playbooks

home / skills / gtmagents / gtm-agents / social-selling

social-selling skill

/plugins/sales-prospecting/skills/social-selling

This skill helps you spark warm conversations and book meetings on social channels by leveraging LinkedIn activity signals and personalized value offers.

npx playbooks add skill gtmagents/gtm-agents --skill social-selling

Review the files below or copy the command above to add this skill to your agents.

Files (3)
SKILL.md
1.7 KB
---
name: social-selling
description: Use when engaging prospects through LinkedIn, communities, and social channels to spark warm conversations and meetings.
---

# Social Selling Skill

## When to Use
- Prospect is active on LinkedIn, X, or niche communities.
- Outreach needs warmer entry points than cold email.
- SDRs must nurture accounts over weeks via digital touchpoints.
- Need to convert marketing engagement (webinars, posts) into conversations.

## Framework
1. **Core Principles** – insight first, timely engagement, sequence public + private touches, lean on social proof, and lead with call-to-value offers.
2. **Engagement Ladder** – monitor > micro-engage > value drops > DM > follow-through into email/call.
3. **Signal Tracking** – monitor posts, job changes, events, and mutual connections for context.
4. **Cadence Planning** – mix comments, shares, and DMs each week per target account.
5. **Measurement** – watch connection acceptance, DM reply, meetings per 50 connections, and interactions per account.

## Templates
- **DM Scripts**: See `references/engagement_playbook.md` for scripts and signal tracking.
- **Checklist**: See `assets/social_checklist.md` for daily/weekly routines.
- **Social listening checklist**: (signals: hiring, promotions, launches, exec moves).
- **Weekly activity planner**: (3 comments, 2 value shares, 1 DM per target account).

## Tips
- Engage within 30 minutes of prospect activity when possible for better visibility.
- Alternate public cues (comments, reposts) with private DMs to avoid feeling pushy.
- Tie every outreach to proof (mutual connections, customer stories) to earn trust.
- Move hot threads to email/call quickly and log outcomes for attribution.

Overview

This skill helps sales teams engage prospects across LinkedIn, X, and niche communities to spark warm conversations and book meetings. It packages a practical social-selling framework, templates, and checklists for turning social signals into meetings. Use it to structure consistent, measurable outreach that complements email and calls.

How this skill works

The skill inspects public social signals—posts, job changes, events, and mutual connections—and recommends timed actions across a defined engagement ladder: monitor, micro-engage, value drop, DM, and follow-through. It guides cadence planning, provides DM scripts and daily/weekly checklists, and tracks key metrics like connection acceptance, DM reply rates, and meetings per 50 connections. Outputs are operational steps SDRs can execute or feed into automation and CRM logging.

When to use it

  • Prospect is actively posting or engaging on LinkedIn, X, or niche communities
  • You need warmer entry points than cold email to start conversations
  • SDRs must nurture accounts with repeated, non-intrusive touchpoints
  • You want to convert webinar and content engagement into meetings
  • You need to capture and act on hiring, promotion, or product-launch signals

Best practices

  • Engage within 30 minutes of a prospect’s activity when feasible to boost visibility
  • Alternate public interactions (comments, shares) with private DMs to avoid being pushy
  • Lead with insight and call-to-value offers rather than hard pitches
  • Document every moved conversation to email/call in CRM for attribution
  • Use social proof—mutual connections and customer stories—to build trust

Example use cases

  • SDR sees a product launch post from a target and follows the ladder: comment, share a relevant stat, then DM a tailored value offer
  • Account-based reps set a weekly planner: 3 comments, 2 value shares, 1 DM per target account to maintain presence
  • Marketing converts webinar attendees into conversations by monitoring attendees’ social posts and sending personalized DMs
  • Customer success spots a job change signal and reaches out to congratulate, then offers relevant adoption resources
  • RevOps measures performance by tracking connection acceptance, DM reply rate, and meetings per cohort of 50 connections

FAQ

How often should I try public engagement vs DM?

Balance each week: aim for several public touches (comments/shares) and one personalized DM per target to warm the relationship without overwhelming the prospect.

What signals are highest priority?

Prioritize hiring, promotions, product launches, and active posts or comments where you can add timely insight—these indicate intent or openness to outreach.