How to Configure Multichannel Prospecting Cadences and Operate SDR Cockpit

Learn how to structure ordered touchpoint sequences combining WhatsApp, Email and VoIP phone calls, feeding automated daily tasks into the SDR execution workspace.

⚡Mandatory Prerequisites & Initial Checklist

✓Subscription tier with Sales Engagement / Cadences enabled.
✓User accounts assigned with SDR or Sales Rep roles.
✓Active WhatsApp and Email communication channels configured.

📋Step-by-Step Instructions in Dashboard

Create a New Sales Cadence

👉 Where to Click:Left Sidebar > CRM > Prospecting Cadences > '+ New Cadence'

Assign a clear cadence title (e.g. 'Inbound Demo Leads', 'B2B Outbound Mid-Market') and define target lead profile.

Structure Sequence Steps (Touchpoint Timeline)

👉 Where to Click:Cadence Builder > Linear Step Editor

Add touchpoints sequentially across days for pre-sales reps to execute:

Field Dictionary & Parameters:

Dia 1 - Passo 1: WhatsApp InicialEnvio de mensagem acolhedora pelo WhatsApp apresentando a empresa e confirmando o interesse demonstrado pelo lead.

Dia 1 - Passo 2: Ligação Telefônica de ApresentaçãoTentativa de contato por voz 15 minutos após o envio do WhatsApp para aproveitar o pico de atenção do lead.

Dia 3 - Passo 3: E-mail de Valor / Estudo de CasoEnvio de case de sucesso relevante do mesmo segmento com link para agendar reunião.

Dia 5 - Passo 4: WhatsApp de Quebra de ObjeçãoMensagem direta abordando o motivo comum de hesitação com opção rápida de sim/não.

Dia 8 - Passo 5: Breakup Message (Despedida Elegante)Última tentativa informando que não irá mais insistir, liberando o contato para reativação futura. Historicamente, essa mensagem reverte até 22% dos leads frios.

Operate the Daily SDR Execution Workspace

👉 Where to Click:CRM > SDR Workspace (Cockpit)

Reps start their shift on the SDR Cockpit. View all queued tasks organized by priority. Clicking 'Start Task Queue' pulls up the first lead with VoIP click-to-dial, pre-filled WhatsApp copy and contextual talk tracks. Completing the action shifts the lead to the next cadence step automatically.

🚨Critical Safety Rules & Ban Protection

🛡️Maintain Healthy Touchpoint Spacing: Avoid crowding 5 actions on day one. A sustainable cadence paces attempts across 24-48 hour intervals.
🛡️Automated Reply Unenrollment: If a prospect replies on WhatsApp, email or answers a call, the cadence halts immediately to prevent awkward follow-up blasts while already in active dialogue.

❓Frequently Asked Questions & Troubleshooting

P:How do leads enter a cadence?

Enroll contacts manually, in bulk via list checkboxes or automatically triggered by web form captures and automation workflows.

P:What if the SDR fails to connect via phone?

The rep clicks 'Unsuccessful Attempt' and chooses: 'Retry at End of Queue' or 'Advance to Next Step'.

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