LinkedIn Brand Mentions Outbound Playbook

January 23, 2026

Tools used

Download playbook

Enter your email

By clicking download you subscribe to our marketing communications.

A workflow that monitors LinkedIn brand mentions, enriches and scores engaged accounts, and routes high-priority conversations into outbound outreach.

Fivos Aresti

How it works

Step 1: Choose brand keywords to track

Choose keywords such as:
- Company name
- Product name
- Common variations or misspellings
Use these keywords to monitor LinkedIn posts.

‍

Step 2: Capture LinkedIn post URLs mentioning brand keywords using Clay

Use Clay to capture:

Post URL
Author profile
Timestamp
Send the post URL to Slack for monitoring.

‍

Step 3: Track engagement on brand mention posts

Enrich each post with Clay to track all three types of engagement:

Likes
Comments
Reposts

‍

Step 4: Enrich company and contact data

In Clay, enrich:

Company-level data:
- Industry
- Company size
- Geography
- Funding status
Contact-level data:
- Role
- Seniority
- Department

‍

Step 5: AI Qualification

Filter out for your ICP.

Use ‘Use AI’ in Clay and select a ChatGPT model to evaluate:
- Company fit
- Role relevance
- Existing customer check
Outcomes:
- Qualified
- Disqualified

‍

Step 6: Score qualified leads

Apply lead scoring based on:
- Engagement type
- Frequency of engagement
- Company fit
Assign tiers:
- Tier 1: Best fit
- Tier 2 : Medium fit
- Tier 3 : Low fit

‍

Step 7: Route Tier 1 leads to outreach

Trigger email outreach from C-level profile via Instantly
Trigger LinkedIn outreach from AE profiles via HeyReach
Send additional connection requests from supporting profiles via HeyReach.
Send alerts to team in Slack.

‍

Step 8: Route Tier 2 & Tier 3 leads to automated outreach

Enroll leads into:
- Email outreach sequencer (Instantly)
- LinkedIn outreach sequencer (HeyReach)

‍

Scroll to zoom in and out, drag to navigateUse 2 fingers to drag, zoom in and out

The Content RAG Agent Playbook

A workflow that feeds data into a database, connects it to a RAG agent built in n8n, and automatically produces content and video drafts from your knowledge base.

CCoonntteennttAAII RReevvOOppss

Angelee Carandang

May 15, 2026

+16

The 2026 GTM Flywheel Playbook

A practical, modular playbook for building a GTM flywheel that replaces linear funnels with a momentum-driven system across Traffic, Capture, Nurture, Qualification, Conversion, and Retention.

OOuuttbboouunnddCCoonntteennttAABBMM

Fivos Aresti

April 16, 2026

HubSpot Account Tiering & Scoring Playbook

HubSpot Account Tiering & Scoring Playbook

This workflow explains how to segment, score, and assign account tiers in HubSpot using CRM data and enrichment to prioritize high-value opportunities.

AAII RReevvOOppss

Anabel Arndt

April 9, 2026