strategically
convincing
connected
Social Selling with Structure and Relevance
up4d delivers scalable LinkedIn-based B2B sales – with ICP-driven outreach, thought leadership, and seamless integration into existing sales architectures.
Who is Social Selling relevant for?
- Account Executive (AE)
- Sales Development Representative (SDR)
- Chief Marketing Officer (CMO)
- Business Development Manager (BDM)
- Partner Manager (PM)
- B2B startups
- Industrial companies
- Agencies
- Mid-sized businesses
- Consultancies
How does Social Selling work
- Digital touchpoints
- ICP relevance
- Sales scalability
- Thought leadership
- Pipeline generation
- Qualified leads
- Network growth
- Outreach efficiency
- CRM sync
- Conversion tracking
What does Social Selling deliver?
- Visibility with relevant ICPs
- Access to new networks
- Digital positioning
- Market differentiation
- Modern channel strategy
- Targeted outreach
- Qualified leads
- Automated processes
- CRM integration
- Sales-ready content usage
What happens without Social Selling?
- Network stagnation
- Scaling only via headcount
- Digital channels remain unused
- Competitors gain visibility
- Sales strategy stays analog
- Manual processes
- Weak leads
- No CRM alignment
- Unstructured outreach
- Content remains unused
A Few Reference Clients




















How it works: 3 steps to real impact
Social Selling works when strategy and execution align. We define ICPs, build networks, launch outreach and integrate sales. Every step drives visibility, relevance and pipeline.
Example Use Case
A B2B SaaS company wants to reach decision-makers in industry. With ICP strategy, outreach campaigns and Sales Navigator, it builds visibility, earns trust and fills the pipeline with measurable impact.
How does it work? As a process

Define strategy
Strategy – Clarity & Focus
- Define ICPs
- Prioritize targets
- Select channels
- Build outreach logic
Strategy drives relevance & direction

Setup & Content
Setup – Build visibility
- Optimize profile
- Set up Navigator
- Use content templates
- Relevance over reach)
Setup builds trust and visibility

Outreach & Sync
Outreach – Fill the pipeline
- Use playbooks
- Activate retargeting
- Sync with CRM
- Leverage reporting
Outreach drives measurable impact
In a Nutshell
- Define ICPs & channels
- Build content & profiles
- Launch outreach & sync
The first step toward relevance

ICPs & Target Groups
Step 1: ICPs & Target Groups
- Clarify ideal customer profiles
- Define buyer personas
- Identify decision-makers
- Prioritize target groups
Relevance starts with clarity

Channels & Formats
Step 2: Channels & Formats
- Select platforms strategically
- Define content formats
- Structure key touchpoints
- Combine channels effectively
Strategy needs focus & structure

Outreach-Logik
Step 3: Outreach Logic
- Define triggers & timing
- Develop outreach playbooks
- Link CRM and sales
- Prepare retargeting
Outreach becomes scalable & trackable
In a Nutshell
- Define ICPs & target groups
- Select channels & formats
- Structure outreach logic
The second step to visibility

Profile & Presence
Step 1: Profile & Presenc
- Optimize LinkedIn profile
- Sharpen expert positioning
- Increase targeted visibility
- Build trust through clarity
Your profile is the first impression

Content & Formats
Step 2: Content & Formats
- Use content templates
- Show thought leadership
- Own relevant topics
- Match formats to audience
Content builds relevance & trust

Tools & Setup
Step 3: Tools & Setup
- Set up Sales Navigator
- Prepare CRM & sync
- Activate retargeting
- Define reporting structure
Setup makes sales scalable
In a Nutshell:
- Optimize profile & presence
- Develop content & formats
- Activate tools & setup
Outreach & Sync – The third step to impact

Outreach Playbooks
Step 1: Outreach Playbooks
- Define triggers & timing
- Plan outreach stages
- Use templates & snippets
- Systemize follow-ups
Playbooks drive structure & scale

CRM & Sync
Step 2: CRM & Sync
- Structure CRM cleanly
- Sync contacts & touchpoints
- Link Sales Navigator
- Secure data for retargeting
Sync enables clarity & efficiency

Reporting & Learnings
Step 3: Reporting & Learnings
- Define KPIs & benchmarks
- Track outreach results
- Document key learnings
- Steer retargeting precisely
Reporting makes success measurable
In a Nutshell:
- Use outreach playbooks
- Sync CRM and processes
- Apply reporting & learnings
Checklist – Strategy

Checklist: Start strategy
Checklist – Strategy
- Clarify ICP & personas
→ Create relevance through focus - Select channels & formats
→ Steer visibility strategically - Define outreach logic
→ Anchor timing & triggers
Strategy is the start of impact

Activate setup
Checklist – Setup & Content
- Optimize profile & presence
→ Build trust through clarity - Develop content & formats
→ Make thought leadership visible - Activate tools & setup
→ Prepare processes for scaling
Setup enables visibility & impact

Structure outreach
Checklist – Outreach & Sync
- Define playbooks & triggers
→ Make outreach measurable & scalable - Sync CRM & processes
→ Enable clarity and efficiency - Apply reporting & learnings
→ Steer retargeting precisely
Impact comes from structure & timing
In a Nutshell:
- Start strategy
- Activate setup
- Structure outreach
Become part of the up4d Social Media Innovation Community
For everyone who prefers to grow together rather than optimize alone.
FAQ
Common questions about Social Selling

Social Selling is the intentional process of building relationships with potential customers through social networks like LinkedIn. The goal is to build trust, demonstrate relevance, and drive long-term sales success through digital interaction.
No. Social Media Marketing communicates the brand through channels like LinkedIn. Social Selling, on the other hand, is the personal communication between sales professionals and potential customers — individual, dialogue-driven, and relationship-based.
No. Tools can support the process, but Social Selling is primarily a mindset and a method. It’s about authenticity, relevance, and building digital relationships — not automation.
Not at all. Social Selling is especially relevant in the B2B context — for sales, marketing, and leadership. It’s not about reach, but about relevance, trust, and access to decision-makers.
Initial results typically appear after 6–12 weeks — depending on your target audience, activity level, and content. Consistency is key: visibility, interaction, and relationship-building directly contribute to your pipeline.
Initially
- Get to know each other
- Define goals together
- Initial handshake
Made for Entrepreneurs
- Onboarding
- Call Kick-off Meeting
- Launch the project
Work on progress
- Weekly meetings
- Monthly retrospectives
- Continuous improvements

