Free Free Playbook

The Multichannel Outbound Planner for B2B Revenue Teams

A complete quarter-planning worksheet for coordinating email, voice, LinkedIn, and AI outreach across segments.

What you'll discover inside:

  • Worksheet 1: Segment-to-channel mapping — which channels work for enterprise vs. mid-market vs. SMB vs. inbound leads, with the reasoning behind each recommendation
  • Worksheet 2: The volume math — how to work backward from quota to the exact number of outreach contacts needed per channel per week (no more guessing at activity targets)
  • Worksheet 3: Weekly cadence with time targets — Monday pipeline review, Wednesday message quality, Friday economics — the 70-minute weekly investment that keeps the program improving
  • Worksheet 4: The quarter-end audit — 5 questions that determine Q+1 channel strategy, including the win/loss pattern analysis that should update your AI knowledge base every quarter

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