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Setting Up Follow-up Sequences

Follow-up sequences are multi-step communication chains that guide leads through your sales process automatically or semi-automatically.

What are sequences?​

A sequence is a series of planned touchpoints (email, message, task) triggered at timed intervals. Example:

  • Day 0 β€” Welcome message
  • Day 3 β€” Follow-up with product info
  • Day 7 β€” Meeting request
  • Day 14 β€” Closing push or nurturing

Creating a sequence​

  1. Open Sequences in the sidebar.
  2. Click New sequence.
  3. Give it a name.
  4. Add steps: type (message, task, note) + delay in days.
  5. Save the sequence.

Assigning a lead to a sequence​

  1. Open the lead drawer.
  2. Go to the Sequences section.
  3. Choose a sequence and click Start.

The lead will progress through the steps according to the schedule.

Pausing or stopping a sequence​

In the lead drawer β†’ Sequences β†’ click Stop.
Steps already sent are kept.

Using templates​

Create reusable texts under Templates for use in sequence steps. Variables like {lead_name} and {company} are replaced at execution time.

Tips​

  • Sequences don't replace personal qualification β€” monitor replies and adjust the pace.
  • Very short intervals (< 2 days) can feel like spam.
  • For WeCom contacts, follow the platform's messaging guidelines.