LinkedIn outreach
Sound like you wrote it. Because, in the end, you did.
LIA drafts every connection request and every reply in your voice — using your past notes and the prospect's profile. Nothing sends without your tap. Every message archived in tamper-evident form for your CCO.
Draft, then approve
The opener arrives in your inbox. You decide what happens next.
Every prospect lands paired with a draft. The draft reads like the way you write — because that's where it came from. You read, edit if you want, and tap once to send. If you don't tap, nothing leaves.
Margaret — congratulations on the keynote at ACC last month; the part on succession planning was the most honest take I've heard. I work with a small number of surgeons on what comes after the practice. No pitch — would a quiet 20-minute call sometime in the next few weeks be useful?
— Tom
Voice fingerprint
Trained on the way you already write.
Before you send a single message through us, you point LIA at a small sample of your past correspondence — old client letters, the way you write quarterly updates, the connection notes you typed yourself two years ago. Forty examples is enough.
LIA studies the rhythm: sentence length, the contractions you favor, the words you avoid (no one wants to read "synergy" from their advisor). It builds a private fingerprint of your voice and writes against it.
Show your fingerprint to your CCO if they ask. Tune it whenever you change practice tone — quarterly is enough.
- Sentence length
- Median 14 words
- Contractions
- Frequent — "I'd", "we're"
- Greeting
- First name, em-dash
- Closing
- "— Tom"
- Banned words
- "synergy", "amazing", "circle back"
- Sample size
- 62 letters · 218 emails
Curated, not sprayed
Twelve right people, not eight hundred wrong ones.
The reason LinkedIn tools earned their reputation is the spray-and-pray pattern: 800 generic connection requests a week, identical opener, no idea who the person is. Recipients see it instantly. So does LinkedIn.
Our cadence is the opposite. LIA pulls a small list of prospects who match criteria you set — same custodian, same practice size, same post-exit stage — and writes a specific, researched opener for each one. Twelve to twenty people a week, with reasons.
The result is reply rates that don't embarrass you, conversations your CCO would read approvingly, and a connection graph that grows in the direction of your actual practice.
- 800 sends/week, identical templates
- "Hi {firstName}, I'd love to connect..."
- Reply rate: 0.4%, mostly unsubscribes
- Account flagged within 60 days
- Nothing archived — CCO can't approve
- 12–20 sends/week, each researched
- Margaret — congratulations on the keynote…
- Reply rate: 18–24%, actual conversations
- Pacing keeps you well under platform limits
- Every send archived, CCO-approvable
FINRA-aligned archive
Every LinkedIn DM, archived. The thing nobody else does.
Most LinkedIn tools can't archive direct messages — which is why most broker-dealers won't approve them. We can. Every connection request, every reply, every thread is captured at the moment it's sent and stored in tamper-evident form alongside your email and SMS book.
Your CCO logs in, types a name, sees the full conversation in chronological order — sender, recipient, timestamp, body, attachments. Export to PDF for an exam. We retain for the periods your firm's WSPs require, indexed so a search takes seconds, not days.
- Tamper-evident storage with cryptographic hash chains.
- Reviewer roles for CCO and supervisor sign-off.
- Exportable to your existing books-and-records archive on request.
- Retention configured to match your WSPs — 3, 5, 7 years.
From draft to archive
Five steps. You’re only in two of them.
The work LIA carries quietly so that the only thing on your calendar is "review drafts — fifteen minutes."
- 01 Researched
LIA reads the prospect, finds a real reason to write.
- 02 Drafted
A short opener, no jargon, no template feel.
- 03 You approve
Read it. Edit if you want. Skip if it isn’t a fit.
- 04 Sent
Through the platform LinkedIn permits, paced like a person.
- 05 Archived
Stored alongside email + SMS for your CCO.
Under the hood
Unipile is the rail. Not a browser extension that risks your account.
We connect to LinkedIn through Unipile — a permitted integration layer that handles authentication, rate-pacing, and webhook delivery without scraping or automation that violates LinkedIn's policy. Your account, your sends, your sane pace. The same plumbing major sales-engagement platforms rely on, configured for advisor cadences instead of SDR sprint volumes.
All integrations →
Questions worth asking
The objections before we get to "let's set up a walkthrough."
Will my LinkedIn account get banned?
How does LIA learn my voice?
Do I need LinkedIn Sales Navigator?
Can my CCO review messages before they send?
What about LinkedIn's automation policy?
How many messages per day?
Does LIA ever send without my approval?
Book a walkthrough
See it run on your own LinkedIn.
Twenty minutes. We log into your account during the call, set up the voice fingerprint together, and queue the first ten drafts so you can read them tonight.
Calendar pending setup
The booking widget loads here once PUBLIC_BOOKING_PUBLIC_ID and PUBLIC_BOOKING_BASE_URL are set in .env. In the meantime, write
to us directly.