You joined the membership. Congratulations!
Are you ready to make a huge positive impact on the world? Let’s do this!
Housekeeping
#1 Please connect with me on LinkedIn. www.linkedin.com/in/sgrillo
#2 Save these webinar dates. Webinars are the third Wednesday of every month at 1 PM ET.
- January 21, 2026
- February 18th, 2026
- March 18th, 2026
- April 15th, 2026
- May 20th, 2026
- June 17th, 2026
- July 15th, 2026
- August 19th, 2026
- September 16th, 2026
- October 21st, 2026
- November 18th, 2026
- December 16th, 2026
#3 Safe sender.
You’ll receive insights and tips each week via email newsletter. Please add sara@saragrillo.com to your email safe sender list.
Program Sequence
Now – for the LinkedIn training content!
Step #1: Set up and/or Revise your LinkedIn Page
Read these blogs about revising your LinkedIn page.
Step #2: Learn the LinkedIn Messaging Strategy
Download and read the following ebooks. These should be free once you are logged in. Please do not buy these books.
Financial Advisor Marketing Plan
47 Financial Advisor LinkedIn Messages
Then read these blogs:
Calling on doctors on LinkedIn
Calling on corporate executives on LinkedIn
Calling on business owners on LinkedIn
Calling on Centers of Influence on LinkedIn
LinkedIn transition messages – if you get stuck
New LinkedIn messages to try if others aren’t working
Step #3: Learn how to post on LinkedIn
Read these blogs:
The First Line Means Everything
How to create a LinkedIn engagement pod
Awesome LinkedIn posting examples
Step #4: Troubleshoot
Once you cover steps 1-3, you will have acquired the basic LinkedIn core competencies you need to succeed.
But having said all this, problems do arise. What do you do if you get stuck?
- Email me if you get stuck: sara@saragrillo.com
- Attend the next monthly webinar and discuss your issues.
Some Extras
I have included a few “extras” in the membership. Email me and I will send you the following Excel sheets.
- ROI /Profitability analyzer – Have you ever looked at how profitable each business line or business activity is for you? How do you grow in a profitable way. Use this sheet to find out.
- Prospect tracker – If you don’t have a CRM, use this Excel sheet to track progress on each name on your list.
- Results sheet – Monitor your daily progress using this Excel sheet.
- Branding questionnaire – help you create a brand
FAQs
Here are the typical questions people ask me after joining the membership.
How do I log on? / I can’t find my password
When you signed up you should have received a confirmation email with your username and password in it. The page where you should log in is here: https://saragrillo.com/login/
What to do:
- Check your inbox for the confirmation email. It will go to the email address you used to sign up.
- If you did not receive a confirmation email with your username and password, please check your Spam folder.
- If you still can not locate your confirmation email, just email sara@saragrillo.com
My password doesn’t work
Don’t worry!
The password was sent to you in the confirmation email when you signed up. As noted above, please kindly make sure you are using the correct log in URL, username, and password as provided in the confirmation email.
What to do:
- If the password provided to you does not work, just email sara@saragrillo.com
- I will simply need to reset the password for you.
- The new password will come to you at the email address you used to sign up.
I need to change my credit card information.
Easy to do!
Log on at https://saragrillo.com/login/
- On the left side, click on where it says “my subscriptions.”
- Where it says “actions” select “change payment.”
- On the bottom where it says “credit card”, enter the new card info.
- Click “change payment method” to update your payment info.
My payment got denied.
No problem! This could be perhaps due to outdated credit card information (if you changed your card, if your credit card expired). Other times it could just be a systems blip.
What to do:
- Please confirm that your credit card information is up to date and that the card you have there is active and working.
- Log on at https://saragrillo.com/login/
- On the left side, click on where it says “my subscriptions.”
- Click on where it says “payment methods.”
- If your credit card information is up to date and correct, then the problem lies somewhere within the back end of the system. In that case, just email sara@saragrillo.com
Help! I’m still lost!
Remember if you get lost, I’m just a LinkedIn message away! Message me!
Or just email sara@saragrillo.com.
Let’s do this!
-Sara G
