The 12-Step Sales Flow

When you set up your Sales Flow, think of it as a progressive conversation — the end-goal is an engaged prospect, but the starting
point is cold outreach. Maximize your exposure by alternating outreach channels and spreading touches out over the course of a
month and a half. Hopefully this outline will help guide you through the thought process behind each step. — The RevBoss Team

Touch 1, Day 1: Email

Touch 2, Day 3: Email
A brief introduction that ends with a clear call-to-
action. Keep it short, simple and direct. Don’t just “check in” or “follow up” — provide
value with every touch. Highlight your value prop
in a different way by noting a unique product
feature or services offering.

Touch 3, Day 6: Call

Start picking up the phone. The prospect may or
may not answer, but you can reference that you Touch 4, Day 8: Email
tried to call in future emails — it makes your
Share social proof like a customer success story —
outreach seem a little more personal.
it’s a great way to build credibility.

Touch 5, Day 9: LinkedIn Profile View

It won’t move the needle, but it’s an easy way to Touch 6, Day 11: Call
get noticed faster.
Keep picking up the phone if the prospect isn’t
responding via email.

Touch 7, Day 14: Email

Restate your value prop, but give the prospect an Touch 8, Day 18: LinkedIn Connect
easy “out” — at this point, you want an answer, and
even a “no” is an OK answer.
Request
One step further than a profile view, but an
equally fast task to make your outreach stand out.

Touch 9, Day 23: Call

On the final call in the Sales Flow, you can leave a Touch 10, Day 31: Email
message for the prospect and let them know why Share content like a recent blog post or a
you’ve been reaching out. whitepaper. You’re getting towards the end of
your Sales Flow, so this message is more of a “let
us know how we can be helpful” kind of note.

Touch 11, Day 37: LinkedIn Message

If the prospect accepted your connection request,
but still hasn’t responded to your outreach, shoot Touch 12, Day 45: Email
them a friendly message on LinkedIn — mention a Keep your name on the prospect’s radar by
common connection if possible.
sharing more helpful content.