🟣Inbound Sales & DMs
Part 2 of 3

The 3 Lead Stages — Cold, Warm, Hot (Nurture Strategy)

The fastest way to kill trust is jumping two stages at once.

CreatorHub Team
CreatorHub TeamAuthor
11 min read
January 15, 2024

Key Takeaways

  • • The fastest way to kill trust is jumping two stages at once.
  • • You wouldn't propose marriage on a first date, yet people try to book "Discovery Calls" with strangers they just connected with.
  • • To close consistently, you must classify every person in your inbox into one of three stages: Cold, Warm, or Hot.
  • • Your job is not to "close" everyone; it is simply to move them to the next stage.

The Nurture Framework

You need to diagnose where the prospect is to know what to say.

1. Cold (Attention is New)

  • Who they are: Someone who just accepted your connection request or liked one post. They know your face, but they don't trust you yet.
  • The Signals: First comment, follow, profile view.
  • The Goal: Deliver a tiny win and earn permission.
  • The Mistake: Asking "Do you have time for a chat?" (Too much friction).
  • The Move: The "Welcome Gift" (Lesson 5.1).

2. Warm (Engagement Loop Formed)

  • Who they are: Someone who accepted your resource, replied to your DM, or comments frequently. They know you add value.
  • The Signals: Replied "Yes" to the gift, asked a question in comments.
  • The Goal: Clarify the constraint and test fit.
  • The Mistake: Pitching your price immediately.
  • The Move: The "Diagnostic Question."
  • Example: "Glad you liked the templates. Just curious—are you using these for client work, or for your own agency marketing?" (This reveals if they are a freelancer or an agency owner).

3. Hot (Intent is Explicit)

  • Who they are: Someone who has admitted a problem ("Yeah, we are struggling to scale") or asked about your help.
  • The Signals: Pricing questions, sharing specific KPIs, asking "How do you work?".
  • The Goal: De-risk the decision and book the call.
  • The Mistake: Keeping them in the DMs too long.
  • The Move: The "Low-Friction Invite."
  • Example: "It sounds like scaling the team is the main bottleneck. I actually have a walkthrough of how we solved this for [Client X]. Would you be open to a 15-min chat to see if that approach would work for you?"

The "Stage Gate" Rules

You cannot move forward until the prospect opens the gate.

  • Gate 1 (Cold Warm): They must reply to a non-business message or accept a resource. Silence = Stay in Cold.
  • Gate 2 (Warm Hot): They must admit a pain point. If they say "Everything is great!", they are not Hot. Do not pitch. No Pain = No Sale.

Examples: The Conversation Flow

Scenario: Selling SEO Services.

  • Step 1 (Cold):
  • You: "Thanks for connecting. I have an SEO checklist. Want it?"
  • Prospect: "Sure, send it." (Gate Opened Warm)
  • Step 2 (Warm):
  • You: "Sent! Btw, are you handling SEO in-house right now or using an agency?"
  • Prospect: "In-house, but it's a mess. We don't have time." (Pain Admitted Gate Opened Hot)
  • Step 3 (Hot):
  • You: "Totally get that. In-house is tough without a dedicated manager. If you want, we can do a quick audit to see what's broken. Open to it?"
  • Prospect: "Let's do it."

The CreatorHub Advantage: The Kanban System

You cannot keep track of 50 conversations in your head. You need a visual pipeline.

Feature: The Kanban Planner

While usually for content, you can use CreatorHub's drag-and-drop system (or the Private Notes) to track relationships.

The Workflow:

  1. Tagging: When someone replies to your DM, tag them or move them in your mind from "Audience" to "Lead."
  2. Private Notes:
  3. Open their profile.
  4. Update the note: "Status: WARM. Sent SEO Checklist 10/24. Need to ask diagnostic question."
  1. The "Forgot" Prevention:
  2. Check your DMs weekly. If a "Warm" lead hasn't replied to your diagnostic question, send a "Nurture Bump": "Hey [Name], saw this article on [Topic] and thought of our chat. Hope the checklist was useful!" (Value, not pressure).

Actionable Steps (Homework)

Pipeline Audit

Go through your last 10 active DMs. * Label them: Cold, Warm, or Hot. * *Self-Correction:* Did you pitch a "Cold" person? If so, apologize and step back ("My bad, didn't mean to pitch. Just thought the resource would help.").

The Diagnostic Question

Draft one question for your business that helps you understand if a Warm lead has a problem. * *Template:* "Are you currently using [Competitor Tool] or [Manual Process] to handle [Problem]?"

Execute

Find 3 people who accepted your "Welcome Gift" (from Lesson 5.1) and send them your Diagnostic Question today.

Resources & Downloads

5 Diagnostic Questions for different industries (SaaS, Agency, Coaching)guide

5 Diagnostic Questions for different industries (SaaS, Agency, Coaching) resource