Free LinkedIn Checklist

Your prospects are searching for you on LinkedIn. But if you’re not showing up, they’re finding someone else.

The best clients don’t come from cold outreach or generic marketing—they come from relationships. And relationships start with visibility. That’s why LinkedIn is a goldmine for investment boutiques.

Our founder Stacy Havener started posting on LinkedIn in 2020. She wasn’t an influencer. She didn’t have a big audience. But with consistency and authenticity, she gained over 12,000 followers, generated over half a million in revenue, and built a network of real connections. In one year. And she's grown immensely since, generating millions in revenue. 

We put Stacy’s LinkedIn strategy into a simple, actionable checklist—so you don’t have to figure it out alone. Whether you’re starting from scratch or refining your approach, this guide will help you turn LinkedIn into your most powerful marketing tool. Download the checklist now and start building relationships that lead to real results.