How to Close Deals With New Leads: 4 Simple Steps

5 Key Takeaways to Close Deals with New Leads

1. Track the Lead’s Origin: Start by identifying where your lead came from—whether it’s Google, LinkedIn, or another platform. Understanding their journey helps you tailor your approach and build a stronger connection.
2. Engage Authentically on Social Media: After connecting, actively engage with their content. Like and comment on their posts to stay top-of-mind and show genuine support. This builds familiarity and trust over time.
3. Send a Personalized Introduction: Use a short, 30-second Loom video to introduce yourself. Keep it casual and avoid selling—focus on building a human connection first.
4. Show Up Early and Be Camera-Ready: Join Zoom calls 5 minutes early with your camera on. Treat virtual meetings like in-person interactions—be welcoming, smile, and establish rapport before diving into business.
5. Scale Engagement as You Grow: If your business is earning under $10k/month, handle engagement yourself to build relationships. Once you surpass $10k/month, delegate engagement tasks to a virtual assistant or sales manager to save time while maintaining consistency.

I’ve been closing leads since 1995—back when I sold garden benches face-to-face. Today, I sell hundreds of thousands of dollars a month online through social media. Here’s exactly how we do it.

Hey there—I’m Brad Smith, owner of Automationlinks. I’ve been in marketing for 10 years, helped over 2500 people, and I’ll cut straight to the point. Let’s dive in.

Step 1: Investigate Where the Lead Came From

When a new lead enters your pipeline (let’s use “David” as an example), start by identifying where they found you. Check if they came from Google, YouTube, Instagram, or LinkedIn. Review which pages they visited on your website, their email address, and whether they’ve opened your emails.

For instance, if David came from LinkedIn, copy his name, head to LinkedIn, and connect with him immediately. This ensures he sees you twice: once from your initial touchpoint (like your website or email) and again through your LinkedIn connection.

Step 2: Engage Authentically on Social Media

After connecting, scroll to their LinkedIn activity and click “Show all posts.” Start liking and commenting on their content—simple gestures like “Congrats!” or “Great insights!” go a long way.

This builds familiarity. They’ll remember you not just as a business contact but as someone who supports their work.

Pro Tip:

• If you’re under $10k/month in revenue, do this yourself to strengthen relationships.
• If you’re over $10k/month, hire a virtual assistant or sales manager to handle engagement.

Step 3: Send a Personalized Loom Video

Next, send a 30-second Loom video introducing yourself. Keep it casual—no selling. For example:

“Hey David, nice to meet you! I noticed you visited our website—just wanted to say hello. Let me know if you have questions or want to schedule a chat!”

This video puts a face to your name and builds trust.

Step 4: Show Up Early & Humanize Zoom Calls

When a lead schedules a call, join Zoom 5 minutes early with your camera on. Treat it like meeting at a coffee shop: greet them warmly, smile, and start with a handshake (figuratively!).

I built my business from zero leads by prioritizing this. On my Relationship Marketing Podcast, I was always early, camera-ready, and welcoming. Humanize the interaction first, then discuss business.

Recap: Close More Deals in 4 Steps

1. Stalk (Respectfully): Track the lead’s origin and connect on their preferred platform.
2. Engage: Like, comment, and support their content.
3. Introduce Yourself: Send a short, non-salesy Loom video.
4. Be Early & Authentic: Show your face on Zoom and build rapport before pitching.

Want the Full Checklist?
As promissed here is the 9-step follow-up guide. For more strategies, check out the playlist linked here.

Thanks for reading—and go put these steps to work!