You’ve spent hours building a list, researching target clients, only for your emails to disappear into the void.
You pick up the phone – no answer. Maybe your LinkedIn request gets accepted. But that’s it – a “sounds interesting, send me an email.”
Other times? Total silence. Your target accounts don’t talk back.
Sound familiar?
Engaging new clients is tough. Standing out from your competitors? Even tougher.
Well, we’re here to make things simpler.
Backed by data from 100+ million outreach messages sent across the SourceWhale platform, this step-by-step multichannel sequence is built to help you start more conversations, land more meetings, and win more business.
It includes what to say, when to say it, and how to approach each channel – email, phone, LinkedIn – for maximum impact.
Just plug it into your workflow, make it your own and start seeing results.
Your Blueprint for High-Converting Outreach
Here’s the outreach sequence top-performing teams use to book more meetings, have more interviews, and make more placements.
📧 Step 1: Email
Kick things off with clarity and value.
- A/B test your subject lines – short, curiosity-driven openers often win.
- Keep the body concise, focused on them, not you.
- Use light personalization: {{firstName}}, {[timeOfDay]}.
- Hit a real pain point and clearly position your value.
- End with a thoughtful CTA – a meeting link or smart question.
- Don’t forget to personalize your signature – it’s prime real estate!
📞 Step 2: Phone Call
When? 1 day later
Strike while the email is fresh.
- Prep your talking points and log key details in advance.
- Use prompts and questions to guide the call.
- Keep it natural – not scripted, just structured.
📧 Step 3: Follow-Up Email
When? 1 day later
Continue the thread. Keep adding value.
- Send as reply – this keeps the thread tight.
- Reference your first email to keep the conversation flowing.
- Share something new: a resource, insight, or quick story.
- Switch up the CTA to test what lands.
- Automate your follow-ups to keep things consistent and watertight!
🤝 Step 4: LinkedIn Connection Request
When? 1 day later
Low-pressure, high-conversion touchpoint.
- Keep it simple – 250 characters max.
- Aim for connection, not conversion.
- A soft open can create space for future conversations.
📞 Step 5: Phone Call
When? 1 day later
Repetition builds recognition.
- Log insights from earlier touches and build on them.
- Review notes, activities, and campaign context.
📧 Step 6: Missed Call Follow-Up Email
When? Same day
Instant, relevant, and helpful.
- Trigger this right after a missed call to stay top of mind.
- Use a completely new subject line.
- Mention the missed call and offer an easy next step – calendar link.
📞 Step 7: Phone Call
When? 1 day later
Persistence pays.
- 66% of meetings are booked after a phone call – don’t skip this step.
- This is your shot at a real-time conversation. Bring energy.
📳 Step 8: Phone Call + Voicemail Drop
When? 4 days later
Go out with the big guns. Show you’re human.
- Drop a short, pre-recorded voicemail that adds a human touch.
📧 Step 9: Re-Engagement Email
When? 5 days later
Final touch – without closing the door.
- Allow breathing room with a slightly longer pause.
- Try a new approach: highlight a candidate, share a case study, or drop a short video.
- Avoid “I’ll leave you alone” energy – stay future-focused.
💡Pro tips for success
- Multichannel = more impact. You’re not spamming – you’re giving them more ways to engage.
- Add content to build trust: testimonials, insights, mini-guides.
- Test, tweak, and track performance. What works once can work even better next time.
⬇️ Download Our BD Playbook
By combining our data with the team over at Hector, we’ve developed a BD playbook series full of practical advice and actionable insights on three key areas to success: Outreach, Personal Brand & Cold Calling.
