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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 & SalesProcedure
- 1Check deal status and last contact
- 2Define steps: channel, topic, date, goal for each step
- 3Write each email short (max 120 words), company tone, single CTA
- 4Schedule the sequence and log the plan on the card
- 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»
