Let’s be honest. Manually sending connection requests and messages on LinkedIn isn’t scalable. But hiring dedicated sales support isn’t always an option either.Â
If you’re an HR consultant trying to grow your business, you need a smarter way to reach potential clients. A method that respects your time and your reputation.
This guide breaks down exactly how to automate LinkedIn outreach the right way using tools like Dripify, strategic messaging, and even lead magnets to start more conversations with business owners who actually need your help.
Forget cold emails. There’s too much work that goes into setting up email outreach to cold leads, and the results can be underwhelming. Fortunately, HR consultants can use LinkedIn to connect with business owners who fit their ideal client persona. LinkedIn is the only platform where:
As an HR consultant, this gives you the ability to target your ideal clients with surgical precision. Your time is valuable, and focusing on prospects who are more likely to convert can make all the difference. So how do we find the right prospects?
Before you automate anything, you need the right leads. Otherwise, your automated messages won’t be reaching the right people.Â
There are several tools you can use to source leads, such as Apollo.io or Clay, but we recommend starting with LinkedIn Sales Navigator. If you haven’t upgraded to Sales Navigator yet, take this as your sign. This premium version of LinkedIn is built for sales and gives you access to advanced filters that let you build laser-targeted lists of business owners who are actually worth your time.
While your filters may vary based on your niche or focus, we’ve outlined a general strategy below to help HR consultants zero in on high-potential leads. Use this as your foundation, and adjust based on your ideal client profile. Let’s explore some ways you should plan to filter leads.
As an HR professional, you already know employee thresholds trigger major compliance changes. Here’s what that means from a sales perspective:
More regulations = more client stress = more sales opportunities.Â
Focus on companies approaching critical thresholds:
Want to stand out? Tailor your outreach to state-specific thresholds. For example, California has unique headcount thresholds for some of their state and local specific laws that can create some great sales opportunities for HR consultants with expertise in these areas.Â
Pro-Tip: We recommend reaching out to clients BEFORE they cross the compliance threshold. This puts you in a proactive position to help, and if the client isn’t ready quite yet, they know who to call when it’s time to take action.Â
Unless your HR consulting services are focused on helping businesses upskill their internal HR team, you’ll want to exclude businesses that already have someone managing HR for the business. Your fractional HR support services will be an easier yes if the client doesn’t already have dedicated staff members managing this area of the business.
Use Sales Navigator to filter out leads with job titles like:
This filtering strategy keeps your list clean and focused on DIY operators who are more likely to need fractional support.
Local leads = higher trust and relevance.
Business owners are more likely to engage with HR consultants nearby, especially if you reference regional labor laws in your outreach. This also gives you an edge when significant policy changes roll out in specific jurisdictions.
Example: As of January 1, 2025, New York became the first state to offer paid prenatal leave. If you're targeting NY-based businesses, this is a perfect hook for a compliance-focused outreach campaign.
Already familiar with certain industries? Lean into that.
Whether it’s dental practices, construction firms, or early-stage startups, industry familiarity builds credibility fast. You can also tailor your messaging to show that you speak their language and understand their pain points.
Try messaging like:
“I specialize in comp strategies for automotive sales teams and have helped some of the top dealerships in [State] reduce turnover by over 20% in just 6 months.”
A targeted message like this can be enough to spark a response.
Not every LinkedIn user is especially active, so you want to focus your efforts on targeting leads who have been active on LinkedIn recently. We recommend turning this on when filtering for leads to ensure the business owners receiving your outreach will actually see your connection request and respond.
Once you've filtered your leads in Sales Navigator, save the list so it’s easy to access later when setting up your Dripify campaign.
Give it a name that clearly describes the filters you used. This will help you stay organized, especially as you build multiple campaigns over time.
Example: 50 EE Businesses No HR – CA
(This would be companies with ~50 employees, no internal HR staff, based in California)
Stick to a consistent naming convention so you can instantly recall what each list is for and avoid importing the wrong leads into the wrong campaign.
Now that you’ve built a highly targeted lead list, it’s time to put it to work. In the next section, we’ll walk through how to turn that list into real conversations (without spending hours a day doing manual outreach).
Now that you’ve built your lead list, it’s time to put your outreach on autopilot.
Dripify is a LinkedIn automation tool that lets you schedule connection requests, messages, and follow-ups, all while mimicking human behavior to stay within LinkedIn’s limits.
Here are the steps you’ll need to follow to set up an automated outreach campaign:
You can upload your list via CSV or sync directly from LinkedIn Sales Navigator. We recommend syncing your lead list from LinkedIn Sales Navigator directly. What is the benefit of a direct data sync? LinkedIn will automatically update your lead list with any new leads that fit your filters, and these changes will appear in Dripify so you always have an up-to-date lead list in your campaign.Â
Start with 20–25 connection requests per weekday to stay in LinkedIn’s safe zone. This gives you up to 500 connection attempts per month and avoids triggering any spam filters.
Pro Tip: Run automated outreach campaigns Monday through Friday during your work hours. This increases the likelihood that someone will respond while you’re online and saves your weekends for manual outreach, follow-ups, or high-value custom messages.
A drip sequence is a series of automated messages that are sent over time based on how your lead interacts with you. In Dripify, you can design sequences that adjust automatically depending on whether someone accepts your connection request or replies to your message.
Here’s what a basic LinkedIn outreach sequence might look like for an HR consultant:
The sequence will always begin with a connection request being sent to the prospect. You can include a message in your connection request, but we find that no message will actually lead to a higher connect rate. This is where the drip campaign will split into two different pathways:
Your campaign starts by sending the connection request. After a few days, you can add light-touch nudges like viewing their profile or following their page to increase visibility. If the request isn’t accepted within 14 days, LinkedIn will expire it, and Dripify will automatically stop the sequence for that lead.
Pro-Tip: Dripify will automatically calculate your connect rate, you should aim for a 30-50% connect rate. If your connect rate is low, try the following:
Need help? Check out our free guide to LinkedIn profile optimization for HR consultants.
Once your request is accepted, the lead officially enters your drip campaign. You can now schedule a series of follow-up messages each with customizable time delays and content.
We recommend getting started with a 3-part drip campaign with the following conditions:
Pro-Tip: The system allows you to send messages without any delay. We recommend avoiding this to make sure your outreach feels more human. If your first message is sent to your new connection the moment they accept your request, it’s a dead giveaway that you’re using automation.Â
Each message should build trust, deliver value, and make it easy for the prospect to engage (without feeling pressured). Next up: We’ll walk through what to say in each message to boost replies and keep your outreach human.
The key to LinkedIn outreach isn’t selling, it’s knowing how to start a conversation. Your automated messaging campaign should invite communication between you and your new connection. Here’s a look at a how to structure your messages:
Your first message to a new prospect should articulate who you are and why you’re reaching out to them. We recommend including some free value in your first message, something that’s easy to say yes to. Consider the difference between these two offers:
One of these offers feels like an easy transaction, the other feels like a MAJOR step forward (It’s not as easy to say yes to giving 30 minutes of time away to a total stranger)
Remember, your goal isn’t to sell your services right away. Instead, you want to create conversation and add value upfront. The more relevant your value, the more likely it is that your new prospect will say yes.
Here’s an example of a high-performing introduction messageÂ
“Thanks for connecting, [First Name]!
I work with CA dental practices to stay ahead of HR compliance. I put together a detailed HR compliance checklist for CA dental practices of your size. Mind if I send it over?”Â
A message like this will perform super well, especially if you’ve done the work to filter your leads properly. With filters for industry, location, and size in place, you can send hyper-relevant messages to prospects that increase your chances of actually getting the conversation started.Â
Messages like this perform much better than:
“Hi I’m an HR consultant helping businesses like you deal with HR compliance. Would you like to set-up a consultation to learn more?”
Need help thinking through a high-value lead magnet designed to convert prospects into paying clients? Check out the HR Consultant's Guide to High-Converting Lead Magnets.Â
Your second message should feel like a gentle nudge, not a sales push. You can assume the prospect saw the first message but got distracted or forgot to respond (because that’s usually what happened). Keep it friendly, casual, and helpful. You’re simply resurfacing the value you already offered and making it even easier to say yes.
Here's how to frame it:
“Hi [First Name], I know things can get hectic, so I just wanted to bump this in case my message got lost in the shuffle.
Here’s a link to the HR compliance checklist I mentioned: [insert link]
One of my clients used it recently and caught some common mistakes (saving them a few thousand dollars in fines in the process) Let me know if you’d like the editable version, happy to send it your way.”
This message works well because:
Remember: the prospect still may not reply after this one. That’s normal. The next message is where you wrap things up while staying warm.
Your final message in the sequence should be a soft close. You’re not trying to restart the conversation; you’re giving the prospect permission to disengage without burning the bridge. If they’re interested, this message gives them one last opportunity to respond. If they’re not, it ends the sequence in a way that feels human, not transactional.
Here’s an example of how to close the loop:
“No worries at all if now’s not the right time, [First Name]. I just wanted to leave this with you in case it’s helpful down the line. Here’s the checklist again: [insert link]
If you ever get around to using the checklist and need help reviewing your compliance gaps, I’m here to help! Happy to connect when things calm down for you.”
Why this works:
Even if the prospect doesn’t respond now, you’ve positioned yourself as helpful, knowledgeable, and easy to work with, which is exactly what you want them to remember.
When you’re running an automated outreach campaign, a reply from a prospect breaks the automation and now it’s up to you to take the lead.Â
If you’ve followed the message structure we outlined earlier, the most common response you’ll get is something simple like:Â
“Sure, send me the link.”
That’s your signal to shift gears from automation to conversation. Here’s what that looks like:
Keep it casual and conversational. You don’t need to overthink it.
Example reply:
“Great, [First Name]! Here’s the checklist I mentioned: [link]
Let me know if you have any questions or want a version you can customize.”
This keeps the tone light while gently inviting the prospect to keep engaging.
Don’t leave it there. Once someone has your resource, your job is to stay in the conversation, without making a hard pitch.Here are a few ways HR consultants can naturally follow up and turn conversations into sales opportunities:
This feels low-stakes, but it can uncover pain points or give you an opening.
“Curious if anything in the checklist jumped out as a priority area for your team?”
If a prospect seems engaged but unsure, this can be a powerful nudge.
“If you’d like, I’m happy to hop on a quick call to walk through it with you. Every business is different, and I’d be happy to help you understand which HR issues are most pressing for your business.”
Once they’ve seen the resource, a mini-case study helps them picture what working with you could look like.
“One of my clients in [Industry] used this to prep for a Department of Labor audit. We caught a few gaps early and saved them a ton of stress.”
When the time feels right, you can make a direct offer—but frame it around their needs.
“If it ever makes sense to have an extra set of eyes on your HR systems, I offer compliance reviews as part of my fractional HR support packages. No pressure at all just let me know if you’d like to chat.”
Use a simple spreadsheet, CRM for HR consultants like Shrlock, or even Dripify tags to track:
The goal is to keep the conversation warm because these are the moments that lead to clients.
Not every lead deserves the same message. But that doesn’t mean you need to write everything from scratch.Â
Here’s how to balance automation with authenticity:
Use automation for scale. Use personalization to build trust.
Let’s say someone connects… but doesn’t reply. Don’t give up. If this is a high-value prospect, there are ways to take your outreach to the next level with a bit of extra effort.Â
Try one of these nontraditional follow-ups:
Most outreach is automated, and prospects know this. That’s why creating a personalized video message instantly announces “real human message”. Record a 30-second screen share or face-to-camera video:
“Hey [First Name], I saw you run a [X-person] team in [City]. I’ve helped dozens of businesses in your industry achieve [outcome]. Just wanted to put a face to the name and say hi!”
HR consulting is a relationship-driven business, and videos make it easy for the prospect to see and hear you before the first consultation. Plus, sending a personalized video message will stand out from the sea of text-based messages in the prospect's inbox.Â
Similar to a video, voice notes are especially powerful because you can’t automate personalized voice notes (at least not yet).Â
Here’s an example of a voice note you could send:
“Hey [Name], just following up real quick. I’d be happy to send over that HR checklist or answer any pressing HR questions you might be dealing with!”
Automation is only valuable if it leads to real conversations and if those conversations turn into clients. That’s why it’s important to monitor your performance as you go.
Here are some common issues that you may encounter when automating your LinkedIn outreach:
Here’s how to spot these common issues and what you can do to improve:
Your connection rate reflects how well your targeting and LinkedIn profile are working. If your rate is low, your messages may never even reach the right people.
Target: 30–50% acceptance rate
Here’s how to improve:
If prospects are accepting your request but not replying to your first message, the issue may be your outreach copy or the timing of your ask.
Target: 10–20% reply rate to first message
Here’s how to improve:
You’ve got prospects replying, but the conversation stalls. This is where most campaigns fall short. Here’s how to improve:
LinkedIn outreach doesn’t have to feel cold or robotic. With the right tools and strategy, you can turn a list of strangers into a steady pipeline of warm leads without spending hours in your inbox.
And most importantly: Keep the human touch.
You’re not just selling HR services. You’re helping business owners solve problems they don’t even know they have yet. That starts with connecting with the right people, building trust, and adding value before you ever start selling your services.
Ready to see how Shrlock can transform your HR consulting business? Get started with a product demo now.