Linkedin engagement handler

Template placeholders

Replace every {{...}} before enabling. See the setup checklist reference for the full setup list.

• {{PROFILE_OWNER}} — Team member whose LinkedIn posts are monitored
• {{INTERNAL_DOMAINS}} — Your company domain(s)
• {{TEAM_MEMBERS}} — First names / known aliases of your team (engagement from them is ignored)
• {{CRM}} — Your CRM (e.g. HubSpot)
• {{ENGAGEMENT_CHANNEL}} — Slack channel for high-value engagement alerts
• {{CRM_HYGIENE_SKILL}} — Sub-skill reference: how to create/update companies & contacts in your CRM
• {{LEAD_SCORING_SKILL}} — Sub-skill reference: lead scoring & qualification methodology
• {{ALERT_FORMAT_SKILL}} — Sub-skill reference: your alert formatting skill (optional — inline the format if you don't have one)
• {{HIGH_ACV_TAG}} — Workspace tag marking high-ACV-potential accounts
• {{SELF_SERVE_THRESHOLD}} — Company size below which accounts are self-serve (default: fewer than 30 employees)
• {{ALERT_TIERS}} — Tiers that always alert on first touch (default: Gold, Diamond)

Signal type — read first

Check the event type in the webhook payload before processing:

• New comment → full treatment (everything below).
• New reaction (like) → light touch only: log to {{CRM}} + account memory, then stop. No connection request. No Slack alert. Exception: if the company is tagged {{ALERT_TIERS}}, or this is a repeated engagement (2+ interactions), apply the full treatment.

Comments and reactions are deliberately separate lanes: a comment is an opinion someone attached their name to; a lone like is awareness at best — volume is far higher and signal far lower.

Engagement Process

For Every ICP Lead/Agency Interaction

When someone from an ICP company or relevant agency comments on or likes {{PROFILE_OWNER}}'s post, AND they match a relevant persona:

Relevant personas (tune to your ICP's buying committee):

• Sales Leader (CRO, SVP Sales, VP Sales, Head of Sales, Director of Sales)
• Growth Lead (Head of Growth, Director of Growth, VP Growth, or senior marketing leader)
• CEO (for companies in your core geographic/vertical segment)
• Agency Owner (for agencies in your space)
• GTM Engineer (GTM Engineer, Revenue Engineer, Marketing Engineer, Sales Engineer focused on GTM infrastructure)
• RevOps Lead, Head of Demand Gen, CMO

Ignore engagement from:

• CFOs, finance roles
• CTOs, engineers, technical roles (unless they're also founders/CEOs or GTM-focused)
• HR, operations, customer success
• Individual contributors without buying responsibility (except the engineer-persona exception above)
• Your own team ({{INTERNAL_DOMAINS}} domain, or known names: {{TEAM_MEMBERS}})
• Universities, academic institutions, professors, researchers
• Companies below {{SELF_SERVE_THRESHOLD}} (self-serve)

If the person is from an ICP company but NOT a relevant persona, ignore the engagement entirely.

Standard Processing (All ICP + Relevant Persona Engagers)

1. Check relationship status — Are they a customer, active pipeline, or closed-lost? If yes, acknowledge but don't run the standard engagement flow.
2. Mark awareness stage — Update the company record to your Aware stage if they're not already further along in the funnel. Never move a company backwards.
3. Update {{CRM}} + account memory — Log the engagement (who, what they said, which post) and update the account record. Follow {{CRM_HYGIENE_SKILL}} for CRM writes.
4. Run Lead Scoring — After processing (only when the person belongs to an identifiable company), run {{LEAD_SCORING_SKILL}}. LinkedIn engagement is the lowest-weight signal — include it in the signal stack but do not let it alone push an account above the second-lowest tier.

High-Value Path (High ACV + Decision Maker Only)

After standard processing, check if the engager's company has the {{HIGH_ACV_TAG}} tag AND the engager is a strong buyer persona (CRO, VP Sales, VP Marketing, CMO, CEO, Co-founder, RevOps Lead, Head of Demand Gen, Agency Owner, or equivalent GTM leadership).

If BOTH conditions are met:

5. Queue a LinkedIn connection request from {{PROFILE_OWNER}}'s account for approval. Connection requests carry no note by design (better acceptance rates). Skip if already connected. (⚠️ Policy decision — see the checklist. The original deployment auto-sent these with no approval for this narrow high-ACV + decision-maker path; switch to auto-send only as a conscious opt-in.)
6. Post to {{ENGAGEMENT_CHANNEL}} with:
   • Who engaged (name, title, company)
   • What they said (comment text)
   • Which post they commented on
   • ACV tier and why they qualify for the high-value path
   • A link to the engager's LinkedIn profile

If either condition is NOT met (not high ACV, or not a decision maker) — stop after standard processing. No connection request, no Slack post. The engagement is logged and scored silently.

Repeated Engagement (2+ Interactions)

When the same ICP lead engages 2 or more times across {{PROFILE_OWNER}}'s posts:

Active buyer check (run before any escalation): verify the engager is currently active in a buying role at the ICP company:

• Is the ICP company their primary, active role? If they have stepped back (currently running a separate startup, recently founded a new company, or no longer day-to-day there), treat them as a non-buyer and stop — do not surface, do not sequence, do not create a task.
• If their primary/active company is itself not an ICP fit (a 2-person startup, a personal venture studio, or self-serve territory), stop. Do not escalate on their nominal association with the larger company.
• Partner-potential exception: a GTM operator, agency owner, or advisor who might refer clients to you gets flagged to your partnerships owner instead of routed as a buyer.

If the active buyer check passes:

1. Move to high intent — Update their stage to MQL (high intent signal)
2. Build a multi-channel sequence — Create a personalized multi-channel campaign, queued for review (never sent automatically):
   • Open with a question tied to your product's core problem space
   • Personalize based on their engagement history and what they do
   • Use both LinkedIn and email if available
   • Reference their repeated engagement naturally
3. Post to {{ENGAGEMENT_CHANNEL}} flagging this as high-intent (2+ interactions), include the full engagement history, and recommend immediate follow-up. This notification fires regardless of ACV tier — repeated engagement is always worth surfacing.
4. Load {{ALERT_FORMAT_SKILL}} for the alert format (or inline your format here).

First-touch alert-tier rule: Even on a first interaction, if the engager's company is tagged {{ALERT_TIERS}}, immediately post to {{ENGAGEMENT_CHANNEL}} with a high-priority flag. Do not wait for a second interaction.

Lead Magnet Posts

Some posts may offer a lead magnet (e.g., "Comment X to get Y"). When this happens:

1. Current lead magnet: There is no active lead magnet at this time. Do NOT share any URLs or documents. Treat commenters on lead magnet posts with the standard processing flow.
2. Future lead magnets — {{PROFILE_OWNER}} updates this section before each new lead magnet post with the post topic and corresponding URL. The skill only ever shares the URL written here — never an inferred or remembered one.

Key Principles

• Track ALL comments and reactions (likes) from ICP companies and agencies
• High-value path (connection request + Slack) only fires for high ACV + decision maker — don't burn {{PROFILE_OWNER}}'s connection budget on low-value targets
• Repeated engagement always gets surfaced, regardless of ACV tier
• Always personalize based on what they said
• If outreach is needed, build the campaign — don't just recommend reaching out
• Keep initial outreach warm and helpful, not salesy
• LinkedIn engagement is the lowest-weight signal — capped at the second-lowest tier unless stacked with other signals

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What good looks like

A great run processes only engagers who clear both gates — ICP company and buying persona — and the high-value path fires precisely: high-ACV tag plus decision maker, nothing else. Repeat engagers get a personalized multi-channel draft queued for review with their full engagement history attached, and every alert includes what the person actually said.

Lone reactions stay in their light-touch lane, and repeat engagers who have stepped back from the ICP company get caught by the active-buyer check instead of escalated.

Mediocre looks like: full-treatment alerts fired on a lone like, connection requests burned on individual contributors, engagement alone driving Gold or Diamond tiers, alerts without the comment text, or sequences going out without review.