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(Checklist) Customer
Acquisition System Setup &
Tracking
To consistently attract 3-10 customers through LinkedIn every month, you
(and/or your team) MUST complete ALL of the following items.

Once-Off Setups
Business Strategy

Value Proposition Statement

Develop your ideal buyer persona

Outline your scope of work

Complete Offer Sheet

Complete 60-minute onboarding call

Outline Content Strategy

Define your content pillars

Build Ideal Customer List(s) in Sales Navigator

Use Idea generation framework to generate 40 Linkedin post ideas

Optimise your Linkedin profile

Lead harvesting campaigns

Set up qualified profile viewer campaign

Set up qualified follower campaign

Cold outreach campaigns

Create Cornerstone post

Setup Cornerstone Campaign

(Checklist) Customer Acquisition System Setup & Tracking 1

 B2B Sales Process

Create Pre-Call Sales Nurturing Document

Create Video Proposal Template

Landing Page (re)Build/optimise

Ongoing (Daily Activities)

Share 1 Linkedin post every weekday at 9am in your local timezone.

Add a “PS — DM me call-to-action to every post

Share 2-3 videos of you every week

Share 2-3 wins (small or big) in your content every week.

Share 1 lead magnet every week

Setup automations to distribute lead magnet

Follow up with all qualified leads

30-minutes commenting (or automated using PowerIn)

30-60 minutes DMs using Easybook system

Key Performance Indicators

Content

3-5,000+ impressions per Linkedin post

Outreach

15 new conversations with your ideal customers daily. Can be:

Automated OR manual

Cold OR warm (people who engage with your profile)

15-20 inbound (qualified) DMs every week

Social Selling

20-30% of conversations converted into booked calls using the EasyBook

DM System

15-25% of sales calls converted into closed customers.

(Checklist) Customer Acquisition System Setup & Tracking 2