
DAY 2: DM Strategies for the Sales-Shy Consultant
From Polite Hellos to Whispered Deals
đ You donât need a big audience â you need better conversations.
âď¸ Start with a real message, not a pitch or a link.
đ§ Write blog posts after someone asks for your thoughts â not before.
đŁ Whispering builds trust faster than shouting into the void.
đ Selling starts when you sound like yourself, not someone else.
So, youâre a veteran SAP consultant branching out on your own. You can debug a complex workflow in your sleep and charm the toughest clients once they hire you. But thereâs a catch: now you have to find those clients. That means putting yourself out there â DMs, cold outreach, self-promotion. If that thought makes your stomach do a little flip, youâre not alone. Fear of rejection, the awkwardness of sliding into someoneâs inbox, and the temptation to retreat to writing yet another blog post (that nobody asked for) are all too common.
This article is a conversation between two characters: Isard, a SAP guru turned aspiring entrepreneur, and Wiz, an AI mentor with a dry sense of humor and a love for metaphors. Itâs a candid, witty back-and-forth about tackling direct messaging (DM) strategies when youâre allergic to anything that smells like sales. Weâll explore three DM approaches â from ultra-polite to bold-as-brass to a new âwhisperâ method â and figure out what fits a consultant whoâd rather solve a clientâs SAP issue than sell them on it.
Ready to eavesdrop on Isard and Wizâs chat? Letâs dive in.

Strategy 1: Grahamâs Polite, Low-Risk Outreach
Isard: (grimacing at his screen) I just got a new LinkedIn connection. I know I should probably reach out⌠but I have no clue what to say that doesnât feel awkward or salesy.
Wiz: Ah, the classic polite paralysis. You know, the âI hope youâre well, I just wanted to connect and maybe possibly sort of help you if you donât mindâ approach.
Isard: Hey, that sounds like my buddy Grahamâs style. He always sends these polite DMs thanking people for connecting. Low risk, sure⌠but I donât think heâs ever gotten a client out of it.
Wiz: Exactly. Letâs talk about Grahamâs polite, low-risk outreach. Itâs like a timid handshake in DM form. Friendly, zero pressure. Also zero urgency.
Isard: Right. Graham usually writes something like:
Example DM (Grahamâs style): âHi [Name], thanks for connecting! I noticed you work with SAP at [Company]. Thatâs awesome. Let me know if I can ever help with anything. Have a great day!â
Wiz: (raises an eyebrow) Which is perfectly polite. Non-threatening. And easy to ignore.
Isard: Ouch. But true. People say âthanksâ or just ghost him. Itâs so low pressure thereâs no reason to respond.
Wiz: The strength of this approach is it wonât get you labeled a spammer. Itâs courteous and keeps doors open. The weakness? It often leads to the friend zone of business. Prospects donât feel any compelling reason to continue the chat.
Isard: Itâs almost like Iâm saying âIâm here if you need me,â and theyâre saying âCool, Iâll call if I need open-heart surgery on my ERP system.â
Wiz: Precisely. Polite outreach like Grahamâs is comfortable. Safe. But if you stop there, youâre basically writing content no one asked for â or in this case, offering help no one feels they need at that moment.
Isard: So whatâs the takeaway here?
- Low Risk = Low Reward: A gentle DM wonât ruffle feathers, but it may not grab attention either.
- Builds Goodwill: It at least sets a friendly tone and shows youâre approachable.
- Needs Follow-Up: If you start polite, be ready to nurture the conversation further; donât expect the prospect to drive it.
Strategy 2: Wayneâs Bold, Direct DM Pitch
Isard: Alright, what about the other extreme? Iâve seen folks who just dive in and pitch on first hello. Like that guy Wayne from âThe DM Edgeâ you told me about.
Wiz: Ah yes, Wayneâs bold, direct DM sales approach. If Grahamâs DM is a gentle tap on the shoulder, Wayneâs is more like a confident clap on the back â maybe a tad hard.
Isard: Wayneâs the one closing deals in DMs left and right, no sales calls, right?
Wiz: (nods) Heâs not shy. Wayne might send something like:
Example DM (Wayneâs style): âHey [Name], I noticed your companyâs struggling with SAP rollouts. I help businesses fix those issues fast. Iâve helped companies save six figures in downtime. Interested in chatting details? đâ
Isard: (whistles quietly) Bold. Heâs basically saying âI see your problem, I have the solution, you in?â
Wiz: Exactly. No fluff, no long buildup. Strength? It quickly identifies whoâs interested. If they bite, they bite fast, and youâre on the road to a deal. Weakness? It can feel impersonal or pushy. You will turn off people who arenât ready for that level of directness.
Isard: Iâd be afraid of coming off as a pushy salesperson. The kind that makes people hit âBlockâ or report spam.
Wiz: True, Wayneâs method is a bit of a high-wire act. Done poorly, itâs the DM equivalent of a cold call during dinner. But done well â with research and targeting â it can be effective. Wayne would say itâs about quality conversations over quantity: he targets a small group of ideal prospects and goes straight to the point.
Isard: Iâm not sure Iâm ready to channel my inner Wayne. Itâs effective for him, but it feels⌠not me.
Wiz: And thatâs okay. We learn from Wayne that confidence and clarity sell. You donât have to copy his style exactly, but notice heâs not afraid to state his value. The guy doesnât whisper; he shouts (in a helpful way).
Isard: Takeaways for the bold approach?
- High Risk, High Reward: Direct DMs can lead to quick wins or quick rejections. Youâll know soon enough.
- Be Clear on Value: You have to know the pain points and hit them head-on. No waffling.
- Thick Skin Required: Some will ignore you or say âno thanks.â You canât let that crush you.
Strategy 3: The âWhisper Funnelâ â Conversation as a Funnel
Isard: So we have polite-as-pie and bold-and-direct. Is there a middle path? Something that doesnât feel toothless or aggressive?
Wiz: Funny you ask â I was about to suggest we cook up a hybrid. Letâs call it the âWhisper Funnel.â
Isard: Whisper Funnel?
Wiz: Think of it this way: instead of shouting your pitch or just waving hello, you whisper. Start a low-key, genuine conversation. Gradually, with permission, guide it towards a problem you can solve. By the end, the person invites your pitch without you ever really âpitching.â
Isard: Sounds sneaky â in a good way. How would that look in practice?
Wiz: It might start like:
Example DM (Whisper Funnel start): âHi [Name], saw your post about your SAP migration headaches. Been there. đ Curious, whatâs been your toughest challenge with it?â
Isard: Okay, so Iâm opening with something relevant to them, showing I actually care about their experience.
Wiz: Right. Itâs conversational and permission-based. Youâre not dumping your solution upfront; youâre inviting them to share. If they reply and open up (best case, they describe a pain you can fix), you keep the conversation going naturally.
Isard: And then at some point I transition to offering help?
Wiz: Exactly. After a few back-and-forth messages, once youâve built some rapport and theyâve basically handed you a golden problem on a platter, you might say:
Example DM (Whisper Funnel pivot): âAppreciate you sharing that. You know, Iâve actually dealt with that exact issue for another client. If youâre interested, I could shoot you a quick tip or resource that helped them.â
Isard: Nice. Youâre asking permission to give them something of value. Who would say no to a helpful tip?
Wiz: Many will gladly say âSure, tell me more.â Now you have the green light to share a bit of your expertise â maybe a mini solution or insight. This is where you demonstrate your value.
Isard: And I can imagine after I give the tip, I could mention, âFunny enough, I was thinking to write a short article about this common issue.â Maybe even ask if theyâd like to see it once itâs done.
Wiz: Bingo. Now youâre turning this DM conversation into inspiration for content â content that at least one person (them) genuinely cares about. Youâre literally writing the content somebody asked for. When you do publish that blog or post addressing their problem, you share it with them:
Example DM (Whisper Funnel follow-up): âHey, I put together that article on solving [Problem]. Your story was front of mind (donât worry, I kept you anonymous đ). Here it is â hope it helps others too!â
Isard: This is clever. By now Iâve had multiple friendly exchanges, provided value, and even created a blog post out of it. All without ever feeling like a sleazy salesman.
Wiz: And the beauty is, at this point, they see you as an expert and a helpful human. Maybe they thank you, maybe they ask another question. Maybe they even say, âCan we talk about how you could help us implement this?â
Isard: That would be the dream outcome â they essentially invite me to discuss business.
Wiz: Thatâs why itâs a âfunnel.â It starts with a whisper of a conversation and gently guides them to a place where working with you is the next logical step. Even if they donât become a client immediately, youâve got great content and a relationship.
Isard: Letâs break down the Strengths and Weaknesses quickly: itâs personal and value-driven, but it takes more time and active effort. Opportunities: it can yield content and referrals. Threats: maybe the chat fizzles out or I invest time and they never buy⌠but then again, I can still use what I learned.
Wiz: Youâre catching on. In fact, letâs compare all three approaches side by side before we go deeper.
Comparing DM Approaches â A Quick SWOT
(Wiz grabs a virtual napkin to sketch a SWOT analysis)
Aspect | Grahamâs Polite Outreach | Wayneâs Bold Pitch | âWhisper Funnelâ Approach |
---|---|---|---|
Strengths | – Friendly and risk-free introduction- Doesnât annoy or overwhelm the recipient | – Gets straight to the point, filters interest fast- Can secure quick wins without drawn-out courting | – Builds genuine connection and trust- Uncovers real pain points (market research)- Generates content alongside outreach |
Weaknesses | – Easy to ignore or forget- Often doesnât progress beyond small talk | – Can appear spammy or too aggressive- Rejections can be frequent and blunt | – Takes longer, requires patience- Not as straightforward to scale quickly- Needs good judgment on when to pivot to business |
Opportunities | – Nurture into relationships over time- Low-pressure follow-ups (like commenting on their posts) can gradually warm them up | – Quickly identify hot leads ready to buy- Refine pitch with each attempt to improve success rate | – Positions you as a helpful expert, not just a salesperson- Content created can attract similar clients (one conversation -> many readers)- Builds a reputation through word-of-mouth (people remember the help) |
Threats | – Might never convert (stuck in perpetual ânice guyâ zone)- Competitors might swoop in more decisively while youâre exchanging pleasantries | – Risk of burnt bridges if tone is off- Could harm personal brand if people share screenshots of a bad pitch | – If mishandled, can become a time sink with no sale- Relying on them to eventually invite your pitch â some may never do so |
Isard: Seeing it laid out like this, itâs clear each approach has trade-offs. Thereâs no one-size-fits-all.
Wiz: Exactly. Itâs about aligning with your style and your business needs. Now, you identified with Grahamâs gentleness but saw how it stalls, and you admire Wayneâs results but not his style. The Whisper Funnel seems to resonate because it plays to your strengths as a consultant: problem-solving and teaching.
Isard: It does. But Iâll be honest, even the Whisper Funnel sounds like actual work. I mean, itâs easier to just keep writing blog posts behind my screen. Talking to real people⌠thatâs stepping out of my comfort zone.
Facing the Fear: From Consultant to Confident Founder
Wiz: Letâs talk about that. This isnât just about DMs, is it? Itâs about fear and identity. Youâve been a tech wizard for years, but as an entrepreneur you also have to be a storyteller, a connector, maybe even a salesperson. Thatâs a shift.
Isard: (sighs) Yeah. Part of me still feels like that employee who waits for work to be handed down. Now I have to ask for work, to convince people⌠It feels like Iâm putting on someone elseâs clothes. Like Iâm an imposter in a used car lot, except Iâm selling myself.
Wiz: Itâs a common fear. The rejection feels personal because you are the product now. But hereâs a reframe: Youâre not selling, youâre helping. Your expertise solves real problems. Reaching out is offering to help, not trick someone into something.
Isard: I guess I fear the rejection because it feels like theyâre rejecting me, not just a service.
Wiz: True, it stings. But every ânoâ is also a ânot nowâ or ânot this way.â Itâs not a verdict on your worth or competence. Remember, youâre still that confident SAP expert. Now youâre just inviting more people to benefit from it.
Isard: Itâs an identity shift, but maybe I can approach it as an extension of what I already do: diagnosing problems and offering solutions. Just a more social version of it.
Wiz: Exactly. Think of outreach as an extension of consulting. Instead of waiting for a support ticket to land in your queue, youâre proactively looking for broken systems to fix. Youâre still the fixer, just finding the broken things yourself.
Isard: When you put it like that, it feels more authentic. Less like Iâm begging for business, more like Iâm seeking out folks who need a hand.
Wiz: (grins) Thatâs the spirit. And with the Whisper Funnel, youâre doing it in a very you way â conversational, helpful, and strategic. No screaming into the void, no fake enthusiasm, just real talk.
The Whisper Funnel Game Plan: Actions to Try
Wiz: Alright, now that youâre mentally prepared, letâs get practical. How do you try the Whisper Funnel method? Hereâs a simple action plan:
- Identify 3-5 People to Reach Out To: Pick a few contacts or new connections who fit your ideal client profile and have recently mentioned a relevant challenge (check their posts, comments, or even job roles for clues).
- Start a Genuine Conversation: Send a friendly DM referencing something specific â a post they made, a common challenge in your field, or a mutual interest. Ask a question to invite their thoughts. (âI saw you mentioned struggling with X⌠howâs that going for you?â)
- Listen and Engage: When they reply, truly listen. Ask follow-up questions, share a quick anecdote of your own if relevant, but keep the focus on them. Avoid jumping in with a solution immediately.
- Spot the Pain Point: As they open up, identify a problem you can help solve. Empathize with it (âI get how tough that is.â) before offering any advice.
- Offer Value (With Permission): Ask if theyâd like a tip, resource, or insight. Example: âI have an idea that might help with that â mind if I share?â When they say yes, give them a concise, useful nugget of advice.
- Deepen the Connection: Continue the conversation as it feels natural. You might share a short success story (âI saw this with a client last yearâŚâ) without turning it into a pitch. Gauge their interest level.
- Create Content from the Convo: If the problem is juicy enough, write a short article or post about it (genericized, not naming them unless theyâre okay with it). Next time you talk, send it their way: âRemember that issue we discussed? I wrote up a piece on how to tackle it.â
- Expand or Transition: At this point, if they show clear interest in solving this problem with help, invite a next step. This could be as low-key as âHappy to chat more if you ever want to brainstorm solutions,â or as direct as âThink we should hop on a call to dive deeper?â â whichever fits the vibe youâve got.
- Repeat Consistently: Do this regularly with new folks. Not every conversation will turn into a client, but youâll get practice, content ideas, and maybe some referrals along the way.
Isard: This makes it concrete. It doesnât sound like a factory cold outreach script; it sounds like me actually talking to people.
Wiz: Because it is you talking to people. One genuine conversation at a time. Itâs not magic, and itâs not an overnight lottery ticket. But itâs sustainable and authentic.
Isard: I can do this. I will do this. I already have a guy in mind who commented about a messy SAP integration last week. Iâll start there.
Wiz: Perfect. And remember: the goal is to help, not to hard-sell. Whether or not he becomes a client, youâve started a relationship and you might get a great topic to write about.
Whisper vs. Shout: Doing it Your Own Way
Isard: You know, I expected you to just give me a pep talk to âbe more aggressiveâ or something. Instead, you helped me find a way that suits who I am. I appreciate that, Wiz.
Wiz: (pretends to polish nails on an imaginary lapel) I aim to please. Or at least to be less annoying than a motivational poster.
Isard: (laughs) Mission accomplished. Itâs funny: all this talk about whispering, and I actually feel more confident, not less. Like I have permission to be myself and still succeed at this.
Wiz: Thatâs the sweet spot â doing outreach your way. Some people win by shouting from the rooftops; others, like you, will win by having quiet, meaningful chats that echo later. Whispering sometimes travels further than shouting because the right people lean in to listen.
Isard: Well said. Time to start whispering and see where these conversations take me.
Wiz: Go get âem, Isard. Youâve got the knowledge, youâve got the strategy, and now youâve got the mindset. Remember, whether you tap, clap, or whisper, the key is youâre reaching out. And thatâs how doors open.