Omnichannel Outreach Planner

Multi-Channel Outreach

Overview

Email alone is no longer enough. The highest-performing outbound programs coordinate across email, LinkedIn, phone, and sometimes SMS — not as independent channels, but as one coordinated sequence where each touch builds on the last.

The key insight: channels aren't additive, they're conditional. If email Touch 1 doesn't get opened in 3 days, LinkedIn fires instead of email Touch 2. If LinkedIn connects, skip the scheduled email follow-up and send a DM. The sequence adapts to engagement, not a fixed calendar.

When to Use

• "Add LinkedIn to our cold email sequence"
• "Build a multi-channel outreach cadence"
• "How should I coordinate email and LinkedIn outreach?"
• "Set up conditional sequences across channels"
• "Add cold calling to our outbound motion"

Authoritative Foundations

This skill draws from Saleshandy's outreach platform patterns (conditional logic across 4+ channels), Reply.io's multi-channel automation with Jason AI, and Sandler's Up-Front Contract principles for phone outreach.

Research consistently shows multi-channel sequences outperform single-channel: adding LinkedIn to email increases reply rates by 30-50%, and adding phone calls can double connection rates for high-value accounts.

• Guillaume Moubeche — lemlist multichannel. Email + LinkedIn + phone in one coordinated flow; 4–9 touches; channel-native copy (not email pasted to LI). Playbook → references/lemlist-guillaume-outbound.md. Platform setup → lemlist-setup.

Prerequisites

• Cold email infrastructure set up (domains, mailboxes, sequences)
• LinkedIn profile optimized (see social-selling)
• For cold calling: phone numbers sourced and verified
• For SMS: legal compliance reviewed (TCPA, GDPR)

Step-by-Step Process

Phase 1: Channel Selection

Choose channels based on ICP and deal size:

Channel	Best For	ACV Range	Investment
Email	All segments	All	Low — infrastructure built once
LinkedIn	B2B, professional	$10K+	Medium — profile + Sales Nav
Cold Call	Enterprise, high-ACV	$25K+	High — time per contact
SMS	SMB, short-cycle	<$25K	Low — compliance overhead
WhatsApp	EU, APAC, SMB	<$25K	Medium — regional preference

Minimum viable multi-channel: email + LinkedIn. This combination covers the broadest range of decision-makers.

Phase 2: Sequence Design

Build a conditional 7-touch, 21-day sequence:

Day	Channel	Action	Condition
1	Email	Cold intro — signal-anchored opening	Always
3	LinkedIn	Connection request (no pitch)	If email not opened
5	Email	Follow-up — new angle	If no reply to Email 1
7	LinkedIn	Value drop DM	If connection accepted
10	Email	Social proof — case study	If no reply
14	Phone	Cold call — SPIN discovery	For Tier A only
21	Email	Breakup — final touch	Always, then stop

Conditional logic rules:

• If LinkedIn connects before Day 5: skip Email 2, send DM instead
• If email gets a reply: pause sequence, route to reply-handling
• If phone connects: all subsequent touches reference the call
• If any channel gets a hard no: remove from all channels immediately

Phase 3: Per-Channel Execution

Email: See cold-email-strategy and cold-email-copywriting skills for full detail.

LinkedIn:

1. Connection request — no pitch, no link. Just "Saw your [post/podcast/article] on [topic]. Would love to connect."
2. After acceptance — wait 2-3 days before DM. Don't pitch immediately.
3. DM 1 — value drop. Share a relevant article, data point, or observation. No ask.
4. DM 2 — soft CTA. "We help [similar companies] with [problem]. Worth a quick chat?"
5. Voice note — for high-intent prospects only. Personal, 30-60 seconds.

Cold Call (Sandler-based):

1. Opener: permission + value in one line. "Hi [name], this is [name] from [company]. I know you weren't expecting my call — can I have 30 seconds to tell you why I'm calling, and you can tell me if it's worth continuing?"
2. Discovery (if yes): SPIN questions — Situation → Problem → Implication → Need-Payoff
3. Close: time-bound CTA + send calendar invite while on the call
4. If no: respect it. "Totally understand. If [problem] becomes a priority, here's my email."

Never: "Did I catch you at a bad time?" — it invites rejection.

Phase 4: Channel Coordination Tools

Tool	Channels	Best For
Smartlead	Email + LinkedIn (beta)	Email-primary, LinkedIn-secondary
Reply.io	Email + LinkedIn + Calls + SMS + WhatsApp	Full multi-channel
Instantly	Email + LinkedIn	Email-primary, volume focus
Saleshandy	Email + LinkedIn + Calls	Full lifecycle

Output Format

Multi-channel sequence document:

# Multi-Channel Sequence: [Campaign Name]
ICP: [ICP description]
Duration: 21 days, 7 touches

| Day | Channel | Type | Content Theme |
|---|---|---|---|
| 1 | Email | Cold intro | Signal → CTA |
| 3 | LinkedIn | Connect | No pitch |
| ... | ... | ... | ... |

Conditional Rules:
- If LinkedIn connects: [action]
- If email reply: [action]
- If hard no: [action]

Quality Check

• Every channel has a clear purpose in the sequence
• Conditional logic defined (what happens when a channel succeeds/fails)
• LinkedIn profile and email infrastructure ready before launch
• All touches coordinated — no duplicate messages across channels
• Hard-no handling: immediate removal from all channels
• Legal compliance verified for each channel in target regions

Common Pitfalls

1. Identical message across channels. Sending the same message via email and LinkedIn DM feels like spam. Each channel should add a new angle.

2. LinkedIn pitch in the connection request. It's the equivalent of a cold email with "BUY NOW" in the subject line. Connect first, pitch later.

3. Channel overload. 7 touches across 4 channels feels like harassment. 5-8 total touches across all channels combined is the sweet spot.

4. No conditional logic. A fixed sequence that fires LinkedIn on Day 3 regardless of email engagement wastes touches. Build conditions.

5. Different channels, different reps. When email and LinkedIn come from different people at your company, the prospect is confused. One rep owns the full multi-channel relationship.

6. SMS without consent. TCPA (US) and GDPR (EU) require explicit opt-in. SMS to prospects who haven't consented creates legal liability.

Execution Artifacts

• references/framework-notes.md — Named frameworks and reference tables
• templates/output-template.md — Deliverable shell for agent output
• scripts/check-output.py — Lightweight deliverable validator

Related Skills

• cold-email-strategy: Email-specific sequence design
• cold-email-copywriting: Email content for each touch
• social-selling: LinkedIn profile and outreach optimization
• sales-navigator-prospecting: Sales Nav filter-specific LinkedIn touches (Morgan Ingram)
• reply-handling: Handle responses from any channel
• sending-platforms: Platform selection for multi-channel execution