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Before you start

Share of LinkedIn Checklist

Share of LinkedIn is a strategic decision. Our AI does the initial research and suggests candidates, but every field needs research, human confirmation, and internal alignment between sales and marketing before you run it. Use this checklist to review each item with your team.

What AI suggests and what needs you

AI brings initial suggestions to speed up the work. Strategic decisions stay with humans.

What AI suggests as a starting point

Initial suggestions that speed up the work, but need human review and confirmation before you run.

  • •Suggests an initial list of competitors from your niche. You still need to review and adjust before approving.
  • •Proposes public executives at each monitored company. Confirm each profile is still active and relevant.
  • •Attempts to classify each post by topic based on its text. Review the classifications before drawing conclusions.
  • •Hints at who among engagers might be in your ICP. You still need to validate that read with your sales team.
  • •Generates content gaps and weekly recommendations as input. Use them as reference, not as the final decision.

What needs human confirmation

Strategic decisions that depend on company positioning.

  • •Who the ICP actually is (seniority, function, company size).
  • •Which companies are direct competitors (not just look-alikes by category).
  • •Which of your team members enter the monitoring set.
  • •Which competitor executives actually represent the brand voice.
  • •Which themes your positioning wants to own on LinkedIn.

Internal alignment required

Configuring Share of LinkedIn is not a one-person job. Involve at least sales and marketing before you run it.

Sales

Defines who the ICP decision-maker is

Sales knows the real decision-maker behind every deal: seniority, function, and company size that actually closes contracts. Without that input, the ICP engagement metric is loose and the diagnosis loses focus.

Marketing leadership

Defines competitors, themes and voices

Marketing knows the actual list of competitors (not just by category match), the themes the brand wants to own, and which team members publish in line with positioning. Marketing is the team that approves the final list before you run.

Checklist items

6 areas to review before you run

Mentally check each item with the responsible team. Don't start Share of LinkedIn without going through every step.

Step 1

ICP definition

Without a clear ICP, decision-maker engagement metrics lose focus and the diagnosis becomes noise. Aligning with sales is mandatory.

  • 1Confirm the ICP seniority (decision-maker, specialist, or both).
  • 2List the functional areas that actually close contracts (sales, marketing, tech, finance, etc.).
  • 3Define the target company size (startup, mid-market, enterprise).
  • 4Validate with sales using the last closed deals as reference.
  • 5Document who is NOT ICP, to prevent noise in the diagnosis.

Step 2

Competitor list

AI suggests competitors based on category, but real competition depends on positioning, geography and who fights for the same budget in the buyer's mind. Marketing needs to approve the final list.

  • 1Confirm the list of direct competitors with marketing leadership.
  • 2Include relevant indirect competitors (those fighting for the same budget).
  • 3Add proprietary sub-brands for each competitor.
  • 4Make sure the LinkedIn name matches the correct company (avoid name clashes).
  • 5Review the list each quarter to reflect market changes.

Step 3

Your team members

Whoever shows up as your brand voice on LinkedIn should be a conscious choice. Founders, C-level, technical and sales leaders are usually the right candidates, but the team needs to confirm.

  • 1List every executive actively posting on LinkedIn.
  • 2Include founders and C-level even if they post sparingly (presence still matters).
  • 3Include tech, sales and marketing leaders who speak for the brand.
  • 4Exclude archived profiles or team members who have left.
  • 5Check with HR and marketing that no active profile is missing.

Step 4

Competitor team members

AI suggests an initial list of executives per competitor, but you need to review before approving. People who left the company or duplicate profiles pollute the diagnosis.

  • 1Review the AI-suggested executive list for each competitor.
  • 2Confirm each profile is still employed at the monitored company.
  • 3Prioritize founders, C-level and leaders with active publishing.
  • 4Remove profiles with little public activity to avoid noise.
  • 5Update the list when there are leadership changes at the competitor.

Step 5

Market themes (market context)

Themes drive how the AI groups posts and spots gaps. Vague themes lead to vague diagnoses. Marketing needs to translate the positioning into a clear list.

  • 1Define between 5 and 15 themes that matter for your ICP.
  • 2Use language that appears in real posts (not internal jargon).
  • 3Include themes the brand wants to own, not only the ones it already owns.
  • 4Validate the list with marketing leadership before running.
  • 5Review quarterly as market conversation evolves.

Step 6

Analysis period

Too short a window misses trends. Too long a window dilutes the recent signal. The period should reflect the typical posting frequency of your niche.

  • 1Choose between weekly or monthly windows based on niche cadence.
  • 2Shorter windows work for high-posting niches (tech, marketing).
  • 3Longer windows make sense for institutional niches (legal, industrial).
  • 4Keep the same period across reports for coherent comparisons.
  • 5Document the choice so the team knows how to read the diagnosis.

Ready to configure with confidence?

With the list reviewed and internally aligned, opening and configuring Share of LinkedIn takes only a few minutes.

Configure my Share of LinkedInSee a sample report