If you’re running outbound campaigns across email, LinkedIn, calls, and maybe even SMS, you know how quickly things turn into a mess. Deals fall through the cracks, reps step on each other’s toes, and you’re left wondering which channel actually moves the needle. This guide is for sales and marketing folks who want to cut the chaos and run coordinated, multichannel outbound with Momentum—without wasting time on busywork or overcomplicating things.
Why Multichannel Outbound Gets Messy Fast
Let’s be real: multichannel campaigns sound great on paper. But juggling outreach across platforms gets old fast. Common headaches:
- No single source of truth—info lives in email, LinkedIn, Slack, call logs, spreadsheets…
- Reps don’t know who’s working which lead, which message went out, or when to follow up.
- Leads get bombarded or ignored by accident.
- Reporting is a nightmare—what’s working? Who knows.
There are a million tools that claim to “orchestrate” outbound, but most are either too rigid, too clunky, or just create more tabs. If you want to actually coordinate campaigns (not just send email blasts), you need something that fits into your workflow and makes sense.
That’s where Momentum comes in.
What Momentum Actually Does (and Doesn’t)
Momentum isn’t magic. It doesn’t write the perfect cold email or “AI-optimize” your cadence. What it does do is give your team a way to:
- Track and act on outbound tasks across channels in one place
- Automate reminders, handoffs, and follow-ups
- Keep everyone in the loop, whether they’re in Slack, Salesforce, or email
- Cut down on manual updates and double-work
Here’s how to actually use it to run multichannel outbound—without losing your mind.
Step 1: Map Out Your Real-World Workflow (Don’t Skip This)
Before you touch any tool, write down how your campaigns actually run today. Not how you wish they worked—how they really work.
- Who owns what parts of the process? (e.g., SDRs do cold outreach, AEs take discovery calls)
- Which channels do you use at each step? (e.g., first touch on LinkedIn, follow-up by email)
- Where do things fall apart most often? (e.g., handoff from SDR to AE, follow-ups after demos)
Pro Tip: If you can’t draw your workflow on a whiteboard in five minutes, it’s too complicated.
Momentum works best when you have a clear, repeatable sequence. Get that sorted first.
Step 2: Set Up Momentum’s Integrations (Only What You Need)
Don’t go wild connecting every possible tool. Focus on the basics:
- CRM (Salesforce): This is table stakes. Syncing with your CRM keeps data clean and avoids “where’s the latest info?” headaches.
- Email and Calendar: So outreach and meetings show up automatically.
- Slack: For notifications, handoffs, and team alerts.
What to ignore: Over-integrating. If you don’t use a channel, don’t connect it “just in case.” More connections = more things to fix when something breaks.
Honest Take: Integrations can be fiddly. If something’s not syncing, get it sorted before you roll out to the team. Otherwise, you’ll lose trust fast.
Step 3: Build Out Your Multichannel Playbooks (Keep It Simple)
Momentum lets you set up playbooks—a fancy word for workflows. Don’t overthink this.
- Start with your most common outbound sequence (e.g., LinkedIn connect → Email → Call → Email).
- Break it into clear, actionable steps. Each step should be: who does what, where, and when.
- Time-based triggers work well (e.g., “If no reply in 3 days, send follow-up email”).
- Include handoffs. Spell out exactly when an SDR hands off to an AE, or when a BDR loops in a technical resource.
What to skip: 20-step “perfect” cadences. Most prospects won’t make it past step 3. Focus on quality, not quantity.
Pro Tip: Test drive your playbook with a single lead before rolling out. You’ll spot bottlenecks right away.
Step 4: Automate the Boring Stuff (But Stay Human)
Momentum’s automation is best for things you shouldn’t have to think about:
- Reminders to follow up
- Notifications when a lead replies on any channel
- Handoffs when a lead hits a certain stage
- Updating CRM fields when actions happen
What not to automate: Anything that needs a personal touch. Don’t send canned messages on LinkedIn, or auto-schedule calls without context. That’s how you end up in spam folders or ignored.
Honest Take: Automation saves time, but if you set-and-forget, you’ll annoy prospects and miss real buying signals. Use automation as a safety net, not a crutch.
Step 5: Use Slack to Keep Everyone in Sync (But Don’t Over-Notify)
Momentum pipes updates into Slack, which is great—if you’re smart about it.
- Set up channels for deal alerts, handoffs, and key actions (e.g., “#inbound-hot” or “#sdractions”).
- Route only the high-signal stuff: replies, meeting booked, handoff needed, etc.
- Avoid spamming the whole team for every minor update.
Pro Tip: Use Slack threads or reactions to keep noise down. If everything’s urgent, nothing is.
Step 6: Review What’s Working (And What’s Not)
Don’t assume your workflow is perfect out of the gate. Set aside time each week to look at:
- Which channels actually generate replies?
- Where do leads drop off?
- Are handoffs getting missed?
- Is automation helping, or just adding noise?
Use Momentum’s reporting—or just ask the team. If people start ignoring notifications, your setup’s broken.
What to ignore: Vanity metrics (opens, clicks, “touches”). Focus on booked meetings and real replies.
Step 7: Iterate Without Breaking Things
The whole idea here is to get your campaigns running smoothly, not to create “the perfect system” (which doesn’t exist). Make small tweaks:
- Drop steps that never work.
- Add reminders where things slip.
- Adjust handoffs as your team grows.
If you change something, tell the team. Surprises are fun at birthdays, not in sales ops.
A Few Real-World Gotchas (and How to Dodge Them)
- Integration drift: APIs break. Momentum updates. Check your integrations monthly, or you’ll miss data.
- Over-automation: More bots ≠ more meetings. If your outreach feels robotic, scale back.
- Notification overload: If your team’s ignoring Slack, you’ve got too much noise. Trim it.
- Playbook sprawl: It’s tempting to make a playbook for every scenario. Don’t. Keep it tight.
Keep It Simple, Tweak Often
At the end of the day, running multichannel outbound is about consistency, not complexity. Use Momentum to cut down on busywork, keep your team on the same page, and actually follow up when you say you will. Start simple, watch what actually works, and don’t be afraid to ditch what doesn’t.
You can always add rules and steps later. But if your team hates the process, nothing gets sold.