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Welcome aboard

Your kickoff homework.

You said yes; now we want to make sure your launch goes well. Eight short videos. A few real things to do before kickoff. Most clients can knock these out in an evening.

Check items off as you go. Your progress saves on this device, so you can come back any time. Bring questions to kickoff.

1

Polish your LinkedIn profile.

Your photo, your banner, and your headline. The three things people read in the first 5 seconds.

  • Headshot lit well, clean background, looking sharp. The best AI photo tools right now: ChatGPT 5.5, Gemini / Nano Banana. Run a clean phone shot through one of them, ask for 2–3 variations.
  • Banner image that says something true about you. A real photo of you with people, a place, a thing. AI can build the photo if you don't have one.
  • Headline: not "I help X do Y." Stack 5 to 7 unique personal facts about you. Mark Cuban's coolest cousin energy. Past lives, languages, hobbies, awards, charitable work, weird achievements.
  • Add one self-deprecating beat (golf, BBQ, anything human). Real examples that worked for clients: "mindfulness practitioner," "former globetrotter," "decorated military veteran."
  • About section: 3 short paragraphs, conversational tone. Bring questions to kickoff if stuck.
2

Get Sales Navigator set up.

Required. We can't run campaigns without it. ~$100–120/mo from LinkedIn directly.

  • Sign up at linkedin.com/sales. Trial is fine if you've never had it.
  • If cost is a problem, message us before kickoff. We sometimes have coupons that knock the price down for a few months.
  • Don't share your Sales Nav login with anyone outside our team.
3

Pick (and test) a calendar tool.

When a prospect says yes, your calendar link can't be the reason they go cold.

  • Calendly or cal.com. Either is fine; pick one.
  • Real availability, real time zone, automatic confirmation, reminder before the meeting.
  • Confirm Zapier integration is available (both have it built in).
  • Test it on yourself: book a meeting in your own link and watch what happens.
4

Draft your target audience.

We'll finalize this together at kickoff, but doing the homework saves us a meeting.

  • Open Sales Navigator and try a search. Filter by title, industry, geography, headcount.
  • Aim for 10,000+ results. Under that, the pool's too small. 100,000+ is even better.
  • Save 2–3 candidate searches that look promising. Screenshot them or share the URLs.
  • Bring those screenshots to kickoff. We'll pick the one we run first together.
5

Send us your knowledge base.

Anything that helps us understand your business and write in your voice. The richer this is, the faster we sound like you.

  • Pitch decks, one-pagers, case studies, brand guides.
  • 3–5 samples of your real writing (old client emails you're proud of are perfect).
  • Voice memos where you explain who you help, how, and why. Honest is better than polished.
  • Past sales call recordings if you have them.

Upload anything you have. Files land directly with our team and we'll review before kickoff.

Upload files →
6

Account prep: password + 2FA.

Boring, but breaks everything when it's wrong. Don't skip it.

  • Test your LinkedIn password by logging out and back in.
  • Turn on two-factor authentication on a device you have on you.
  • If you've shared your login with anyone, change the password now.
  • Tell us at kickoff if your account has been flagged or had login issues recently.
7

Payment + what to expect at kickoff.

Heads-up so nothing's a surprise.

  • Payment is collected during the kickoff call itself. Have a card ready.
  • Block ~90 minutes (the meeting is ~60 but we sometimes run a bit long).
  • Show up rested. Bring questions.
  • By the end of the call, your first campaign and first search are live on your account.
8

Set up your meeting environment.

Once campaigns run, prospects show up on your calendar. The first 30 seconds of those meetings matter.

  • Clean wall behind you. Real lamp. Daylight if possible.
  • Test audio: record a 30-second clip and listen.
  • Camera at eye level. Look at the camera, not the screen.
  • Charge your laptop. Close Slack/email notifications during meetings.

See you at kickoff.

Questions before then? Reply to your onboarding email — we read every one.