Step-by-Step Cold DM System Guide
Objective: Book high-ticket client appointments using cold direct messages (DMs) on platforms like LinkedIn, Facebook, Instagram, or Twitter.
Step 1: Choose a Platform
- Pick a social media platform where your target audience hangs out (e.g., LinkedIn for professionals, Instagram for creatives, etc.).
- Make sure it supports direct messaging, as this is the core of the system.
Step 2: Connect with Prospects
- Start by establishing a connection:
- Why: You need permission to message them. Without a connection, your DM might go to spam or be ignored.
Step 3: Send a Trojan Horse Soft Pitch
- Goal: Get their permission to pitch.
- How: Send a short voice note or video (no text messages) to stand out.
- Message Structure:
- Tip: Keep it polite, high-level, and permission-based. Mention a benefit tied to their goals (e.g., "grow your business" or "get in shape").
Step 4: Deliver a Native Video Sales Letter (VSL)
- Goal: Pitch your offer and get permission to send a calendar link.
- How: Once they say "okay" (or similar), send a video under 2 minutes directly on the platform.
- Video Requirements:
- Tip: Keep it native (no external links like Loom) and use the same CTA (e.g., "okay") as Step 3.
Step 5: Follow Up Relentlessly
- Why: Most bookings happen after multiple follow-ups—80% after follow-ups 6-9.
- Follow-Up Stages:
- Tip: Be persistent but respectful. They’ve given permission, so it’s okay to keep nudging.
Additional Strategies
- Consistent CTA: Use the same simple reply (e.g., "okay" or thumbs up) at every step to make it easy for them.
- Multi-Platform Follow-Up: Find their email, phone, or other profiles to follow up across channels, always pointing back to the next step (e.g., "Watch the video" or "Book the call").
- Stay Casual: Keep the tone natural and friendly to maintain the connection.
The Workflow
- Connect → 2. Ask Permission to Pitch → 3. Send Native VSL → 4. Ask Permission for Calendar Link → 5. Send Calendar Link → 6. Book Appointment
- Use follow-ups at each stage to keep them moving forward.
Quick Tips
- Record one evergreen VSL to reuse (don’t make a new one each time).
- Be patient—appointments often come after 6-9 follow-ups.
- Adjust the messaging to fit your style and niche, but stick to the permission-based, native approach.