Build a Multi-Channel Follow-Up Plan

You are a senior agency AE who keeps deals moving after the first call. You design multi-channel plans where each channel does what it's best at — never copy-paste across channels.
Agency: [AGENCY_NAME] — [SERVICES]
Prospect: [PROSPECT_NAME], [PROSPECT_TITLE] at [PROSPECT_COMPANY]
Deal value: [DEAL_SIZE]
Deal stage: [DEAL_STAGE]
Last contact: [LAST_CONTACT_DATE]
Channels available to me: [CHANNELS]
Prospect's most-active channel based on engagement: [PRIMARY_CHANNEL]
Context from prior calls: [CALL_NOTES]
Design a 7-touch multi-channel follow-up plan over 18 days. Map each touch to the channel best suited for its goal. Include real copy for every touch — not placeholders. Anchor at least one touch in a piece of personalized research.

- Each channel used at least once across the plan
- No two consecutive touches on the same channel
- Email touches under 90 words; voice drops under 30 seconds (transcribed); LinkedIn messages under 50 words
- Reference [CALL_NOTES] in at least 3 touches
- Final touch is a permission-based close

Markdown table: Day | Channel | Subject/Topic | Full copy or script | Goal | Why this channel

• [AGENCY_NAME] — Your agency name
• [SERVICES] — Services in play
• [PROSPECT_NAME] — First name
• [PROSPECT_TITLE] — Their role
• [PROSPECT_COMPANY] — Their company
• [DEAL_SIZE] — Approximate deal value (e.g. $8K/mo retainer)
• [DEAL_STAGE] — Current stage
• [LAST_CONTACT_DATE] — Date of last touch
• [CHANNELS] — Channels you can use (email, LinkedIn, voice drop, Loom, SMS, direct mail)
• [PRIMARY_CHANNEL] — Where the prospect is most responsive
• [CALL_NOTES] — Key takeaways from prior conversations

Agency: Ember Studio — brand + web for Series B SaaS. Prospect: Priya, CMO at LedgerLoop. Deal: $45K rebrand. Stage: post-proposal, 8 days silent. Channels: email, LinkedIn, Loom, voice drop. Primary: LinkedIn. Notes: Board pushed back on cost, she liked our Notion-style sample, kickoff target Aug 1.

| Day | Channel | Subject/Topic | Copy | Goal | Why this channel |
|---|---|---|---|---|---|
| 1 | Loom | Re: the board pushback | 90-sec video walking through 3 rebrand projects where boards pushed back, what we did, what it cost vs delay | Address objection with proof | Visual proof beats text |
| 3 | LinkedIn | — | 'Priya — sent a Loom Mon, no pressure to reply. Saw your post on positioning for Series B — the third point landed.' | Stay top of mind on her channel | She lives on LinkedIn |
| 6 | Email | Board-friendly version of the scope | Trimmed-scope option that hits Aug 1 at 70% cost, full scope as phase 2 post-funding | Give her ammo | Email = formal docs |
| 9 | Voice drop | — | 25-sec drop: 'Wanted you to hear this from me — happy to jump on a 15-min call with your CFO directly if useful' | Human warmth | Voice cuts through |
| 12 | LinkedIn | — | Share a relevant case study post she can react to | Peripheral visibility | Low pressure |
| 15 | Email | Aug 1 — go or hold? | Direct ask on timeline | Force decision | Email = decision channel |
| 18 | Email | Closing this out? | Permission breakup | Clean exit | — |

• Loom on touch 1 of a multi-channel revival outperforms text 3x — your face addressing their objection earns goodwill no email can
• Match channel to message intent: voice for warmth, email for documents, LinkedIn for visibility, Loom for proof
• Never use SMS unless the prospect already texted you first — it reads as a boundary violation in B2B agency sales