If you’re juggling email, LinkedIn, and maybe even SMS for your outreach, you know the chaos. Leads slip through the cracks, messages get repeated, and tracking anything beyond “sent” is a pain. This guide is for anyone who wants to run smarter multi channel outreach—without spinning up a full marketing ops team or buying into shiny promises.
I’ll walk you through a grounded, step-by-step approach to building, running, and improving campaigns using Ubique Live, a tool that tries to bring all those threads together. No hype, just what you need, and what you can skip.
Why Multi Channel Outreach (and Why It’s a Mess)
Let’s be honest: “multi channel” is just a fancy way of saying you’re trying to reach people where they actually pay attention. Some folks live in their email, some respond on LinkedIn, some ignore both. Hitting all the channels gives you more shots on goal.
But here’s the catch: - It’s easy to annoy prospects by bombarding them from every angle. - Tracking who got what (and when) is a nightmare. - Most tools either do too little or want you to change your whole workflow.
So, the trick is to coordinate your outreach—enough that you look organized, not robotic. That’s where Ubique Live claims to help, but it’s only as smart as how you set it up.
Step 1: Get Your Data Clean (Seriously, Don’t Skip This)
Before you even open Ubique Live, get your contact list in order. Garbage in, garbage out. Here’s what you actually need:
- Name, email, LinkedIn URL, maybe phone. Don’t overthink it.
- Remove duplicates. Otherwise, you’ll look like a spammer.
- Tag your segments. Even a basic “hot,” “warm,” “cold” helps.
Pro tip: Ignore the urge to buy giant lists. Quality beats quantity, every time.
Step 2: Outline Your Outreach Sequence
Ubique Live lets you build sequences that mix email, LinkedIn, and sometimes SMS or calls. Don’t get fancy on your first go. Here’s a basic, effective sequence:
- Email 1: Short intro, clear ask.
- Wait 2-3 days
- LinkedIn connection request: Personalized, not a novel.
- Wait 1 day
- LinkedIn message or InMail: Reference your email, keep it human.
- Wait 2 days
- Email 2: Quick follow-up, maybe with a useful resource.
- Optional: SMS or call (if it’s not weird in your industry)
Keep it simple: If you need a whiteboard to track your sequence, it’s already too complex.
What to skip: Automated LinkedIn comments, mass endorsements, or anything that looks like a robot wrote it.
Step 3: Set Up Your Campaign in Ubique Live
Now, open up Ubique Live. Here’s the setup that actually works:
A. Import Your List
- Use CSV import if you’ve prepped your data.
- Map fields carefully—Ubique Live can get fussy if you mismatch.
- Double-check for missing emails or blank names.
B. Build Your Sequence
- Use Ubique Live’s step builder to add each channel (email, LinkedIn, etc.).
- For each step, keep your templates short. Personalize the first line if you can.
- Set realistic delays—don’t ping someone on three channels in a day.
C. Set Sending Windows
- Don’t send emails at 3 a.m. unless you want to look like a bot.
- Ubique Live lets you set “active hours.” Use them.
D. Test It
- Send the whole sequence to yourself (or a coworker) first.
- Check for weird formatting, broken links, or merge tag fails.
Pro tip: Don’t over-automate. The more “human” your messages feel, the better your response rate.
Step 4: Monitor and Adjust Without Losing Your Mind
Here’s where most campaigns go to die: nobody checks what’s working.
- Track replies, not just opens. Opens are a junk metric thanks to privacy changes.
- Tag leads as “responded,” “not interested,” or “meeting booked.”
- Pause sequences for anyone who replies. Ubique Live can handle this, but double-check—it’s not perfect.
What Works
- Short, personal messages get more replies. (Never “per my last email…”)
- Following up once or twice is fine; more than that, you’re pestering.
- Reference context in follow-ups—remind them you already reached out elsewhere.
What Doesn’t
- Long, templated emails. Delete them.
- Blanket messages across all channels the same day. Instant block.
- Ignoring opt-outs. People will remember, and not in a good way.
Pro tip: If you’re not booking meetings after two touches, it’s probably your offer, not your tool.
Step 5: Keep Improving (But Don’t Obsess)
Campaigns aren’t “set it and forget it.” But you also don’t need to A/B test every comma. Here’s where to focus:
- Subject lines: If nobody replies, try something more direct.
- First lines: Personalize with something real, not just “Saw your profile on LinkedIn…”
- Timing: Weekdays work better. Early mornings or late afternoons tend to get more attention.
What to ignore:
- The urge to split-test every message. Most of the time, it’s the list or the offer, not the color of your CTA button.
Common Pitfalls (And How to Dodge Them)
- Over-automation: If you forget what your sequence says, so will everyone else.
- Too many channels: Pick the 2-3 that matter for your audience. Don’t force SMS if nobody wants it.
- Compliance blind spots: If you’re in the EU or targeting Europe, don’t ignore GDPR. Same for CAN-SPAM in the US. Ubique Live has basic features here, but it’s your job to use them right.
Pro tip: Always have a clear, easy way for people to opt out—no hard feelings.
Wrapping Up
Multi channel outreach isn’t magic, and no tool—including Ubique Live—will turn a bad list or bland message into meetings. But if you keep your process straightforward, personalize where it matters, and let the software handle the busywork, you’ll get better results with less stress.
Start simple. Run one campaign. See what works. Tweak, repeat. Don’t let perfect kill your progress. The best outreach is the one you actually send.