Chapter 4: The DM Playbook (+ How SalesRobot Scales It)

Content gets attention. DMs close deals. Here's the system for turning LinkedIn engagement into actual pipeline.

The Manual DM Workflow (Claude)

When someone comments on your post:

Use Claude to draft a personalized follow-up:

"This person commented '[THEIR COMMENT]' on my post about [TOPIC]. Read my ICP file. Draft a DM that acknowledges their comment, asks one relevant question about their situation, and keeps it under 50 words. No pitching. Just start a conversation."

The 5-touch follow-up sequence:

Touch	Timing	Purpose	Example prompt for Claude
1	Day 0	Value drop	"Draft a DM sending [RESOURCE] to someone who commented on my [TOPIC] post. Warm, brief, no ask."
2	Day 2	Question	"Draft a follow-up asking about their experience with [PAIN POINT]. One question only."
3	Day 5	Resource	"Draft a DM sharing a relevant case study. Connect it to something they mentioned."
4	Day 10	Social proof	"Draft a message referencing a client result that's relevant to their situation."
5	Day 20	Check-in	"Draft a casual check-in. No pitch. Just ask how things are going with [TOPIC]."

Each message adds value. None of them pitch. By touch 5, the right people self-select into a conversation about working together.

Where This Breaks: The Scale Problem

Here's the reality. The manual DM workflow works — but it caps out fast.

If your Monday post gets 40 comments, your Thursday post gets 25, and your Friday lead magnet gets 80 — that's 145 people to message. Manually. This week. Plus follow-ups from last week. And the week before that.

Claude can write the messages. But you still have to send them one by one, track who you've messaged, remember where each person is in the sequence, and follow up on time.

This is where most people drop the ball. Not because the strategy is wrong — because the execution doesn't scale.

How SalesRobot Solves This

SalesRobot automates the outreach and follow-up side so you can focus on the content and conversations that actually close deals.

What it does:

Automated connection requests — Send personalized connection messages to the people who engage with your content. Not spray-and-pray cold outreach. Warm outreach to people who already raised their hand.
Smart follow-up sequences — Build multi-step DM sequences that run automatically. Set the timing, the message, the conditions. SalesRobot sends them so you don't have to remember.
Lead tagging and tracking — Know exactly where each prospect is in your pipeline. Who commented? Who got message 1? Who replied? Who needs a follow-up?