Evan Polin on Networking, Referrals, and Warm Introductions
About Evan Polin
Evan Polin is President of Polin Performance Group, where he provides sales training and consulting for professionals who want to grow their book of business, create more productive prospecting activity, improve conversion, and earn more referrals. Before launching his firm, Evan spent 19 years in a family sales-training business and also worked in counseling and employee-assistance services.
Episode Notes
Key moments from this episode
Evan Polin joins Tailwind to explain how professionals can turn the relationships they already have into a practical prospecting channel. Drawing on the launch of Polin Performance Group, he describes how exporting and sorting his LinkedIn network, setting weekly outreach goals, and asking trusted contacts for advice took him from zero clients to 75% capacity in three months. Evan breaks down why a simple reconnection message works better than an immediate referral request, how warm double-opt-in introductions transfer trust, where AI can help draft concise outreach without judging relationship strength, and why prospects often become clients after watching consistent proof over time. The conversation closes with a repeatable system for maintaining a network, tracking activity and outcomes, and pairing clear goals with accountability.
Takeaways
- Export the relationships you already have, sort them by familiarity and relevance, and start with the strongest contacts instead of treating every connection as equally valuable.
- Open with a short request to reconnect, make the conversation about the other person first, and ask for advice before explaining your ideal client or requesting an introduction.
- Ask the connector to confirm that the other person is open to a conversation before sharing contact details; that warm double opt-in protects trust and improves response and conversion rates.
- Use AI to draft concise messages or support tracking, but rely on human judgment to understand relationship history, trust, timing, and who is genuinely likely to help.
- Set weekly outreach and conversation goals, track what produces clients or referral sources, revisit the network as people change roles, and use accountability to keep the process moving.
Key Moments
- 2:57
Start with the network before cold outreach
Evan explains why former clients, colleagues, classmates, and other established relationships can create a faster path to ideal prospects than beginning with a completely cold market.
Read transcript at this moment - 7:30
Prioritize and track the right connections
A simple spreadsheet can separate strong, middle, and unfamiliar contacts, establish weekly outreach and conversation goals, and record which relationships become prospects or referral sources.
Read transcript at this moment - 11:36
Use AI for drafting, not relationship judgment
AI can help produce a short LinkedIn message, draft a concise email, or support tracking, but it cannot know the history, trust, and context behind a human relationship.
Read transcript at this moment - 14:28
Reconnect before asking for referrals
The initial message should do one job: reopen the relationship and earn a conversation. The referral discussion comes later, after both people have caught up and Evan has asked for advice.
Read transcript at this moment - 17:52
Earn a warm double-opt-in introduction
Asking the connector to confirm interest first protects their reputation, gives the prospect context, and creates a much warmer introduction with a better chance of response and conversion.
Read transcript at this moment - 30:02
Set a goal and create accountability
Clear targets, consistent tracking, and either personal or outside accountability turn ordinary outreach behaviors into a sustainable sales system instead of another postponed task.
Read transcript at this moment
Transcript
0:02 We have another episode of Tailwind.
0:04 Today we are joined by Evan Poland.
0:06 Evan, tell us a little bit more about
0:08 yourself.
0:09 >> So, and Austin, thanks so much for
0:10 having me on the podcast.
0:12 >> Yeah, thank you for joining.
0:12 >> So, again, Evan with Poland Performance
0:15 Group. I provide sales training and
0:19 sales consulting for professionals who
0:23 just want to grow their book of
0:24 business. So, a lot of times people will
0:26 come to me, they're involved in
0:28 professional associations, doing all
0:30 kinds of prospecting and just having a
0:32 hard time getting meetings with their
0:35 ideal kinds of prospects. Other folks
0:37 will come to me, they've got lots of
0:39 meetings, but not enough of those
0:41 meetings or transitioning in a new
0:43 business or it just seems to take
0:45 forever to go from first conversation to
0:48 getting a decision one way or the other.
0:50 And then I also talk with a lot of other
0:52 folks who've been in business for a
0:54 while, do great work for their clients,
0:57 just not getting as many referrals and
0:59 introductions as they know they should
1:00 be getting, and they're not quite sure
1:02 why. And their business just isn't where
1:05 they'd like it to be. And they know they
1:06 need to do something different to get to
1:08 that next level, but they're not quite
1:10 sure what it is. And that's typically
1:12 where I'll come in and help is really
1:15 work with the team to get their sales
1:17 from wherever they are now to whatever
1:19 that next level looks like.
1:20 >> Nice. Yeah. Who doesn't want their sales
1:22 to that next level, right?
1:24 >> So, I I find most people are not making
1:27 more money than they can possibly spend.
1:29 They would absolutely love, especially
1:31 if they can do it by working smart
1:33 rather than just working twice as hard.
1:36 So, I'm working with my clients to help
1:38 them with what they can do to be more
1:39 efficient.
1:40 >> Yeah. And then and again I I I know that
1:43 there is great software out there that
1:45 can help them with this. But then to
1:46 make sure that there's somebody out
1:48 there, especially with the founder or
1:50 the business owner, holding them
1:52 accountable
1:53 >> to do those sales activity that they
1:54 know they should be doing, but for
1:56 whatever reason, they're kind of getting
1:58 in their own way and continuing to put
2:00 off and put off and put off that sales
2:02 activity that they know they need to do
2:04 to get the results they want to get.
2:06 Well, especially as the the owner or the
2:08 founder, you know, having
2:10 accountability, getting that outside
2:12 person to come in and provide that
2:14 because really at the end of the day, if
2:16 you're the founder, the owner, you are
2:17 the person that holds everyone
2:18 accountable. So, I got to
2:21 >> You're not going to the people under you
2:22 and going, "Hey, geez, I'm not doing
2:24 what I'm supposed to be doing to make
2:26 the company successful. Can you guys
2:27 help me with that?" That I wouldn't
2:30 recommend that founders do that and you
2:32 know, typically not appropriate. So
2:34 that's where an outside coach, an
2:36 outside consultant like me can come in
2:38 uh to really help them to make sure
2:40 they're doing those things they know
2:41 they should be doing.
2:42 >> Yeah. So one of the things that you
2:44 mentioned and what you help with is the
2:46 uh the referrals and leveraging your
2:48 network and we were talking a little bit
2:49 about that and you know definitely
2:51 piqued my interest. Tell me a little bit
2:54 more about that that problem that you're
2:56 helping them solve.
2:57 >> Sure. I find most people
3:01 make things harder on themselves and
3:04 there's all kinds of untapped potential
3:07 that people just aren't looking at to
3:10 help them more easily get in front of
3:13 more of their ideal kinds of prospects
3:15 and clients. So, ju just a little bit
3:17 about my background. I am very much your
3:20 non-traditional salesperson and sales
3:23 adviser. I've got a social work degree.
3:26 Um, I was doing counseling. I was
3:28 working for a large managed care company
3:30 on on their EAP hotline.
3:34 Started working uh with my parents who
3:37 had a sales training business. Did that
3:40 for 19 years. Left that, took a break,
3:43 went to work for a client, realized I
3:46 was a much better entrepreneur than I
3:48 was an employee. So, uh, exactly four
3:52 years ago, I went back out and started
3:55 my own consulting firm. And there's a
3:57 couple options I could have done. I
3:59 could have just started banging the
4:01 phones, putting together email
4:03 campaigns, and reaching out that way.
4:06 But what I did is I looked at my network
4:10 and I said, "Hey, I've been around for a
4:13 long time. I've developed a lot of
4:16 relationships. I've got a decent
4:18 reputation.
4:19 Let's see what I can do with that first.
4:22 >> So, I myself did an exercise that I take
4:26 all of my clients through. I went to
4:29 like my LinkedIn,
4:31 downloaded all of my LinkedIn
4:32 connections into an Excel spreadsheet,
4:36 went through and kind of graded who were
4:38 my top contacts, who were my mid-tier
4:40 contacts, who were the names that I
4:43 didn't even recognize, and I had no idea
4:45 how I was connected to them on LinkedIn.
4:47 >> Yeah. And then I systematically started
4:50 going through the people that I knew,
4:52 not to beg them for business, but to
4:55 share with them what I was up to, to ask
4:58 for their advice, to ask based on what I
5:01 was sharing with them if there's anybody
5:03 who they knew.
5:04 >> That might be good for me to talk to
5:07 with the people who I knew really well.
5:10 I knew how to utilize Sales Navigator,
5:13 go through all of their LinkedIn
5:14 connections. I kind of had a list of 15,
5:16 20 people they were connected to that on
5:18 the surface looked like they could
5:20 potentially be good people for me to
5:21 talk to. In 3 months, I went from not
5:26 having my first client yet to being 75%
5:29 to capacity.
5:31 >> Nice.
5:31 >> Strictly through leveraging my network.
5:34 Some people raised their hands and
5:36 became clients. Many people said, "Geez,
5:39 you know, the really interesting what
5:41 you're doing. here's a couple people I
5:43 know that you should reach out to um who
5:45 I think might be good for you to talk
5:47 to. And with that and nothing else again
5:51 went from literally zero
5:54 >> to 75% to capacity in 3 months.
5:57 >> Yeah.
5:58 >> And a lot of people just don't look at
6:01 okay who were my former clients, who
6:05 were my former colleagues, who did I go
6:08 to school with, who should I be reaching
6:10 out to?
6:12 and they miss a lot of that lowhanging
6:15 fruit because when we reach out that
6:17 way, people are more likely to get back
6:20 to you than strictly doing cold
6:22 outreach.
6:24 The statistics show you're about three
6:28 times more likely to actually turn a
6:30 conversation into a deal
6:33 than a cold outreach.
6:35 >> Mhm. So, but too frequently people are
6:38 just like, "Okay, well, let let me just
6:40 start calling the world versus again
6:43 looking to see what they can do first
6:46 >> to leverage their networks." So, that's
6:49 the first thing I typically work on with
6:51 my clients and then we'll look at other
6:54 professional associations networks, you
6:57 know, networking, building out
6:59 campaigns, doing the cold calling, doing
7:01 those other kinds of things. But if we
7:04 can combine that cold outreach to people
7:06 who are outside of our circle with
7:09 proactively reaching out to people who
7:12 know us, like us, maybe have had a good
7:14 experience with us, that is the quickest
7:16 way to go out and develop the kind of
7:19 business that you want to develop.
7:22 >> Yeah. So, I know this was a couple years
7:24 ago, um, but do you recall how many
7:26 people were in your LinkedIn network
7:28 that you had to sort through?
7:30 >> Sure. So I probably had 16,700 people to
7:34 sort through.
7:35 >> Yeah.
7:36 >> Out of that 16 to700,
7:39 probably 1,400 were people that I didn't
7:42 think that there was much need to
7:44 individually reach out to.
7:46 >> Yeah. I put together a couple of generic
7:48 messages, but of that of the other 300,
7:52 there were like 25 to 40 that I thought
7:56 were super good, super contact, would
7:58 get back to me within a week of me
7:59 reaching out.
8:02 And then another 300 or so that I
8:04 thought, hey, they would help me if I
8:06 could. They'll probably get back to me,
8:08 but it'll probably take a little while
8:10 for them to get back to me. or they'll
8:12 get right back to me, but they're not
8:14 really talking to my ideal kind of
8:16 clients on a regular basis. But you
8:18 never know who somebody went to school
8:20 with, who their neighbors are, those
8:22 kinds of things. Um, and what I did is I
8:24 set a goal for myself. How many people a
8:27 week do I want to reach out to?
8:29 >> Mhm.
8:30 >> And then knowing that with timing and
8:32 people not getting back, not everybody's
8:34 going to get back to me. So, how many
8:35 people do I want to reach out to? How
8:37 many conversations per week is my goal?
8:41 Mhm.
8:42 >> And that's how I started. And I flushed
8:45 out the spreadsheet with all of the
8:46 contacts. I cleaned up the spreadsheet.
8:48 I added columns for when I reached out
8:51 to somebody for what the result of that
8:53 outreach was. Uh quite frankly, it was
8:56 before I got my CRM up and running. So,
8:58 I was using a simple Excel spreadsheet
9:00 to do it.
9:01 >> But I was tracking it. I was color
9:03 coding it so I could see who I reached
9:05 out to, which people, hey, it was great
9:08 to reconnect. No need to ever reach out
9:09 again. that that's perfectly fine. Which
9:12 ones either were prospects for me or
9:14 were good referral sources and just
9:18 keeping it simple.
9:20 >> Yeah.
9:21 >> But really going through and it was a
9:24 great way to reconnect with a lot of
9:25 people. I've got to tell you, it was a
9:27 heck of a lot more fun than pure cold
9:30 outreach talking to people that I
9:32 already knew, hadn't talked to in a
9:34 while.
9:34 >> Oh yeah.
9:35 >> And the results speak for themselves.
9:37 >> Yeah. Yeah, I was going to say I mean
9:38 1,500,600 people to look through that
9:41 sounds like this huge gargantuan task.
9:43 Maybe not so much fun to like kind of go
9:45 line by line, but you can't lie. Like
9:48 the the results don't lie. And if anyone
9:51 if you sat down and go, okay, do you
9:53 want your business to be successful in
9:55 three months? It can, but you got to do
9:57 a little bit of manual labor,
9:59 >> right?
9:59 >> It's a it's a trade. That's
10:01 >> and do you want to make 200 called
10:03 outreaches
10:04 >> to get three meetings or would you
10:07 rather do a little bit of you know
10:08 research up front to two to get to do 10
10:12 outreaches to get five people who get
10:15 back to you to get two or three or four
10:17 who are either going to raise their hand
10:19 or be willing to make referrals for you.
10:21 >> And quite frankly, it's not a lot of
10:24 heavy lifting. If you in five seconds
10:27 can't remember how you know the person,
10:29 they're probably in the bottom category,
10:32 >> right?
10:32 >> And you want to reach out to people in
10:34 that middle category. One of my best
10:36 referral sources right now was somebody
10:38 I was on the borderline with. I was
10:40 like, "Yeah, you know what? Let let me
10:42 reach out. You know, I haven't talked to
10:43 him in a long time." That person over
10:46 the course of four years has referred me
10:49 14 or 15 opportunities, six or seven
10:52 which have become clients. And that
10:54 person is individually also ended up
10:56 becoming a client as well.
10:59 >> Guess what? Worth the time to do the
11:01 exercise. Worth the time to do the
11:03 outreach.
11:04 >> Yeah.
11:05 >> Because the worst that's going to happen
11:06 is somebody doesn't get back to you and
11:09 then you were no worse off than you were
11:11 before you made the outreach.
11:12 >> Yeah. Not at all. Um, so this sounds
11:16 like, you know, the important part in
11:18 here is you being involved. You know,
11:20 four years ago, AI wasn't nearly as
11:23 prevalent as it is now. Now that you
11:25 walk people through it, do you put like
11:26 any sort of AI lens to filter for people
11:29 and then have them kind of QC the
11:31 results or is it like, hey, do the
11:33 manual work. The manual work is going to
11:35 make it better.
11:36 >> The manual works in a make it better
11:38 because AI doesn't know what your
11:40 relationship with them is.
11:42 >> Yeah.
11:42 >> Yeah. A AI doesn't know if they're on
11:44 your list because you met them once at a
11:46 networking event and never talked to
11:48 them ever again. or you met them once,
11:51 they became a really good relationship
11:53 and it's somebody that you've talked to
11:54 once a quarter and kept in touch with.
11:56 So, but where AI will help is okay,
12:00 what's the quick pathy twoline LinkedIn
12:03 message I should send?
12:04 >> What's the fourline email I should send
12:07 to try to get somebody on a
12:08 conversation? So, AI is very very
12:11 helpful for that.
12:13 >> Can be really helpful in terms of
12:14 helping you to track if you don't have a
12:16 system to track. So AI can be a very
12:19 useful tool for those kinds of things.
12:21 And quite frankly, when you develop some
12:23 really good messages, especially the
12:25 initial outreach is typically along the
12:27 lines of, "Hey, Austin, it's been a
12:30 while since we've talked. I've kind of
12:31 dropped the ball. I apologize. Would
12:33 love to reconnect and find out what's
12:35 happening with you and share with you
12:36 what I'm up to. When's a good time for
12:38 us to talk?"
12:40 >> Yeah,
12:40 >> that that message can be copy paste for
12:43 just about anybody in your network that
12:45 you haven't talked to in the last six
12:46 months. Yeah. What if it's been longer?
12:49 I mean, I got to assume it would still
12:51 work, right?
12:52 >> It still works or the person doesn't get
12:54 back to you. And again, that's okay.
12:57 >> Shrug it off. Keep moving forward for
12:58 sure.
12:59 >> Next.
13:00 >> Yeah. No, that that makes perfect sense.
13:02 Like AI is not going to understand it.
13:04 And really, what you're looking for is
13:06 connections that you know are going to
13:08 work with you. They don't necessarily
13:09 have to be in an industry or have some
13:11 sort of analysis. It's all up here. And
13:13 by the time you trained your AI on who
13:15 you did or didn't know, it's like you
13:16 could have just come through the spring,
13:18 >> right? It'll take you 10 times longer.
13:20 And again, that when I downloaded the
13:23 list,
13:24 >> it was the summertime I'd have on a
13:26 baseball game
13:28 >> and just go through and, you know, knock
13:30 out 50, 100 names at a time. You also
13:33 don't have to finish going through all
13:36 1600 before you start. Once you go
13:38 through a chunk of two or 300, okay,
13:40 well, let me start reaching out to a
13:42 couple of the top contacts and you know,
13:44 later this week, oh, you know what, I've
13:46 got half an hour between calls. Let me
13:48 knock out another two or 300 in between
13:51 those calls. So, it doesn't all have to
13:53 be done at once. It doesn't have to be
13:55 hours and hours at a time. It can be 20
13:57 minutes here, 30 minutes there.
13:59 >> Yeah. I mean, I think my eyes might
14:00 bleed if I tried to look through 1600 of
14:03 people's names and no reason no reason
14:06 to do that, right? Right? Or even if you
14:07 have like 15 minutes between meetings
14:09 that you don't need to prep.
14:10 >> Correct. Now, not knock knock out 50 or
14:13 60. And again, you all have to get
14:14 through that whole list. I started doing
14:16 my outreach when I was 20% of the way
14:19 through the list because why wait just
14:22 to get to the end when I know I'm going
14:24 to reach out to everybody in my top
14:25 tier, top two tiers at some point
14:27 anyway.
14:28 >> Yeah. Now, when you mentioned your your
14:30 outreach, like have the conversations,
14:33 you just said it. I'm sorry I'm
14:35 blanking. you said you reach out, you
14:36 know, catch back up, ask for advice, ask
14:38 if there's anyone um that they think
14:41 >> I'm not even talking about asking for
14:43 referrals in that initial email. It's
14:45 just want to catch up.
14:46 >> Yes.
14:47 >> When's a good time for us to jump on a
14:49 call? So, the the mistake that I find
14:52 people will make when I give them this
14:53 advice is they'll try to skip a step and
14:56 do too much at once. And in that initial
14:58 email, it'll be a three paragraph email
15:00 and they're asking for referrals before
15:03 they've ever actually it's a keep it
15:05 real simple. Hey, want to reconnect?
15:08 Let's find a time to talk. And then you
15:11 have the conversation. But you can't do
15:13 you can't jumble those two steps
15:14 together because it's not going to be
15:16 nearly as effective.
15:18 >> Yeah.
15:18 >> And you just look at how much time you
15:20 have. So, if you're at the very
15:21 beginning, maybe you've got the
15:23 bandwidth for four of those calls a day.
15:25 >> And maybe you're reaching out to 70 or
15:27 80 people to try to book 20 calls. Maybe
15:30 you're four or five months in, you're a
15:32 lot busier, and now you're just sending
15:34 10 of those messages out a week with the
15:36 hopes of getting three phone calls. It's
15:39 really based on what your availability
15:40 is.
15:42 >> Yeah.
15:42 >> To be able to have the conversations and
15:45 the emails. You you could do the emails
15:48 at 9:00 at night, schedule them to go
15:50 out at 8:30 the next morning. It's not
15:52 something that needs to be done during
15:54 business hours.
15:55 >> Yeah. Now, when you get them on the
15:58 call, is the is that where you start
16:00 doing the this is what I'm up to next.
16:03 This is the advice I'm looking for.
16:04 >> And and quite frankly, I'm trying to
16:06 start with them. Hey, Austin, it's been
16:08 a while since we've talked. What have
16:10 you been up to? If I know him well
16:12 enough, how's your family doing? How are
16:14 things going? you know, you know, have
16:16 you been watching the Phillies? You
16:18 know, XYZ one, two, three, and then
16:20 geez, what's going on business-wise? You
16:22 know, what what have you been up to? You
16:24 know, who who are you trying to work
16:26 with?
16:27 >> I promise 75% of people will without you
16:32 prompting them turn around and go, "So,
16:34 Evan, what have you been up to?"
16:36 >> Yeah.
16:38 >> And that's, "Hey, you know, really
16:39 appreciate you asking. Wanted to share
16:42 with you. I've just started a new
16:43 business venture.
16:45 this is what I'm doing, you know, this
16:48 is who I'm looking to work with. Love to
16:51 pick your brain. Love to get your
16:52 advice. You know, if you were in my
16:54 role, how would you get started?
16:57 What would you be doing? Yeah. And then
17:00 from there, I might go, can I tell you a
17:02 little bit about what a good client
17:03 looks like for me and pick your brain a
17:06 little bit to see if there's anybody who
17:08 you know
17:09 >> that you think might be good for me to
17:11 talk to?
17:13 If they are personally interested, I
17:15 promise they will raise their hand and
17:16 go, "Well, wait a second, Evan. What wh
17:18 what what about me? Do you think this is
17:20 something I could use?"
17:21 >> Yeah.
17:21 >> And they will self- select.
17:24 >> And if they don't, I will walk them
17:26 through what a really good client looks
17:27 like. Again, I might cheat and go
17:30 through their LinkedIn connections
17:31 beforehand and either ask them about
17:33 specific people or see that they've got
17:36 lots of their contacts focused in two or
17:38 three different industries. So, I may
17:40 bring up that those are a couple of the
17:41 industries that I'm looking and again
17:43 oftentimes I'll get the oh yeah, geez,
17:46 you know what? You know, I don't know if
17:47 they'd be interested, but you know, I
17:49 know that person, I know that person.
17:51 >> Mhm. [clears throat]
17:52 >> And then the key to have it work really
17:55 well is I want a warm introduction
17:58 >> versus just a cool lead.
18:01 >> Yeah. Something that's not warmed up.
18:03 So, if Austin, you say, "Hey, Evan, I
18:06 think these two people, you know, might
18:07 be open."
18:09 What I'm going to say is Austin, I
18:11 really appreciate it. Last thing I want
18:14 to do is make you look bad. Have
18:16 somebody wondering why you gave their
18:19 email address, why you gave their phone
18:20 number out to somebody who who they
18:23 didn't know.
18:24 >> Would you mind just reaching out,
18:27 letting that person how we know each
18:28 other, seeing if they'd be open to
18:31 having a conversation with me? If
18:33 they're not open, totally fine. Don't
18:35 want to waste their time. don't want to
18:36 make don't want to make you look bad.
18:40 And if they are then yeah would love for
18:42 you to share with me. Yeah. The best way
18:44 to reach out to them.
18:46 >> Yeah.
18:46 >> If I can get you to agree to reach out
18:49 to the person. You reach out the person
18:53 is like yeah sure Austin have Evan get
18:55 they now before I call know who I am
18:59 know why I'm calling. There's a much
19:01 better chance I'm going to get a return
19:03 phone call or a return email.
19:05 >> Mhm. and I have a much better chance of
19:07 converting that opportunity
19:10 into business versus emailing somebody
19:13 who's not expecting my email, has no
19:15 idea who I am, and is probably just
19:17 going to delete it.
19:18 >> Yeah. Yeah. I love uh I've always heard
19:22 that called like the double opt-in
19:24 during networking. Um, and you know, as
19:26 somebody if somebody asks me for a
19:28 referral, I always actually feel way
19:30 more comfortable with what you're
19:31 suggesting the person ask, which is I
19:33 would actually if they're not asked by
19:34 that individual, be like, "Hold on, let
19:36 me ask them first if it's okay if I make
19:38 the introduction."
19:39 >> Um, so I think if somebody's listening
19:40 in and going, you know, oh, the double
19:42 opt-in sounds like extra work. It's like
19:44 honestly I would be asking I would be
19:47 forcing that to be the first way we do
19:48 it. I'd be like, well, let let me make
19:50 the introduction. Let me go talk to the
19:51 other person. So again, it's almost like
19:54 manually going through, you know, your
19:56 list of connections. Are you willing to
19:58 do an extra five minutes up front?
20:01 >> Yeah.
20:02 >> To triple your chances of converting
20:05 that contact.
20:06 >> Yeah.
20:07 >> In into a client and doing it with less
20:09 followup. So again, that's where I'm a
20:11 work smart versus work hard. I'd rather
20:13 do a little bit more upfront
20:15 >> to make my job a lot easier when I'm
20:17 doing the outreach
20:19 >> versus just don't doing what's quicker.
20:22 but then isn't going to get me the
20:23 results I want to get.
20:24 >> Yeah, 100%. And then you mentioned um
20:28 the self- select thing. Have you had any
20:30 stories where somebody has been like,
20:32 "Oh, this might be interesting for them.
20:34 I'll let them self- select. I'm not
20:35 going to push it." You got the intro and
20:38 then later down the line, the person who
20:40 didn't self- select earlier on actually
20:42 ends up selecting in or you went maybe
20:44 went back to and said, "Hey, you know, I
20:46 worked with them. Thank you so much.
20:47 We've been having a ton of success.
20:49 Like, just want to say thank you." and
20:51 then had that end up turning into
20:52 somebody who worked with you because of
20:54 >> Absolutely. Yeah, that there were, if
20:56 I'm being completely honest, I was a
20:58 little disappointed at the beginning.
21:00 Some people who I thought were going to
21:02 self- select right away
21:03 >> didn't self- select.
21:05 >> Once they saw it was two months later
21:07 and this wasn't something I was doing
21:10 between jobs, but this was something
21:12 that I was fully committed to.
21:14 >> Many of them came back 3 4 months later
21:16 and said,
21:17 >> "Hey, you know, Evan, I've been thinking
21:19 about it. Now I'm ready. If you're still
21:21 taking on new clients, yo, I'd love to
21:23 work with you.
21:24 >> Mhm. So,
21:26 >> so that absolutely happens.
21:27 >> Yeah. They just circled back without
21:29 even having to do anything to even
21:31 remind them, hey, here's what I'm still
21:33 doing.
21:34 >> Correct. And again, I was connected with
21:35 them on LinkedIn. So, they saw that that
21:38 I was starting to post some of the
21:40 things that I was doing, some of the
21:41 success stories that some of my clients
21:43 were having. So, so they were getting
21:45 some of that information without me
21:48 being in their face. And I think they
21:50 appreciated the fact that they didn't
21:51 get the hard sell in that first
21:53 conversation. And I think that gave me
21:55 credibility. And quite frankly, the
21:57 first two I can think of off the top of
21:59 my head are still ongoing clients three
22:02 and a half years later.
22:04 >> Yeah.
22:05 >> So, I'd much rather get them to self-
22:07 select, have it take just a little bit
22:09 longer,
22:10 >> but again, really just solidify those
22:11 long-term relationships and have them be
22:13 long-term clients than have them feel
22:15 like I'm desperate and I'm really
22:17 pushing really hard.
22:18 >> Yeah. to try to get that quick sale.
22:20 >> Yeah. Some people just aren't early
22:22 adopters, right? They're super risk
22:24 averse. Like they they
22:27 >> prove it. I just want to make sure that
22:29 this is for real before I start to jump
22:31 in.
22:31 >> Yeah. Yeah. And especially, you know, I
22:33 can imagine for like somebody very early
22:35 in their in their business, it's like
22:38 all right, entrepreneurship is hard. Are
22:41 you going to last, you know, three three
22:43 to six months?
22:43 >> Why don't you test your concept out on a
22:45 couple other people first? And if it's
22:47 still going okay, then then I'll come
22:49 in.
22:49 >> Yeah. Exactly. Exactly. No, I think
22:52 that's a good thing to remember. And you
22:53 know, some somewhat of a side tangent,
22:56 but like even for maybe a cold call or
22:58 any other type of prospecting you're
23:00 doing, just cuz somebody is saying not
23:03 right now or whatever. No, it just might
23:05 mean that in 6 months their their
23:08 situation might change or now that
23:10 they've been keeping track of you for a
23:11 while and they've kind of seen what's
23:13 happening or you know caught something
23:14 about you in the news, it could totally
23:16 turn it around.
23:17 >> Especially with technology, with nurture
23:19 campaigns, with being connected to
23:21 people through social media, just
23:24 because somebody tells me no now doesn't
23:25 mean that they're not going to be a
23:26 great prospect down the road.
23:28 Absolutely.
23:29 >> Yeah. Yeah. And you know what? Out of
23:32 curiosity then you as we're talking
23:33 about this and trying to stay connected
23:34 with folks. Um but then also the the
23:37 danger of having most of your LinkedIn
23:39 network not actually be people that you
23:41 know very well which I know I'm also
23:44 very much um an offender of that a
23:47 little too quick just to hit accept and
23:49 then all that kind of jazz.
23:50 >> Um what are your opinions on you know
23:54 managing that network on LinkedIn
23:56 specifically um to make sure that you
23:59 you keep it in the right place? I think
24:01 it depends on your situation.
24:03 >> Yeah.
24:03 >> If you've got a new business
24:06 and you want the entire world to know
24:08 about the business and you're putting
24:10 content out there,
24:12 >> the more people who are getting the
24:13 content, the better. So, I'm not going
24:16 to be as tight with monitoring people
24:18 coming in. If I am in a if I'm in more
24:20 of a sales role, if I'm in a very
24:23 specific niche industry, if everything
24:26 outside of it is just noise,
24:28 >> well, then I'm going to be a lot more
24:30 selective in terms of accepting people's
24:33 requests. And I'm still double-checking
24:34 now that, you know, I've got my own
24:36 business. I I I I also have a podcast. I
24:39 I I I want the world to know. But
24:42 [clears throat]
24:43 if you click in really quick and they're
24:45 from a foreign country and it looks like
24:47 an AI generated picture and they've got
24:49 22 LinkedIn connections, I probably
24:52 don't want to be connecting with bots.
24:54 >> Yeah.
24:54 >> So, so I'm I'm still doing a little bit
24:56 of vetting now
24:58 >> or okay, geez, this is one of the
25:00 category of where I'm getting seven spam
25:03 emails a day or seven spam LinkedIn
25:05 connections a day. I know the second
25:07 that I accept this request, I'm gonna
25:10 get three messages to try to jump on a
25:12 meeting. Well, I I I'm not accepting
25:14 those LinkedIn requests either.
25:16 >> Yeah, that makes sense. And now, now
25:18 that you've done the process, you've
25:20 you've started that long manual process
25:22 of getting the 1600. Now, are you doing
25:25 like a regular maintenance or vetting
25:28 and like keeping that networking up uh
25:30 up to date on your regular? I I I'm
25:33 continuing a as I network, I'm
25:35 continuing to people that I network that
25:38 that are a decent fit. I'm connecting
25:40 with them on LinkedIn. I probably still
25:43 do the exercise about twice a year.
25:46 >> Okay?
25:46 >> Because again, there's so many people in
25:48 my network. I don't know when people are
25:51 moving jobs, when people are doing
25:53 something different. So again,
25:55 downloading out, I'm spending a lot less
25:57 time. But when I'm saying, "Okay, people
26:00 move. They're at different spots than
26:01 they were before." Or, "Geez, you know
26:03 what? That person didn't, you know,
26:05 respond the first time around, but it's
26:07 been nine, ten months. I'd really like
26:08 to connect. Let let me kind of move that
26:10 person up."
26:11 >> And also, you know, the people who the
26:13 first time around were kind of the top.
26:15 I might move them down. And other
26:17 people, I might be like, you know what?
26:19 I think they may be connected to a lot
26:20 more people. Let let me kind of move
26:22 them up. I didn't reach out on the first
26:23 pass. Let me reach out on this pass. The
26:26 worst they can do is not respond.
26:28 >> Yeah. So, continue to maintain this pro
26:31 process.
26:31 >> Continue to maintain the process. I'd
26:34 say about twice a year.
26:35 >> Yeah.
26:36 >> Do the exercise again so that again you
26:38 see when people move, people change. But
26:40 after you do it the first time, it will
26:42 be quicker and quicker for you to go
26:44 through the exercise after that
26:46 >> because are you just doing net new
26:48 people for the
26:49 >> You're doing net new people. You're
26:51 you're you're looking to see did anybody
26:53 get promoted? Did anybody move jobs? you
26:56 know, you know what? Geez, you know
26:57 what? I Yeah, I did this exercise a long
26:59 time ago. It's been about a year since
27:01 I've reached out to that person. I
27:02 should probably reach back out to them.
27:05 >> But it's a lot more familiar because
27:06 you've you you've done the exercise not
27:09 that long ago. And now if I'm a let's
27:12 say somebody who's not starting their
27:14 own business or not running their own
27:16 business, would you change any of this
27:18 networking approach at all or is it the
27:20 exact same thing if I'm an AE at the,
27:24 you know, company Y?
27:26 >> It's the exact same thing. The one thing
27:27 I the one thing I might change a little
27:29 bit is I may narrow the field of people
27:32 that I'm reaching out to just a little
27:33 bit
27:34 >> to being people who are a lot more
27:36 likely going to be, you know, in your
27:39 specific industry, either a prospect or
27:42 more likely to be in front of prospects
27:44 so that I'm not doing just doing
27:46 activity for activity sake.
27:48 >> Yeah. So maybe don't like reach out to
27:50 your cousin who's, you know, doing
27:52 something completely unrelated and would
27:54 probably want to help you but probably
27:56 doesn't know your industry very or
27:58 anyone in your industry
27:59 >> or I'm not reaching out to a current
28:01 direct competitor
28:02 >> that's not going to go out of their way
28:04 to help me.
28:05 >> Yeah, I would I would assume they
28:07 wouldn't at least,
28:08 >> right?
28:09 >> Yeah. Um have have you ever accidentally
28:12 done that in any of your outreach or
28:14 were you always just careful with
28:15 [snorts]
28:16 >> Yeah, absolutely. My guess is we've all
28:18 seen people's LinkedIn profiles who we
28:20 have no idea what their product or
28:22 service actually is. So, absolutely. And
28:25 guess what?
28:26 >> Those conversations are 5 to 7 minute
28:29 conversations rather than 25 to 30
28:31 minute conversations. You never know
28:34 what's going to happen, where they're
28:35 going to be in a couple months. So,
28:37 they're not rude at all, but we may just
28:38 kind of quickly disqualify for now. Talk
28:41 about catching up later.
28:43 >> Yeah. Yeah. And I assume polite, you
28:46 move on. Maybe feel a little silly about
28:48 it, but no harm, no foul.
28:50 >> I I I've got an abundance mentality. My
28:52 belief is there's enough business out
28:54 there for everyone. Um and most people
28:57 aren't doing enough outreach. So yeah,
28:59 and sometimes it's a friendly competitor
29:00 or sometimes I'll connect with somebody,
29:02 it's like, you know what, I'm really
29:04 good in these areas, but if somebody's
29:06 got this kind of business, you know
29:07 what? It may not be the best kind of
29:09 prospect. So I I I'll keep you in mind.
29:11 And by the way, if what I'm doing that's
29:13 not really the core of what you're
29:15 looking at
29:16 >> if you think of it, you know, maybe
29:18 you'll have an introduction for me.
29:20 >> Yeah.
29:20 >> But I I I have referred business to a
29:23 competitor.
29:24 >> Um, you know, when when it hasn't been
29:25 the ideal fit for me.
29:27 >> Yeah. So, probably don't recommend
29:30 trying to set that situation,
29:31 >> right? Those aren't my top people that
29:34 I'm reaching out to,
29:35 >> but but it's not a disaster if you have
29:37 a conversation with somebody in that
29:39 category.
29:39 >> Totally. All right. You know, we talked
29:41 a little bit about when when we should
29:43 land this plane. We're getting near that
29:44 time, but I want to ask what I ask
29:46 everybody uh when we're ending the
29:48 podcast is um if there's one big
29:51 takeaway that you want people to have or
29:53 just one thing that they need to apply
29:54 to their own sales practice or their own
29:56 business um if they're listening in,
29:58 what's that one thing that you want to
29:59 make sure they take home with them after
30:01 listening?
30:02 >> The one thing that's really the key to
30:05 all of this when it comes to sales, have
30:08 a goal. know the target that you're
30:11 shooting for.
30:12 >> We're working really, really hard.
30:15 >> We want to work smart along the way. So,
30:17 if we've got that target in mind,
30:20 >> that helps. And the more that we are
30:23 tracking, you either h, you know, hold
30:26 yourself accountable. You find someone
30:28 to help to hold you accountable. Most of
30:31 the time, what we're doing is not rocket
30:33 science. We just come up with all kinds
30:35 of excuses or time just gets away from
30:37 us. Um, again, if if there was if there
30:40 was some kind of app or software out
30:42 there to help people with their
30:44 tracking, again, that that would be
30:45 ideal. Um, maybe a cheap plug for you.
30:49 Um, but again, we need to we need to
30:51 have the goal. Then we need to have the
30:53 accountability in place to make sure
30:55 that we're doing what we know we should
30:57 be doing on a regular basis and tracking
30:59 what's working, what's not working.
31:01 >> Yeah, that's great. And if you're not
31:02 networking, if you haven't leveraged
31:03 your network, go do that. put a goal on
31:05 that one specifically yesterday. Gold
31:08 mine. Yeah, exactly.
31:10 >> Cool. Well, Evan, I really appreciate
31:11 it. Thank you for sharing some wisdom
31:13 with us. Uh yeah, thanks for coming on.
31:15 >> No, thank you. I appreciate you having
31:17 me
Questions answered in this episode
How can professionals turn an existing LinkedIn network into new business?
Export the connections, divide them into strong, middle, and unfamiliar relationships, and begin with people who already know the quality of your work or are likely to know your ideal clients. Set a weekly outreach and conversation target, track every result, and start contacting the best relationships before the entire list is categorized.
Where can AI help with relationship-based prospecting?
AI can draft a short LinkedIn message, produce a concise reconnection email, or help organize a tracking system. Human judgment still has to determine how well two people know each other, whether trust exists, what has changed since the last conversation, and which contact is genuinely likely to help.
What is the best way to ask a contact for a warm introduction?
Reconnect first, ask about the other person, share what you are building when they invite the update, and ask for advice before describing an ideal client. If they identify someone relevant, ask them to confirm that person is open to the conversation before sharing contact details. This double opt-in protects the connector and gives the prospect useful context.
