If you're not using an agent yet — or want to ship a manually-built sequence — the Sequences builder lets you compose multi-step, multi-channel cadences. Start with a 5-touch template and personalize for your motion.
Choose your starting template
- Outbound 5-touch — email, email, LinkedIn, email, break-up over 12 days.
- Re-engagement 3-touch — for dormant accounts, 3 emails over 7 days.
- Post-meeting follow-up — same-day note, day-3 nudge, day-7 recap.
- Event follow-up — post-webinar/conference 4-touch nurture.
Step 1 — Pick the template
Sequences → New from template → choose. The builder loads the template with placeholder copy.
Step 2 — Customize the copy
Edit each step's subject line, body, and CTA. Use variable tokens for personalization: {{first_name}}, {{company}}, {{role}}. The agent will replace these at send time with the actual prospect data.
Step 3 — Adjust cadence timing
Each step has a delay (in business days) from the previous step. Default cadences are well-tuned; only adjust if you have a specific reason (e.g., enterprise prospects benefit from slower cadences).
Step 4 — Add the audience
Audiences → New from ICP. Pick the ICP rubric to use. The audience auto-populates with accounts/contacts matching the rubric.
Step 5 — Test, then launch
Click Preview to see how each step renders for 3–5 sample prospects. Looks right? Click Launch. The first emails go out within 10 minutes.
