First, get over the fact about how you don’t want to text somebody because it may cost them. If that’s your reason for not texting, then you are a member of the flat earth society! Those days are long gone and if somebody comes back to you complaining about the cost, then guess what? They must be members too. That argument died years ago and if the person is on that sort of plan, they are so cheap they’d never buy anyway!
Recently, I’ve had several requests from salespeople asking for my advice on text messaging and whether or not it should be used.
Some people say you shouldn’t use it, while others say to use it. Here’s my response: I have nothing to lose and a customer to gain by texting someone. Boom! There it is! Now let me give you more meat to that response.
First, get over the fact about how you don’t want to text somebody because it may cost them. If that’s your reason for not texting, then you are a member of the flat earth society! Those days are long gone and if somebody comes back to you complaining about the cost, then guess what? They must be members too. That argument died years ago and if the person is on that sort of plan, they are so cheap they’d never buy anyway!
I won’t hesitate to text a prospect once I’ve had a conversation (which doesn’t even have to be in person). Recently, I had a prospect who would not return my call. I didn’t hesitate to text him, and yes it worked in generating a live phone conversation.
Second, the key with a text message is to keep it short and to make sure you include your first and last name. I can’t tell you the number of times I will get a text message from someone with no name or just a first name. Sorry, but writing “Dave” doesn’t help, I know too many Daves! If you are not 100% certain the person will know who you are, always include your first AND last name.
Third, keep it short. You need to think and be very careful with auto spell check. We all get in the habit of sending text messages fast, but my rule is, “Don’t!” Take your time and in the words of Mark Twain, “If I had more time, I would have written a shorter letter.” This does not mean you don’t include a call-to-action. That’s the whole reason for sending a text. Make your text about your call-to-action and nothing more.
When sending a text to a prospect, don’t include someone else. Make it one-to-one. When you include other people, you reduce the likelihood of the prospect responding, because they don’t want to get into a text chat with a bunch of people.
Yes, you can include a picture of even a short video, but I recommend only doing this if you know you are communicating with a millennial or someone in a tech role. Does the picture or video need to be related to what you’re texting about? Yes. Texting a prospect is not the time to be showing a stupid cat video, thinking it is going to gain their attention.
Salespeople ask me how to get cell numbers and I say, “Ask!” Make asking for their cell number a normal part of prospecting when calling office numbers or with an email. I’ve even asked gatekeepers for cell numbers and they’ve given them to me. I request by saying, “I know they’re never in their office, so maybe it would be better if you give me their cell number.” No, it doesn’t work every time, but you never know until you ask.
One of the best ways to get the ball rolling with text is immediately upon ending a call with someone, send them a text saying thank you and a quick confirmation as to what your next step is. This approach generates a fast response from the prospect and opens one more door through which you can reach them.
Are there people you should not text? Yes, but the number is decreasing significantly each year. Depending on the industry and type of job, there will be some you can’t reach, but my response is, “If in doubt, try. You have nothing to lose and a customer to gain.”
My sense is that texting will grow significantly in popularity as a prospecting tool for the next couple of years and begin to fade due to overuse. Gee, not unlike every other new prospecting tool that comes along.


![6 High-Probability Moments to Send LinkedIn Connection Requests Prior to an Event Events create natural relevance. Conferences, trade shows, user groups, and local meetups give you a reason to connect that does not feel forced. The mistake sellers make is waiting until the event starts or turning the request into a pitch. A better move is connecting days or weeks ahead with a simple acknowledgment of the shared event. Example: Hi Sarah, saw you’re attending the Midwest Manufacturing Summit next month. I’ll also be there and am super excited! I’d love to catch up in person at the event. In the meantime, let’s connect here on LinkedIn. You are aligning with something already on their calendar. When you see them at the event or reach out afterward, your name is no longer unfamiliar. Following an Event After an event, connection requests work best when they reference a real interaction, even a small one. A short conversation, a question during a session, or a brief introduction creates enough context. The request should reflect that moment, not attempt to convert it into a follow-up. Example: Tim, I enjoyed meeting you at the conference last week. Your take on [subject/trend/idea] was intriguing. I look forward to staying connected and to our next conversation. This reinforces continuity and professionalism without pushing the relationship forward prematurely. After a Sales Call Sending a connection request after a sales call is one of the most underused opportunities in prospecting. If the call was answered and productive, the request reinforces credibility and continuity. Example: Thanks again for the conversation today. I appreciated your perspective on how your team is thinking about next quarter. I look forward to our next meeting and sharing some ideas I have with you and your team. If the prospect did not answer, a connection request can still make sense as a light reinforcement, especially early in the relationship. It keeps your name present without escalating pressure. Either way, the request works because the call establishes legitimacy first. After a Meaningful Interaction Not all interactions happen in formal selling environments. Thoughtful exchanges in comment threads, group discussions, or brief conversations in passing all create natural moments to connect. That might mean running into each other at a non-work event, crossing paths at an airport, or chatting briefly in a line somewhere unexpected. Example: Haley, it was a pleasure meeting you on our flight to Atlanta. Thank you for your restaurant recommendations! I look forward to staying connected, What makes this work is that the interaction was real. The request simply continues it. Mutual Connections Shared connections reduce perceived risk when handled with restraint. They signal that you operate in similar professional circles, not that you have permission to pitch. The mistake is overexplaining or implying endorsement. Example: Hi Mark, I noticed that you are connected to my good friend, James, and since you are also [interested in, working in, located in] I thought it might make sense for us to be connected also. A simple acknowledgment is enough. Familiarity does the work. Profile Views Profile views signal awareness, not intent. When someone views your profile after a call, email, or content interaction, a connection request can make sense as a low-pressure acknowledgment. Example: Wendy, thank you for visiting my profile. I had a chance to look at yours, and based on your interests, I thought it might make sense for us to connect. The discipline is resisting the urge to read more into it than is there. Want the exact framework for integrating LinkedIn into a disciplined outreach sequence without pitching, spamming, or wasting time? Buy The LinkedIn Edge by Jeb Blount and Brynne Tillman today. Sales Gravy is the number one sales training organization](https://salesgravy.com/wp-content/uploads/2025/12/6-Moments-LinkedIn-Connection-Requests-Actually-Work-in-Prospecting-Sales-Gravy-Blog-Featured-Image-768x401.jpg)
