Checklist · Approval before send
The approval checklist for LinkedIn outreach templates
Use this before you sign off on any outreach template, ours or anyone's. It follows the order we use. It is a working checklist, not legal advice, and it does not replace your firm's compliance review.
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How to use it
Print this page or work through it on screen. Tick an item only when you can point to the place where it is true. If an item does not hold, do not sign. Ask for a new version.
There is no form on this page and nothing to submit. It is the same list we work from, written out.
The groups run in the order a template travels: what you are looking at, the language, the sign-off, the versions, the sending rules, and the monthly check. Work down the page once per template, and again for every new version.
Not a legal checklist. It describes our process and the questions we think an advisor should be able to answer before signing. Your firm's own compliance review decides what you may send.
The checklist
A. Before you read the draft
Start with what you are looking at.
- You know who is sending, and in whose name.
- The draft has a version number, and you are reading the latest version.
- You know which sequence step and which prospect group it applies to.
B. The language
This is what our prohibited-language screen looks for. You read it again, in your own voice.
- There is no promise or implication of performance, returns, or outcomes.
- There is no proof you cannot source, such as invented results or testimonials.
- There is no pressure: no false urgency, no pressure to reply.
- The invite is blank or trigger-led, with no pitch inside it.
- The wording is in your voice, and you would say it to a person.
C. Sign-off
A sign-off is only as useful as its record.
- If your firm requires it, your compliance reviewer has seen the draft.
- You approve in writing. Silence is not approval.
- The written approval names the version it covers.
D. Versions
Edits are normal. Untracked edits are the problem.
- Any edit creates a new version.
- The new version goes back through the screen and internal approval, then to you.
- You can trace each send to a version you signed off.
E. Before sending starts
These govern how an approved template goes out.
- Pace is measured and human, inside LinkedIn's limits, with daily caps.
- A suppression list is applied to every batch.
- Your prospect list is kept separate from every other client's.
F. Each month
Approval does not end at launch.
- You have read the report on sends, acceptance, and replies.
- Interested replies were answered within one business day and received your booking link.
- Any copy change since last month has a new, signed-off version.
Keeping a record
A checklist is only useful if it leaves something behind. For each template, keep four things together: the version number, the date you approved it, who approved it, and the exact text that was approved.
If you route drafts through a compliance reviewer, keep their note with the same record. When a message is edited, start a new record for the new version. Do not overwrite the old one.
You do not need special software. A folder with one file per version is enough. The point is that any message sent in your name can be matched to the words you signed.
If an item fails
Do not sign. Say which item failed, and ask for a new version. With us, that new version goes back through the screen and internal approval, and returns to you for written sign-off. Nothing sends in the meantime.
For the reasoning behind the order of these steps, read how our approval gates work. For the service these gates sit inside, see LinkedIn outreach for financial advisors.
Intro call
Twenty minutes.
We'll walk you through how the process works for a firm like yours — the list, the sequence, the approval gate — and you can judge the fit.