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EDITABLE WORKSHEET · FUNDAMENTALS
LinkedIn research guide
Research a relevant reason to connect without invented familiarity.
How to use it
Use a fictional case first. Replace assumptions with verified, authorized information before professional use. Keep real candidate information in your approved systems. Complete each field, identify the next action and review the plan with the appropriate owner.
Completed example: the reasoning
The person publicly describes onboarding process work. Ask about that interest rather than assuming dissatisfaction.
See the completed worksheet example
- Role and professional interests
- Fictional operations lead publicly discussing onboarding and team coaching.
- Public evidence and date
- Public professional post, source noted with the date checked.
- Verified reason for contact
- The advertised role includes improving onboarding handoffs.
- Question to test fit
- Would comparing approaches to service-team onboarding be useful?
- Approved channel and timing
- Use the organization’s approved outreach process and a modest invitation.
- Communication preference and stop rule
- Stop on a decline; do not treat public visibility as indefinite contact permission.
Offline formats
This worksheet is page 4 of the 27-worksheet collection.