# Social selling Human Guide

## What This Is For
When to Use Prospect is active on LinkedIn, X, or niche communities. It gives the agent a clearer input/output frame for social content: what context to ask for, what decisions to make, and what usable artifact to return.

Use this as a human-readable version of the Social selling agent skill. It is meant for marketers, operators, founders, and other non-coders who want the workflow without reading agent-specific implementation instructions.

## When To Use This
- Use this when you need a repeatable process for social selling.
- Use this when the task needs judgment, examples, constraints, or a clear output format rather than a one-off prompt.
- Use this when you want to hand an AI assistant enough context to produce a usable marketing artifact.

## When Not To Use This
- Do not use this when you only need a quick factual answer.
- Do not use this when the work depends on private data you cannot share with the assistant.
- Do not use this as a replacement for legal, compliance, financial, or medical review.

## What You Need Before Starting
- The goal or business outcome you want.
- The audience, customer segment, or market context.
- Any source material the assistant should respect, such as notes, briefs, examples, URLs, or brand guidance.
- Constraints such as tone, length, channel, deadline, region, or approval requirements.
- A clear definition of what a good final answer should look like.

## Step-By-Step Workflow
1. State the job clearly: "Use the Social selling guide to help me with..."
2. Add context: audience, goal, offer, channel, source material, and constraints.
3. Ask the assistant to identify missing inputs before producing the final output.
4. Have the assistant follow the skill-specific guidance below.
5. Review the result against the final checklist and ask for revisions where needed.

## Skill-Specific Guidance
- Prospect is active on LinkedIn, X, or niche communities.
- Outreach needs warmer entry points than cold email.
- SDRs must nurture accounts over weeks via digital touchpoints.
- Need to convert marketing engagement (webinars, posts) into conversations.
- **Core Principles** – insight first, timely engagement, sequence public + private touches, lean on social proof, and lead with call-to-value offers.
- **Engagement Ladder** – monitor > micro-engage > value drops > DM > follow-through into email/call.
- **Signal Tracking** – monitor posts, job changes, events, and mutual connections for context.
- **Cadence Planning** – mix comments, shares, and DMs each week per target account.
- **Measurement** – watch connection acceptance, DM reply, meetings per 50 connections, and interactions per account.
- **DM Scripts**: See `references/engagement_playbook.md` for scripts and signal tracking.
- **Checklist**: See `assets/social_checklist.md` for daily/weekly routines.
- **Social listening checklist**: (signals: hiring, promotions, launches, exec moves).

## Decision Points And Nuance
The original skill emphasizes: When to Use, Framework, Templates, Tips, Supporting file: assets/social_checklist.md, Daily Routine (15-30 mins), Weekly Routine, Metrics to Track, Supporting file: references/engagement_playbook.md, Core Principles.

Use these questions to steer the work:
- What is the intended audience or buyer?
- What source material must be preserved?
- What should the assistant optimize for: clarity, persuasion, accuracy, speed, creativity, or conversion?
- What examples represent the desired quality bar?
- What should the assistant avoid?

## Common Mistakes
- SDRs must nurture accounts over weeks via digital touchpoints.
- Alternate public cues (comments, reposts) with private DMs to avoid feeling pushy.
- **Insight First**: Don't just "like". Add value with a comment.

## Copy-And-Paste Prompt
```text
Use the Social selling human guide.

My goal:
[Describe the business outcome]

Audience:
[Describe who this is for]

Context and source material:
[Paste notes, examples, links, or existing copy]

Constraints:
[Tone, length, channel, timeline, must-include items, must-avoid items]

Before producing the final output, ask me for any missing information that would materially improve the result.
```

## Final Checklist
- [ ] The output matches the original goal.
- [ ] The audience and context are reflected in the answer.
- [ ] Important constraints and source material were preserved.
- [ ] The assistant made the relevant decisions explicit.
- [ ] The final artifact is ready to use, review, or hand to the next person.

## Source
This guide was generated from the gtmagents/gtm-agents skill entry for `social-selling`.

## Source Skill Notes
These notes preserve the nuance from the original skill. Use them as supporting reference when the workflow above feels too generic.

# Social Selling Skill

## When to Use
- Prospect is active on LinkedIn, X, or niche communities.
- Outreach needs warmer entry points than cold email.
- SDRs must nurture accounts over weeks via digital touchpoints.
- Need to convert marketing engagement (webinars, posts) into conversations.

## Framework
1. **Core Principles** – insight first, timely engagement, sequence public + private touches, lean on social proof, and lead with call-to-value offers.
2. **Engagement Ladder** – monitor > micro-engage > value drops > DM > follow-through into email/call.
3. **Signal Tracking** – monitor posts, job changes, events, and mutual connections for context.
4. **Cadence Planning** – mix comments, shares, and DMs each week per target account.
5. **Measurement** – watch connection acceptance, DM reply, meetings per 50 connections, and interactions per account.

## Templates
- **DM Scripts**: See `references/engagement_playbook.md` for scripts and signal tracking.
- **Checklist**: See `assets/social_checklist.md` for daily/weekly routines.
- **Social listening checklist**: (signals: hiring, promotions, launches, exec moves).
- **Weekly activity planner**: (3 comments, 2 value shares, 1 DM per target account).

## Tips
- Engage within 30 minutes of prospect activity when possible for better visibility.
- Alternate public cues (comments, reposts) with private DMs to avoid feeling pushy.
- Tie every outreach to proof (mutual connections, customer stories) to earn trust.
- Move hot threads to email/call quickly and log outcomes for attribution.

---

## Supporting file: assets/social_checklist.md

# Social Selling Checklist

## Daily Routine (15-30 mins)
- [ ] **Review Notifications**: Check who viewed your profile or engaged with your posts.
- [ ] **Engage with 5 Prospects**: Like/Comment on their recent activity.
- [ ] **Send 3 Connection Requests**: Personalized notes only.
- [ ] **Respond to DMs**: Keep the conversation moving.
- [ ] **Check Signals**: Look for job changes or news in target accounts.

## Weekly Routine
- [ ] **Post Content**: Share 1-2 insights or stories relevant to your audience.
- [ ] **Update Target List**: Add new prospects, remove disqualified ones.
- [ ] **Review Analytics**: Which posts/DMs worked best?
- [ ] **Engage in Groups**: Comment in 1-2 relevant LinkedIn groups or communities.

## Metrics to Track
- **Connection Acceptance Rate**: Target > 30%
- **Reply Rate on DMs**: Target > 15%
- **Meetings Booked via Social**: Target > 2 per week

---

## Supporting file: references/engagement_playbook.md

# Social Engagement Playbook

## Core Principles
1.  **Insight First**: Don't just "like". Add value with a comment.
2.  **Timely Engagement**: Engage when the topic is hot.
3.  **Social Proof**: Leverage mutual connections.
4.  **Call-to-Value**: Offer insights, not just "chats".

## Engagement Ladder
1.  **Monitor**: Track target accounts and key stakeholders.
2.  **Micro-Engage**: Like and react to posts. (Low effort, low visibility).
3.  **Value Drops**: Comment with unique insights or data. (High effort, high visibility).
4.  **DM**: Direct message with a specific, relevant offer or question.
5.  **Follow-Through**: Move to email/call if positive response.

## Signal Tracking
| Signal | Action |
| :--- | :--- |
| **Hiring** | "Saw you're growing the [Team] team. How are you thinking about [Challenge]?" |
| **Promotion** | "Congrats on the new role! I imagine [Goal] is top of mind now?" |
| **Funding** | "Congrats on the Series B! exciting times ahead for [Company]." |
| **Event Attendance** | "Saw you're going to [Event]. I'll be there too, would love to say hi." |
| **Content Engagement** | "Thanks for liking my post on [Topic]. What resonated with you?" |

## DM Scripts