Virtual Assistant For Sending Messages on Social Media

LinkedIn_5yr+_Business_Owner_401k_Rollover_Prospecting_System

Daily Workflow
1. Send 50 new connection requests each weekday (Monday–Friday) to the daily target category listed below.
2. After sending all 50 requests, check for new accepted connections and immediately send the designated post-connection message below.
3. Do not exceed 50 new connection requests per day to stay under LinkedIn limits.
4. Saturdays are reserved for cleanup — delete any pending requests older than one month and resend reconnection requests from the prior week (see reconnection message below).

Search Instructions:

Go to LinkedIn

In LinkedIn search bar, type: Owner, Owner Colorado, Founder, President, Managing Partner, CEO

Click on People

Click on 2nd

Click on Location, click on “Colorado, United States” and “Denver Metropolitan Area” and click on show results

Click on the profile and scroll down to the Experience section of their people and look for how long they have been in current role. Must be 5+ years in current role

Review profile summary. Skip anyone no picture, without at least 100 connections, or if the profile otherwise looks sloppy and it looks like they run a “new business” or “side hustle”. And, make sure you do not message someone you have already messaged

If the profile looks good? Click connect and add a note!

Add a note on ALL connection requests, use this message (300 characters - as a premiu ---------- mber you can leave initial messages here)

Hey [First Name] — noticed you’ve been running/with [Company Name] for quite a while. I work with successful business owners and execs here in Colorado who’ve built wealth across multiple accounts and want everything working together. Thought it made sense to connect.

Click Send.

Repeat the above process until you have sent 50 new connection requests + notes per day.

Once done sending your 50 messages, check for new accepted connections and immediately send the designated post-connection message below.

POST-CONNECTION MESSAGE VARIANTS (rotate these daily)
Variant 1 – “Scattered Accounts” (clean, simple, send these on Mondays)

Thanks for connecting [First Name] — I’ll keep this quick.

I work with established business owners and execs in Colorado who’ve built up several retirement and investment accounts over the years. Most tell me it’s gotten a bit scattered, and they want everything working together in one consolidated plan.

I’d love to set up a brief 30-minute conversation to talk through your setup and see if it makes sense to keep talking. What’s your schedule like next week?

Variant 2 – “Dialing Everything In” (more lifestyle-focused, send these on Tuesdays and Thursdays)

Appreciate the connection [First Name].

A lot of clients I work with are in a similar stage — business or career going well, multiple accounts built up, but everything’s spread across different places. My role is helping to consolidate and dial it all in so it’s all working toward one clear goal.

Would you be open to a short 30-minute call to discuss your setup and see if I can be a resource?

Variant 3 – “Delegator’s Angle” (psychology of success & leverage, send these on Wednesdays and Fridays)

Thanks for connecting [First Name].

I work with many Colorado business owners and executives who are great at running their business or team — but haven’t had the time to pull together all the personal financial pieces (old 401(k)s, IRAs, brokerage, etc.) under one consolidated plan.

Would you be open to a brief conversation to see if there’s value in reviewing your overall structure?

Saturday Routine
1. Review all pending requests older than one month ? delete them.
2. Review requests and messages sent the prior week ? resend connection requests / follow-up messages below:
FOLLOW-UP MESSAGE: send on Saturdays for any connection that hasn’t accepted if it was sent at least 1 week ago, AND for any message if it was sent at least 1 week ago

Hey [First Name], just wanted to circle back quickly — I know things get busy.

I’m reaching out because many of my Colorado clients in similar positions have found value in stepping back for one organized look at how all their accounts and investments fit together.

Would you be open to a quick 30-minute intro call next week to see if it makes sense to keep the conversation going?

3. Update the VA_Prospecting_Tracking_Sheet.xlsx file under the Cleanup Log tab.
???? RULES & REMINDERS
? 25 new connection requests per weekday — never exceed this.
? Unlimited post-connection messages allowed.
? Saturday: send reconnections + delete any invitations older than 30 days.
? Never reply on LinkedIn. Email all responses to ---------- Any time someone responds, copy their name, job title (from their profile), and their full message, and email it to Jay at ---------- not reply to any messages directly.
? Follow scripts exactly.
? Stop if LinkedIn requests email verification; resume next day.