone accepts your connection request, the first message decides whether this becomes a conversation. This template thanks them, asks one question about their work that's easy and interesting to answer, and holds the pitch back. If they reply, the move-to-email version takes it somewhere you can share details.

Template;sl-li-followup
Thanks for connecting, First name. Curious: how is Company handling Problem at the moment? No pitch, I'm asking because it's the thing I hear most about from Their roles right now.
Then type ;sl-li-followup in any app.

Variations

The same message for a different channel or tone. Copy the one that fits.

When you have a genuinely relevant article, report or post to pass on.

Share something
Thanks for connecting, First name. Given your post on Topic they raised, thought you'd find this useful: Clipboard Would be interested in your take.

After they've replied with interest. Moves the conversation to email.

Move to email
That makes sense, First name. I have a short example of how Similar customer handled the same thing. What's the best email to send it to?

When to use it

  • A prospect just accepted your connection request.
  • They've posted about a problem you can help with.
  • They've replied and you want to move to email.

What to avoid

  • Don't send a pitch deck in the first message.
  • Don't ask "what are your goals for this year?". It's too broad to answer in a chat.
  • Don't send a second message if the first got no reply within a week or two.

The fields in this template

Retext fills these in when the snippet expands. In plain text they become [brackets] to replace by hand.

First name{fill:First name}
Their first name.
Company{fill:Company}
Their company name.
Problem{fill:Problem}
A problem common to their role, in plain words.
Cursor{cursor}
Where your cursor lands after the snippet expands, so you can start typing the personal part straight away.
Their role{fill:Their role}
Their job function, e.g. "ops lead". The template adds the plural "s".
Topic they raised{fill:Topic they raised}
The subject of the post you're responding to.
Clipboard{clipboard}
Pastes whatever you last copied, such as an order number or a link, into that spot.
Similar customer{fill:Similar customer}
A customer they'd see as a peer. Only names you're allowed to share.
More about dynamic fields

Tips

  • •The question should be answerable in one or two sentences. That's what makes it easy to reply on a phone.
  • •Both LinkedIn triggers start with ;sl-li-, followed by connect or followup, so they're easy to tell apart.
  • •Copy the article link first, then ;sl-li-followup fills it into the share version with {clipboard}.

Works in LinkedIn, Safari, Chrome and every other app

Retext types the snippet wherever your cursor is. To use a different version in one app, give it the same trigger and limit it to that app with per-app snippets. They go by app, not website, so every tab in your browser counts as one app.

Use it with your team

Share LinkedIn templates in the team pack and ask reps which of them they actually use. LinkedIn messages tend to drift into pitches over time, and a shared version keeps them in check.

See Retext for Teams

Questions

What should my first LinkedIn message say after connecting?

Thank them, then ask one specific, easy question about their work. Save the pitch until they've replied and shown interest.

When should I move a LinkedIn conversation to email?

Once they've replied with interest and you have something to send: an example, a proposal, a calendar invite. Ask for the best address rather than guessing.

Type ;sl-li-followup, get the whole reply

Retext expands your snippets in every Mac app and fills in names, dates and order numbers for you.

Free to start. No account required on the Mac.