************BEEP METHOD BUILD-ENGAGE-EDUCATE-PROMOTE*************** Automation is taking care of the bulk of email responses and connection invites and requests. At First we Connect, then we engage them into a conversation, educate them and then Promote. If they reply it interrupts the process and this is where we have to step in to continue the conversation - what follows is the typical responses to specific events. You can borrow from to continue the flow of conversation. A: ///////////////////////////BUILD TASKS/////////////////////////: 1)***Connect from Search: a) EMAIL Hi %name%, Your profile caught my attention …. As a former government employee, I’m always looking to connect and network and help people out. Before retiring, I had the highest Net take home pay after taxes through BC Ferries. Luv to share how I did it. All the best, - Ralph b) SEARCH CRITERIA: BC Public Service BC Provincial Government BC Cities; 15 connections; Canada; Government Administration c) SCHEDULING: 2x day: Wait Min:10; MAx:20; M-S ------------------------------------------------------ 2)****Search Results profile Viewer: a) NA b)SEARCH CRITERIA: B C Public Service BC Provincial Government BC Cities; 15 connections; Canada; Government Administration c) SCHEDULING: 3x day: Wait Min:10; Max:21; M-S ------------------------------------------------------- 3)**** Connect from Profile View: a) Email: Hi %name%, Now that we have checked out each other’s profile, I decided to reach out directly to see if I could be of service in any way. c)SCHEDULE: 1X Wait M:10 Max:23 M-S ------------------------------------------------------- 4) ***** Withdraw connection Requests a) SCHEDULE: 2X Wait M:120 Max:360 M-S ------------------------------------------------------- 5) Accept Connect Requests: a)SCHEDULE: 2X Wait M:120 Max:360 M-S ------------------------------------------------------- http://linkedin.com/sales/ssi B)/////////////////ENGAGE TASKS//////////////////////////////// 1)*****Welcome Message a) Hello %name% - I'm glad we connected here on LinkedIn! Since we're new 1st connections, you'll probably see some of my posts and articles with new strategies & unique solutions for ensuring you maximize your retirement benefits and be in a position to create a legacy for your family. I may also throw in some ideas on how you can not only self direct your pension but also self direct your mortgage and thereby significantly increase your disposable income . Thanks again for connecting. I look forward to speaking with you in the near future! - Ralph P.S. By the way, I would say 85% - 95% of my Canadian clients are just like you. Since it's hard to tell the difference between most LinkedIn users, I thought I would share that I, along with my team of associates are in a position to help my clients ethically build their retirement nest-egg. We do this by taking advantage of the best of the best financial products offered to Canadians by the Financial Institutions Companies you are already familiar with. I'm not sure if this is something you'd be interested in...(most public sector employees have no idea that before the age of 55 they can make some changes that will dramatically improve their retirement position) but if you are - I'd gladly share this information with you at NO charge. Just REPLY to this message with "Yes" or call this number to set up a phone appointment 604-200-7771. Cheers Ralph A must watch if you are approaching retirement and are under the age of 55: https://drive.google.com/drive/folders/0B7IwceD2zS8VemZNQ0Y1eTVKRkE Check Back After 28 Days 1) New Welcome Message: XXXXXXXXXXXXXXXXXXXXXXXX Hello %name% Thanks for connecting with me. I’m pleased to be part of your network and hope I can add some value. Now we’re connected, you’ll probably see me sharing posts about how you can act in your best interest when it comes to dealing with financial institutions and government once you know what the alternatives are. I’ll look forward to seeing your posts too! Kind Regards Ralph Hahmann P.S. By the way, I am currently working with many individuals here on LinkedIn using various strategies to help them keep more of what they earn and then use a portion of those savings to guarantee financial security pre and post retirement. I'm not sure if this is something you'd be interested in...(most people have no idea that financial institutions are as a rule only offering their most profitable services however if you know what to ask for there are alternatives that will serve you much better). If you are interested - I'd gladly share what I know with you at NO charge. Just REPLY to this message with "Yes" and I will send you a meeting invitation. 2) New Followup Message XXXXXXXXXXXXXXXXXXXXXXXXXX As a new connection I thought I’d share an article I recently wrote about xxxxxxx https://www.linkedin.com/xxxxxxx It’s based on the experience I’ve gained working 30+ years in the financial industry and I wondered if it might be something you can implement. Have you posted any articles yourself that I might find interesting? I’d love to find out more about what you do. You can read my article on LinkedIn here: https://www.linkedin.com/pulse/xxxxxxxxxx Kind Regards Ralph Hahmann 3) Hello %name% I hope you don't mind me reaching out but I was wondering if you could help me out at all? We're really working on pushing our LinkedIn company page and I would very grateful if you could check it out and if there's anything interesting perhaps give us a like or a follow? The page is: Of course I would be more than happy to return the favour and if you have any feedback I would love to hear it. Kind Regards Your Name ------------------------------------------------------- 2)*****BIRTHDAY MESSAGE a) EMAIL Hey %name% I’m sure you’ll get lots of these today, but you can’t have too many well-wishes. It's the one thing I love about Linkedin - Happy Birthday! Make it a great day! b) SCHEDULE 1X Wait M:14 Max:25 M-S ------------------------------------------------------- 3)*****Congrats New Job a) email Great to hear about your new postion! You must be really pumped. I am curious what is it about you new position that excites you most? Here's Wishing you The Best!-Ralph. b) SCHEDULE 1X Wait M:12 Max:20 M-S ------------------------------------------------------- 4)****** WORK ANNIVERSARY a) EMAIL %name%, I’m so glad we’ve connected. Hey, if you would like to kick off your anniversary by exploring new joint ventures or channel partners, just let me know and can likely help you in a number of different ways when it comes to new technology particularily with Linkedin. All the best, Leslie P.S. Feel free to browse my connections and see if there is someone specific you would like me to introduce you I would be glad to do it. b) SCHEDULE 1X Wait M:10 Max:25 M-S ------------------------------------------------------- 5)***** FOLLOW UP MESSAGE TO CONNECTING a) email Hi again %name% I just wanted to follow up on our recently connecting here on LinkedIn. I was reviewing your profile again and I can see you’re a public sector employee. Unfortunately, as you may know, when it comes to preparing for retirement the government gives very little information on what all your options are and to research it properly requires a vast investment of time. Until recently, there hasn’t been any alternative but to go to your financial planner or your banker and/or life insurance company to get that information. However like or not their primary interest is to sell you what it is that they got which may not be in your best interest. For all those people who are currently under the age of 55 we’ve created a short Video that will explain why it makes more sense to take over your pension plan savings before you retire and thus gain much more than the government is prepared to pay you. You can watch the video here: http://ralph.joinme.link/wp-content/uploads/2018/05/PensionParadigm-7771-HB.mp4 Once you’ve seen the video, If getting more out of your pension sounds like something you’d be open to, just reply to this message or set up an appointment by calling 604-200-7771. In the meantime, see you on LinkedIn! Cheers Ralph A must watch if you are a public sector employee under the age of 55: http://ralph.joinme.link/wp-content/uploads/2018/05/PensionParadigm-7771-HB.mp4 Wait 7 - 9 - 28 ------------------------------------------------------- b) SCHEDULE 2X Wait M:120 Max:360 M-F ------------------------------------------------------- 6)******** ENDORSE a) SCHEDULE 2X Wait M:120 Max:360 M-F ------------------------------------------------------- ENDORSEMENT REPLY: Btw, I am putting on a public seminar series 1x a month on financial strategies. This month's topic is on transferring assets and keeping the government out of your pocket. Would that be something that would interest you? Ralph C)//////////////////EDUCATE////////////////////// Posts Take over control of your pension and get the the full return for the hard earned money invested on your behalf for your retirement. Plus like any investment it becomes an asset that you can pass it on to your children. D)//////////////////PROMOTE////////////////////// RPM: JUNE a) EMAIL - ACTIVE Hi %name% I am putting on a public educational series 1x a month on financial strategies. This month's topic is on taking steps to ensure a quality retirement. As it is we work a lifetime to make money for our retirement but we spend very little time in learning how we can make that retirement money can work most effectively for us. Coffee and cake is served and we are just asking $10 to cover costs. Would that be something that would interests you? Check the schedule out here: https://www.meetup.com/Legacy-Planning-Financial-Freedom/events/ Ralph b) BC Public Service BC Provincial Government British Columbia c) M-F 1x day PRIOR CONNECTIONS - PAUSED a) EMAIL - To PRIOR CONNECTIONS - PAUSED Hey %name% Haven't touched base in a while .... Are you under 55 and either have a private or public service pension. If so you may want to have a look at this as you still have some time to maximize the benefits you can receive form your pension. For all those people who are currently under the age of 55 we’ve created a short Video that will explain why it makes more sense to take over your pension plan savings before you retire and thus gain much more than the government is prepared to pay you. You can watch the video here: http://ralph.joinme.link/wp-content/uploads/2018/05/PensionParadigm-7771-HB.mp4 Once you’ve seen the video, If getting more out of your pension sounds like something you’d be open to, just reply to this message or set up an appointment by calling 604-200-7771. In the meantime, see you on LinkedIn! Cheers Ralph A must watch especially if you are a public sector employee under the age of 55: PENSION PARIDIGM VIDEO ON LINKEDIN http://ralph.joinme.link/wp-content/uploads/2018/05/PensionParadigm-7771-HB.mp4 b) BC Public Service BC Provincial Government British Columbia