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

Email

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

LinkedIn

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