Track Your Employees’ LinkedIn Engagement Playbook

Start by exporting the team’s LinkedIn connections.

How to export LinkedIn connections:

1. Click the Me icon at the top of the LinkedIn homepage.
2. Select Settings & Privacy.
3. Open the Data Privacy section from the left sidebar.
4. Under How LinkedIn uses your data, click Get a copy of your data.
5. Select Download larger data archive, which includes connections.
6. Click Request archive.
7. Download the file from the link sent to your primary email address.

After export:

• Extract the connections CSV file.
• Upload the CSV into Clay.

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Track profile visitors via Teamfluence across team and collect:

• Visitor LinkedIn profile
• Visit timestamp
• Frequency of visits

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Track engagement via Trigify and capture:

• Likes
• Comments
• Reposts

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Centralize all signals before enrichment.

• Create three Clay separate tables for:
  • Connections
  • Impressions
  • Engagement
• Normalize identifiers such as:
  • LinkedIn profile URL
  • Company domain

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Run enrichment in Clay:

• At company level:
  • Industry
  • Company size
  • Geography
  • Funding data
• At contact level:
  • Role
  • Seniority
  • Department

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Filter out relevant accounts.

• Use ‘Use AI’ inside Clay and select a ChatGPT model.
• Evaluate:
  • Company fit
  • Role relevance
  • Existing customer check
• Outcomes:
  • Qualified
  • Disqualified

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• Apply lead scoring logic using:
  • Engagement type
  • Frequency of interaction
  • Company fit
• Assign tiers:
  • Tier 1: Best fit
  • Tier 2: Medium fit
  • Tier 3: Low fit

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

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• Enroll leads into:
  • Email outreach
  • LinkedIn outreach
• Outreach is sent from AE profiles using HeyReach

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