Same engine as the rest of Knock, shown here for a wealth advisor — where the whole game is reaching the right person at the exact moment their life just changed. The real motion: watch for the trigger (a new C-suite role, a promotion, a funding round), warm them up with a genuine comment, connect with a real note, and only then a value-first DM. Every step from your own profile, at a human pace, and every message logged for your compliance review.
So Knock never leads with one. On LinkedIn the edge is timing — reaching someone the week their equity just became a real number. Knock catches the trigger, then climbs a ladder — a like, a genuine comment, a connection with a note — and only after they've engaged does a value DM ever get drafted. Each rung is gated on the one below it, and the whole thing waits for your approval.
Knock watches your network and target list for the life-changing career events that create a planning need.
A reaction and a genuine comment on their announcement — public, warm, and the first time they see your name.
Gate: a real trigger firedA connection request that references the actual moment — never the blank default invite.
Gate: you engaged firstOnce connected, a no-pitch message with something genuinely useful for their new situation.
Gate: they accepted + you approveThe best advisors don't reach out at random; they reach out the week something changed. Knock watches your network and your target list for the professional events that create a real planning need — and hands you a short list, each with the reason it's a fit right now.
"Joined Vanteon as CFO" isn't just a job update; it's equity comp, concentrated stock, a vesting schedule and — soon — a liquidity event. Knock reads the announcement and surfaces exactly why now is the moment, so you walk in already understanding their situation.
Before any connection or message, Knock drafts a small public warm-up: a reaction, then a genuinely thoughtful comment on the announcement — a real congratulations, not "Congrats!" and nothing else. You've now shown up as a credible peer, in front of their whole network, before you ever land in their requests.
LinkedIn's signature move is the connection request — and Knock never sends the blank default. It drafts a note that references the actual moment. Then, once she accepts, a value-first DM that gives before it asks: a genuinely useful primer for exactly her new situation. It sends from your personal profile (the only surface that can connect and message an individual), and waits in your approval queue.
The connection request is LinkedIn's front door — and Knock runs the whole pipeline. It scans for the exact people you want by industry, job and title, matches each one to an intro message written for their world, and automates the send — dripping the requests out on your schedule, under LinkedIn's limits. You set the rules and approve; Knock does the sending.
Tell Knock who you're after and it scans LinkedIn for the match — across search, your network and 2nd-degree connections — then builds a ranked list, automatically deduped against people you're already connected to. No scrolling search results for hours.
One generic invite gets ignored. Knock keeps a library of intro messages — one per industry or persona — and automatically matches each person from your scan to the right one, dropping in the real name, company and the trigger. A tech exec hears about equity comp; a physician hears about practice-to-plan; an owner who just sold hears about the liquidity event. You approve each.
Approve them one by one, or approve the batch and let Knock drip them out automatically. Requests go out spread across the day, under your weekly cap, each carrying its industry-matched intro note — and Knock tracks every one from queued to sent to accepted, so you always know what's landing. You set the rules; Knock does the sending.
Outreach isn't only one-to-one. Knock also keeps a steady drip of your own thought-leadership — a short lesson on equity comp, an honest market note, a client story — so that when an exec in your network finally has the money question, you're the name they've been reading for months. You approve every post; nothing publishes on its own.
A post that pulls comments from execs is a room full of warm leads — but only if you reply. Knock watches the interactions on your own posts and drafts a thoughtful reply to each commenter plus a reaction back, so every senior person who raised their hand hears from you, in your voice.
They are not interchangeable — and LinkedIn itself enforces the difference. Knock uses each for what it's actually allowed and actually good at: your profile reaches out, your Company Page broadcasts. Here's exactly how each one works.
One approval queue drives both — Knock routes each action to the surface it's allowed on, and captures every message for your compliance review, so you never think about the profile-vs-Page rules yourself.
Reaching high-value clients only works if it never looks automated and never worries your compliance team. So the same guarantees hold on every connect, comment, DM and post.
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