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 get a reply.

Why use a sequence instead of a single email?

Most outbound replies don't come on the first touch. The majority come on the 3rd to 5th touch — weeks after the first email landed. One email to a cold prospect leaves most of your pipeline on the table.

A sequence automates the follow-up cadence so no prospect gets dropped. The SDR or agent doesn't need to remember — the system fires each step on the right day.

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.

Step 1 needs real personalisation — something specific to the prospect's company, role, or current situation. Steps 2–5 run on automation. But if step 1 reads generic, nothing that follows will recover it.

How do AI agents run sequences?

An AI SDR finds prospects that match the ICP, researches each account, writes a personalised first touch, enrolls the prospect in the sequence, and executes every follow-up step on schedule without waiting for a human to prompt it. When a reply comes in, the Account Executive takes over.

Supervisor coaching notes — "always include a specific compliance stat in step 3 for healthcare prospects" — get stored as memory blocks that influence how the agent writes future sequences. The more sequences it runs, the better its targeting and messaging gets.

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.