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INSURANCE_CONTENT_TRACKING_FEB17

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Insurance Content - Week of Feb 17 Tracking

Purpose: Track execution and results for insurance content week
Week: February 17-21, 2026
Account: Uttam
Status: In Progress

📋 Weekly Execution Checklist

Monday, Feb 17 - Setup

  • Review content plan (INSURANCE_CONTENT_WEEK_FEB17.md)
  • Confirm posting schedule with Uttam
  • Set up Notion entries for each post (if using Notion)
  • Prep any design assets needed (carousel slides)
  • Brief Uttam on engagement strategy

Tuesday, Feb 18 - POST 7 (LLM Failure)

Pre-Publishing:

Publishing:

  • Published on LinkedIn (Uttam’s account)
  • Time published: : AM/PM EST
  • Link to post: _______________________

Engagement (check hourly Tue afternoon):

  • Respond to first comments (within 1-2 hours)
  • Track engagement (likes, comments, shares)
  • Move positive engagers to DMs
  • Log conversations in HubSpot

Metrics (EOD Tuesday):

  • Impressions: _______
  • Likes: _______
  • Comments: _______
  • Shares: _______
  • Profile views: _______
  • DMs received: _______
  • Quality comments (from ICP): _______

Wednesday, Feb 19 - POST 8 (20-Hour Report)

Pre-Publishing:

  • Draft Post 8 (use outline from main plan)
  • Review and approve
  • Design carousel (if using)
  • Scheduled for 10:00 AM EST

Publishing:

  • Published on LinkedIn (Uttam’s account)
  • Time published: : AM/PM EST
  • Link to post: _______________________

Engagement (check hourly Wed afternoon):

  • Respond to comments
  • Track engagement
  • Move conversations to DM
  • Log in HubSpot

Metrics (EOD Wednesday):

  • Impressions: _______
  • Likes: _______
  • Comments: _______
  • Shares: _______
  • Profile views: _______
  • DMs received: _______
  • Quality comments (from ICP): _______

Thursday, Feb 20 - POST 9 (Architect Paradox)

Pre-Publishing:

  • Draft Post 9 (use outline from main plan)
  • Review and approve
  • Design carousel (if using)
  • Scheduled for 10:00 AM EST

Publishing:

  • Published on LinkedIn (Uttam’s account)
  • Time published: : AM/PM EST
  • Link to post: _______________________

Engagement (check hourly Thu afternoon):

  • Respond to comments
  • Track engagement
  • Move conversations to DM
  • Log in HubSpot

Metrics (EOD Thursday):

  • Impressions: _______
  • Likes: _______
  • Comments: _______
  • Shares: _______
  • Profile views: _______
  • DMs received: _______
  • Quality comments (from ICP): _______

Friday, Feb 21 - POST 10 (Hiring Coordinators)

Pre-Publishing:

  • Draft Post 10 (use outline from main plan)
  • Review and approve
  • Design carousel (if using)
  • Scheduled for 11:00 AM EST (slightly later for Friday)

Publishing:

  • Published on LinkedIn (Uttam’s account)
  • Time published: : AM/PM EST
  • Link to post: _______________________

Engagement (check hourly Fri afternoon):

  • Respond to comments
  • Track engagement
  • Move conversations to DM
  • Log in HubSpot

Metrics (EOD Friday):

  • Impressions: _______
  • Likes: _______
  • Comments: _______
  • Shares: _______
  • Profile views: _______
  • DMs received: _______
  • Quality comments (from ICP): _______

📊 Weekly Summary Metrics

Aggregate Performance

Total Week:

  • Total impressions: _______
  • Total likes: _______
  • Total comments: _______
  • Total shares: _______
  • New profile views: _______
  • DMs received: _______
  • Quality ICP comments: _______

Best Performing Post: POST _____ (_____________)

  • Why it worked: _______________________

Lowest Performing Post: POST _____ (_____________)

  • Why it underperformed: _______________________

Campaign Impact

From Content This Week:

  • SOWs sent (attributed to content): _______
  • Meetings booked (attributed to content): _______
  • Qualified conversations started: _______
  • Named account engagement: _______
    • Shepherd: ☐ Yes / ☐ No
    • Scott: ☐ Yes / ☐ No
    • Starkweather: ☐ Yes / ☐ No
    • Houchens: ☐ Yes / ☐ No
    • BMB: ☐ Yes / ☐ No

Content Used in Outreach:

  • Posts referenced in DMs: _______
  • Conversations started with “I wrote this”: _______
  • Positive responses to content-first approach: _______

💬 Notable Engagement

Best Comments (Save for Case Studies)

POST 7:

  • Comment: ____________________
  • From: ____________________ (Title: ____________)
  • Follow-up: ☐ DM sent / ☐ Meeting booked / ☐ Qualified out

POST 8:

  • Comment: ____________________
  • From: ____________________ (Title: ____________)
  • Follow-up: ☐ DM sent / ☐ Meeting booked / ☐ Qualified out

POST 9:

  • Comment: ____________________
  • From: ____________________ (Title: ____________)
  • Follow-up: ☐ DM sent / ☐ Meeting booked / ☐ Qualified out

POST 10:

  • Comment: ____________________
  • From: ____________________ (Title: ____________)
  • Follow-up: ☐ DM sent / ☐ Meeting booked / ☐ Qualified out

DMs Started from Content

DateNameCompanyTitlePost #StatusNext Step

🎯 Learnings & Adjustments

What Worked

What Didn’t Work

Adjustments for Next Week

🔄 Follow-Up Actions

Immediate (Week of Feb 24)

  • Schedule follow-up posts if needed
  • Continue DM conversations from this week
  • Draft any content variations based on what worked
  • Update campaign brief with content insights

Medium-Term (Next 2 Weeks)

  • Repurpose top-performing post into other formats
  • Create case studies from best comments/conversations
  • Expand content into email sequences
  • Test carousel vs text-only based on results

Long-Term (Next Month)

  • Analyze content contribution to pipeline
  • Document which pain points drove most engagement
  • Build content playbook based on learnings
  • Scale successful formats to other accounts

📁 Related Files

Status: ☐ Not Started / ☐ In Progress / ☐ Complete
Owner: Luke (GTM Lead)
Review Date: Friday, February 21, 2026 (EOD)

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