LinkedIn Sales Navigator Targeting + Outreach — ORB (v2)

Date: 2026-03-02
Primary channel (90–120 days): direct outreach + warm referrals
Secondary channel: MSP partnerships

What you’re selling (don’t pitch fractional first)

  • “When was your last real restore test?”
  • “We prove restore readiness and deliver a 30/60/90 plan in 10 days.”

1) Setup (once)

  1. Update LinkedIn profile with:
    • 10-day baseline
    • one real restore test
    • SMB/nonprofit focus
  2. Create one sendable asset link:
    • ORB one-pager PDF/Doc
  3. Create a simple tracker (Notion or sheet) with statuses.

2) Build lists (the right way)

2.1 Accounts first

Create account lists:

  • CO SMB 11–150
  • CO Nonprofit 11–150 Then expand to West Coast.

Filters to start:

  • Geography: Colorado
  • Headcount: 11–50, 51–200
  • Industry: pick 3–6 you can speak to confidently

2.2 Leads second

Inside those account lists, build lead lists:

  • Execs: CEO/ED/CFO
  • Ops/IT: COO/Ops Director/IT Manager/Office Manager

Use “warm” filters/spotlights whenever possible:

  • Posted recently
  • Changed roles recently
  • Viewed your profile

3) Daily cadence (beginner-realistic)

30–45 minutes/day:

  • Add 10–20 leads/day
  • Send 10 connection requests/day (with a short note)
  • Send 10 follow-ups/day
  • Log results

4) Scripts (short and human)

Connection request note

“Quick question: when was your last real restore test (not just ‘we have backups’)?”

After they accept

“Thanks for connecting. We run a 10-day Resilience Checkup (security baseline + one real restore test + a prioritized 30/60/90 plan). Want the one-pager?”

If they want it

“Here it is: . If it looks relevant, happy to do a 30-min intro. We typically start within 7–10 days once access is ready.”

Follow-up

“Circling back — restore testing is one of those ‘we mean to’ tasks until something breaks. Want the one-pager?”


5) MSP partnership outreach

Message: “Quick idea: I run a 10-day Resilience Checkup that includes a real restore test + a 30/60/90 plan. It often creates clear remediation work that’s perfect for an MSP. Interested in a quick call?”

Partner offer (starter):

  • 15% referral fee capped at $2,500

6) Weekly review (keep yourself honest)

Track:

  • requests → acceptance %
  • accepted → reply %
  • replies → calls booked %
  • calls → proposals %
  • proposals → wins %