Linkedin SOP

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SOP 1: Name Cleansing

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

Step-by-Step Process:

  1. Standard Naming Format
    • The first name and last name should follow this format:
    • First Letter: Capitalized
    • Remaining Letters: Lowercase
    • Example: John Harrison (✔)
    • Incorrect: JOHN HARRISON (✘) or john harrison (✘)
  2. Identify Common Naming Issues & Fix Them
    • ALL CAPS NAMES
    • Convert: JOHN HARRISON → John Harrison
    • All Lowercase Names
    • Convert: john harrison → John Harrison
    • Multiple Middle Names
    • Reduce excessive middle names:
    • John Paul David Harrison → John Harrison
    • Nicknames or Aliases
    • Ensure the name matches their legal ID (passport/driver’s license)
    • Example:
    • 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 formal name from ID
  3. Communicating with the Account Holder
    • If the name needs fixing, send this message: “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.

Step-by-Step Process:

  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 & 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.able and activate 2FA on LinkedIn profiles, ensuring secure access for management and optimization.

Step-by-Step Process:

  1. Requesting 2FA Setup from the Account Holder
    Send this message: “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 → 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 & 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.

This should prevent access issues and ensure smooth management. Let me know if you need further refinements!

SOP: Steps to Follow When Your LinkedIn Account Gets Restricted

If your LinkedIn account gets restricted, follow these steps to resolve the issue as quickly as possible:

Step 1: Submit an Appeal via LinkedIn’s Help Center

  1. Go to LinkedIn’s official appeal page: 👉 https://www.linkedin.com/help/linkedin/ask/ppq
  2. Fill out the required details, including:
    • Your full name (as it appears on LinkedIn)
    • Your email address associated with the account
    • A brief description of the issue (e.g., “My LinkedIn account has been restricted. I believe this was a mistake. I’d like to request a review.”)
  3. Submit the request and wait for LinkedIn’s response via email.

Step 2: Contact LinkedIn Support on X (Twitter)

  1. Go to LinkedIn’s official support handle on X: 👉 https://x.com/LinkedInHelp
  2. Send them a direct message (DM) or post a public tweet mentioning your issue. Example message: “@LinkedInHelp My account was recently restricted, and I need assistance in restoring access. I have already submitted an appeal via your help center. Can you provide an update? Thanks.”
  3. Wait for their response. They usually reply within a few hours to a day.

Step 3: Monitor Your Email for Updates

  • LinkedIn will email you with updates regarding your case.
  • If they ask for additional verification (such as an ID or confirmation of your identity), respond promptly.

Step 4: If No Response in 48-72 Hours

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