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SalesVersion 1.0.0Medium

Follow-up Sequence

Creates and manages personalized follow-up sequences based on lead score. Use to close stalled deals.

Pack: Leads & Sales

Procedure

  1. 1Check deal status and last contact
  2. 2Define steps: channel, topic, date, goal for each step
  3. 3Write each email short (max 120 words), company tone, single CTA
  4. 4Schedule the sequence and log the plan on the card
  5. 5Any lead reply automatically stops later steps

Rules

  • · Maximum 5 emails per sequence, at least 2 days apart
  • · Opt-out always present ('reply CANCEL to stop receiving')
  • · No unconfirmed commercial promises

Expected output

Sequence table (step, date, channel, email subject, goal) + draft texts

When not to use it

  • · The lead replied or said 'not interested': stop the sequence
  • · Sequence beyond 5 emails: requires explicit approval

Example requests

«Prepare the follow-up for Bianchi: no reply in 9 days»