Update profile before publishing content.

• Add cover banner aligned with positioning.
• Upload professional profile picture.
• Write clear headline with value proposition.
• Add CTA button with external link.
• Write structured About section.
• Add Featured section with:
  • Case studies
  • Lead magnets
  • Demo links
  • Key posts

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Grow visibility among the right people while scaling content.

• Identify ICP contacts using:
  • Clay
  • AI Ark
• Identify niche influencers.
• Segment by job title, industry, geography.
• Send automated connection requests via HeyReach.
• Track acceptance rate.

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Research and validate post ideas.

• Use Claude and Perplexity for idea generation.
• Analyze competitors’ posts and formats.
• Record and analyze calls using Sybill.
• Review post analytics using Shield.
• Document recurring topics and high-performing formats.

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Structure posts by funnel stage.

• TOF (50%)
  • Giveaways
  • Build in public
  • Personal stories
  • Thought leadership
• MOF (25%)
  • How-to posts
  • Playbooks
  • Frameworks
  • Old way vs new way
• BOF (25%)
  • Demos
  • Case studies
  • Product launches
  • Objection handling

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Assign format per post.

Available formats:

• Infographics
• Short-form videos
• Carousels
• GIFs
• Single-image posts
• Text-only posts

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Structure workflow for content production.

• Team roles
  • Designer
  • Writer
  • Editor
• Pipeline stages
  • Idea
  • Draft
  • In Progress
  • For Approval
  • Live
  Use board view to track status.
• Content Calendar
  • Assign publish date.
  • Balance TOF, MOF, BOF posts.
  • Maintain consistent posting frequency.
• Scheduling
  • Schedule posts via Ordinal.
  • Set automation for:
    • Auto-like via selected profiles.
    • Auto-comment via selected profiles.
• Internal Monitoring
  • Send Slack notification after publishing.

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Track inbound signals and monitor:

• Engagement via Jungler
• Profile views via Teamfluence
• Lead magnet opt-ins via beehiiv
• Follower growth via LinkedIn
• Demo requests via website forms

Follow-up process:

• Reach out to engaged users.
• Book meetings via Cal.com.
• Move qualified leads into sales process.

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