Turn target-account LinkedIn engagement into warm conversation openers

Start with your priority accounts and identify people worth monitoring: executives, active managers, possible champions, partner contacts, and category influencers inside the account. Work in linkedin sales navigator and clay and capture the concrete operating details: source asset, audience, hook, angle, channel, draft copy, visual asset, approval status, and publish URL. Keep the work narrow: complete step 1, record the decision or asset created, and avoid changing unrelated parts of the workflow. Before moving on, check that the handoff is tied to the right account or record and the owner knows the next action; the expected handoff is A focused LinkedIn watchlist of target account people who are likely to create engagement opportunities.

Create a short rubric for what your team is allowed to post. Work in claude and airtable and capture the concrete operating details: source asset, audience, hook, angle, channel, draft copy, visual asset, approval status, and publish URL. When you use the prompt template attached to this step, paste the real source material, name the expected output sections, and ask the model to flag uncertainty instead of filling gaps. Before moving on, check that the handoff is tied to the right account or record and the owner knows the next action; the expected handoff is A LinkedIn engagement quality rubric reps can follow before commenting or sending DMs.