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Channel Response Rate Avg Response Time
──────────────────────────────────────────────
SMS 80% 2 minutes
Email 40% 6 hours
Phone 20% Voicemail
Chat 90% 30 seconds
Inference: Prefers real-time text (SMS/chat)SMS: Short, quick responses
Email: Detailed, thoughtful replies
Phone: Rushed, distracted
Inference: Prefers async written communicationSMS responses: 7am-9am, 6pm-9pm (personal time)
Email responses: 10am-4pm (work hours)
Phone answers: Never
Inference: Work-personal separation, respect boundariesChannel Response Rate Avg Response Time
──────────────────────────────────────────────
SMS 80% 2 minutes
Email 40% 6 hours
Phone 20% Voicemail
Chat 90% 30 seconds
Inference: Prefers real-time text (SMS/chat)SMS: Short, quick responses
Email: Detailed, thoughtful replies
Phone: Rushed, distracted
Inference: Prefers async written communicationSMS responses: 7am-9am, 6pm-9pm (personal time)
Email responses: 10am-4pm (work hours)
Phone answers: Never
Inference: Work-personal separation, respect boundariesScore each channel 0-100:
SMS Score:
+ 20 if responded to SMS
+ 10 per response under 5 min
+ 30 if explicitly requested
- 20 if explicitly declined
- 10 per ignored message
Email Score:
+ 20 if responded to email
+ 15 if opens emails quickly
+ 30 if explicitly requested
- 20 if explicitly declined
- 5 per ignored email
Phone Score:
+ 30 if answered call
+ 20 if returned call
+ 30 if explicitly requested
- 30 if sent to voicemail
- 20 if explicitly declinedScore each channel 0-100:
SMS Score:
+ 20 if responded to SMS
+ 10 per response under 5 min
+ 30 if explicitly requested
- 20 if explicitly declined
- 10 per ignored message
Email Score:
+ 20 if responded to email
+ 15 if opens emails quickly
+ 30 if explicitly requested
- 20 if explicitly declined
- 5 per ignored email
Phone Score:
+ 30 if answered call
+ 20 if returned call
+ 30 if explicitly requested
- 30 if sent to voicemail
- 20 if explicitly declined{
"prospect_id": "12345",
"channel_preferences": {
"primary": "sms",
"secondary": "email",
"avoid": ["phone"],
"scores": {
"sms": 85,
"email": 60,
"phone": 15,
"chat": null
}
},
"timing_preferences": {
"best_days": ["tuesday", "wednesday", "thursday"],
"best_hours": "9am-11am, 2pm-4pm",
"timezone": "America/Los_Angeles",
"avoid": "mondays, after 5pm"
},
"communication_style": {
"formality": "casual",
"length_preference": "brief",
"response_expectation": "quick"
},
"last_updated": "2024-01-15",
"confidence": 0.8
}{
"prospect_id": "12345",
"channel_preferences": {
"primary": "sms",
"secondary": "email",
"avoid": ["phone"],
"scores": {
"sms": 85,
"email": 60,
"phone": 15,
"chat": null
}
},
"timing_preferences": {
"best_days": ["tuesday", "wednesday", "thursday"],
"best_hours": "9am-11am, 2pm-4pm",
"timezone": "America/Los_Angeles",
"avoid": "mondays, after 5pm"
},
"communication_style": {
"formality": "casual",
"length_preference": "brief",
"response_expectation": "quick"
},
"last_updated": "2024-01-15",
"confidence": 0.8
}SMS → Email:
"Hi [Name], I've been trying to reach you by text.
Sending this email in case that works better for you."
Email → SMS:
"Hi [Name], just sent you an email with the details.
Texting in case you see this first—let me know if you have questions!"
Email → Phone:
"Hi [Name], I've sent a couple of emails about [topic].
Would it be easier to jump on a quick call? I can explain in 5 minutes."SMS → Email:
"Hi [Name], I've been trying to reach you by text.
Sending this email in case that works better for you."
Email → SMS:
"Hi [Name], just sent you an email with the details.
Texting in case you see this first—let me know if you have questions!"
Email → Phone:
"Hi [Name], I've sent a couple of emails about [topic].
Would it be easier to jump on a quick call? I can explain in 5 minutes."If prospect said "Don't call":
- Never initiate calls
- If they call you, that's okay
- Don't pressure about phone
If prospect ignores SMS:
- Try email
- Don't spam SMS
- Consider timing issues firstIf prospect said "Don't call":
- Never initiate calls
- If they call you, that's okay
- Don't pressure about phone
If prospect ignores SMS:
- Try email
- Don't spam SMS
- Consider timing issues first❌ Bad:
10:00 AM - Send email
10:05 AM - Send SMS
10:30 AM - Call
✓ Good:
10:00 AM - Send email
(Wait 24-48 hours)
10:00 AM - Send SMS follow-up
(Wait 24-48 hours)
10:00 AM - Try call if still no response❌ Bad:
10:00 AM - Send email
10:05 AM - Send SMS
10:30 AM - Call
✓ Good:
10:00 AM - Send email
(Wait 24-48 hours)
10:00 AM - Send SMS follow-up
(Wait 24-48 hours)
10:00 AM - Try call if still no responseWhen prospect responds on SMS:
- Acknowledge you sent email too
- Don't require them to check email
- Summarize email content if needed
"Got your text! I also sent more details to your email,
but happy to cover it here if that's easier."When prospect responds on SMS:
- Acknowledge you sent email too
- Don't require them to check email
- Summarize email content if needed
"Got your text! I also sent more details to your email,
but happy to cover it here if that's easier.""Hi [Name], quick question—still looking to solve [problem]?
If so, I have an idea that could help. Worth a 10-min chat?"Subject: Idea for [Company]'s [problem]
Hi [Name],
I've been thinking about the [problem] you mentioned...
[2-3 paragraphs of value]
Would you have 15 minutes this week to discuss?
Best,
[Rep]"Hi [Name], it's [Rep] from [Company]. I sent you an email
about [topic] and wanted to follow up personally.
Give me a call back at [number] when you get a chance.""Hi [Name], quick question—still looking to solve [problem]?
If so, I have an idea that could help. Worth a 10-min chat?"Subject: Idea for [Company]'s [problem]
Hi [Name],
I've been thinking about the [problem] you mentioned...
[2-3 paragraphs of value]
Would you have 15 minutes this week to discuss?
Best,
[Rep]"Hi [Name], it's [Rep] from [Company]. I sent you an email
about [topic] and wanted to follow up personally.
Give me a call back at [number] when you get a chance."Preference confidence decays over time:
- Last 7 days: Full weight
- 8-30 days: 80% weight
- 31-90 days: 50% weight
- 90+ days: 25% weight (re-evaluate)Preference confidence decays over time:
- Last 7 days: Full weight
- 8-30 days: 80% weight
- 31-90 days: 50% weight
- 90+ days: 25% weight (re-evaluate)Always log:
- How preference was determined
- When preference was set
- Explicit consent given
- Opt-out requestsAlways log:
- How preference was determined
- When preference was set
- Explicit consent given
- Opt-out requestsTest: New prospects, no preference data
A: Start with email
B: Start with SMS
Measure:
- Response rate
- Time to response
- Conversation quality
- Conversion rateTest: New prospects, no preference data
A: Start with email
B: Start with SMS
Measure:
- Response rate
- Time to response
- Conversation quality
- Conversion rate