Optimise LinkedIn profile before publishing content:

• Banner
  • Add logo
  • Add tagline aligned with positioning
• Headline
  • Use format:
    • Role @ Company | Brief value proposition
• Custom Button
  • Add website link
  • Set CTA to "Visit my website"
• About Section
  • Structure:
    • Hook
    • What has been done
    • What problem is being solved
    • Who it is for
    • CTA to DM or email
• Featured Section
  • Add:
    • Get started resource
    • Viral BOF post
    • Product demo (record via ScreenStudio)

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Create and distribute lead magnet.

• Build:
  • Playbook
  • Template
  • Cheatsheet
  • Framework
• Draft visuals in Miro
• Design and polish in Figma and Adobe
• Publish giveaway-style post
• Ask users to comment to receive it
• Send Tally form link via DM
• Capture:
  • Name
  • Email

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Standardize visual identity.

Branding:

• Font style
• Font size
• Logos
• Color hex codes

Backgrounds & Vectors:

• Light theme
• Dark theme
• Icons
• Boxes

Template Formats:

• Carousel
• Cheatsheet
• Tech stack
• Workflow

Use:

• Figma for templates
• Miro for visual drafts.
• Adobe for advanced edits.
• Riverside for recording interviews and long-form content.

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Structure each post consistently.

• Hook (20%)
  • Social proof
  • Numbers
  • Relevance
  • Under 140 characters
• Body (80%)
  • Visual-first format
  • Clear line breaks
  • F-pattern structure
• Tone
  • Keep the tone casual
  • Use “I”, “you”, “we”

Use:

• MagicPost for inspiration.
• Favikon for creator research.
• Shield for performance analytics.
• Wispr Flow for drafting posts via voice.
• Sybill to extract content ideas from sales calls.
• Ordinal to schedule and publish posts.
• Track post ideas and publishing calendar in Notion.

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Track all inbound activity generated by content.

Lead Magnet:

• Capture via Tally
• Add to beehiiv newsletter
• Trigger nurture in Customer.io

Website Clicks:

• Track via RB2B

Profile Views & Engagement:

• Track via Jungler
• Monitor:
  • Likes
  • Comments
  • Reposts

Route all signals into Clay.

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Process captured leads before outreach.

• Enrich company and contact data in Clay
• Use Apollo for additional enrichment if required
• Run AI qualification in clay using ChatGPT model
• Perform CRM lookup in HubSpot:
  • Exclude existing clients
  • Exclude closed-lost deals
• Keep only qualified leads

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Engage qualified leads.

• Email outreach via Instantly
• LinkedIn outreach via HeyReach

Log activities in HubSpot

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Track replies and convert to meetings.

• Send Slack notification on reply
• Include:
  • Contact
  • Company
  • Source signal
  • Reply text
• Manage inbox via Kondo
• Book meetings via Cal.com
• Analyze call transcripts via Sybill

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