Publisher Sales Cadence
Download here: Prospecting Pipeline Template (Publishers)
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Prospecting Cadence + Timeline |
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Stage |
Action |
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Day 1 (Mon): |
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Step 1: |
Appointment Setting Prospecting Call in morning |
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Step 2: |
Call + leave VM in afternoon |
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Day 2 (Tues): |
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Step 3: |
Send email #1 (2025 Prospecting Test Group: Email #1) |
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Step 4: |
Follow on Social Media + Send DM for appt (see Scripts for Social Media resource) |
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Day 3-5 (Wed-Fri): |
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Step 5: |
Call between meetings + Social Media DM |
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Step 6: |
Social Media DM + Drop in if possible |
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Day 8/9 (Mon/Tues): |
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Step 7: |
Call + Leave VM |
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Step 8: |
Send email #2 (2025 Prospecting Test Group: Email #2 - VM follow up) |
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Day 10-12 (Wed-Fri): |
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Step 9: |
Call between meetings + Social Media DM |
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Step 10: |
Social Media DM + Drop in if possible |
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Week 3: |
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Step 11: |
Be the Purple Cow! - Get creative / Try something different |
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Step 12: |
Send email #3 (2025 Prospecting Test Group: Email #3 - Push for Response) |
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Week 4: |
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Step 13: |
Drop in / Send Break Up email (2025 Prospecting Test Group: Final Email - Break Up Message) |
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Step 14: |
Add to email nurture campaign (Future Follow Up) |
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Dispositions Upon Contact |
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| DO NOT CALL | Remove from Hit List |
| Future Follow Up | Set date for re-engagement campaign (90 days standard) |
| 1st Meeting Set | Add meeting notes + set follow-up as needed |
| Out for Signature | Proposal Sent - set follow-up reminder if not signed |
| Post-Meeting Follow-up | Set date for follow-up meeting/check-in |
| Signed | Schedule Onboarding meeting |