The messages we use in LeadEngine have been approved by compliance and used by 600+ advisors, so you will not have issues with compliance.

If you want to be extra cautious, we can send you the messages we plan on sending and you can submit them to your compliance department for approval.

We do not guarantee meetings, no. While there are other LinkedIn “done for you” services that say things like “we guarantee you 200 meetings or we’ll work for you for free until we do!”, the challenge with these types of promises is twofold. 

One, they don’t have any incentive to book GOOD QUALITY meetings on your calendar. Therefore, a lot of the messaging these companies use is vague at best, and “bait and switch” at worst (eg: “Hey would love to network with you!”). Nothing is worse than getting on an approach call with someone who doesn’t know who you are or why they’re there.

And two, if it takes them 12 months to book 10 meetings, you’re missing out on OPPORTUNITY COSTS of not booking more meetings faster.

So rather than promise or guarantee you a certain number of meetings – what we CAN promise you is that our process works, we have a track record of client results, and we will do everything in our power to help you see results.

In addition to leveraging your LinkedIn, we have a team of highly trained setters that will call prospects to book them on your calendar.

To do this, we have:

> Access to best-in-class research technology that allows us to look up anyone's contact information

> Our setters come from the financial planning / insurance world and have extensive experience setting appointments

> Robust scripting to ensure when we reach people that they book

We do not email your clients, only use LinkedIn & call them.

Yes, it absolutely is – IF you target the wrong company / industry / audience.

If you target the RIGHT company / industry / audience – it can be an incredible tool.

So the short answer is – if you don’t know what you’re doing, it’s easy to target a saturated company / industry and waste your time. That’s why folks work with our team.

No. This is a great question, but you do NOT need to have your target market clearly identified before joining.

If you DO have a target market you want to work with, we will use our experience to determine if it is a good target market or not.

If you are not sure who you want to target, we have a proprietary process where we’ll ask you a series of questions to understand who you like working with – and use our expertise to determine who your ideal target market could be.

Yes, you will need to have Sales Navigator core in order to utilize LeadEngine’s DFY services. Sales Navigator Core has the capability to do more robust searching & filtering, which is why we utilize it within our process.

Team LeadEngine has a multi-step process to craft your campaign and get clear on your unique proposition to get meetings booked via LinkedIn.

Here’s our step by step process:

We have an onboarding form for you to complete, then an onboarding conversation with you to determine:

>> Your ideal target market, their pain points, unique features about them

>> Who you’ve worked with in the past / who you like working with / who you do not like working with

>> Any unique background experience that would be helpful for us to know (example: you worked as a consultant at PwC for 10+ years and know everything about their background).

>> Clarity around your preferences on meetings booked. Would you rather have MORE meetings with potentially less qualified people, or potentially LESS meetings but have more highly qualified meetings booked?

Once we have a clear picture of the above, Team LeadEngine uses a proprietary search process to determine the ideal target audience for you to be messaging on LinkedIn.

Once we find the ideal target audience & deem it viable, we then craft the full message playbook & follow up sequence.

From here, we then get to work! Our team sends connection requests, a series of messages, and engages with prospects (endorses skills, likes posts, etc.) to increase your visibility. We respond to clients, as you, when they reply to our messages.

When they express interest, we then share your calendar link to have them book directly on your calendar.

Once they book, we then email you details on the prospect and the conversation so you’re prepared for the introductory call!

Results vary by individual, industry, and target market. If you’re 15+ years in business, have a CFP and have a robust network on LinkedIn, you likely will see more results.

If you’re <6mo and have no prior work experience, you will likely see less results.

The results you see also depend on your desired outcome – do you want more meetings with potentially less qualified candidates, or do you want less meetings with more qualified candidates?

On average, we aim to book 1-2 meetings per week on your calendar. Some students get 4+ per week, some hit the average.

We utilize a direct outreach strategy – which means we are connecting with, then messaging, new people to get them on your calendar.

We do NOT message your existing network, and we do NOT create posts for you to publish on LinkedIn.

First, you must fill out an application to determine if you’re a good fit for the platform. Right now, we are only accepting limited students with specific qualifications.

Assuming you’re accepted, the first thing our team does is send over the invoice to lock in your spot.

Once paid, our team then sends over the Onboarding Form for you to complete. It is 7 questions long and will help us determine the best strategy for you.

Once complete, you’ll get to book a 1:1 onboarding call and during that call, our team will get super clear on your game plan & get logged into your LinkedIn.

Once complete, our team takes between 48-72 hours to get your outreach campaign up and running.

Once the campaign is up and running, meetings will start to get booked!

If we don’t think your campaigns will work, we will tell you (we have a team monitoring your account and performance) – and determine if we should pivot – or if we don’t think we can support you.