Sales Follow-Up Automation: A Practical Multi-Channel Playbook

The uncomfortable stat: 80% of sales require five or more follow-ups, but 44% of reps stop after the first attempt. Automation isn't about volume — it's about actually completing the sequence a human would design but never execute.

The 12-Touch Cadence (Copy This)

1. Minute 1: AI voice call — qualify + attempt to book.
2. Minute 3 (if no answer): SMS with a booking link.
3. Hour 1: Personal email with value proposition + case study.
4. Day 1: AI voice retry at a different hour.
5. Day 2: SMS: "Still want that quote?"
6. Day 3: Email — social proof (customer story).
7. Day 5: AI voice retry.
8. Day 7: SMS with a limited-time offer.
9. Day 10: Email — objection-handling FAQ.
10. Day 14: AI voice check-in.
11. Day 21: Break-up email.
12. Day 45: Quarterly reactivation touch.

Why Multi-Channel Beats Email-Only

Open rates: SMS ~98%, email ~21%, voice ~30% pick-up but 100% recall. Combining channels triples reach without tripling cost when the sequence is automated.

Setting It Up in Legion

Legion ships with this exact cadence as a template. You drop in your calendar link, brand voice, and offer copy — the platform handles channel routing and stops the sequence the moment a lead books.