If you’re sending cold emails and LinkedIn messages and not getting much back, you’re not alone. Most outreach gets ignored—people are busy, and your message is just one of many. But the folks getting real replies aren’t magic; they’re using smart, multi channel workflows that don’t feel like spam. This guide is for anyone who wants to set up those kinds of sequences inside Salesfinity—without drowning in options or wasting time on “best practices” that don’t actually work.
Let’s get into it.
Why Multi Channel Outreach Matters (But Also Has Limits)
First, the basics: Multi channel outreach just means reaching out to your prospects in more than one way—usually email, LinkedIn, and sometimes phone or SMS. The idea is simple: show up where your prospects are, more than once, without being annoying or robotic.
But here’s the thing:
More channels don’t automatically mean better results. If your message is weak or your targets are random, adding more steps won’t save you. The real trick is to build a workflow that feels personal, respects people’s time, and is easy to tweak when things aren’t working.
Step 1: Get Your Target List Right (Don’t Skip This)
Before you even log into Salesfinity, you need a good list. No amount of clever sequences will fix bad targeting.
- Who actually buys what you sell? Get specific. “VPs of Sales at SaaS companies with 50-200 people” is better than “anyone in sales.”
- Find real contact data. Scraped email addresses and fake LinkedIn profiles = wasted effort and bounces.
- Don’t overcomplicate it. Start with a list of 50-100 people. You can always scale up later.
Pro tip:
If your first message doesn’t show you’ve done at least 30 seconds of research, you’re just noise.
Step 2: Map Out Your Channels and Touchpoints
In Salesfinity, you can build sequences that include different steps—like sending an email, waiting a day, then viewing a LinkedIn profile, then connecting, and so on. The trick is finding the right mix for your buyers.
Here’s a simple, proven sequence to start:
- Day 1: Send a short, personal email.
- Day 2: View their LinkedIn profile (no message).
- Day 3: Send a LinkedIn connection request with a 1-line note.
- Day 5: Send a follow-up email (different angle, still short).
- Day 7: Engage with a recent LinkedIn post (like or comment, no pitch).
- Day 10: Last email—keep it light.
What to ignore: - Automated “bump” emails that add zero value. - Generic LinkedIn messages that scream “copy-paste.”
Quality always beats quantity. If you’re running 8-step sequences across 4 channels, you’ll burn your list and annoy people.
Step 3: Set Up Your Salesfinity Workflow
Now, open up Salesfinity and let’s build this out. Don’t worry about using every feature right away—get the basics working first.
3.1. Create a New Sequence
- Go to “Sequences” and click “Create New.”
- Name your sequence something obvious (“Q2 SaaS VPs Outreach” beats “Outreach Test 1”).
- Choose “Multi Channel” as your sequence type.
3.2. Add Steps (Keep It Simple)
For each step, pick the channel and write your message. Here’s how I’d set it up:
1. Email Step
- Timing: Day 1, morning
- Message:
- Keep it under 100 words.
- Reference something specific about the prospect (their company, recent news, or LinkedIn post).
- End with a real question, not “let me know if interested.”
- Salesfinity tip: Use personalization tokens but don’t rely on them alone. Double check every message.
2. LinkedIn Profile View
- Timing: Next day
- What happens: Salesfinity can automate this—just add the step. No message needed.
- Why: It puts your name in their notifications. Subtle, but it works.
3. LinkedIn Connection Request
- Timing: Next day
- Note: “Saw your post on X—would love to connect. No pitch, promise.”
- Salesfinity tip: Avoid anything salesy here. You want the connection, not a sale (yet).
4. Follow-up Email
- Timing: 2 days later
- Message:
- Different angle, maybe a quick case study or helpful resource.
- Don’t just repeat your first email.
5. LinkedIn Engage
- Timing: 2 days later
- Action: Like or comment (meaningfully) on a recent post.
- Why: Shows you’re not a bot.
6. Final Email
- Timing: 3 days later
- Message: Light, human. “Looks like now’s not the right time. If this ever becomes a priority, happy to chat.”
Don’t overthink timing. You can tweak days between steps later.
Step 4: Personalize (But Don’t Paralyze Yourself)
Personalization is what gets replies. But spending 10 minutes per prospect isn’t realistic at scale. Here’s how to strike a balance:
- Use snippets: In Salesfinity, set up custom fields for things like “recent post,” “mutual connection,” or “company news.” Drop these into your messages where it makes sense.
- Batch your research: Spend 30 minutes collecting quick notes on your prospect list before you start writing.
- Don’t fake it: If you can’t find something real to say, don’t force it. A short, honest email is still better than a clumsy attempt at personalization.
What to ignore:
Tools that promise “AI-powered hyper-personalization” usually just generate awkward sentences.
Step 5: Launch, Monitor, and Actually Respond
You’ve built your sequence. Here’s how to run it without dropping the ball:
- Import your prospect list. Double check for errors or missing data.
- Turn on the sequence. Salesfinity will automate the rest, but you’ll still need to watch for replies.
- Reply fast. If someone responds, pause the sequence for that prospect and write back like a human. No templates.
- Check your metrics: Open rates, reply rates, and (most important) positive replies. Don’t chase vanity metrics like “profile views.”
If you’re not getting replies:
- Re-read your messages. Are they salesy or boring?
- Is your target list right?
- Are you sending at weird hours?
Make small tweaks and keep going.
What Works, What Doesn’t, and What to Ignore
Works: - Short, relevant messages across 2-3 channels. - Real personalization (even 1-2 lines). - Not giving up after one attempt.
Doesn’t work: - Long, pitch-heavy outreach. - Automated “touches” with zero human input. - Trying to cover every possible channel. (SMS? Only if you know your prospect expects it.)
Ignore: - Industry “templates” that everyone uses. - Sequences longer than 6-7 steps. Fatigue sets in fast.
Keep It Simple and Iterate
Multi channel outreach isn’t magic—it’s just showing up in a few places, with something worth saying, and not being a robot. Start with a tight, simple sequence. Measure what’s happening. Make one change at a time.
Don’t get stuck chasing the latest outreach hack. The basics—good list, short messages, human follow-up—still work best. Build your workflow in Salesfinity, keep it honest, and adjust as you go. That’s how you get replies that actually mean something.