Free LinkedIn Outreach Audit Checklist

1. Targeting Audit

Are you reaching the right people with the right message?

Max 32 pts

I have a crystal-clear Ideal Customer Profile (ICP) with specific roles, industries, company size, and buying triggers.
I actively use LinkedIn Sales Navigator with advanced filters, Boolean searches, and saved lead lists.
My prospect lists are refreshed regularly using real-time triggers (job changes, content engagement, funding/news).
I research every prospect individually for personalized hooks (recent posts, profile updates, mutual connections).
Outreach is segmented by persona or use-case so every message feels hyper-relevant.
I maintain sustainable daily connection volumes (typically 20–40 high-quality requests) to protect deliverability.
Low-fit profiles (unrelated roles, students, job seekers) are systematically excluded from campaigns.
I track targeting performance (acceptance rate by segment) and continuously refine my criteria.

Is your outreach landing with credibility and relevance?

Max 36 pts

Every connection request contains a unique, specific hook pulled from the prospect's profile or recent activity.
Value is framed around the prospect's specific challenges and desired business outcomes — not your product features.
Tone is consistently warm, human, and peer-to-peer (conversational colleague, never pushy salesperson).
Consistently getting 30%+ acceptance rates on connection requests.
All messages pass a strict quality checklist: factual accuracy • professional tone • no spam triggers • culturally appropriate.
CTAs are soft and low-friction (e.g., “worth a quick 15-min chat?” or “curious to get your take”).
Replies to their messages deliver fresh value or reference prior context instead of a copy/pasted pitch.
I regularly A/B test messaging elements (hook, CTA, length) and scale what works.
Personalized messages go through human review before being sent.

Are you turning interest into booked meetings?

Max 32 pts

I run structured multi-touch sequences (minimum 5–7 touches over 2–4 weeks).
Touchpoints are spaced intelligently (3–7 days apart) with escalating value and different angles.
I avoid frequently-used-as-spam routes such as InMail, email without context, or posting straight-up pitches.
Every follow-up is personalized and builds directly on previous context or lack of response.
Hot replies are fast-tracked with clear next steps and immediately logged in the CRM.
Non-responders are moved into smart nurture tracks or gracefully exited instead of being spammed.
I review sequence performance weekly (reply rate per touch, conversion to meeting) and optimize winners.
All outreach activity is integrated with my CRM for full pipeline attribution and revenue visibility.