Playbooks
Multi-Channel Pipeline
Blend email, phone, and social for better lift and response rates.
Why Multi-Channel Matters
The data is clear:
- Multi-channel sequences get 3x higher response rates than email-only
- Prospects need 8-12 touches on average before responding
- Different people prefer different channels—meet them where they are
- Multiple touchpoints build familiarity and trust
The Channels
Best for:
- Initial outreach at scale
- Detailed value propositions
- Sharing resources and case studies
- Follow-ups and nurturing
Best practices:
- Keep under 100 words
- One clear CTA
- Personalise the first line
- Send Tuesday-Thursday, 8am-10am or 2pm-4pm
Phone
Best for:
- Senior decision makers
- Following up on warm signals (email opens, website visits)
- Urgent or time-sensitive outreach
- Breaking through after email silence
Best practices:
- Call within 5 minutes of engagement signal
- Have a 30-second opener ready
- Leave strategic voicemails (not every time)
- Best times: 8am-9am, 4pm-5pm
Best for:
- Warming up cold prospects
- Building credibility through content
- Researching and engaging with prospects
- Complementing email outreach
Best practices:
- Connect first, then message (if possible)
- Engage with their content before pitching
- Keep messages short (under 300 characters)
- Use voice notes for personal touch
Video
Best for:
- High-value prospects
- Standing out from the crowd
- Complex value propositions
- Re-engaging gone-dark prospects
Best practices:
- Keep under 60 seconds
- Personalise with their name/company on screen
- Use tools like Loom or Vidyard
- Include a clear CTA
Sample Multi-Channel Sequence
14-Day Sequence (8 touches)
Day 1
Email #1
Value prop email with trigger/personalisation
Day 2
LinkedIn
Connection request with short note
Day 4
Phone
Call attempt + voicemail referencing email
Day 5
Email #2
Follow-up with case study or resource
Day 7
LinkedIn
Engage with their content or send message
Day 9
Email #3
Different angle or insight
Day 11
Phone
Second call attempt (no voicemail)
Day 14
Email #4
Breakup email
Channel-Specific Triggers
When to Add Phone
- Email opened 3+ times: They're interested—call now
- Clicked a link: Hot signal, immediate call
- Visited your website: Call within 5 minutes if possible
- No response to 2+ emails: Phone can break through
When to Use LinkedIn
- Before first email: Connect to warm them up
- They posted content: Engage, then reference in outreach
- Job change: Congratulate, then pitch
- Email bounced: LinkedIn as backup channel
When to Use Video
- High-value accounts: Worth the extra effort
- Gone dark after interest: Re-engage with personal touch
- Complex products: Show, don't just tell
- After meeting no-show: Personal follow-up
Measuring Multi-Channel Success
Track by channel:
- Email: Open rate, reply rate, meeting rate
- Phone: Connect rate, conversation rate, meeting rate
- LinkedIn: Acceptance rate, reply rate
- Video: View rate, watch time, reply rate
Track overall:
- Touches to meeting: How many touches before booking?
- Channel that converts: Which channel gets the reply?
- Sequence completion rate: How many finish the full sequence?
Multi-Channel Rules
- Be consistent: Regular cadence across all channels
- Be relevant: Each touch should add value
- Be aware: Don't overwhelm—space out touches
- Be adaptive: Respond to engagement signals
- Be human: Personalisation beats automation every time