LinkedIn Audit: Personal Brand, Funnel & Marketing
Email
*
Phone
*
How consistent and sustainable is your current content publishing rhythm?
⬛ - I post randomly when I feel like it, then often go dark for weeks at a time. I don’t have any rhythm, and it feels like a constant mental burden because I’m always behind
🟥 - I try to post consistently, but I miss a lot of days. Most of the time I’m scrambling to write the same day, stressed about what to say, and second-guessing whether it’s even worth it.
🟨 - I post on a consistent weekly rhythm and usually stay 1–2 weeks ahead. It feels more stable, but I still sometimes find myself under pressure to keep pace.
🟩 - I run a set cadence (3–5x per week, same time slots). I keep a 2+ week buffer of posts ready. It’s a system I barely think about — publishing feels easy and stress-free.
Do you have a reliable system for capturing ideas (from client conversations, wins, insights) and turning them into publishable posts?
⬛ - I start from scratch every time I write. Ideas feel scarce. I often stare at a blank screen, stressed and inconsistent.
🟥 - I jot down scattered notes (in phone, Notion, scraps), but only some turn into posts. It feels messy and unreliable.
🟨 - I keep an organized idea vault and a handful of templates. I usually have something to pull from when I need it, though sometimes it still feels manual.
🟩 - I never have to think about what to write. I always have a well-stocked vault of hooks, client stories, and templates. Writing feels like plug-and-play, not stress.
Are you rotating through proven content formats (story, proof, insight, CTA) with hooks that reliably cut through and drive engagement from the right people?
⬛ - My posts are random thoughts. I don’t really know what formats or hooks are. My engagement is inconsistent and usually weak.
🟥 - I mostly post generic “tips” or updates. Sometimes they land, sometimes they don’t. I don’t know what drives engagement.
🟨 - I have a couple of go-to formats in rotation. I’ve tested some hooks, and I get decent engagement, but it’s not predictable.
🟩 - I know exactly which formats and hooks work. I run a clear rotation. I can predict engagement and inbound leads each week. I engineer my mix to reach all buyer types.
Do you have a central “binge bank” of long-form or repurposed content (blog, YouTube, podcast, email series) where prospects can consume you in depth and self-convince?
⬛ - I don’t have any long-form or central content hub. People can’t binge my work even if they wanted to.
🟥 - I have some longer pieces scattered (maybe a blog or random videos), but it’s not organized and I have no way of tracking if people consume it.
🟨 - I have a hub (blog, YouTube, or email archive). Sometimes prospects mention they found something, but it’s hit or miss.
🟩 - I run a deliberate binge bank. Clients often tell me they’ve consumed specific content before reaching out. I share and drive people there consistently. It’s a trust engine.
Do your posts reliably trigger inbound conversations or DMs?
⬛ - My posts don’t generate inbound at all. I’ve never had someone message me because of content.
🟥 - Occasionally a prospect or past client engages, but it’s sporadic and unpredictable. Mostly likes from peers, not buyers.
🟨 - I get inbound DMs weekly from prospects. It’s not huge volume, but it’s consistent enough to feel real.
🟩 - I have a predictable flow. I know roughly how many people will engage or message after each post. Content = conversations = calls.
Are you embedding resources (guides, opt-ins, links) in your posts, and can you track attribution (who engaged, opted in, converted)?
⬛ - I don’t include links or lead magnets in my posts. I have no way of turning content engagement into trackable leads.
🟥 - I’ve occasionally dropped resources, but I don’t track or follow up. Most engagement ends in the void.
🟨 - I include resources and lead magnets in posts fairly consistently. I capture some emails/leads, but tracking is patchy.
🟩 - I run a clear cadence of resource posts. Engagement flows into a CRM/email list. I track attribution, nurture leads, and repurpose content. I know my content ROI.
Do you have a daily DM system that reliably produces meetings?
⬛ - I send messages sporadically when I have time. Nothing is consistent, and results feel random.
🟥 - I try to stick to a rhythm (e.g. 10/day), but I skip often. Sometimes I book calls, sometimes I don’t. It feels like a grind.
🟨 - I have a set cadence that I usually hit (e.g. 10 before 10). Calls come through, but results still fluctuate.
🟩 - I run a predictable system. I know how many DMs → how many replies → how many booked calls. It’s effortless and consistent.
Q: How strong is your lead sourcing and warm intro system (Sales Nav, 2nd-degree connections, referrals)?
⬛ - I don’t use Sales Navigator properly. I just spray connections and hope.
🟥 - I’ve built some lists, but they’re old, untagged, and I rarely leverage warm relationships.
🟨 - I maintain lists and sometimes ask for intros, but it’s inconsistent. Leads slip through.
🟩 - I run curated ICP lists in Sales Nav, actively use 2nd-degree connections, and consistently leverage warm intros. My lists are clean and updated weekly.
Do you have proven DM scripts and a conversational flow that naturally leads to a call?
⬛ - I wing it. Every message is made up on the spot. Replies are rare.
🟥 - I use rough scripts, but they feel copy-paste. Conversations stall often.
🟨 - I use tested frameworks that I tweak per prospect. I usually get replies, but I sometimes second-guess tone.
🟩 - I have clear conversational flows with scripts for every step (icebreaker, nurture, CTA). I always know what to say, and conversations move forward smoothly.
Do you have a system to track every DM and follow up until they convert or close out?
⬛ - I rely on memory. Conversations get lost all the time.
🟥 - I use spreadsheets or random notes. Some follow-ups happen, many are missed.
🟨 - I track most conversations in CRM or labels, but sometimes forget to update. Follow-ups are decent but not flawless.
🟩 - Every DM is tagged, tracked, and visible in a pipeline dashboard. Nothing gets lost. I always know exactly who to follow up with and when.
Do you pre-qualify prospects in DMs so only high-quality leads make it onto calls?
⬛ - I jump on calls with anyone. Many are a total waste of time.
🟥 - I ask a couple of casual questions, but I still get lots of unqualified calls.
🟨 - I have a pre-qual script. Most calls are decent, though some weak fits slip through.
🟩 - I use a structured pre-qual system in DMs (budget, authority, timing, fit). I know before the call whether they’re worth it, and nearly every booked call is qualified.
Do you know your full sales flow from DM → booked call → close, with clear metrics and ratios?
⬛ - I have no idea. I just hope some calls turn into clients.
🟥 - I track calls booked, but I don’t know show rates or close rates. No clear pipeline view.
🟨 - I know my DM-to-call and call-to-close ratios roughly. I can estimate results but it’s not precise.
🟩 - I know my exact numbers at each stage (DM → reply → booked → show → close). My sales flow is mapped, measured, and optimized.
When someone lands on your LinkedIn profile, does it immediately position you as a trusted authority with a clear offer?
⬛ - My profile is basically a CV. Prospects can’t tell what I do, who I help, or why it matters. It feels like wasted real estate.
🟥 - I’ve updated parts of my profile (headline, banner), but it’s inconsistent. Some people get it, others still ask, “So what do you do?” It feels incomplete.
🟨 - My profile is reasonably clear. I’ve got a headline, case studies, and decent positioning. But it still doesn’t always convert profile views into DMs or leads.
🟩 - My profile is a magnet. Every section is engineered for positioning. Prospects regularly tell me, “I knew exactly what you did the moment I saw your profile.” It feels effortless and persuasive.
Do you run structured offer campaigns (7-day sprints, activations, follow-ups on lost leads) that create urgency and consistent inflows?
⬛ - I don’t run campaigns at all. Leads only come from random outreach or referrals. It feels like waiting and hoping.
🟥 - I’ve tried one-off offers, but they were ad hoc. I don’t re-engage old leads or create urgency. Most of my pipeline goes cold.
🟨 - I run occasional monthly campaigns. They work, but they take effort to organize and aren’t automated. Sometimes I forget to hit closed-lost leads.
🟩 - I run a repeatable campaign rhythm (monthly or quarterly) that drives urgency and reactivates old leads. It feels like turning on a tap — consistent inflow, no scrambling.
Do you have a seamless marketing flow where content drives to lead magnets, opt-ins, and nurture sequences?
⬛ - I don’t really have lead magnets or nurture flows. Content engagement just dies at likes.
🟥 - I’ve built a few PDFs or guides, but they’re buried. There’s no clear flow from content → opt-in → nurture. It feels clunky and disconnected.
🟨 - I have 1–2 magnets connected to my content. Some people opt in, and I send them emails. It works, but it feels manual and sometimes leaky.
🟩 - My funnel is airtight. Content naturally drives people into opt-ins, which flow into emails, SMS, and nurture. I barely think about it — the system converts consistently.
Do you have visibility into your full funnel (content views → profile clicks → DMs → calls → closes) — or are you guessing what’s working?
⬛ - I track nothing. I have no idea where leads come from or why some weeks are better than others.
🟥 - I track basic vanity metrics (likes, views, calls booked), but I can’t connect the dots. It feels foggy.
🟨 - I have dashboards that show most of the funnel, but updates are manual or patchy. I can see trends but not exact predictability.
🟩 - I see everything. Dashboards show each stage (content → DM → call → close). Forecasting feels easy, predictable, and stress-free.
Do you have an email/SMS system that repurposes content, nurtures leads, and keeps prospects warm until they’re ready to buy?
⬛ - I don’t email at all. If someone isn’t ready today, I lose them.
🟥 - I’ve sent a few emails or built a list, but it’s irregular. Most people never hear from me again.
🟨 - I run nurture sequences (weekly emails or repurposed posts). Some prospects stay warm, but I don’t fully leverage multi-day courses or SMS.
🟩 - My nurture engine runs on autopilot. Content becomes multi-day sequences, courses, and SMS flows. Leads stay warm until ready. I feel confident no one slips away.
Do your backend systems (tagging, automations, sequences) run smoothly so leads are consistently nurtured and moved forward without you thinking about it?
⬛ - I have no automations. Everything is manual. Leads constantly slip through the cracks.
🟥 - I’ve set up a couple of automations, but they break often. Nurture is inconsistent. I don’t trust the system.
🟨 - I have decent automations. Most leads are tagged and nurtured, though I still check manually. It works, but it feels fragile.
🟩 - My backend is seamless. Every lead is tagged, tracked, and moved through automations. It feels like I have a second brain running 24/7, pushing prospects closer to buying.