Balance Your Prospecting to Outperform the Pack
When Lara joined her company’s software sales team, she copied her veteran peers and spent all day cold calling. Meanwhile, her top-ranked colleague, Raj, had mastered balanced prospecting.
Raj devoted 50% of his week to phone calls, 20% to e-mail campaigns, 15% to LinkedIn engagement, and 15% to face-to-face meetings with local prospects. He blocked time in his calendar for each channel and measured his results every Friday. Over three months, Raj’s pipeline grew by 30%, and he hit quota consistently. Lara, by contrast, found her success sporadic—some weeks she crushed calls, other weeks her pipeline wilted.
By midquarter, Lara realized she needed to diversify. She carved out two hours three mornings a week for social outreach, spent one afternoon a week at a local trade group, and saved the rest for prospecting calls. Within six weeks, she echoed Raj’s results—a full pipeline and steady growth.
Behavioral data shows that mixing outreach channels reduces resistance and widens opportunity. By not “putting all your eggs in one basket,” you leverage each method’s strengths and smooth out the inevitable dips in any single channel.
Take the lesson from Raj: diversify your prospecting methodology, allocate time blocks for each, and track what works.
Start today by charting how you’re spending prospecting time and map each channel’s share. Then block weekly calendar slots—phone calls in the morning, e-mails midday, and social or in-person touches later. Track each channel’s results every Friday and rebalance your mix based on which approach filled your pipeline fastest. Stick with it for six weeks and watch diversity drive steadier success.
What You'll Achieve
Internally, develop confidence in shifting prospecting methods and maintain motivation by reducing “feast-or-famine” cycles. Externally, increase monthly appointments by cross-leveraging the strongest channels for your market.
Mix your outreach channels strategically
Map your channel mix
List all prospecting methods you use—phone, e-mail, social, in-person, referrals—and assign each a percentage of weekly effort based on past success rates.
Allocate prospecting blocks
Schedule distinct blocks for each channel. For example, Monday mornings for phone calls, Tuesday afternoons for networking events, and Wednesday for e-mail outreach.
Track outcomes by channel
Record the number of touches and appointments generated from each method. Compare cross-channel results weekly to identify where to shift time for maximum pipeline impact.
Rotate focus weekly
If one channel lags, temporarily boost another channel’s time investment rather than abandoning the underperforming one completely. This keeps your pipeline robust.
Reflection Questions
- Which prospecting channel do you rely on most, and why?
- What small shift in your weekly mix could yield faster pipeline growth?
- How would you feel if your appointment rate stayed consistent every week?
Personalization Tips
- A freelance designer divides time: 40% LinkedIn, 30% portfolio site outreach, 30% networking events.
- A financial advisor sets Wednesday for phone outreach, Thursday for in-person coffee meetings, Friday for webinars.
- A gym instructor uses mornings for new client calls, afternoons for social media Q&As, weekends for in-studio drop-ins.
Fanatical Prospecting: The Ultimate Guide to Opening Sales Conversations and Filling the Pipeline by Leveraging Social Selling, Telephone, Email, Text, and Cold Calling
Ready to Take Action?
Get the Mentorist app and turn insights like these into daily habits.