Social Selling Foundations: A Field Guide for B2B Teams

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TL;DR: A field guide for B2B teams implementing signal-based selling. Covers the 5-step framework, 5 signals, 4 pillars, 3-touchpoint rule, and 80/20 balance.

This field guide synthesizes the Social Selling OS into a single reference for B2B teams.

5 StepsFramework
5 SignalsTrack
4 PillarsContent

Key Concepts

  • 5-Step Framework: Identify lane, build profile, engage with insights, add value first, convert
  • 5 Signals: Profile view, repeat engager, inbound connection, substantive comment, post save
  • 4 Content Pillars: Industry Lens (30%), Practitioner Playbook (40%), Lessons (20%), People (10%)
  • 3-Touchpoint Rule: 3 value interactions before any ask. 1-3% to 40-45% reply rate lift
  • 80/20 Balance: 80% value/no ask, 20% promotional with CTA

90-Day Commitment

Days 1-30: foundation. Days 31-60: signals appear. Days 61-90: pipeline forms. Commit to the full cycle before judging results.

This field guide synthesizes the Social Selling OS into a single reference for B2B teams.

5 StepsFramework
5 SignalsTrack
4 PillarsContent

Key Concepts

  • 5-Step Framework: Identify lane, build profile, engage with insights, add value first, convert
  • 5 Signals: Profile view, repeat engager, inbound connection, substantive comment, post save
  • 4 Content Pillars: Industry Lens (30%), Practitioner Playbook (40%), Lessons (20%), People (10%)
  • 3-Touchpoint Rule: 3 value interactions before any ask. 1-3% to 40-45% reply rate lift
  • 80/20 Balance: 80% value/no ask, 20% promotional with CTA

90-Day Commitment

Days 1-30: foundation. Days 31-60: signals appear. Days 61-90: pipeline forms. Commit to the full cycle before judging results.

TL;DR: A field guide for B2B teams implementing signal-based selling. Covers the 5-step framework, 5 signals, 4 pillars, 3-touchpoint rule, and 80/20 balance.

This field guide synthesizes the Social Selling OS into a single reference for B2B teams.

5 StepsFramework
5 SignalsTrack
4 PillarsContent

Key Concepts

  • 5-Step Framework: Identify lane, build profile, engage with insights, add value first, convert
  • 5 Signals: Profile view, repeat engager, inbound connection, substantive comment, post save
  • 4 Content Pillars: Industry Lens (30%), Practitioner Playbook (40%), Lessons (20%), People (10%)
  • 3-Touchpoint Rule: 3 value interactions before any ask. 1-3% to 40-45% reply rate lift
  • 80/20 Balance: 80% value/no ask, 20% promotional with CTA

90-Day Commitment

Days 1-30: foundation. Days 31-60: signals appear. Days 61-90: pipeline forms. Commit to the full cycle before judging results.

Key Concepts

  • 5-Step Framework: Identify lane, build profile, engage with insights, add value first, convert
  • 5 Signals: Profile view, repeat engager, inbound connection, substantive comment, post save
  • 4 Content Pillars: Industry Lens (30%), Practitioner Playbook (40%), Lessons (20%), People (10%)
  • 3-Touchpoint Rule: 3 value interactions before any ask. 1-3% to 40-45% reply rate lift
  • 80/20 Balance: 80% value/no ask, 20% promotional with CTA

90-Day Commitment

Days 1-30: foundation. Days 31-60: signals appear. Days 61-90: pipeline forms. Commit to the full cycle before judging results.

This field guide synthesizes the Social Selling OS into a single reference for B2B teams.

5 StepsFramework
5 SignalsTrack
4 PillarsContent

Key Concepts

  • 5-Step Framework: Identify lane, build profile, engage with insights, add value first, convert
  • 5 Signals: Profile view, repeat engager, inbound connection, substantive comment, post save
  • 4 Content Pillars: Industry Lens (30%), Practitioner Playbook (40%), Lessons (20%), People (10%)
  • 3-Touchpoint Rule: 3 value interactions before any ask. 1-3% to 40-45% reply rate lift
  • 80/20 Balance: 80% value/no ask, 20% promotional with CTA

90-Day Commitment

Days 1-30: foundation. Days 31-60: signals appear. Days 61-90: pipeline forms. Commit to the full cycle before judging results.



TL;DR: A field guide for B2B teams implementing signal-based selling. Covers the 5-step framework, 5 signals, 4 pillars, 3-touchpoint rule, and 80/20 balance.

This field guide synthesizes the Social Selling OS into a single reference for B2B teams.

5 StepsFramework
5 SignalsTrack
4 PillarsContent

Key Concepts

  • 5-Step Framework: Identify lane, build profile, engage with insights, add value first, convert
  • 5 Signals: Profile view, repeat engager, inbound connection, substantive comment, post save
  • 4 Content Pillars: Industry Lens (30%), Practitioner Playbook (40%), Lessons (20%), People (10%)
  • 3-Touchpoint Rule: 3 value interactions before any ask. 1-3% to 40-45% reply rate lift
  • 80/20 Balance: 80% value/no ask, 20% promotional with CTA

90-Day Commitment

Days 1-30: foundation. Days 31-60: signals appear. Days 61-90: pipeline forms. Commit to the full cycle before judging results.

About Koka Sexton

Koka Sexton is a marketing leader, strategist, and creator known for pioneering social selling and modern demand generation. With a background spanning startups and global brands like LinkedIn and Slack, he specializes in turning marketing programs into measurable growth engines. A U.S. Army veteran and lifelong builder, Koka combines structure, creativity, and AI innovation to help companies drive scalable revenue impact.

Ways I Can Help

I work with founders, marketing leaders, and growth teams to build smarter, faster go-to-market systems that drive measurable results.

Core Services

  • Go-to-Market & Demand Generation: Develop data-driven strategies that expand pipeline and accelerate revenue.
  • Custom GPTs for marketing: Leverage custom AI agents for marketing tasks to improve campaigns and launch projects faster.
  • Marketing Operations & Automation: Implement AI-enhanced workflows, CRM systems, and marketing tech stacks to optimize performance.
  • Social & Community Strategy: Leverage social selling, influencer engagement, and community platforms to strengthen customer relationships.

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