If you’re running B2B campaigns and juggling email, LinkedIn, ads, and maybe even a cold call or two, you know how easy it is to lose track of what’s working. “Multi-channel” sounds fancy, but it often means “a mess of spreadsheets and hunches.” This guide is for marketers and sales teams who want real leads—not just activity—and are sick of wasting time on tactics that don’t move the needle.
Let’s get right into how to use Extrovert to sharpen your multi-channel campaigns, skip the fluff, and finally see which efforts actually pay off.
What Is Extrovert, Really?
First, let’s cut through the hype. Extrovert isn’t magic. It’s a tool that tries to make multi-channel outreach less painful and more measurable. It won’t replace your CRM or your brain. What it does well:
- Centralizes campaign management across channels (email, LinkedIn, phone, ads)
- Tracks the actual journey of a lead, not just disconnected activities
- Helps you test, compare, and tweak campaigns without losing your mind
What it doesn’t do: write perfect copy, turn cold leads warm overnight, or make coffee.
If you’re looking for a silver bullet, you’ll be disappointed. If you want a better way to run and improve multi-channel B2B campaigns, keep reading.
Step 1: Map Out Your Channels (and Be Honest)
Before you jump into tools, be brutally honest: which channels are you actually using now? Which ones bring in leads that sales can close—not just clicks or comments?
Common channels: - Cold email - LinkedIn outreach (InMail, connection requests, DMs) - Phone calls - Paid ads (LinkedIn, Google, maybe Facebook) - Content (webinars, whitepapers, blog CTAs)
Pro tip: More channels don’t always mean better results. If you’re not getting real leads from a channel, consider dropping it for now. It’s better to do two things well than five things badly.
Step 2: Set Up Extrovert for Your Real-World Campaigns
This is where Extrovert can save you hours. Instead of logging into five tools and piecing together reports, you can (mostly) run and track everything in one place.
How to get started:
-
Connect your accounts
Extrovert lets you plug in your email, LinkedIn, ad platforms, and sometimes your phone system. Expect a few hiccups here—OAuth doesn’t always play nice, and some integrations are better than others. -
Import existing lists
Don’t start from scratch. Upload your current lead lists. Clean them first—bad data will make every tool look dumb. -
Map your workflows
Define what a typical campaign looks like for you. For example: - Day 1: Cold email
- Day 3: LinkedIn connection request
- Day 7: Call or voicemail
- Day 10: Retargeting ad
Extrovert lets you automate some of this, but keep it simple at first.
- Set up tracking
Make sure you can actually see who responds and where. Extrovert is decent at stitching together a lead’s path, but only if you feed it good data.
What to ignore:
Don’t get lost in “advanced” features, templates, or fancy dashboards right away. Focus on getting your core channels set up and talking to each other.
Step 3: Build Simple, Testable Sequences
Multi-channel is only powerful if you can tell what’s working. Resist the urge to build complicated flows right out of the gate.
Start with:
- 1 or 2 emails
- 1 LinkedIn touch
- 1 call or voicemail (if you actually do this)
- Maybe a retargeting ad
Why simple works:
- Easier to spot what’s actually driving replies or meetings
- Less risk of leads dropping through the cracks
- You’ll spend less time fixing broken logic
Pro tip:
Label each touchpoint clearly (“Email 1: Problem statement,” “LinkedIn: Value pitch”). Extrovert’s reporting is only as good as what you put in.
Step 4: Track Real Outcomes, Not Vanity Metrics
Don’t fall for the trap of watching opens, clicks, and impressions. You want meetings booked, demos scheduled, or pipeline created.
With Extrovert, focus on: - Replies (not just opens) - Qualified meetings set - Deals influenced (if you can link to your CRM)
Ignore: - “Engagement scores” that don’t correlate with real pipeline - Impressions from people outside your ICP
Pro tip:
Sync Extrovert with your CRM if possible. That way, you see which campaigns actually turn into revenue—not just noise.
Step 5: Iterate (and Ruthlessly Cut What Doesn’t Work)
The biggest value of a tool like Extrovert is seeing—quickly—what’s moving the needle. Every few weeks, look at your data and ask:
- Which channel gets real replies?
- Where do leads go dark?
- Are there steps everyone ignores?
What to do next: - Double down on what’s working (even if it’s old-school phone calls) - Kill steps or channels that don’t convert - Test one change at a time (a new message, a new LinkedIn touch, etc.)
Don’t be afraid to simplify. Sometimes the best “optimization” is cutting out the dead weight.
What Works (and What Doesn’t)
What works: - Combining 2–3 channels increases response rates, if your messaging is relevant - Tracking the whole journey lets you spot bottlenecks (e.g., everyone opens but nobody replies to your LinkedIn message—maybe it stinks) - Automated reminders save your team from forgetting follow-ups
What doesn’t: - Over-automating: If your sequence feels robotic, people ignore you - Measuring the wrong things: Who cares if you got 10,000 impressions if you booked zero meetings? - Relying on templates without customizing
Ignore any advice that says “just add more channels.” Only add what you can handle and track.
Common Pitfalls and How to Avoid Them
- Too many steps: More isn’t always better. Long sequences often just annoy prospects.
- Messy data: Garbage in, garbage out. Spend time cleaning up your lists.
- No feedback loop: If you’re not checking results every couple of weeks, you’re just guessing.
- Chasing shiny features: Stick with the basics until you’re getting real results.
Keep It Simple, Keep It Moving
Multi-channel B2B campaigns are hard enough without adding layers of complexity. Extrovert can help you keep things organized and measurable, but only if you stay disciplined: use a few channels, measure real outcomes, and keep tweaking.
The goal isn’t to automate everything or build a 12-step funnel. It’s to get real leads, figure out what works, and do more of it. Start simple, and don’t be afraid to cut what’s not working. That’s real optimization.