You do not need to arrive with a finished strategy, a perfectly optimised profile or an advanced understanding of LinkedIn analytics. You simply need to bring enough context for us to identify what is working, where the friction is occurring and what you want LinkedIn to help you achieve.
The better the preparation, the more quickly we can move beyond general advice and focus on the changes that will make the greatest difference to your professional visibility.
Before the session, identify the primary outcome you want from LinkedIn.
This might be:
You may have several objectives, but try to identify the one that matters most.
A clear primary objective gives the session a strategic focus. It also helps us distinguish between metrics that genuinely matter and numbers that may look impressive without contributing to your wider goals.
Write down the three issues you most want to resolve.
They could include:
Do not worry about diagnosing the cause yourself. Your role is to describe what you are experiencing. The coaching session will help determine what is creating it.
Data gives us a more accurate starting point.
Before the call, gather whatever information is available from your LinkedIn analytics. Ideally, review a period of at least 30 to 90 days.
Useful statistics include:
You do not need to create a formal report. Screenshots, notes or a simple spreadsheet are sufficient.
The purpose is not to judge performance. It is to identify patterns. For example, declining impressions, strong engagement but limited profile activity, or follower growth without relevant enquiries can each indicate a different strategic problem.
4. Select three recent posts for review
Choose three posts that will help us understand your current content performance.
Ideally, bring:
These examples allow us to examine more than the headline numbers. We can assess the subject, hook, format, positioning, audience response and connection between the post and your broader professional goals.
A post that received fewer impressions is not automatically unsuccessful. Equally, a high-reach post may have delivered little strategic value. Context matters.
Before the call, read your profile as though you were seeing it for the first time.
Ask yourself:
You do not need to make changes before the session. Simply note anything that feels outdated, unclear or inconsistent.
The coaching session can then separate cosmetic improvements from the changes that will materially strengthen your positioning.
Select two or three LinkedIn profiles that represent the kind of professional presence you would like to develop.
They do not need to be direct competitors. They might be industry leaders, senior executives, creators or professionals whose tone, clarity or visual presentation you respect.
Consider what specifically appeals to you:
These examples help define your preferences, but the goal is not to imitate someone else. Your LinkedIn presence must still reflect your own expertise, personality and professional ambitions.
A few simple checks can prevent technical friction during the session.
Before the call:
You should never share your LinkedIn password. Where profile changes are required, these can be discussed or completed through a live screen share while you retain control of your account.
8. Prepare the context behind your goals
LinkedIn strategy cannot be separated from your wider professional situation.
Be prepared to provide a little context about:
This helps ensure the recommendations are practical.
A strategy that requires five hours a week is not useful to someone who can only commit 30 minutes. The right approach must fit your role, resources and professional responsibilities.
You do not need:
The purpose of the coaching session is to provide clarity. Preparation simply ensures that the time is spent addressing your situation rather than gathering information that could have been available beforehand.
Before the call, try to have the following ready:
Do not postpone the session because you cannot provide everything. Bring what you have. Partial information is still useful, and gaps in the data can themselves help us understand where greater structure is needed.
The session is designed to move quickly from symptoms to priorities.
We will typically:
You should leave with a clearer understanding of what to change, why it matters and where to focus first.
Your first LinkedIn coaching session is not a test of how much you already know.
It is a focused diagnostic designed to connect your LinkedIn activity with your real professional objectives. Thoughtful preparation allows us to spend less time discussing generic principles and more time solving the issues that are limiting your visibility, authority or commercial impact.
Book your LinkedIn coaching session and start with a strategy built around your profile, audience and goals.
