The LinkedIn User Guide provides detailed instructions on how to use LinkedIn's various tools and features to manage contacts, research professionals, and deepen relationships. It outlines the LinkedIn navigation menu and covers sections on the user's profile, connecting with contacts, interacting through status updates and recommendations, and researching others. The guide aims to help users employ LinkedIn to an intermediate level by tapping into some of its more advanced networking and relationship-building functions.

1. LinkedIn
User Guide

3. Included in this guide, you will
find the following sections:
ƒƒ What LinkedIn Can Offer
Intro:
ƒƒ Tool
The
ƒƒ LinkedIn
Using
• Your LinkedIn Calendar
• Your Profile
ƒƒ
Adding Contacts
• Connecting to Clients and Prospects
• Connecting to Competitors
• Uploading Contacts
• Sending Invitations
• Responding to Invitations
ƒƒ
Interacting
• Accelerating Relationships
• Recommend People
ƒƒ
Researching
ƒƒ
Building Your Network
The LinkedIn User Guide was developed by Michelle Golden of Golden Practices, Inc.
1

4. Intro: What LinkedIn Can Offer
This guide is LinkedIn is a user-profile based database that houses users’
particularly detailed professional background information and their contacts.
with very specific It facilitates sharing intellectual capital and other news and
steps, tips and information with contacts, select groups and LinkedIn’s broader
visuals to aid the membership. More than 70 million people are on LinkedIn and
individual/firm its usefulness increases as its user base grows.
deciding to employ
LinkedIn to reach LinkedIn (or LI, for short) is a perfect entry-point to social media tools because it is purely
an intermediate business and offers features that mimic elements of Twitter, Facebook and even blogging—status
updates, sharing articles and answering questions—allowing you to explore new ways of interacting
usage level.
with people. A plus is that it isn’t too time-consuming—LinkedIn only requires moderate interaction.
There are many reasons to use LinkedIn: What you can do with it falls into
three main areas:
ƒƒInteract with others so you stay
front-of-mind. Manage Contacts
ƒƒSafe place to “collect” a lifetime of
ƒƒDemonstrate that you are a credible business connections.
professional.
ƒƒMaintain contact with important people
ƒƒ into some features that mimic
Tap over time, even the most transient.
CRM systems.
ƒƒInterface with Outlook to import your
ƒƒResearch information that helps contacts’ updates, which you can accept
you connect more deeply with the or override.
right people.
ƒƒConnect to prospective hires to stay in touch
ƒƒ more visible through searches,
Be even if they don’t work for you now.
groups and recommendations.
ƒƒUse and customize “tags” to organize
your connections into groups
(send content, events and queries
only to those you specify).
2

5. Research & Intelligence Deepen Relationships Research prospective
ƒƒResearch prospective clients to identify ƒƒ“Network Updates” continuously provide
clients to identify
possible warm introductions into opportunities to engage your contacts
the organization. in dialogue. possible warm
introductions into
ƒƒLook up referral sources and anyone else you ƒƒJoin groups to expand reach and participate the organization.
meet to see common connections and learn in group discussions.
more about them.
ƒƒExplore and register for events and participate
ƒƒWhen your whole firm loads their contacts, in related discussions.
and connects to one another, searches
include your firm’s extended networks, ƒƒShare status updates to stay front-of-mind and
which is usually better populated than a disseminate tidbits of information in a
purchased CRM system. non-intrusive way.
ƒƒBecome more visible to others who search ƒƒProvide recommendations to worthy
by having many contacts. service providers and referral sources—
pay it forward.
ƒƒDemonstrate expertise by answering
questions and maybe earning
“best answer” status.
3

6. The Tool
This is what you’ll find in the navigation at the Groups Access and manage the groups you
time of this writing, which is subject to change: belong to, see some contacts’ recent group
activity, view discussions you’ve marked to follow,
Home Your hub. Where you update your find new groups to join and create a group.
status and see a summary of:
Jobs Find or post* jobs.
ƒƒRecent inbox messages
Inbox View all types of messages, requests and
ƒƒQuestions posed that you might answer invitations sent to you or by you and
view/manage InMails.*
ƒƒUpcoming events
More:
ƒƒJob openings
ƒƒCompanies – Add companies or search by
ƒƒAutomated contact suggestions name, industry or location.
ƒƒRecent viewers of your profile ƒƒAnswers – Pose a question, answer questions,
(details* available with paid version) browse by category, see “experts.”
ƒƒYour contacts’ recent status updates ƒƒEvents – See what your contacts are attending.
and activities
ƒƒLearning center – Learn more about how to
ƒƒUpdates from groups you belong to leverage LI.
ƒƒAccess/manage some application access ƒƒApplication directory – Select from
applications that interact with your LI account.
Profile Edit and view your profile.
ƒƒInstalled applications – Manage third-party
Contacts See and edit invitations, navigate applications you’ve installed.
through connections, access contacts’ profiles,
see network statistics, manage imported Search Run quick or advanced searches (paid
contacts, add new connections and access level returns hundreds more search results and
profile organizer.* expanded profiles.*)
* premium access requires a fee
4

7. Using LinkedIn
Your LinkedIn profile should be complete and compelling to support Expect to spend two
your credibility. Depending on the depth of your bio on your firm’s to six hours building
website, this may well be the most robust information on the Internet a thorough profile.
about you. LinkedIn may likely rank higher in search engines than Plan an hour or two
your firm’s website. Therefore, a detailed profile will help support to upload and invite
your marketing efforts. your contacts, and a
few hours (depending
Your LinkedIn Calendar on how many
Expect to spend two to six hours building a thorough profile. Plan an hour or two to upload and contacts you have)
invite your contacts, and a few hours (depending on how many contacts you have) corresponding
corresponding with
with people who accept your invitation. It’s good to spread this over several weeks.
people who accept
Focus your efforts in month one to build the foundation: create your profile and invite/correspond your invitation.
with your contacts. Begin consistent interactions in month two and beyond. The graphics show what
this might look like.
Weekly: Once per month:
ƒƒUpdate your status at least once. ƒƒRecommend someone.
ƒƒInvite new contacts. ƒƒAnswer a question or participate in a group.
ƒƒReview “Network Updates” and correspond Quarterly:
with people accordingly.
ƒƒReview and update your profile.
5

8. Write your profile Your Profile ƒƒ your profile to be visible to all.
Set
in the present tense, Your profile isn’t your resumé. It should be
richer and reflect a different tone. These tips ƒƒ your contacts to be visible
Set
not past tense. People (only journalists, recruiters or top secret
will help you create a robust, compelling
prefer to hire an “is profile that also provides search advantages workers have good reason to hide theirs).
now” than a “has for you.
been” or “has done.” ƒƒUse a current photo in which you’re smiling
General Guidelines or appear approachable. A tightly cropped
ƒƒWrite your profile in the present tense, not head-shot is best.
past tense. People prefer to hire an “is now”
than a “has been” or “has done.” Professional Headline
Your professional headline is highly visible so it
ƒƒUse the first person, not the third person should be strong. It’s displayed by your name
(s/he or Mr./Ms.). on others’ contact lists and questions you ask
or answer.
ƒƒAvoid too much “I, I” and “we, we”
(e.g., Start a sentence with “Solving….” ƒƒ your personal tagline that should
It’s
rather than “I solve…”). describe what you do and for whom
in 120 characters.
ƒƒSpell out credentials and organizations,
as well as using their acronyms. ƒƒDefault is populated by your current job
title and company name. You will need to
ƒƒ your browser doesn’t have spell-check
If change it because it is usually insufficient
built in, use Word and paste into LI in describing you.
when proofed.
ƒƒConvey your specific value and market.
ƒƒWhen there are more than a couple lines Good CPA examples are:
of text, use bullets and lists.
ƒƒ“Tax accountant with more than 20 years
ƒƒ spaces on both sides of slash marks
Put of experience serving doctors, lawyers
between words (e.g., show “either/or” and other professionals.”
as “either / or”) so LI and external search
engines know they are distinct words.
6

9. ƒƒ“Visionary accountant in the real ƒƒUse commas or hard returns to separate
estate industry” 1-3 word descriptive phrases.
ƒƒ“President, [FIRM]. Mergers and ƒƒUse alternate terms (e.g., “long-term care
acquisitions. Growth/succession facilities” and “assisted living”).
strategies for privately held companies.”
Positions
ƒƒ“CPA; Licensed Insolvency Practitioner; ƒƒ all current and past positions.
List
Business Restructuring Expert”
ƒƒThis can reflect key board terms, charity
ƒƒ“Consummate Wealth Manager” involvement and other organizational
(for a CPA, PFS) leadership roles as “Positions.”
Summary ƒƒJob descriptions needn’t be detailed
As you complete your summary and (1,000 characters are allotted) – a sentence
experience, list all relevant companies, schools or two is adequate unless you want to load
and organizations (and years) so LinkedIn can up on keywords.
notify you when new people whom you may
know join. Additional Information
ƒƒInclude all associations and organizations – it
“Professional Experience & Goals” demonstrates character and it helps people
Section – 2,000 characters/about find you.
330 words
ƒƒ your story: describe why you’re in
Tell ƒƒUse organizations’ acronyms, as well as the
business as it relates to the customer, the full names spelled out, such as “AICPA” and
results you deliver and your qualifications “The American Institute of Certified Public
for delivering them. Accountants.” Also, reflect the years
of involvement.
ƒƒReinforce the industries or types of businesses
you serve – the more specific, the better. ƒƒ all honors and awards, the organizations
List
that bestowed them, and when.
“Specialties” Section
ƒƒLinkedIn expects to see your “keywords” ƒƒConsider bullets or “>” marks and hard
here – it’s important for search. returns to separate multiple items.
As you complete your summary and experience, list
all relevant companies, schools and organizations
(and years) so LinkedIn can notify you when new
people join whom you may know.
7

10. Third-party Education An additional field appears. In the first empty
Include years and activities because it helps field, enter keywords that describe your link.
applications can
people find you. Enter your link in the second empty field.
supplement your
profile. You can Websites Personal URL
integrate your blogs, ƒƒ provides three fields for your website and
LI A default link is assigned to your profile but
Twitter accounts, other links of choice. Use them strategically. it’s difficult to remember and share. Customize
your URL by choosing something as close to
reading lists, travel your name as possible. If BillJones is taken,
ƒƒName your links with personal keywords. The
dates/cities, and default labels (e.g., My Company, My Website) try BillJonesCPA or Bill-Jones.
sharing of documents don’t help you but listing “[your name]’s bio”
and presentations. as link text helps your name come up higher Appending Your Profile
in search engines. To personalize your link Third-party applications can supplement your
name text, add or edit the link and profile. You can integrate your blogs, Twitter
choose “other.” accounts, reading lists, travel dates/cities
(useful to connect with others if your contacts
ƒƒOpen the drop-down menu where the words are widespread), and sharing of documents
“My Company” appear and select “Other.” and presentations.
8

11. Adding Contacts
When it comes to quantity vs. quality of contacts, there’s no
“right” approach. LI suggests connecting only to those whom
you’d actually recommend, but that’s not how most people use LI.
It’s also okay to connect to people you’ve just met. No matter your
approach, just recognize that the context of people’s connections
cannot be assumed.
Connecting to Clients and Prospects until you manually select people you wish to
Inviting clients is a personal choice, depending invite. Note: do NOT “select all” for reasons
on your comfort level. Some CPAs don’t discussed below.
actively invite clients, but accept invitations
extended by clients. Connecting to them ƒƒUpload from common email programs or .csv,
and to prospects allows you to see if they’re .txt or .vcf file formats.
connected to your competitors. But the real
advantage is the extra opportunity to stay ƒƒ can filter contacts first to remove those
You
front-of-mind in a non-intrusive way. you’d never invite, but it’s not necessary.
Contacts will appear with checkboxes beside
Connecting to Competitors each so you can be selective.
Should you connect to a competitor? It’s true
that they can see your contacts. But, you can ƒƒOnly select people with a LinkedIn logo
see theirs and you would see if they connect beside their name indicating they already use
to a key client of yours, even if you aren’t LI. Inviting non-users can trigger a slew of
connected to that client. emails from people questioning the invitation,
the usefulness of LinkedIn, or they may just
Uploading Contacts perceive the invitation as spam from you.
People wonder if bulk uploading to LI is safe. Avoid this.
It is. When you upload, nothing happens
9

12. Sending Invitations Do plan to spend some time corresponding
Whenever you invite people, there are some with people who accept your invitations.
approaches that will be much appreciated. You’ll be amazed at how much good dialogue
occurs—it’s not uncommon to unearth new
ƒƒ to always personalize your invitations.
Try opportunities.
ƒƒRemind people where you’ve met—it’s Responding to Invitations
Read and respond to considerate to help them with context. When someone invites you to connect, take a
people’s status updates moment to thank him or her for extending the
and profile updates invitation. Again, few people do this and you’ll
ƒƒDon’t pitch in the invitation. Even saying,
( job changes, etc.) in
“If you ever need a business valuation, keep stand out. Plus, a nice dialogue can occur as
your weekly “Network
me in mind …” is not appropriate. a result.
Updates” and/or check
your home page daily.
Comment on things they ƒƒ gracious. When you’re notified
Be If you don’t recognize the name, check the
share, congratulate them someone accepted your invitation, take person’s profile to help ring a bell or see who
or just say hello. a moment to click “View Profile” and your mutual contacts might be. It’s okay to
then send a “thanks for connecting” ask, “Can you refresh me on where we met?”
message. So few people do this—you Or you can simply archive the invitation. Don’t
will stand out! click “I don’t know this person” unless you
want to mark them as a spammer to LI—there’s
a penalty to them for this.
Interacting
Accelerating Relationships
LinkedIn status updates, groups and all its other features provide “reasons” to interact. Let them
inspire personal correspondence—digital or handwritten. Read and respond to people’s status
updates and profile updates (job changes, etc.) in your weekly “Network Updates” and/or check
your home page daily. Comment on things they share, congratulate them or just say hello.
Even if this is the limit of your interaction through LI, you will experience some positive responses.
Your goal is to leverage the digital world, while always seeking to move interactions from “digital
to personal.”
Asking Questions
Ask questions of all of LI or just your first-degree network. If your question pertains to recruiting,
job seeking or promoting your services (you must indicate this), then only your direct contacts will
see the question. In the question asking area (found under “Answers”), there are tips for how to
ask effective questions.
10

13. Answering Questions Recommend People Did you know that the
Demonstrate expertise and enhance credibility Recommendations are powerful. Since AICPA has a LinkedIn
through answering questions. Answers that are recipients don’t modify them, they carry more
group dedicated to
4,000 characters—that’s about 650 words— weight than testimonials found elsewhere.
usually are more than sufficient. Answering Giving recommendations to others builds current members?
questions on LI provides a taste of what goodwill. Periodically scan your contact If you wish to join
blogging is like. If you enjoy it, you might list and reward someone with kind words. this group, please
enjoy authoring a blog at some point. Show appreciation to longtime clients, good
click this link.
vendors and referral sources. It’s also a way to
Seek out questions in your areas of expertise. reciprocate when you cannot refer work back
When answering questions, remember that no to someone. It benefits you to recommend
one appreciates sales pitches; only answer if people—especially those with large networks
you can provide new information, perspective of people you want to know—because your
or ideas. Always take an altruistic approach to recommendation appears on their profile and
answering questions. can draw their connections to your profile.
The asker selects a “best answer.” Earning best Don’t use LinkedIn’s “Request
answer appears on your profile and may land Recommendations” feature because
you on a list of experts for your topic. When it’s impersonal. Personally asking for a
you answer questions, that fact, along with the recommendation is fine. Do so after a very
category and a link, are included in your recent positive interaction or when you’ve received
activities so the value and reach of your answer a nice note of appreciation.
extends well beyond the asker. Few people will
click on the link, but the visual notice of your NOTE: Wealth managers can’t display
knowledge sharing elevates your credibility. testimonials (per Rule 206(4) of the Investment
Advisors Act of 1940).
Contributing to Groups
Only join groups that interest you enough to Introductions
be participatory. Be sure to join some groups If you see a connection you’d like to leverage
where your target clients are in addition to into an introduction, refrain from using LI’s
anywhere other CPAs are. Check the group’s introduction feature. It’s too impersonal
“discussions” periodically and add comments. and the context of relationships cannot be
Share articles (not only those your firm has assumed, so you need to ask. Call your contact
written) and news. But in your interactions, to explain what you’re looking to do, then ask
remember your primary goal is to help others, if it’s appropriate for them to facilitate that sort
not to be acting “salesy.” Don’t be overt in of an introduction.
selling. By being relevant and helpful, you’ll
be viewed as credible, and will build trust. If you receive an automated introduction
request, again, pick up the phone to learn more
before using the built-in mechanism for the
intro. Your personal handling of it will go far.
11

14. Researching
As you collect LI is a third-degree connector and research will show you whom
business cards, attend you know—or could know—and through whom. The value is
events and meet enormous. Search people or companies. Search industries to
people online, invite identify targets in a geographical area. Clicking on the companies
them to connect.
pulls up mutual contacts.
Send invites as a way
of saying “Thank Research can include:
you for a great ƒƒLooking up prospects, referral sources and clients before meetings for info that might
help you connect. Look for mutual acquaintances, schools, causes or common interests.
conversation—it was
nice to meet you,” ƒƒViewing competitors’ mutual connections. Are they schmoozing your client?
within a day or two. Or might you be schmoozing theirs without realizing it?
ƒƒSee what groups your competitors, peers and clients join. Learn what events they
attend and articles or books they read. Should you as well?
ƒƒSearch prospective hires’ past employers to see if you know people there who can
be references.
Try Boolean search operators: AND OR NOT alone or combined with quote “ ” or
parenthetical ( ) searches.
Building Your Network
As you collect business cards, attend events and meet people online, invite them to connect.
Send invites as a way of saying, “Thank you for a great conversation—it was nice to meet you,”
within a day or two. Check “suggested” contacts regularly—invite appropriate people to join you.
Also, print your LI URL on your business cards, add it to your bio, your email signature,
in print materials, and include it anywhere else you interact online.
Volume matters. Not to impress, but because the more people you’re connected to,
the more likely you will come up in a keyword search by their friends.
Remember that LinkedIn won’t do anything for you if you don’t interact with others
through it. It’s a communication vehicle. And your ultimate goal is to develop these
conversations from digital to personal.
12

16. T: 888.777.7077 | F: 800.362.5066 | E: socialmedia@aicpa.org | W: aicpa.org
10904-312
# #