Set a clear direction before publishing content.

• Identify your target audience.
• Balance post category across the funnel (TOFU, MOFU, BOFU).
• Leverage a viral post type (lead magnet, carousel breakdown).
• Design a visual hook to match the insights (animated GIF, screenshot).
• Use in winning formats based on past performance (90-day plans).

• Publish consistently from founder and employee accounts.
• Use practical, value-driven formats such as:
  • Workflows
  • Playbooks
  • Cheat sheets
  • Templates
  • Tech stacks
  • Carousels

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Turn audience activity into identifiable signals.

• Capture post engagement (reactions, comments, reposts) via Trigify.
• Capture profile views via Teamfluence.
• Capture connections by exporting LinkedIn connections.
• Capture link clicks from profile and company page URLs using UTMs.
• Identify website visitors via RB2B and Albacross.
• Capture form fills via Tally.
• Route lead magnets into nurture via Customer.io.

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Centralize and clean all captured data.

• Route all signals into Clay.
• Perform:
  • Deduplication of people and companies
  • Signal aggregation across sources
  • Company enrichment
  • Contact enrichment

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Check existing relationships before outreach.

• Look up contacts and companies in HubSpot.
• Exclude:
  • Existing customers
  • Closed-lost accounts
• Prevent duplicate or conflicting outreach.

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Determine relevance before engagement.

• Evaluate:
  • ICP fit
  • Role and seniority
  • Signal strength
• Assign a priority tier to each account.

Group accounts by priority.

• Tier 1: strong-fit
• Tier 2: good-fit
• Tier 3: low-fit

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• Identify warm paths via The Swarm.
• Create personalized presentations using Gamma.
• Launch personalized microsites using HubSpot microsites.

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Convert qualified accounts into conversations.

• Tier 1
  • LinkedIn DMs via HeyReach
• Tier 2 & 3
  • Email outreach via Instantly

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• Push all qualified accounts and contacts into HubSpot.
• Associate contacts with their respective companies.
• Track outreach activity, replies, and deal progress.
• Set up Slack notifications for:
  • Replies
  • Meetings booked
• Book meetings through Cal.com.

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