Worksheet: Using LinkedIn to Market Your Business

This Wednesday, I’ll be hosting a webinar called How to Use LinkedIn to Market Your Business.  If you have ever attended one of my webinars in the past, you know that I like to create a worksheet summarizing the vital points of the presentation which I make available to all attendees.  I do this so that the advisors who attend my webinars will be able to implement the strategies immediately following the presentation.  In preparation for this week’s webinar, I have developed a checklist of action items that will enable advisors to use LinkedIn as a marketing tool. If you are new to my blog, I suggest you read my previous posts about LinkedIn before reviewing this checklist.  For the rest of you, I hope you enjoy this tool.

Worksheet: Using LinkedIn to Market Your Business
Use the check list below to develop an effective LinkedIn marketing strategy for your business.

Profile
X	Item	Description
	Basic Profile	Complete basic profile information including headline, summary, specialties, education, experience, associations, interests, honors & awards, and a headshot.
	Websites	Include links to your company website, personal website, blog, Twitter page or other site that promotes you or your business.
	Status Updates	Update status updates several times per week to stay top of mind with your network.  Consider including links to blog posts, event invitations, videos, webinars, and podcasts in your status update.
Applications
X	Item	Description
	Blog Link / WordPress	If you have a blog, add the Blog Link application to display the latest posts directly on your profile.  If your blog is hosted through WordPress, consider using the WordPress Application instead of Blog Link.
	SlideShare	Add the SlideShare application to your profile to display marketing collateral and presentations. Convert brochures or other marketing material into a presentation to use in this application.
	Box.net	If you have marketing documents you’d like to make available for download, add Box.net to your profile.  Documents to share could include brochures, service/product sheets or forms.
Groups
X	Action	Description
	Join Groups	Search and join groups comprised of your target market or centers of influence.  Search for groups using specific search criteria such as professions, associations, geographical areas, or lifestyle interests.
	Post News	Whenever you publish a new article, blog post or newsletter to your website, share it with your groups.  Use the “submit a new article” function on the group’s News page to include a link to your article. Include the link on every group in which you belong.
	Post Discussions	Share information that does not apply to the News page with your groups by posting a discussion board message.  This can include links to videos, podcasts or event registration pages.
	Respond to Discussions	Provide answers to group discussion questions in order to spark conversation with a potential client or center of influence.
Events
X	Action	Description
	Post Events	Post online and offline events you are hosting to the LinkedIn Events page to promote your events.

 

Download the fillable .pdf form of this worksheet by clicking the thumbnail to the left.

 If you are interested in attending this week’s webinar, click the link below to register. 

How To Use LinkedIn to Market Your Business
Wednesday, May 27, 2009 4:00 PM – 4:30 PM EDT

 

Kristen Luke is the Principal of Wealth Management Marketing, a firm dedicated to providing marketing advice and support for financial advisors. Kristen works with independent advisors to develop effective marketing plans and provides the back office support required to implement the strategies.  She has recently started developing custom marketing plans for advisors with step-by-step instructions giving the advisor the tools to implement the plan on his or her own.  For more information, visit www.WealthManagementMarketing.net.