Campaign Methodology — Field Guide Distribution
Where This Fits
The field guide is built. The campaign is how it reaches people. Every field guide gets the same distribution architecture — adapted for the book's content but structurally identical.
Campaign Architecture
Two independent tracks. They don't sync — they just don't duplicate.
Track 1: LinkedIn New Contacts (Ungated)
LinkedIn hand-raiser post (keyword CTA)
↓
LeadShark enrichment → GetSales → email list
↓ ↓
DM 1: Delivery (Day 0) Now on list —
DM 2: Check-in (Day 3) receives whatever
DM 3: Pattern insight (Day 7) broadcast is next
DM 4: Bridge (Day 10)
↓
DMs done. Regular weekly cadence.
Track 2: Email Broadcasts (Fixed Calendar Dates)
Email 1: Announcement + field guide link (Day 0 / Mon)
Email 2: Deep-dive on one idea (Day 2 / Wed)
Email 3: Scorecard/assessment reveal (Day 4 / Fri)
Email 4: Bridge to offer (Day 7 / Mon)
Email 5: Constraint sequence (Day 10 / Thu)
Email 6: Decision authority pattern (Day 14 / Mon)
Email 7: Revenue/pricing ceiling (Day 18 / Fri)
Email 8: The big question (Day 21 / Mon)
↓
Regular weekly cadence
How They Connect
Emails 1–8 are broadcasts on fixed dates. The whole list gets them. LinkedIn contacts get enriched onto the list via LeadShark and receive whatever broadcast comes next. The DM sequence runs independently on its own timeline relative to when they commented. Overlap between channels is fine — different channel, different content.
DM Sequence (4 Messages, 10 Days)
Each DM has a specific job. The sequence runs relative to when the person commented — not on fixed dates.
| DM | Day | Job | What It Does |
|---|---|---|---|
| 1 | 0 | Deliver | Field guide link + what to do first |
| 2 | 3 | Check-in | Which session hit? Open conversation |
| 3 | 7 | Pattern insight | Share what you're seeing across users — deeper value |
| 4 | 10 | Bridge | Name the gap between diagnosis and implementation — offer the next step |
Exit conditions:
- They reply to any DM → stop sequence, have the conversation
- They book a diagnostic/intensive → stop DMs, they're in the pipeline
- DM 4 sent → sequence complete, they stay on the email list
DM Writing Rules
- First name in DM 1. No "Hey there" or "Hi friend."
- DM 1 tells them what to do first: "start with the diagnostic — it tells you which idea will hit hardest."
- DM 2 leads with a question, not a pitch. "Did you get a chance to run any of the sessions?"
- DM 3 shares a pattern — what you're observing, not what you're selling.
- DM 4 names the gap and offers the bridge. Ends with "No pressure either way — the field guide is yours to keep."
- No over-validation. No "That's exactly the kind of thinking that..." (Pattern 6 in copy QC).
Email Sequence (8 Emails, 21 Days)
Campaign Phase (Emails 1–4, Days 0–7)
Directly about the field guide. Announcement, deep-dive, reveal, bridge.
| Day | Subject Line Pattern | Job | |
|---|---|---|---|
| 1 | Mon | "I turned [Book] into 5 AI working sessions" | Announce + deliver the link |
| 2 | Wed | A question from the field guide that creates discomfort | Deep-dive on one idea — drive them back to the guide |
| 3 | Fri | "It's probably not what you think" | Reveal what the scorecard/assessment shows — the pattern |
| 4 | Mon | "The gap between knowing and having" | Bridge to the offer — name what's next |
Nurture Phase (Emails 5–8, Days 10–21)
Tone shifts from "here's the field guide" to "here are the patterns I see." Offer stays as soft CTA.
| Day | Subject Line Pattern | Job | |
|---|---|---|---|
| 5 | Thu | The pattern across practices — it's about sequence | Constraint sequencing — the order matters more than the speed |
| 6 | Mon | The expensive assumption | Name a common misdiagnosis |
| 7 | Fri | The revenue ceiling | Pricing architecture as the invisible constraint |
| 8 | Mon | The big question from the book | Full-circle — back to the book's core question |
Email Writing Rules
- One sentence per line. This is a delivery standard, not optional formatting.
- Every email ends with "Kathryn" — not a signature block, just the name.
- Reply CTA in emails 1–3: "Reply and tell me which session [X]."
- Booking CTA in emails 4–8: "[Book a Systems Diagnostic →]" or equivalent.
- Email 4 and 8 both include a no-pressure fallback: "If you're not ready, keep the field guide."
- Cold reader test: every email must work for someone encountering the concept for the first time, not just someone who's already used the field guide.
- Run copy QC and sentence editor against all 8 emails before shipping.
LinkedIn Post Structure
Post 1: Launch (Day 0)
Hook: About the reader's problem — not about the asset.
Body: What they're missing (bullet pain points) → "So I built something" → component list leading with results, not features.
CTA: "Comment [KEYWORD] and I'll send you the link." + "If we're not connected, send me a connection request so I can DM you."
PS: Overcomes the "it'll collect dust" objection — ends on the outcome, not the format.
Rules:
- No hashtags
- No external link in the post
- Field guide link goes in the DM, not the post
- Connection request instruction is essential
Post 2: Results (Day 3–5)
Hook: Social proof — "[X] practice owners received this. Here's what's happening."
Body: What people are finding (which session hits hardest, what scores look like, how many booked next step) → full component list again.
CTA: Same keyword.
Fill in actual numbers from Post 1. Engagement compounds.
LinkedIn Visual
Format: Quote Card, light theme.
Specs:
- 1200x1200px
- Cormorant Garamond primary text at 108px+
- Secondary text at 68px+ in gold-on-light (#6b5d3e)
- Gold divider (3px × 100px) between primary and secondary
- Campaign label top center: "FIELD GUIDE" (not the book title)
- Logo bottom center: "Advisory OS"
- Transparent body background for clean screenshot cropping
The image's one job: Stop the scroll. Two lines that create tension — together they form an incomplete thought that the post resolves.
Attribution on the visual: Book title in the footer with "Based on the book by [Author Name]" underneath.
Automation
Minimal. The emails are broadcasts — no drip automation needed. The DMs are manual. The only automation is enrichment and exit conditions.
- On keyword comment: LeadShark pulls contact data → GetSales enriches → add to email list
- Exit: books diagnostic/intensive → stop DMs for that person
- Exit: DM reply → stop sequence, have the conversation
- After Email 8: campaign done, regular weekly cadence continues
Adapting for a New Book
When building a campaign for the next field guide, change the content but keep the architecture:
- Keyword changes (BUILT → EMYTH → PROFIT)
- Post hook changes — always about the reader's problem, framed through the new book
- DM 3 pattern insight changes — the pattern you're observing with this book's scorecard
- Email 2 question changes — the most uncomfortable question from this field guide
- Email 3 reveal changes — what the new scorecard/assessment typically shows
- Emails 5–8 topics change — each one maps to one of the book's constraints
What stays the same: the architecture, the timing, the DM sequence structure, the email cadence, the visual format, the CTA mechanics, the exit conditions.
Ship Checklist
Run before launching any field guide campaign:
- [ ] Field guide HTML hosted at public URL
- [ ] All links verified — field guide URL, booking URL
- [ ] LinkedIn Post 1 copy finalized and scheduled
- [ ] Post 2 copy drafted with [X] placeholders for real numbers
- [ ] DM 1–4 copy finalized
- [ ] All 8 emails copy finalized and scheduled as broadcasts
- [ ] LeadShark + GetSales enrichment flow configured
- [ ] LinkedIn visual screenshotted and ready to upload
- [ ] Tracking setup — field guide clicks, DM replies, bookings
- [ ] Copy QC passed on all written content
- [ ] Sentence editor passed on all LinkedIn posts