# X participation brief and post record

Use this worksheet to prepare one reply or original post, then record what happened if you publish it. Publishing is optional; a complete brief and approved draft finish the exercise.

## 1. Person and route

**The person I want to reach**  
Customer, user, referrer or credible peer:

**The problem or subject they discuss**

**Evidence that they participate on X**  
Accounts, conversations, searches or examples:

**The route from public conversation to a customer**  
For example: direct user, buyer, practitioner who makes introductions, or person who checks the profile and follows the product link.

**Why X may be a better or worse place to reach them than another channel**

## 2. The account's first job

**What engagement should help me learn or achieve while the account warms up**

**The secondary result I will notice**  
Choose what applies: recognition, continued conversation, proof, profile visit, site visit, introduction or customer action.

**Time I can give this without neglecting the product**

## 3. Cold-profile read

Read the profile as though you have never met its owner.

| Check | What a stranger currently sees | Change needed |
| --- | --- | --- |
| My name and image look intentional |  |  |
| My description says which problem, field or group I spend time on |  |  |
| My description makes my work or product understandable |  |  |
| My recent posts support the account people have arrived at |  |  |
| An interested person can find one working destination |  |  |
| A pinned post would add proof or a clearer next step |  |  |

**Positioning to reuse from the positioning chapter**

**Profile changes I approve**

## 4. Conversation map

| Person, List, Topic or search | Connection to my customer | What appears in the conversation | Why I have something to add |
| --- | --- | --- | --- |
|  |  |  |  |
|  |  |  |  |
|  |  |  |  |

**One live conversation I may join**

**Why I belong in it**

## 5. Contribution source

**Source type**  
Direct experience, observation, result, customer question, artifact, opinion, correction, personal moment, real question or joke:

**What happened or what I know**

**Evidence I can share**

**My interpretation or opinion**

**What remains unknown**

**Material I can't publish**  
Customer, family, security, legal, commercial or confidential information:

## 6. Format, product and link

**Contribution type**  
Reply, original post, quote post, short post, longer post, thread, image or video:

**Why the material needs this format**

**Does the product help explain the point or supply the next action?**

**Where an interested person can find the product**  
Post, second post of a thread, profile, pinned post or nowhere in this contribution:

**If this is a thread, is the opening post link-free?**

## 7. Draft and human check

**Approved draft**

**Claims and sources checked**

**Tone checked against my supplied voice**

**AI involvement**

**Does the AI use require disclosure?**  
Consider synthetic or materially manipulated media, an artificial persona, or an omission that would mislead a reasonable reader.

**Current X rules checked on**

**Time I have to respond**

**Questions I can answer from evidence**

**What I'll say when I don't know**

**Correction plan**

**Mute, block and exit boundary**

## 8. Post record

Complete only if the contribution is published.

**Date**

**URL**

**Contribution type**

**Impressions**

**Total engagements**

**Actions included in that total**  
Keep the numerator consistent when comparing posts.

**Engagement rate**

```text
total engagements / impressions x 100
```

**Relevant question, correction or bookmark**

**Did an intended customer, referrer or credible peer respond?**

**Known profile or site action**

**Conversation, trial, purchase, referral or introduction**

**What I learned**

**Next decision**  
Continue, change the conversation set, change the source, pause or stop: