up4distribution

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?

Roles
  • Account Executive (AE)
  • Sales Development Representative (SDR)
  • Chief Marketing Officer (CMO)
  • Business Development Manager (BDM)
  • Partner Manager (PM)
Organizations
  • B2B startups
  • Industrial companies
  • Agencies
  • Mid-sized businesses
  • Consultancies

How does Social Selling work

Strategic
  • Digital touchpoints
  • ICP relevance
  • Sales scalability
  • Thought leadership
  • Pipeline generation
Operational
  • Qualified leads
  • Network growth
  • Outreach efficiency
  • CRM sync
  • Conversion tracking

What does Social Selling deliver?

Strategic
  • Visibility with relevant ICPs
  • Access to new networks
  • Digital positioning
  • Market differentiation
  • Modern channel strategy
Operational
  • Targeted outreach
  • Qualified leads
  • Automated processes
  • CRM integration
  • Sales-ready content usage

What happens without Social Selling?

Strategic
  • Network stagnation
  • Scaling only via headcount
  • Digital channels remain unused
  • Competitors gain visibility
  • Sales strategy stays analog
Operational
  • 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.

Let’s start now

Initially

Made for Entrepreneurs

Work on progress

UP4D - Venture Application

In order of GDPR compliance, please consider the following information first:

•   up4d Group will store your provided information on the up4d data systems

•   up4d Group AG will use your provided information for destined Investor and Venture fundraising brokerage activities       only.

•   To delete your data permanently from the up4d data systems, please send an email to:        thomas.kistler@up4distribution.ch

Thank you, for considering up4d Group AG for your investment and fundraising activities. We are already looking forward to our fruitful collaboration.

Best regards,
your up4d Group AG Venture Team

Project details*

What is your business model?

Business-to-Consumer (B2C) (Sorry, we don't support B2C Ventures)

What is your Industry focus?

What is your desired fundraising ticket?

What is your maturity level?

What investment types are you expect?

Which location your project are considering?

* Upload here your elevator deck, pitch deck or executive summary

Supported Document Format: (.pdf)

Your up4d venture application is complete and has been successfully submitted, thank you very much!

Please schedule at your convenience, we will review together your venture application: