The plan to keep prospecting steady without letting anything slip, in three tabs. A Cadence tab: the standard five-step sequence (personalized first email, follow-up call, LinkedIn, value follow-up, break-up message), with the day, the channel and the key idea of each message. A Targets tab: one row per prospect, with the step reached, the next action and its date, the status and notes, dropdowns and color alerts. A Summary tab that automatically counts your targets by status. Excel version with formulas, flat CSV version.
What's inside
- The standard 5-step cadence with the channel and key idea of each message
- A Targets tab: step reached, next action, date, status, notes
- Dropdowns and color alerts by status
- A Summary: targets counted by status, automatically
Preview
| Step | Day | Channel | Action |
|---|---|---|---|
| 1 | D | Personalized first touch | |
| 2 | D+3 | Phone | Follow-up call |
| 3 | D+7 | Invitation + short message |