Glossary

What is a sales sequence?

A sales sequence is a pre-planned series of outreach touchpoints sent to a prospect over a set period. Each step uses a different angle or channel to increase the chance of getting a reply.

A sales sequence is a pre-planned series of outreach touchpoints — emails, LinkedIn messages, calls, or tasks — sent to a prospect over a defined period. Each step is spaced a set number of days apart and uses a different angle or value point to maximise the chance of receiving a reply.

Why use a sequence instead of a single email?

Most outbound replies don't come on the first touch. Research consistently shows the majority of positive responses come on the 3rd to 5th touch, weeks after the first email was sent. A single email to a cold prospect leaves most of the potential pipeline untouched.

A sequence automates the follow-up cadence so no prospect falls through the cracks. The SDR or agent doesn't need to remember to follow up — the system does it automatically on schedule.

What does a typical sales sequence look like?

A standard B2B outbound sequence runs 4–6 steps over 2–3 weeks:

Step 1 (Day 1): First email. Personalised, short, specific to the prospect's company. One clear question or CTA.

Step 2 (Day 4–5): LinkedIn connection request or profile visit. Adds a second channel and warm signal before the next email.

Step 3 (Day 7–8): Follow-up email. A different angle — a case study, a relevant insight, or a reframe of the original value proposition.

Step 4 (Day 12–14): Second follow-up. Often shorter — a one or two sentence check-in with a softer ask.

Step 5 (Day 18–21): Break-up email. Acknowledges this is the last touch, removes pressure, often generates replies from prospects who were interested but never responded.

What makes a good sequence?

Each step should offer a different reason to respond. A sequence where every step says "following up on my previous email" is not a sequence — it's a series of identical asks. Effective sequences vary the angle: problem-led, solution-led, social proof, relevance signal, direct ask.

Personalisation at step 1 is critical. Automation handles steps 2–5, but the first email should reference something specific to the prospect's company, role, or current situation.

How do AI agents run sequences?

An AI SDR handles the full sequence lifecycle: it finds prospects that match the ICP, researches each account, writes the personalised first touch, enrolls the prospect in the sequence, and executes each subsequent step automatically on schedule. Replies are handled by the Account Executive. The agent doesn't wait for a human to prompt each step.

Coaching notes written by a supervisor ("always include a specific compliance stat in step 3 for healthcare prospects") become memory blocks that shape how future sequences are written. The sequences compound over time as the agent learns what works.

When should a sequence stop?

A sequence ends when: the prospect replies (positively or negatively), they opt out, or the final step is sent with no response. Prospects who don't reply to the break-up email are typically moved to a low-cadence re-engagement list rather than removed permanently.