If you’re doing outbound sales or recruitment, you know just sending emails isn’t enough. People ignore them, or they vanish in the inbox void. Calls get dodged. LinkedIn? Good luck standing out from all the “let’s connect” robots. But when you combine all three—email, calls, and LinkedIn—the odds shift in your favor.
This guide is for anyone ready to use Klenty to run real multichannel outreach, not just set-and-forget campaigns. We’ll get into the nitty-gritty—how to actually set up and run sequences across all three channels, what’s worth your time, and what’s just noise.
1. Get the Basics Right Before Adding Channels
Multichannel sounds fancy, but if you can’t write a decent email or keep your CRM tidy, adding steps just means adding confusion. Here’s what you need locked down before you even touch Klenty’s multichannel features:
- A clean contact list: Garbage in, garbage out. Double-check emails, phone numbers, and LinkedIn profiles.
- Basic messaging: Write short, clear messages for each channel. Don’t write War and Peace.
- CRM sync: Make sure your CRM (like HubSpot, Salesforce, Pipedrive) is connected and mapping the right fields. If it’s not, Klenty will trip over missing data later.
Pro Tip: If you’re using bad data or generic messaging, no tool will save you. Fix that first.
2. Connect Your Email, Phone, and LinkedIn to Klenty
Klenty acts as your command center, but you have to hook everything up:
- Email: Connect your work email (Google, Outlook, or your SMTP/IMAP). Follow the manual if you get stuck—sometimes IT settings block things.
- Phone: Klenty offers built-in calling if you buy their dialer credits. Or, you can just log calls manually and use your own phone, but you’ll lose automation.
- LinkedIn: Klenty gives you a Chrome extension for LinkedIn steps. You’ll need to install it and be logged into the right LinkedIn account in your browser.
What works: Email connections are usually smooth. Calling works, but Klenty’s built-in dialer is extra cost and not as robust as specialist dialers. The LinkedIn extension is clever, but you’ll still be clicking a lot—don’t expect full LinkedIn automation (that would get your account banned).
3. Build Your Multichannel Sequence
Now for the main event: setting up a sequence that actually uses all three channels. Here’s a simple, real-world example:
- Day 1: Send personalized email
- Day 2: Auto-create LinkedIn visit task
- Day 3: Auto-create LinkedIn connect request task
- Day 5: Call (or create a manual call task)
- Day 7: Send LinkedIn message (if connected)
- Day 9: Send follow-up email
How to Set This Up in Klenty
- Go to Sequences > Create New Sequence
- Add steps:
- For email, write your templates (use merge fields for first name, company, etc.)
- For calls, add a Call step—choose auto-dial or manual.
- For LinkedIn, add a LinkedIn Visit, Connect, or Message step. These don’t send automatically; they create tasks and use the Chrome extension to speed things up.
- Set delays between steps (don’t stack them too close—people notice).
- Choose what happens when someone replies (auto-stop sequence, usually a good idea).
What works: Mixing channels keeps you top-of-mind and feels less robotic. Klenty’s task reminders help you not drop the ball.
What doesn’t: LinkedIn steps are semi-automated. You’ll still need to do the grunt work—Klenty just lines it up. If you try to automate everything, you’ll get flagged or banned by LinkedIn. Don’t risk it.
4. Personalize—But Don’t Overthink It
Personalization is the difference between “just another spammer” and “someone I might actually talk to.” But don’t spend hours researching each prospect. Here’s what’s worth it:
- Custom fields: Use company name, job title, industry, or recent news. Klenty lets you use merge tags.
- Short custom sentences: One line about them or their company in the email intro goes a long way.
- LinkedIn messages: Reference your connection request or something from their profile.
Skip: Deep personalization for low-value leads. Save it for your top 10-20% prospects. For the rest, basic merge tags and a relevant hook are fine.
Pro Tip: Klenty’s “Liquid Templates” let you get fancy with logic (like showing a line only if a field exists), but honestly, most people never need it. Stick to the basics.
5. Managing Tasks and Staying Sane
Klenty tries to automate as much as possible, but multichannel means you’ll have tasks (especially for calls and LinkedIn) every day. Here’s how to avoid chaos:
- Check your daily task queue: Klenty’s dashboard shows what’s due—email, call, LinkedIn.
- Batch tasks: Block 30 minutes for LinkedIn and calls. The Chrome extension lets you fly through LinkedIn tasks, but you’ll need to be logged in.
- Don’t ignore “manual” steps: If you skip them, your sequence falls apart. If you’re slammed, at least do the LinkedIn connect/message steps—they’re quick wins.
What works: Keeping your daily task list small and focused. Don’t load up 300 tasks you’ll never do.
What doesn’t: Letting tasks pile up. You’ll end up with overdue steps and a mess of half-finished sequences.
6. Track What’s Actually Working
It’s easy to drown in metrics. Klenty will show you open rates, reply rates, call connects, LinkedIn response rates, and more. Here’s what to actually look at:
- Reply (or positive response) rate: Are people actually engaging?
- Touches per response: How many steps before you get a reply?
- Channel effectiveness: Are your calls or LinkedIn steps getting responses, or is it all email?
Ignore vanity metrics like email opens—lots of false positives thanks to privacy tools.
Pro Tip: After a couple weeks, drop steps that aren’t working. If nobody replies to LinkedIn messages, cut them. If calls never connect, try different times or skip them for certain segments.
7. What to Ignore (or Not Bother With)
There’s a lot of shiny stuff in Klenty and similar tools. Here’s what you can safely skip unless you have way too much time:
- A/B testing every email: Useful in theory, but in practice, you need hundreds of sends to get real data. Write one good message instead.
- Overly complex sequences: More steps = more to manage, and usually more places for things to break.
- Every possible integration: Stick to what helps you actually reach people—CRMs, email, calling. Leave the rest for later.
8. Common Gotchas and How to Avoid Them
- Deliverability issues: If you blast too many emails at once or use spammy templates, your emails will get blocked. Warm up new domains and keep volumes reasonable.
- LinkedIn limits: LinkedIn doesn’t like bots. If you try to automate too much, your account will get restricted. Do the manual steps; it’s not worth getting banned.
- Data decay: Contacts get outdated fast. Refresh your lists regularly—Klenty can’t fix bad data.
9. When Klenty Isn’t the Right Fit
Klenty is solid for small-to-medium teams doing real outbound. If you want hyper-personalized, highly researched outreach to a handful of accounts, it’s overkill. If you’re trying to automate 100% of LinkedIn, forget it—no tool can do that safely.
And if your team won’t actually use the call and LinkedIn tasks, just stick to email sequences and keep it simple.
Keep it Simple, Iterate Often
Multichannel outreach works best when you start small: a few solid steps, a manageable number of leads, and a process you can actually run every day. Klenty can help, but it won’t do the work for you. Build a sequence, run it for a week, see what lands, and tweak it. Skip the bells and whistles until you’ve nailed the basics. That’s how you’ll stand out—and get replies.