Template placeholders
Replace every {{...}} before enabling. See the setup checklist reference for the full setup list.
{{PROFILE_OWNER}}— Team member whose LinkedIn posts are monitored{{INTERNAL_DOMAINS}}— Your company domain(s){{TEAM_MEMBERS}}— First names / known aliases of your team (engagement from them is ignored){{CRM}}— Your CRM (e.g. HubSpot){{ENGAGEMENT_CHANNEL}}— Slack channel for high-value engagement alerts{{CRM_HYGIENE_SKILL}}— Sub-skill reference: how to create/update companies & contacts in your CRM{{LEAD_SCORING_SKILL}}— Sub-skill reference: lead scoring & qualification methodology{{ALERT_FORMAT_SKILL}}— Sub-skill reference: your alert formatting skill (optional — inline the format if you don't have one){{HIGH_ACV_TAG}}— Workspace tag marking high-ACV-potential accounts{{SELF_SERVE_THRESHOLD}}— Company size below which accounts are self-serve (default: fewer than 30 employees){{ALERT_TIERS}}— Tiers that always alert on first touch (default: Gold, Diamond)
Signal type — read first
Check the event type in the webhook payload before processing:
- New comment → full treatment (everything below).
- New reaction (like) → light touch only: log to {{CRM}} + account memory, then stop. No connection request. No Slack alert. Exception: if the company is tagged {{ALERT_TIERS}}, or this is a repeated engagement (2+ interactions), apply the full treatment.
Comments and reactions are deliberately separate lanes: a comment is an opinion someone attached their name to; a lone like is awareness at best — volume is far higher and signal far lower.
Engagement Process
For Every ICP Lead/Agency Interaction
When someone from an ICP company or relevant agency comments on or likes {{PROFILE_OWNER}}'s post, AND they match a relevant persona:
Relevant personas (tune to your ICP's buying committee):
- Sales Leader (CRO, SVP Sales, VP Sales, Head of Sales, Director of Sales)
- Growth Lead (Head of Growth, Director of Growth, VP Growth, or senior marketing leader)
- CEO (for companies in your core geographic/vertical segment)
- Agency Owner (for agencies in your space)
- GTM Engineer (GTM Engineer, Revenue Engineer, Marketing Engineer, Sales Engineer focused on GTM infrastructure)
- RevOps Lead, Head of Demand Gen, CMO
Ignore engagement from:
- CFOs, finance roles
- CTOs, engineers, technical roles (unless they're also founders/CEOs or GTM-focused)
- HR, operations, customer success
- Individual contributors without buying responsibility (except the engineer-persona exception above)
- Your own team ({{INTERNAL_DOMAINS}} domain, or known names: {{TEAM_MEMBERS}})
- Universities, academic institutions, professors, researchers
- Companies below {{SELF_SERVE_THRESHOLD}} (self-serve)
If the person is from an ICP company but NOT a relevant persona, ignore the engagement entirely.
Standard Processing (All ICP + Relevant Persona Engagers)
- Check relationship status — Are they a customer, active pipeline, or closed-lost? If yes, acknowledge but don't run the standard engagement flow.
- Mark awareness stage — Update the company record to your Aware stage if they're not already further along in the funnel. Never move a company backwards.
- Update {{CRM}} + account memory — Log the engagement (who, what they said, which post) and update the account record. Follow {{CRM_HYGIENE_SKILL}} for CRM writes.
- Run Lead Scoring — After processing (only when the person belongs to an identifiable company), run {{LEAD_SCORING_SKILL}}. LinkedIn engagement is the lowest-weight signal — include it in the signal stack but do not let it alone push an account above the second-lowest tier.
High-Value Path (High ACV + Decision Maker Only)
After standard processing, check if the engager's company has the {{HIGH_ACV_TAG}} tag AND the engager is a strong buyer persona (CRO, VP Sales, VP Marketing, CMO, CEO, Co-founder, RevOps Lead, Head of Demand Gen, Agency Owner, or equivalent GTM leadership).
If BOTH conditions are met:
- Queue a LinkedIn connection request from {{PROFILE_OWNER}}'s account for approval. Connection requests carry no note by design (better acceptance rates). Skip if already connected. (⚠️ Policy decision — see the checklist. The original deployment auto-sent these with no approval for this narrow high-ACV + decision-maker path; switch to auto-send only as a conscious opt-in.)
- Post to {{ENGAGEMENT_CHANNEL}} with:
- Who engaged (name, title, company)
- What they said (comment text)
- Which post they commented on
- ACV tier and why they qualify for the high-value path
- A link to the engager's LinkedIn profile
If either condition is NOT met (not high ACV, or not a decision maker) — stop after standard processing. No connection request, no Slack post. The engagement is logged and scored silently.
Repeated Engagement (2+ Interactions)
When the same ICP lead engages 2 or more times across {{PROFILE_OWNER}}'s posts:
Active buyer check (run before any escalation): verify the engager is currently active in a buying role at the ICP company:
- Is the ICP company their primary, active role? If they have stepped back (currently running a separate startup, recently founded a new company, or no longer day-to-day there), treat them as a non-buyer and stop — do not surface, do not sequence, do not create a task.
- If their primary/active company is itself not an ICP fit (a 2-person startup, a personal venture studio, or self-serve territory), stop. Do not escalate on their nominal association with the larger company.
- Partner-potential exception: a GTM operator, agency owner, or advisor who might refer clients to you gets flagged to your partnerships owner instead of routed as a buyer.
If the active buyer check passes:
- Move to high intent — Update their stage to MQL (high intent signal)
- Build a multi-channel sequence — Create a personalized multi-channel
campaign, queued for review (never sent automatically):
- Open with a question tied to your product's core problem space
- Personalize based on their engagement history and what they do
- Use both LinkedIn and email if available
- Reference their repeated engagement naturally
- Post to {{ENGAGEMENT_CHANNEL}} flagging this as high-intent (2+ interactions), include the full engagement history, and recommend immediate follow-up. This notification fires regardless of ACV tier — repeated engagement is always worth surfacing.
- Load {{ALERT_FORMAT_SKILL}} for the alert format (or inline your format here).
First-touch alert-tier rule: Even on a first interaction, if the engager's company is tagged {{ALERT_TIERS}}, immediately post to {{ENGAGEMENT_CHANNEL}} with a high-priority flag. Do not wait for a second interaction.
Lead Magnet Posts
Some posts may offer a lead magnet (e.g., "Comment X to get Y"). When this happens:
- Current lead magnet: There is no active lead magnet at this time. Do NOT share any URLs or documents. Treat commenters on lead magnet posts with the standard processing flow.
- Future lead magnets — {{PROFILE_OWNER}} updates this section before each new lead magnet post with the post topic and corresponding URL. The skill only ever shares the URL written here — never an inferred or remembered one.
Key Principles
- Track ALL comments and reactions (likes) from ICP companies and agencies
- High-value path (connection request + Slack) only fires for high ACV + decision maker — don't burn {{PROFILE_OWNER}}'s connection budget on low-value targets
- Repeated engagement always gets surfaced, regardless of ACV tier
- Always personalize based on what they said
- If outreach is needed, build the campaign — don't just recommend reaching out
- Keep initial outreach warm and helpful, not salesy
- LinkedIn engagement is the lowest-weight signal — capped at the second-lowest tier unless stacked with other signals
What good looks like
A great run processes only engagers who clear both gates — ICP company and buying persona — and the high-value path fires precisely: high-ACV tag plus decision maker, nothing else. Repeat engagers get a personalized multi-channel draft queued for review with their full engagement history attached, and every alert includes what the person actually said.
Lone reactions stay in their light-touch lane, and repeat engagers who have stepped back from the ICP company get caught by the active-buyer check instead of escalated.
Mediocre looks like: full-treatment alerts fired on a lone like, connection requests burned on individual contributors, engagement alone driving Gold or Diamond tiers, alerts without the comment text, or sequences going out without review.
