The Direct Message Blueprint for Client Financing Success


Leveraging social media platforms for client outreach, particularly through direct messaging on Facebook, Instagram, and LinkedIn, has proven to be a powerful strategy for our brokers. Here's a guide on how to effectively send direct messages to Facebook business pages, outlining the process step by step:


1. Identify Target Businesses:

  • Research Your Niche:

    identify businesses within your chosen industry or niche that could benefit from client financing solutions.

  • Example:

    If you specialize in beauty industry financing, target local salons or beauty product retailers.

2. Craft a Personalized Introduction:

  • Introduce Yourself: Begin with a brief and personalized introduction, stating who you are and your role as a Client Financing broker.

  • Example: "Hello [Business Name], I'm [Your Name], a Client Financing broker specializing in [Industry]."

3. Highlight the Benefits:

  • Explain the Value:

    Clearly communicate the benefits of client financing for their business, such as increased sales, customer satisfaction, and flexibility.

  • Example: "I've helped businesses like yours boost sales and improve customer loyalty through tailored financing solutions."

4. Share Success Stories:

  • Provide Social Proof: Provide Social Proof: Share brief success stories or testimonials from similar businesses you've assisted.

  • Example: "One of our clients in the [Similar Industry] saw a 30% increase in sales after implementing our financing solutions."

5. Ask Open-Ended Questions:

  • Engage in Conversation: Pose open-ended questions to encourage dialogue and learn more about their specific needs.

  • Example: "I'd love to hear more about your business and explore how client financing could benefit you. What challenges are you currently facing?"

6. Offer a Consultation:

  • Propose a Meeting: Suggest a consultation or meeting to discuss their unique requirements and explore potential solutions.

  • Example: Would you be open to a brief meeting where we can discuss your goals and see how client financing might align with your business strategy?"

7. Provide Contact Information:

  • Share Your Details: Include your contact information, making it easy for them to reach out and continue the conversation.

  • Example: "Feel free to reach me at [Your Phone Number] or [Your Email] if you have any questions or would like to schedule a meeting."

8. Follow Up Appropriately:

  • Be Persistent Yet Respectful: If there's no immediate response, follow up with a polite message expressing continued interest without being pushy.

  • Example:  "Hi [Business Name], just wanted to follow up and see if you had a chance to consider our earlier conversation. I'm here to help whenever you're ready."

9. Personalize Your Approach:

  • Tailor Each Message: Avoid generic messages; personalize your approach for each business based on their industry, size, and specific needs.

  • Example: Mention something specific about their business or recent accomplishments to demonstrate genuine interest.

10. Track Interactions:

  • Use CRM Tools: Consider using Customer Relationship Management (CRM) tools to track interactions, set reminders for follow-ups, and manage your outreach effectively.

  • Example: Utilize the CRM to note the stage of conversation with each business and any specific details discussed.


Remember, the key to successful direct messaging is authenticity and a genuine interest in understanding and addressing the unique needs of each business. By following these steps, our brokers have seen significant success in initiating meaningful conversations and establishing valuable partnerships.

Advantages of Using Instagram:

1. Visual Appeal:

  • Instagram is primarily a visual platform, making it ideal for showcasing your brand through images and videos. This can be especially impactful for businesses related to finance, where visual appeal might not be as obvious.

2. Engagement and Interaction:

  • Instagram encourages high levels of engagement with features like comments, likes, and direct messages. This allows for direct communication with potential clients, fostering relationships.

3. Hashtags for Discovery:

  • Hashtags play a crucial role in helping users discover content. By strategically using relevant hashtags, you can increase the visibility of your posts to a broader audience interested in finance and related topics.

4.Storytelling Opportunities:

  • Instagram Stories allow for short-term, engaging content. You can use this feature to tell the story of your business, share behind-the-scenes glimpses, or provide quick tips.

5. Influencer Collaborations:

  • Partnering with influencers in the finance or coaching industry can amplify your reach. Influencers can introduce your services to their followers, providing a form of social proof.

6: Profile Linking:

  • The ability to include a link in your profile allows you to direct users to specific landing pages, such as your website or a page detailing your Client Financing services.

Advantages of Using Facebook:

1. Diverse User Base:

  • Facebook has a vast and diverse user base, including professionals, businesses, and individuals. This diversity allows you to reach a wide audience and target specific demographics.

2. Groups for Niche Interests:

  • Facebook Groups provide a platform for discussions on specific topics. Joining or creating groups related to finance, coaching, or business allows you to engage with a targeted audience.

3. Content Sharing:

  • Facebook supports various content types, including text posts, images, videos, and articles. This flexibility enables you to share different forms of content to cater to diverse audience preferences.

4: Event Promotion:

  • If you host webinars, workshops, or events related to Client Financing, Facebook Events is a valuable tool for promotion. Users can RSVP and receive notifications, helping you manage attendance

5. Advertising Opportunities:

  • Facebook's advertising platform allows you to create targeted ads based on specific demographics, interests, and behaviors. This can be instrumental in reaching potential clients.

6. Business Pages and Reviews:

  • Facebook Business Pages provide a professional online presence. Clients can leave reviews and testimonials, contributing to your credibility and social proof.

7. Messenger for Direct Communication:

  • Facebook Messenger allows for direct communication with potential clients. It provides a more personal and immediate channel for answering queries and providing information.


Common Advantages:

1. Cross-Platform Integration:

  • Both Instagram and Facebook are owned by the same company (Meta). This integration allows for seamless cross-posting and sharing between the two platforms, maximizing your reach.

2: Analytics and Insights:

  • Both platforms provide analytics tools (Instagram Insights and Facebook Insights) that offer valuable data on the performance of your content. This data can inform your strategy and help you refine your approach.

3. Global Reach:

  • Both platforms have a global reach, enabling you to connect with individuals and businesses worldwide. This is especially advantageous if your Client Financing services are not limited to a specific geographic location.


In summary, leveraging Instagram and Facebook for networking offers a combination of visual appeal, engagement opportunities, diverse user bases, and powerful advertising capabilities. The choice between the two or a combination depends on your target audience, content strategy, and the nature of your Client Financing services.

Instagram/Facebook/Flyer Taglines:

1. Headline: "Customized Solutions for Your Business Needs!"  

Subheadline: "Empower Your Growth with Tailored Financing Options!"


2. Headline: "Drive Your Business Forward with Ease!"

Subheadline: "Explore Hassle-Free Financing Plans Today!"

3. Headline: "Invest in Your Business's Success!"
 Subheadline: "Unlock Seamless Payment Solutions Here!"

4. Headline: "Transform Your Operations, Secure Financing!"
Subheadline: "From Vision to Reality with Our Flexible Financing Choices!"

5. Headline: "Maximize Your Potential, Finance Your Goals!"

Subheadline: "Empowering Business Owners with Convenient Financing Plans!"


DM’s that are proven to work. Here are 5 direct message templates you can use to reach out to coaches and business owners on Instagram and Facebook:


DM #1:

Hi [Name],

I came across your coaching business and was wondering if you currently offer financing options for your programs? 💡

At Client Financing, we help businesses like yours provide flexible payment plans for clients through our trusted network of lenders. It’s a great way to reduce price objections and close more sales without the upfront burden on your clients.

Would you be interested in learning more about how we can help you scale? 📈

DM #2:

Hey [Name],

Do you offer financing for your courses/services? I work with Client Financing, and we specialize in helping coaches and business owners provide easy payment options for their clients. It’s a simple way to help more people say “yes” to your high-ticket offers! 💥

If you’re interested, I’d love to share how we can help you set this up quickly and easily. 😊

DM #3:

Hi [Name],

I love what you’re doing with your business! I wanted to ask—do you offer financing options for your clients?

At Client Financing, we connect business owners like yourself with flexible financing solutions that make it easier for your customers to say “yes” without needing to pay in full upfront. Let me know if this is something you'd like to explore!

DM #4:

Hey [Name],

Congrats on all your success! 🎉 I was wondering, do you currently offer any financing solutions for your clients? 

We specialize in helping businesses like yours boost sales by offering custom financing plans through Client Financing. It’s a great way to eliminate price barriers and reach more clients.

If this sounds interesting, I'd love to chat more about it!

DM #5:

Hi [Name],

Quick question—are you offering financing for your courses or services? 

At Client Financing, we work with coaches and business owners to help their clients afford their high-ticket offers by offering flexible payment plans. It’s an excellent way to increase your sales and make your programs more accessible.

Would love to help you get started with this! Let me know if you’re interested.