ThinkWork
Interactive Individual Free · no sign-up

Follow-Up Cadence & Sequence Planner

Most follow-up plans die because they're a vague intention, not a schedule. This planner takes your cadence window, touch count, channel mix and deal priority, and builds an actual day-by-day sequence — spaced using the same "front-loaded" logic professional outbound teams use (touches close together early, spreading out as urgency naturally decays), with a suggested channel and message type for every single touch. The result is copy-ready: a checklist you can drop into your CRM, task list or spreadsheet today.

Your numbers

Total window from first touch to last, e.g. 21 for a 3-week push
How many attempts across call, email, social and video
Sets the weighting, not a rigid pattern — the schedule still varies channel by touch
Controls how front-loaded the schedule is and whether touch 1 opens with a call
Only used to personalise the exportable checklist heading

Method & assumptions

  • Spacing follows a front-loaded curve — touches sit close together early and spread out as the window progresses, matching how buyer urgency and recall naturally decay without a live conversation.
  • Channel order is generated with a weighted round-robin so no channel dominates unfairly; the first touch is always forced to a call or email (never social/video cold) and the last is always a closing email — the classic 'break-up' message.
  • One touch per calendar day is the minimum spacing this planner allows. If you ask for more touches than there are days, it caps automatically and tells you in the verdict.
  • This is a planning scaffold, not a guarantee — adjust real dates around weekends and holidays, and always drop the rest of the sequence the moment a prospect actually replies.

How to use it

Set your cadence window (how many days from first touch to last) and how many touches you want inside it. Pick a channel mix that matches how your team actually works, and a priority tier — high-priority deals get a tighter, front-loaded schedule that opens with a call; low-touch nurture spreads touches out evenly. The tool builds a day-by-day table with a channel and a suggested message type for every touch, then generates a plain-text checklist at the bottom you can copy straight into your CRM, task manager or spreadsheet.

Keep going

Know where you actually stand.

This is one tool. Mastery is the whole picture. Get new sales skills resources the moment they land, and read the thinking behind The Mastery Standard.

Read The Letter Get new resources by email