<aside> 📋 Frequency: Quarterly | Time: 30 min | Trigger: First week of each quarter

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Your LinkedIn profile is a first impression you don't control — prospects, referral partners, and speaking event organizers read it before they ever contact you. When your profile reflects last quarter's offer framing or a client mix that's shifted, you're presenting a version of the practice that no longer exists. Stale profiles don't lose you deals you know about — they lose you introductions you never hear about.

Prerequisites

• Your current LinkedIn profile open for editing
• Your current offer details — framing, target client, and primary outcome — as they stand entering this quarter
• Any new case study outcomes from the prior quarter (output from the Case Study Capture SOP) available to reference

Procedure

1. Read your current headline and About section as if you're seeing them for the first time. Note anything that no longer reflects your current practice focus, offer framing, or target client. Be specific — vague discomfort doesn't produce a useful edit.
2. Run the LinkedIn Profile Optimizer skill with your current offer details, target client, primary outcomes delivered this quarter, and the gaps you identified in step 1 as input. Review the output for updated headline, About section, and featured section recommendations.
3. Edit the output for voice. The About section should read like you wrote it — not like optimized copy. Remove anything that wouldn't come out of your mouth in a first meeting.
4. Update your LinkedIn profile: headline, About section, and featured items. If a new case study or speaking engagement belongs in the featured section, add it now. Remove anything older than two quarters from the featured section.
5. Log the refresh date and a summary of what changed. Set a calendar reminder for the first week of next quarter.

Expected Outcome

Your LinkedIn profile reflects your current offer framing, target client, and recent outcomes. Headline, About section, and featured content are updated and consistent with how you describe your practice today.

<aside> ⚠️ Common mistakes:

— Treating the refresh as optional when the quarter is busy. Your profile is working — or not — while you're heads-down in client delivery. A stale profile costs you introductions you'll never know you missed.

— Optimizing for keywords instead of clarity. A profile written for search algorithms reads as generic to the senior buyer who actually visits it. Write for the reader who followed your content and wants to know if you're the right fit.

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