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How IncentAdvisors Achieved a 42% Reply Rate Using Salesrobot
As a national tax consultancy, IncentAdvisors uses Salesrobot to identify hidden savings for businesses by building automated referral partnerships with CFOs that operate with zero upfront costs to the client.
42%
Reply Rate
35%
Acceptance Rate
Zero
Manual Effort
The Challenge: Before SalesRobot
As the marketing arm for a national tax law firm, IncentAdvisors helps small business owners reduce their taxes by 20–40%. To grow, they needed to build a robust referral network of Fractional CFOs and bookkeepers across the United States.
Wordy & "Salesy" Messaging
Early outreach attempts were too long and felt like a high-pressure sales pitch, leading to prospects ignoring their messages.
Manual Outreach Constraints
Sending personalized LinkedIn invitations and follow-ups manually was too slow to build a national referral network effectively.
Targeting Inactive Users
Without advanced filtering, they spent time messaging people who hadn't been active on LinkedIn for months, wasting valuable outreach credits.
Friction in the Booking Process
Relying on manual coordination to move prospects from LinkedIn to their CRM made it difficult to book meetings efficiently.
The Solution:
Collaborative Outreach with SalesRobot
As the marketing arm for a national tax law firm, IncentAdvisors helps small business owners reduce their taxes by 20–40%. To grow, they needed to build a robust referral network of Fractional CFOs and bookkeepers across the United States.
Key Tactics Used:
Precision Targeting
Using LinkedIn Sales Navigator, they filtered for prospects who had posted on LinkedIn in the last30 days. This ensured they only reached out to active users, significantly boosting engagement.
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The Collaboration-First Copy
Instead of a hard sell, their messages focused on mutual value. They used a simple 4-stepsequence:
- Connection Request: Short, simple, and focused on being valuable to each other.
- Follow-up 1: Introduced the 20–40% tax reduction hook with an air of intrigue.
- Follow-up 2 (The Video): Sent a 2-minute explainer video to build trust and offer a meeting.
- The Break-up Message: A final, polite note stating they wouldn't bug them anymore, which ironically triggered many prospects to apologize for the delay and book a callimmediately.
Flexible Scheduling
They offered their Calendly link but also invited prospects to send their own, prioritizing the prospect's convenience.
The Results:
Industry-Defying Engagement
By automating their strategy through SalesRobot, IncentAdvisors achieved results that far exceeded industry benchmarks:
42%
Reply Rate
35%
Acceptance Rate
Zero
Manual Effort
I do not like working through LinkedIn messaging... so I try to pull them off that and into a regular CRM follow-up. We're getting quite a few people who just hop right onto my Calendly.
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Ready to see a
42%
reply rate?
See the Strategy in Action
Watch Mary and Richard explain how they achieved a 42% reply rate and automated their referral network.
Key Insights for Salesrobot Users
Short is Sweet
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Target Activity, Not Just Titles
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Etiquette Matters
What Salesrobot Does for Your Business
Based on these proven results, here is how Salesrobot can transform your outreach:
Safe Multi-Channel Outreach
Reach prospects on LinkedIn and Email simultaneously using residential IPs and mobile API integration to keep your accounts 100% safe.
AI-Powered Personalization
Use AI to draft human-like messages, voice notes, and even personalized videos that stand out in a crowded inbox.
Unified Inbox & CRM Sync
Manage all your conversations in one place and sync them directly to HubSpot, Salesforce, or Pipedrive.
AI Inbox Manager
Let our AI handle the initial replies and book meetings for you 24/7.
Don't just take our word for it
Frequently asked questions
Just add your LinkedIn account to SalesRobot!
You'll be up and running in 2 mins.
Yes. SalesRobot uses residential IPs and mobile APIs, so your actions look completely natural. This makes it safer than tools like Expandi or Waalaxy, and our users have reported zero bans for months.
No. SalesRobot works smoothly with a free LinkedIn account. Premium can give extra limits, but it is not required.
SalesRobot is safer, has stronger AI, and supports more channels. You get LinkedIn, email, voice notes, and a unified inbox, all in one place.
Very unlikely. SalesRobot uses mobile API behavior and real-time throttling to keep your activity natural and within safe limits.
Trials are meant to see the proof of functionality, which in our case means running a campaign. To get the best results, we recommend you spend 5 minutes to set up a campaign after you sign up. You'd be surprised how many people don't do this.
You can like their most recent post, comment on it automatically, follow them, send them a connection request, automatically follow up with them and yeah, endorse their skills!
You can import people from LinkedIn Sales Nav search, a normal LinkedIn Search, or upload with a CSV, or you can DM LinkedIn group members or event attendees if you want!
Did I mention that you can fetch all the people who commented on a particular LinkedIn post and request to connect with them?
We fully comply with LinkedIn limits and you can send up to 75 connection requests a day. Additionally you can send up to 40 InMails a day to open profiles without using any InMail credits.
If you've got multiple LinkedIn accounts you want to manage (client accounts for example), you can do that by just adding them like you added the first one.
Yes! SalesRobot will populate your CRM automatically with leads interested in buying, directly from LinkedIn!
Yes, of course.
Yes, you can send any type of attachment like PDFs etc.
