Technology

Step-by-Step: How to Build a Personalized Multi-Step Funnel (ScaliQ DMs → RepliQ Video → Email)

cold email delivrability

How to Build a Personalized Multichannel Funnel (ScaliQ DMs → RepliQ Video → Email)

Sending generic cold emails to a bought list is no longer a strategy; it’s a fast track to the spam folder. Today’s prospects are inundated with noise, suffering from severe pattern fatigue. They ignore standard text emails and delete generic LinkedIn InMails without a second thought. Fragmented tools that don't talk to each other only exacerbate the problem, leading to disjointed customer journeys and low reply rates.

To cut through this noise, you need a hybrid approach. You need a tactical, repeatable workflow that bridges the gap between social engagement and inbox conversion. This guide details exactly how to build a ScaliQ-to-RepliQ-to-email workflow.

By integrating intelligent LinkedIn automation with hyper-personalized video and high-intent email sequencing, sales teams are seeing clarity in their sequencing and 2–5× boosts in reply rates. This is not just about sending more messages; it is about sending the right message, through the right channel, at the exact moment your prospect is ready to engage.


Table of Contents


Why Multichannel Funnels Outperform Single-Channel Outreach

Reliance on a single channel is a vulnerability. If you rely solely on email, you are at the mercy of spam filters and overflowing inboxes. If you rely solely on LinkedIn, you are limited by connection request caps and the platform's "social" nature, which can make hard-selling difficult.

Multichannel funnel outreach solves this by creating a surround-sound effect. When a prospect sees your name on LinkedIn and then receives a personalized video in their email, it signals effort and relevance. This approach breaks the "spam" pattern. It transforms you from a faceless vendor into a recognizable human being.

The primary pain points of single-channel outreach—low reply rates, lack of trust, and easy deletability—are mitigated when you layer channels. Furthermore, effective omnichannel prospecting requires adherence to data standards. For example, following DOE email marketing best practices ensures that your transition from social media to the inbox remains compliant and respectful of user privacy.

For those looking to dive deeper into how specific variables impact conversion, you can explore advanced personalization tactics that go beyond basic "First Name" insertion.

The Psychology Behind Hybrid Touchpoints

Why does switching channels work? It leverages the psychological concept of "mere exposure" combined with novelty. A text-based LinkedIn DM is low-friction; a video email is high-engagement. By moving a prospect from a low-friction environment to a high-engagement one, you increase retention.

Video, specifically, holds a distinct advantage in memory encoding. According to an Oxford Academic study on video communication, visual and auditory stimuli combined significantly enhance information retention compared to text alone. When a prospect sees your face and hears your voice via a tool like RepliQ, the trust barrier lowers significantly faster than it would after reading five paragraphs of text.

When Each Channel Performs Best

To build an effective LinkedIn DM funnel, you must assign a specific job to each channel:

  1. LinkedIn DMs (The Warm-Up): Best for soft openers, connection requests, and low-commitment questions. It validates that you are a real person.
  2. Personalized Video (The Pattern Break): Best for explaining complex value propositions or showing proof. This is your "trust bridge."
  3. Email (The Conversion): Best for the "ask." Once value is established via video, email provides the professional container for booking a meeting or signing a contract.

Timing Guidance: Do not rush the switch. Allow the LinkedIn interaction to breathe (24–48 hours) before escalating to a video email.


The LinkedIn DM-to-Video-to-Email Funnel Blueprint

The architecture of this funnel is precise: ScaliQ DM → RepliQ Video → Targeted Email. This isn't random; it is a calculated personalized outreach workflow designed to move leads from "unaware" to "interested."

Here is the logic:

  1. ScaliQ identifies the lead and initiates contact on LinkedIn (low threat).
  2. If there is no immediate conversion, the data flows to RepliQ to generate a personalized asset.
  3. That asset is delivered via email, providing a "wow" moment that references the LinkedIn attempt.

When automating these steps, specifically the email component, always align with NIST trustworthy email guidelines to maintain domain reputation and ensure your high-effort videos actually land in the primary inbox.

To start this process, you need a robust trigger mechanism. ScaliQ serves as the engine for this initial engagement, allowing you to automate the first touchpoint without losing the human feel.

Step 1 — ScaliQ-Triggered LinkedIn DMs

The funnel begins with LinkedIn outreach automation. Using ScaliQ, you segment your lead list not just by industry, but by activity (e.g., "posted about X in the last 30 days").

The goal here is not to sell. It is to open the door.

  • Trigger Condition: Profile visit + Connection Request accepted.
  • Action: Send a "soft opener" DM.
  • Logic: If they reply, the automation stops, and a human takes over. If they do not reply within 48 hours, the lead is tagged for the "Video Email" sequence.

Step 2 — RepliQ Personalized Video Layer

This is the differentiator. For leads who accepted your connection but didn't reply to the DM, you generate a video email sequence.

Using RepliQ, you don't record 1,000 individual videos. You record one video and use RepliQ to dynamically overlay the prospect’s website, LinkedIn profile, or a specific dashboard background behind you.

  • Personalized Variables: First Name, Company Name, Website Screenshot.
  • The Hook: The thumbnail must show their website.
  • Why it works: Research from ScienceDirect on video effects suggests that personalized visual cues (like seeing one's own website) trigger an immediate "orienting response," capturing attention far faster than generic imagery.

Step 3 — High-Intent Follow-Up Email

The video needs a vehicle. This is your omnichannel prospecting conversion step. You send an email that references the LinkedIn connection.

  • Subject Line: "Left you a note on LinkedIn / Video for [Name]"
  • Content: Embed the RepliQ video (GIF preview).
  • CTA: "Made this 30-second video to explain what I mentioned on LinkedIn. Worth a watch?"

Adhering to DOE email marketing best practices, ensure this email includes a clear opt-out and identifies the sender clearly, building long-term domain health.

Visual Workflow Diagram (Instructional)

To visualize this workflow, imagine a flow chart with three vertical lanes:

  1. Lane 1 (LinkedIn/ScaliQ): Top box is "Lead Detected". Arrow down to "Send Connection Request". Diamond decision box: "Accepted?". If Yes -> "Wait 24 Hours" -> "Send ScaliQ Soft DM".
  2. Lane 2 (The Bridge): Diamond decision box: "Replied to DM?". If No -> Arrow crosses to Lane 3.
  3. Lane 3 (Email/RepliQ): "Generate RepliQ Video with Website Background". Arrow down to "Send Email 1 (Video Embedded)". Diamond decision box: "Video Viewed?". If Yes -> "Send High-Intent Call-to-Action".

RepliQ sits at the center of this diagram, acting as the transformation layer that turns cold data into warm, visual content.


Where Personalization Has the Highest Impact

Many teams suffer from low reply rates outbound because they personalize the wrong things. Mentioning the weather in their city is "personalization," but it isn't relevant. You must focus on high-impact areas in your personalized outreach workflow.

Personalizing the DM

In a LinkedIn DM funnel, micro-personalization wins. Avoid writing paragraphs about their college mascot.

  • High Impact: Mentioning a mutual connection, a recent post they made, or a specific technology they use (e.g., "Saw you're using HubSpot").
  • Scalable Approach: Use ScaliQ to pull "Job Title" and "Company Name" to frame a question. "As a [Title] at [Company], are you handling [Problem]?"

Personalizing the Video

The video is the highest leverage point. Video prospecting tools like RepliQ allow you to auto-insert variables that prove you did your homework.

  • The Thumbnail: This is 80% of the battle. It must display the prospect's LinkedIn profile or company homepage.
  • The Intro: The first 3 seconds must be about them.
  • Evidence: According to the Oxford Academic video communication study, visual relevance is directly tied to viewer retention. If the background looks familiar (their site), they watch. If it looks generic, they bounce.

Personalizing the Email Follow-Up

Don't let the email text betray the video quality. Use email personalization software logic to ensure the text matches the video context.

  • Template: "I recorded this video analyzing [Company Name]'s checkout flow."
  • Avoid Spam: Do not use all caps or excessive exclamation points. Follow NIST trustworthy email guidelines to ensure your message looks professional and secure, not like a phishing attempt.

Scripts, Triggers, and Sequencing Best Practices

Building a multichannel outreach funnel requires more than tools; it requires the right words. Below are the scripts to glue ScaliQ and RepliQ together.

DM Script Templates (3 Versions)

1. The Soft Opener (Low Friction)

"Hi [Name], thanks for connecting. I saw [Company] is scaling its sales team. curious—are you focusing more on inbound or outbound this quarter? No pitch, just researching the space."

2. The Curiosity Angle

"Hey [Name], I was looking at [Company]’s website and noticed something interesting about your checkout flow. Mind if I send a 30-second video showing what I found?"

3. The Problem-Aware Angle

"Hi [Name], usually [Title]s I speak with are struggling with [Pain Point]. Is that on your radar for Q3, or do you have it solved?"

Video Script Templates (RepliQ)

Structure: 7-second Hook + Insight + CTA.

B2B SaaS Example:

"Hey [Name], I’m on [Company]’s website right now—you can see it behind me. I noticed you’re using [Competitor Tool], but you’re missing [Feature X]. We actually help teams like yours fix this in two clicks. I’d love to show you how."

Agency Example:

"Hi [Name], I’m looking at your LinkedIn ads library here. The creative looks great, but I noticed you aren't running [Ad Format]. We used that format to get [Client] a 30% ROI boost. Thought this might be relevant for you."

Email Script Templates (With Video Insert)

The "Video Inside" Email

Subject: Video for [Name] (re: LinkedIn)

"Hi [Name],

I mentioned on LinkedIn that I had an idea for [Company].

I recorded a quick 45-second video walking through it:

[LINK TO REPLIQ VIDEO / GIF THUMBNAIL]

Let me know if you agree with my analysis?

Best,
[Your Name]"

Trigger Logic & Automation Rules

To create a seamless LinkedIn DM to email workflow:

  1. Trigger: ScaliQ DM sent.
  2. Condition: Wait 2 days.
  3. Check: Did they reply?
    • Yes: Stop automation.
    • No: Trigger RepliQ video generation.
  4. Action: Send Email 1 with video.
  5. Condition: Wait 3 days.
  6. Action: Send "Bump" email (text only).

Always reference DOE email marketing best practices regarding frequency. Bombarding a prospect daily is non-compliant and ineffective. A 48-to-72-hour gap is standard.

Timing Recommendations

A healthy omnichannel prospecting cadence lasts 14–21 days:

  • Day 1: LinkedIn Connection.
  • Day 2: LinkedIn DM (ScaliQ).
  • Day 4: Video Email (RepliQ).
  • Day 7: Follow-up Email (Text).
  • Day 9: LinkedIn Voice Note (Manual/Optional).
  • Day 12: Break-up Email.

Case Studies & Real-World Examples

How does this look in the wild? Here are two examples of multichannel funnel outreach driving real results. For more in-depth breakdowns, check out our advanced video case studies.

Case Study 1 — B2B SaaS SDR Flow

The Goal: Book demos for a cybersecurity platform.
The Flow:

  • ScaliQ: Targeted CTOs who posted about "data privacy."
  • DM: "Saw your post on privacy—huge topic right now. We just released a report on it, want a copy?"
  • RepliQ Video: For non-repliers, the SDR sent a video with the prospect's own login portal in the background, highlighting a potential vulnerability.
  • Result: The visual urgency of seeing their own portal drove a 3x increase in click-through rates compared to text-only emails.

Case Study 2 — Agency Niche Outreach

The Goal: Sell SEO services to E-commerce brands.
The Flow:

  • ScaliQ: Targeted Founders of Shopify stores.
  • DM: "Love the store design, [Name]. Are you handling the SEO in-house?"
  • RepliQ Video: Generated a video scrolling through the prospect's "Best Sellers" page while analyzing their meta tags.
  • Result: The hyper-relevant background proved the agency wasn't spamming. Reply rates jumped from 4% to 18%.

Tools & Resources for Building Your Funnel

To execute this, you need a stack that integrates smoothly.

  1. ScaliQ: For intelligent LinkedIn triggers and DM automation.
  2. RepliQ: For scaling personalized video content without recording 1,000 takes.
  3. Smartlead/Instantly (or similar): For email deliverability and sending.

When orchestrating these tools, you need a central nervous system to handle data routing. You can read more about workflow orchestration strategies to ensure your data stays clean as it moves between platforms.

AI Helpers for Personalization

AI multichannel outreach is evolving. You can now use AI to:

  • Scrape Intent: Identify who is hiring or funding.
  • Write Scripts: Use LLMs to generate the ScaliQ DM copy based on the prospect's LinkedIn "About" section.
  • Generate Thumbnails: Select the most visually distinct part of a prospect's website for the RepliQ background.

The future of outreach is dynamic video personalization. As ScienceDirect research indicates, the effectiveness of video is compounding as technology allows for more seamless integration of personal data into visual media.

AI-Driven Funnel Variations

We are moving toward funnels that self-optimize.

  • Intent-Based Routing: If a prospect visits your pricing page, the funnel skips the "Warm Up" DM and goes straight to a RepliQ video email with a pricing breakdown.
  • Sentiment Analysis: AI analyzes the DM reply. If it’s "Not now," the lead is routed to a nurture sequence rather than a sales sequence.

Metrics to Track & Optimize

To refine your outbound metrics, track:

  1. DM Acceptance Rate: Target > 30%.
  2. Video Play Rate: Target > 40% (indicates good thumbnail).
  3. Video Completion Rate: Target > 60% (indicates good script).
  4. Reply Rate: The "North Star" metric.

Conclusion

The era of "spray and pray" is over. To win in a crowded market, you must build a bridge between channels. By combining the social warmth of ScaliQ DMs with the visual authority of RepliQ video, and delivering it via a high-intent email, you create a funnel that respects the prospect's time and intelligence.

This hybrid approach doesn't just increase open rates; it builds relationships at scale. The 2–5× uplift in replies isn't magic—it's the result of delivering the right message, in the right format, at the right time.

Start building your blueprint today. Use the scripts provided, set up your triggers, and turn your cold outreach into a personalized conversation.


FAQ

How many steps should a multichannel funnel include?

A balanced funnel typically includes 5–8 touchpoints spread over 2–3 weeks. This usually consists of 1 connection request, 1–2 DMs, 1 video email, and 2–3 text-based follow-up emails.

Where should video be placed for highest ROI?

Video performs best as the second or third touchpoint. Use text (LinkedIn DM) to establish a low-pressure connection first. Once the door is ajar, use video to deliver high-value content that differentiates you from competitors.

How do I automate DM-to-email transitions?

You need an orchestration tool or native integration. Configure your LinkedIn tool (ScaliQ) to "push" leads to your email sending tool only if the status is "Connected" AND "No Reply after 48 hours."

What personalization variables matter most?

Visual variables have the highest impact. Seeing their own Website, LinkedIn Profile, or Software Dashboard in a video thumbnail is far more effective than just seeing their text name in a subject line.

How does this differ from typical LinkedIn or email-only outreach?

Single-channel outreach suffers from diminishing returns due to platform limits and user fatigue. This hybrid approach uses "channel switching" to refresh the prospect's attention and leverages different psychological triggers (social proof on LinkedIn vs. deep focus in Email).

Get started with RepliQ today.

Tired of generic messages?
Improve your agency's cold outreach with personalized messaging for higher response rates and more booked meetings.

Get Started