Live Video Ignites Engagement
First published in March 2024 and rewritten in October 2026. The client work below took place before the original publication date. The final section is new.
The problem
A financial wellness coach felt his online presence lacked engagement. It was not building any real connection with the people he wanted to work with.
What we did
He needed a more interactive approach, and live video was the obvious one. He began hosting regular live sessions on LinkedIn and YouTube, each on a topic that mattered to his ideal clients.
Alongside the live sessions, we built a community strategy. Rather than only broadcasting from his own channels, he took an active part in relevant, established online communities, joining discussions and offering useful insights.
What happened
His social media following grew by 30%. Interaction increased, the audience response was positive, and that turned into new enquiries and a waiting list for his coaching programme.
Why it worked
Live video does something a polished post cannot: people see how you think, in real time, and can put their questions to you. For a financial coach, where trust decides whether anyone gets in touch, that matters. The community work mattered just as much, because it put him in front of people who did not yet follow him.
What has changed on LinkedIn Live
Two details are worth knowing if you want to do this now.
- LinkedIn Live is not open to everyone. Members and Pages need more than 150 followers and/or connections, a good standing record and an account at least 30 days old to be considered.
- Since 22 June 2026, you can no longer go live spontaneously. Every live has to be scheduled as an event first, although you can schedule it a few minutes before you start.
The second change suits the approach that worked here: regular, planned sessions that people can put in their diary.
What we would do today
The live sessions were the hard part, and they still need the coach. Everything around them can now be handled for him.
- One session, a week of content. After each live, he records a quick voice note on the main points. The content engine turns it into LinkedIn posts, a newsletter and a carousel in his voice. Nothing publishes until he approves it.
- Personal invitations to the right people. Instead of announcing the next session and hoping, each one gets a targeted outreach campaign to people who match his ideal client, starting with his existing connections. Warm outreach beat cold by 2x to 5x on reply rate on every account that ran both.
- A waiting list that manages itself. When someone joins, the CRM is updated, a welcome email goes out and they hear as soon as a place opens, all on systems he owns.
If the follow-up from your content keeps falling through the cracks, the 10-Hour Audit shows where the hours are going and what can be automated.
