LinkedIn SOP.
Standard operating procedures.

SOP 1

Name cleansing

Purpose: to standardize the naming format of LinkedIn accounts for consistency and compliance with LinkedIn's policies.

1. Standard naming format

   • The first name and last name should follow this format:
   • First letter: capitalized
   • Remaining letters: lowercase
   • Example: John Harrison (correct)
   • Incorrect: JOHN HARRISON or john harrison

2. Identify common naming issues and fix them

   • All caps names. Convert: JOHN HARRISON to John Harrison
   • All lowercase names. Convert: john harrison to John Harrison
   • Multiple middle names. Reduce excessive middle names: John Paul David Harrison to John Harrison
   • Nicknames or aliases. Ensure the name matches their legal ID (passport or driver's license). If the ID says Jonathan but the profile is John, ask the provider which one they prefer. If there is a nickname like "Johnny", change to the formal name from the ID.

3. Communicating with the account holder

   "Hi [Name], for verification purposes, we require LinkedIn names to match your official ID (passport/driver's license). Please update your name to follow the standard format (First & Last Name only, no middle names or extra characters). Let us know once done. Thank you!"

4. Final review before approval

   • Ensure the name is properly formatted.
   • Verify it matches their legal ID.
   • Confirm with the account holder before proceeding.

SOP 2

Photo polishing

Purpose: to ensure all LinkedIn profiles have a professional, high-quality headshot for a polished and trustworthy presentation.

1. Review the existing profile photo

   Check if the profile already has a professional headshot that meets these criteria:

   • Clear and high-resolution
   • Well-lit with no shadows
   • Business casual or neutral clothing
   • No sunglasses, hats, or heavy filters
   • If the current photo meets these standards, approve it.
   • If the photo is low-quality or missing, request a new one.

2. Requesting a new photo from the account holder

   If a new photo is needed, send this message:

   "Hi [Name], to complete your profile, we need a professional headshot. If you don't have one, a simple selfie with a neutral background will work. Please send us a photo, and we will polish it with our AI tool for a professional look. Thank you!"

3. Photo guidelines for the account holder

   • Shoulders and face clearly visible
   • No heavy filters or editing
   • No sunglasses, hats, or excessive accessories
   • Decent resolution (no pixelation)

4. Processing the image

   • If the image meets the criteria, upload it to the AI tool for enhancement.
   • If the image is too low-quality, request another one.

5. Final review before approval

   • Ensure the final processed image looks professional and clear.
   • Upload it to the LinkedIn profile.
   • Confirm with the account holder before proceeding.

SOP 3

Two-factor authentication (2FA) setup and activation

Purpose: to enable and activate 2FA on LinkedIn profiles using the Authenticator App only, to ensure secure access for management and optimization. Other methods (Email, SMS, Tap Yes) should not be used, as they can cause access issues.

1. Requesting 2FA setup from the account holder

   "Hi [Name], as part of the onboarding process, we need to activate Two-Factor Authentication (2FA) on your LinkedIn profile. Please ensure you select only the Authenticator App option during setup. Other methods (Email/SMS/Tap Yes) will cause access issues. Below are the steps to set it up. Let us know once done!"

2. Enabling 2FA on LinkedIn

   The account holder should follow these steps:

   1. Log in to LinkedIn.
   2. Click on their profile icon (top right) and go to Settings & Privacy.
   3. Navigate to Sign-in & Security, then Two-Step Verification.
   4. Click Turn On and select Authenticator App (do not choose Email, SMS, or Mobile App "Tap Yes").
   5. Copy the 2FA Key (Secret Key) before proceeding.
   6. Open Google Authenticator or Authy and manually enter the 2FA Key or scan the QR code.
   7. Enter the verification code to complete the setup.

3. Sharing access for secure management

   Once 2FA is activated, the account holder must provide:

   • The 2FA Secret Key (to be stored securely for future access).
   • A one-time login code to verify setup.
   • A backup code for emergency access.

4. Verifying and activating access

   The broker should test access by:

   1. Logging in using the provided credentials.
   2. Entering the Authenticator App-generated code for verification.
   3. Ensuring that Email/SMS is not being used for login verification.
   4. If Email/SMS is still required, ask the account holder to disable and re-enable 2FA, selecting only the Authenticator App.

   If successful, confirm with the account holder that onboarding is complete.

   Important notes

   • Always select "Authenticator App" only.
   • Do not select "Email," "SMS," or "Tap Yes" on mobile apps.
   • Ensure the account holder copies the 2FA Secret Key before finalizing the setup.

SOP

Recovering a restricted LinkedIn account

To guide LinkedIn account holders through the process of appealing a restricted account using three available methods: the official LinkedIn appeal form (recommended), a direct message via X (Twitter), and email to LinkedIn Support.