A Checklist to Ensure Your Social Media is Set Up for Sales

Even if your networking is all done face-to-face, social media is the likely first place prospects will go to check out your background and credibility.  The following checklist will help confirm you are putting your best foot forward:


Headshot: Invest in a professional photo and keep it fresh with occasional updates. You want to appear professional but friendly so make sure the frame shows your full face smiling.

 Linked In:

Headline: Create a compelling description, rather than just a title, on how you deliver value to your clients. For example,  “insurance agent with 20 years experience helping owners protect their businesses and families”.

Summary section: Include here why people do business with you.  Be sure to include keywords that prospects use (industry and layman terms) for finding you.

Specialties:  Tag yourself with terms that people may search on.

Experience: Provide complete descriptions of your current and past positions with an eye to what prospects would be interested in: What results did you achieve for clients/employers? What expertise do you have?

Recommendations: The best way to build an impressive set of recommendations and endorsements is to provide them to vendors and colleagues.


Link your personal profile to your business page under the “Employers” section.

In the Account Info section, add interesting information about your background – things you might talk about to personally connect at a networking event.

In the Contact section, include links to your LinkedIn and Twitter accounts.


Use your name as your handle. You may need to add additional characters (such as your city or state, your company) to distinguish you if your name is taken.  Some people even use an easily recognizable nickname (such as @InsuranceGuru) if they wish to “own” an area of expertise.

Use your LinkedIn public profile URL as your website.

Brief profile: Give a punchy 160-character headline of what you do.  Twitter has a more whimsical feel so you can be more creative, less formal than LinkedIn.

Contact info: Since Twitter is an “in-the-moment” medium, have alerts sent to your cell phone so you can be easily contacted.

How do you set up your social media profiles for sales? Share in the comments section below.

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