Build a multi-channel follow-up schedule. Customize the timing, channels, and actions — then export or automate it.
What it does
Designs multi-channel follow-up sequences with optimal timing, channel mix (email, phone, LinkedIn, SMS), and message frameworks to maximize prospect engagement.
Why it matters
80% of sales require 5+ follow-ups, but 44% of reps give up after one. A structured cadence ensures persistence without being annoying.
Definition
A follow-up cadence is a pre-planned sequence of touchpoints across multiple channels, spaced at strategic intervals, designed to convert a prospect from cold to engaged.
Assumptions
How to interpret your results
The optimal cadence length is 14-21 days with 7-9 touchpoints across 3+ channels. Front-load activity in the first 5 days when intent is highest.
How to improve
Mix channels
Email + phone + LinkedIn outperforms any single channel by 3x
Add value at each touch
Each follow-up should provide new information, not just repeat the ask
Include a breakup email
The final 'closing the loop' email often gets the highest response rate