Client Portal · LinkedIn Lead Generation

LinkedIn Lead Generation Plan

LinkedIn is where the people who decide on collection agencies spend their working day: owners, controllers, CFOs and credit managers. This plan uses LinkedIn to start one-on-one conversations with those decision-makers and turn them into scheduled calls with your team.

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1. Where Things Stand

Work	Status
Company page managed by Blue Carrot Creative	Complete
Target audience: job titles, industries and markets	Complete
Message sequence	Drafted, ready for your review
Profile optimization for the team member who leads outreach	Next: once you choose who leads
Outreach and appointment setting	Next: begins after profile optimization

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2. Profile Optimization

Before any outreach, the profile sending the messages needs to look the part. For the team member who leads outreach, we’ll:

• Update the headline to say clearly who they help, for example: “Helping oilfield service companies recover past-due invoices”
• Rewrite the About section around Melton Norcross’s services and both offices
• Add a branded banner matching the new company page
• Feature the Collections Readiness Checklist and the Place an Account page
• Connect the profile to the Melton Norcross company page

The company page itself is covered in the Social Media section.

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3. Who We’ll Target

Who	Details
Job titles	Owners, presidents, CFOs, controllers, credit managers, accounts receivable managers
Industries	Oilfield services, drilling contractors, equipment rental, trucking and hauling, pipeline, and other B2B industries you choose
Company size	Businesses large enough to extend credit to other businesses
Locations	Texas and Louisiana first, then other oil and gas regions

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4. Messaging Sequence

Each prospect receives a short series of personal messages. Here’s a draft:

Step	Timing	Message
Connection request	Day 1	“Hi [Name], I work with oilfield service companies in [state] on past-due commercial accounts. Would be glad to connect.”
Thank you	After they accept	A short thank-you with a link to the Collections Readiness Checklist. No sales pitch.
Helpful follow-up	About a week later	A practical tip, such as lien deadlines in their state, with a link to a related article.
The ask	About two weeks later	“If you have any accounts past 90 days, we’d be glad to take a look, no obligation. Would a 15-minute call next week work?”

Replies are answered personally, and anyone who isn’t interested is never contacted again.

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5. Appointment Setting

• Interested prospects pick a time from a simple online calendar linked to your team member’s schedule.
• Your team receives the prospect’s details, their company and the conversation history before the call.
• Every prospect is also added to the tracking platform, so you can see their website visits and email opens.

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6. Keeping It Safe and Professional

LinkedIn limits how many invitations and messages an account can send. We stay well within those limits, around 20 personalized invitations a day, so the profile is never put at risk. Volume is steady and conversations are genuine.

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7. What Happens After Approval

When	What we do
Week 1	Optimize the outreach profile; finalize target lists and messages with you.
Week 2	Begin outreach at a gradual pace.
Weeks 3–4	Reach full pace; first appointments booked.
Monthly	Report on invitations, acceptances, replies and booked calls; refine targeting.

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8. What We Need From You

1. Who will lead outreach? David, Shelley or Meghan, using their own LinkedIn profile, with their permission for us to send messages on their behalf.
2. Calendar. Which calendar should booked calls go to, and what times are available?
3. Message approval. Review the draft messages above.

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