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Full Reference: Channel Selection and Scoring Worksheet

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Reference companion to Lesson 5.2 · Choose Your Channel Before You Send One Message - the commitment-rule phase table, how to read channel signals from your interview transcripts, the 4-dimension channel-fit scoring, the 4-channel comparison, the Engineering-as-Marketing side door, and the full fill-in worksheet. Read the micro-lesson first for the commitment rule and the ≥9/12 score; return here when you want the full worksheet and the four-channel comparison.


A hand-drawn decision flow: a red interview evidence card feeds a red channel-fit score card totalling out of 12 across price point, buyer type, time budget and interview signal, then branches three ways - a green 9 or more card meaning clear pick and commit, a purple 7-8 card meaning 1-week pilot on your top 2 where the higher reply rate wins, and an amber 6 or less card meaning no strong fit, go back to the transcripts. The commit and pilot branches drop into a red commitment card: run a full send / reply / follow-up arc before any switch, checking reply rate over 5%, demos turning into paid conversations, and the right buyer.

The commitment rule, phase by phase #

Stick with one channel long enough to read the signal, not chase the algorithm. A cold-email sequence needs time to deliver, more time for replies to accumulate, and more time still before the “not now” replies reveal whether the non-replies are disinterest or bad timing.

Run a batch, call the channel dead because you got 2 replies right away, and you just threw away the signal.

PhaseActivityExpected signalDecision checkpoint
Send phaseBuild list, send the first batch1 reply = normal; panic is commonDo not switch channels
Reply phaseReplies arrive, book demosA handful of demos booked = channel reaches buyerFirst real signal the channel works
Follow-up phaseFollow-ups + a fresh batchA paid conversation or two start, reply rate stabilizesRate becomes predictable
Decision phaseEvaluate all signalsReply rate >5%? Demos → paid? Right buyer?If all 3 = no, diagnose script/filter before switching

The rule is not a ritual. It is the minimum data window that separates “this channel does not work” from “I ran this channel for a few days and panicked.”

How to pick from interview evidence #

Your 10 interview transcripts from Module 2 already contain the channel signal. Pull them up and look for three types of clues:

Clue typeQuestion to askWhat it signals
Discovery language“How do you currently find tools like this?”Direct answers: “Slack group” = community; “Google search” = SEO; “network referral” = LinkedIn/email; “Twitter” = social
Where they showed upDid they come from a community post or LinkedIn outreach?If 7 of 10 came from one channel, that channel already converts for recruitment → will convert for sales
Daily workflow“What tools do you use every day?”Notion + Slack users won’t find you in cold email; they find you in community or template gallery

Go through each transcript. Mark the channel signals. You will see a pattern across 10 interviews that you cannot see in any single conversation.

Channel-fit scoring, in full #

Not every channel fits every product. Four dimensions narrow the field before you spend a single hour:

DimensionQuestionScoring rule
Price pointCan you afford the channel’s acquisition cost model? Use the price you tested in Lesson 1.5 as the input here.<$50/mo tested = free/organic only; $200-$500/mo = LinkedIn; >$500/mo = outbound calls viable
Buyer typeWhere do your must-have buyers actually live online?Individuals = social + Reddit; B2B = LinkedIn + email + professional communities
Your time budgetWhat can you honestly sustain through a full send/reply/follow-up arc?LinkedIn 20-30 min/10 msgs; cold email 5-8 min/10 msgs; community 45 min/post + no daily mgmt
Interview signalWhat did your 10 transcripts actually say?Count mentions per channel; 7-of-10 = louder than gut feeling

Score each candidate channel 1-3 on all four dimensions (1 = poor fit, 2 = moderate, 3 = strong). Add to get 12-point total.

Threshold rule. ≥9/12 = clear pick, commit to that channel. 7-8/12 = run a 1-week pilot on your top 2 channels first to break the tie; the higher reply rate wins. ≤6/12 = no channel is a strong fit; revisit your 10 interview transcripts for missing signal (channel-mention, daily-workflow, where-they-already-buy) before scaling outbound at all. Picking a 6/12 channel and committing is the failure mode the scoring exists to prevent.

The 4 channels for newbie B2B and B2C #

At this stage you are choosing from four options. Here is what each one actually requires:

ChannelBest forRequiresRed flag
LinkedIn DMB2B SaaS/services, professional buyers, job-title filtering, $200+/mo1-2 hrs/week; Sales Navigator trial or Apollo.io free tier (credit-based free tier); one clear filter (title + company + industry)Buyer is not a professional (freelancer, solo creator, non-employee)
Cold emailAny B2B with verified work emails; cheaper at volumeSeparate sending domain; free tool (Instantly / Smartlead); 30-50 emails from Apollo / Hunter (free tier available)Open rate (share of recipients who open your email) <20% after first batch = domain rep or subject lines broken; fix before scale
Community outreachB2B and prosumer where buyers already gather in Slack/Discord/forumMust be a genuine participant first; one signal-quality post per sprint (not per week); spend 2 weeks commenting before posting product or get banned permanentlyJoining this week then immediately selling = permanent ban from the community
Social organicB2C and prosumer, visual products (apps, productivity tools, demos); buyer discovery from peers/influencersA sustained posting cadence; format shows product working (screen recordings, before/after, results)Never posted before AND can’t commit to the early low-visibility stretch

Pick the one that matches your buyer type, your price point, and your honest time budget - then commit.

A fifth play: Engineering as Marketing - a slower-burn, zero-CAC (Customer Acquisition Cost - what you spend to land one customer) option, not one of the four channels you score above. Building a free micro-tool (a pricing calculator, a checklist generator, a “which plan is right for you” grader) on a free no-code stack (Carrd + Tally + Notion) attracts targeted organic search traffic. Users who find the tool useful are pre-warmed leads for your main product. The tool ranks for long-tail SEO keywords your competitors ignore. One afternoon to build, zero monthly cost, and the traffic compounds over months. Unlike content marketing (blog posts), a functional tool has a different backlink profile and ranks for different intent - someone searching “SaaS pricing calculator for [VERTICAL]” is closer to buying than someone searching “how to price SaaS.” The tool is not your product - it’s a free side door that feeds your product’s waitlist.

Channel Selection Worksheet #

Fill this out before you send message one. It prevents the wasted-effort cycle of channel-hopping.

Fast-path exit: skip the worksheet if your interviews already named a channel. If your Lesson 2.3-2.4 interview transcripts pointed to a clear channel (e.g., 7+ of 10 interviewees found tools through LinkedIn, or 5+ named a specific Slack community), jump to Part 3: The Commitment below. Write your commitment statement and move to Lesson 5.3. The full worksheet is for founders still deciding between channels. Use it to decide between channels; skipping it does not block anything.

Part 1: Interview Evidence #

Go through each interview transcript. For each one, note any channel signal the interviewee gave - directly or indirectly.

#Interviewee roleChannel signal (quote or paraphrase)Channel type implied
1
2
3
4
5
6
7
8
9
10

Tally by channel type

LinkedInEmail / newsletter
Community / Slack / DiscordSocial (X, Reddit, TikTok)
Search / GoogleWord of mouth / referral
Strongest signal (most mentions)

Part 2: Channel-Fit Score #

Score each candidate channel 1-3 on the four dimensions (1 = poor fit, 2 = moderate, 3 = strong). Add the four to a total out of 12. Use the per-channel guidance below as the anchor.

LinkedIn DM → B2B SaaS, $200+/month. Pick when: buyer is a professional, title and company size filter cleanly, 1-2 hours/week available. Skip when: buyer is a freelancer, solo creator, or someone whose work life happens outside LinkedIn (your 5.1 interviewees will have told you where they actually hang out).

Price fitBuyer typeTime budgetInterview signal
Total / 12

Cold email → Any B2B with verified work emails. Pick when: you have 30-50 verified emails, a sending domain that is not your main domain, deliverability you can monitor. Skip when: open rates stay below 20% after batch 1 (domain or subject line is broken; fix before scale).

Price fitBuyer typeTime budgetInterview signal
Total / 12

Community outreach → B2B and prosumer where buyers already gather. Pick when: a specific Slack/Discord/forum exists, you are already a participant, you can post one signal-quality post per sprint. Skip when: you joined this week (spend two weeks commenting before posting product, or get banned permanently).

Price fitBuyer typeTime budgetInterview signal
Total / 12

Social organic → B2C and prosumer with a visible product. Pick when: a sustained posting cadence is realistic, format shows the product working (screen recordings, before/after, results). Skip when: you have never posted content before and cannot commit to the early stretch of posting into a void.

Price fitBuyer typeTime budgetInterview signal
Total / 12
Highest-scoring channel

Part 3: The Commitment #

Write this down. Literally write it. Skip this step and you are the founder who hops channels at the first cricket.

My chosen channel

Why this channel - note the evidence beside each:

  • Interview evidence: which interviewees, and what they said
  • Buyer type match: why this channel reaches my buyer
  • Price point math: estimated cost per lead vs my price point
  • Time budget: time per batch I will actually spend
At the evaluation point I check Reply rate (target: over 5%) Demo-to-conversation rate (target: over 20%) Any paid conversations started (target: 1 or more)
Commitment - I will not switch channels until I have run a full send/reply/follow-up arc. If all three targets are missed, I diagnose the filter and script first, then consider a channel switch.

Keep this in the same Google Sheet as your interview transcripts. Look at it before you send each batch.

Further reading #


Built by JetThoughts as a companion reference to the From Idea to First Paying Customer free curriculum.

Built it and need engineers next?

The course is written by JetThoughts, building software since 2008 and rated 4.8/5 on Clutch.

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