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Sales Cadence Planner.

A structured sales cadence is the difference between systematic pipeline generation and random acts of outreach. This free Sales Cadence Planner lets you build multi-channel touchpoint sequences with visual timelines, channel mix analysis, and touch density metrics. Start from proven templates for SDR, enterprise, or follow-up cadences, then customize every touchpoint with specific channels, timing, and notes. The tool calculates key statistics like touches per week and average gap days so you can optimize your cadence before rolling it out. Export your plan as formatted text for CRM import or print to PDF for team distribution.

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How to Use

Get Started in 3 Steps

Step 01

Choose a Template or Start Blank

Select from three proven cadence templates (Standard SDR, Enterprise, or Quick Follow-up) or start with a blank canvas to build your cadence from scratch.

Step 02

Build and Arrange Your Touchpoints

Add touchpoints with specific days, channels, types, and notes. Use Move Up and Move Down buttons to reorder. Click any touchpoint to edit inline.

Step 03

Review Stats and Export

Check your cadence statistics including touch density, channel mix, and average gap between touches. Copy as text for your CRM or print to PDF.

How It Works

Under the Hood

The Sales Cadence Planner organizes outreach into a day-by-day sequence of multi-channel touchpoints. Each touchpoint includes a day number, communication channel (email, phone, LinkedIn, or other), touchpoint type (initial, follow-up, or breakup), and descriptive notes.

The visual timeline renders your entire cadence on a horizontal day axis with color-coded channel indicators. Gap days without activity are visible at a glance, helping you identify periods where prospects might go cold. Touchpoint dots stack vertically when multiple touches occur on the same day.

The statistics engine calculates key cadence metrics in real time: total duration in days, number of touchpoints, touches per week density, average gap between touch days, and channel mix percentages. These metrics help you benchmark against proven cadence patterns.

All data stays in your browser with no server calls. Your cadence persists across page refreshes via session storage. Export options include copy-to-clipboard for CRM import and browser print-to-PDF for documentation and team sharing.

FAQ

Frequently Asked Questions

What is a sales cadence and why do I need a planner for it?
A sales cadence is a structured sequence of multi-channel touchpoints designed to engage prospects over a defined time period. A cadence planner helps you visualize the timing, channel mix, and density of your outreach so you can optimize for response rates. Without a structured cadence, reps default to ad hoc follow-ups that miss optimal timing windows and leave pipeline on the table.
How many touchpoints should a B2B sales cadence include?
Most effective B2B cadences include 8 to 12 touchpoints spread across 14 to 30 days, depending on deal complexity. Enterprise cadences trend longer with more touches, while inbound follow-up cadences can be shorter at 5 to 7 touches over 7 days. The key metric is touch density: aim for 3 to 4 touches per week without overwhelming prospects.
What is the ideal channel mix for a multi-channel sales cadence?
Research shows the most effective cadences combine email (40-50% of touches), phone (20-30%), LinkedIn (15-25%), and other channels like direct mail (5-10%). The exact mix depends on your buyer persona and industry. This planner calculates your channel mix percentage automatically so you can ensure balanced multi-channel coverage.
How do I export my cadence plan for use in a CRM or sales tool?
The Sales Cadence Planner offers two export options. Copy as Text generates a formatted text version of your entire cadence sequence that you can paste into any CRM, Google Doc, or sales enablement tool. Print or Export PDF uses your browser native print dialog to save a clean PDF document with the full cadence timeline, statistics, and touchpoint details.
Can I customize the preset cadence templates in this tool?
Yes. The three preset templates (Standard SDR, Enterprise, and Quick Follow-up) serve as starting points that you can fully customize. After loading a template, you can add, remove, or reorder any touchpoint, change channels and timing, edit notes, and adjust the cadence name and target persona. All changes persist in your browser session.
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