What Multi-Channel Orchestrator is
Most teams run outbound across email, LinkedIn, and their CRM, but each channel lives in its own tool with its own workflow. Multi-Channel Orchestrator connects them into one coordinated play so your reps aren't juggling three disconnected systems.
You set the rules: which channels, what order, what timing. The agent handles the rest, keeping every touchpoint in sync so prospects get a consistent experience and reps stay focused on selling instead of switching tabs.
Who it's for
If your team runs outbound across more than one channel and things keep falling through the cracks, this is for you. That usually looks like:
- Sales teams running email, LinkedIn, and phone plays who need every channel working together, not just in parallel.
- Sales leaders who are tired of checking three different dashboards to see where a prospect actually stands.
- Agencies running multi-channel outbound for clients who can't afford inconsistent follow-up.
What problems it solves
Running outbound across channels is only useful if those channels actually talk to each other. Without that, things go wrong fast.
- A prospect gets your email and a LinkedIn DM on the same day because nobody checked what already went out.
- Reps bounce between three tools all morning and lose track of where each prospect is in the play.
- There's no single place to see what's happening across channels, so you can't tell which combination actually books meetings.
- The playbook looks great in a doc, but it falls apart in practice because every step is manual.
How it works
You tell it the play. It keeps everything moving across email, LinkedIn, CRM, and phone so your reps don't have to.
- Define your play: Set the channel order, timing, and messaging for each step. Email on day 1, LinkedIn on day 3, call task on day 5, whatever fits your process.
- Enroll and sync: Add prospects and the agent keeps every channel aware of what's happened on the others. If someone replies on LinkedIn, the email sequence pauses automatically.
- Execute across channels: Emails go out, LinkedIn steps fire, CRM tasks get created, all on schedule without your reps doing it manually.
- Spot engagement: The agent watches for opens, replies, and connections across all channels so it can flag the right moment for a rep to jump in personally.
- See the full picture: Reporting shows which channel combinations actually drive meetings, not just how each channel performed on its own.
What outcomes to expect
The first thing you'll notice is that nothing falls through the cracks anymore. Every prospect gets the right touches in the right order, and your reps stop wasting time switching between tools to figure out what's already been done.
Over time, you'll see which channel combinations actually book meetings. That gives your team the data to double down on what works and stop guessing about what to run next.
Implementation expectations
We connect Multi-Channel Orchestrator to your email, LinkedIn, CRM, and phone tools. Setup is focused: we map your plays first, then tune things as you learn which combinations work best.
- Connect your email platform, LinkedIn accounts, CRM, and any phone or dialer tools you use.
- Set up your play structure: which channels, what order, timing between steps, and what happens when a prospect engages early.
- Go live with monitoring so you can see how your multi-channel plays are performing and where prospects are dropping off.
FAQ
What happens if a prospect engages on one channel mid-play?
The agent picks it up. If someone replies on LinkedIn, it can pause the email sequence. If they respond to an email, it can skip the next phone task. You set the rules for how channels react to each other.
Can we run different plays for different segments?
Yes. You can create different plays for different ideal customer profiles (ICPs), deal sizes, or regions, each with their own channel mix and timing.
How do we measure which channel combination works best?
The agent reports on meetings and pipeline by play, channel, and step. So instead of guessing whether LinkedIn plus email beats email alone, you'll have the data to know.