Social Selling Worksheet

Below is the digital version of our Social Selling Worksheet, a supporting document for our Social Selling Workshop.


  1. Fill our the fields below to the best of your ability.
  2. Click the “Send Me My Answers” button.*
  3. You’ll receive your answers via email.


*This form is not used for sales or marketing purposes. You will not be contacted by us after you submit the form. Although we will be able to retrieve your answers, no one is actively monitoring this form. If you did not receive an email after submitting this form, please reach out to with the subject “Social Selling Worksheet.”

Social Selling Worksheet

In order to succeed at social selling, you have to be a good story teller. The good news is that this is something you can learn how to do. Through consistently writing, your story telling skills will improve as you discover which posts resonate with your audience and which actions ultimately lead to new deals.

Building Your Brand

1. What is your purpose?
2. What is your brand equity? Identifying and analyzing the brand you are today.
3. What are your Content Pillars? Think of a few possible topics for each category.
4. What is your Personal Narrative? This writing mini-workshop is designed to draw out your story, what makes you unique, why you do what you do. Hint: Think of a specific event or moment that you can point to and say “that is why I am where I am today.”
5. Identifying Your Gatekeepers, Influencers, & Promoters

What's next?

After defining your unique brand, there’s two more things to do before you should start posting:

Optimize Your Profile & Feed

+ Create Your Content Plan

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