Email Sequences
Email sequences allow you to automate your communications with prospects and clients. Create series of emails that send automatically according to a defined schedule.
What is a Sequence?
A sequence is a series of pre-programmed emails that send automatically:
- At defined intervals (e.g., D+1, D+3, D+7)
- Following a trigger (registration, action, tag)
- Until a recipient action (reply, click, unsubscribe)
Typical Use Cases
Prospect Nurturing
Transform cold leads into hot clients:
- D+0: Welcome email after registration
- D+2: Share a relevant blog article
- D+5: Inspiring client testimonial
- D+7: Invitation to a discovery call
Client Onboarding
Support your new clients:
- D+0: Welcome and next steps
- D+1: Getting started guide
- D+3: Tips for preparing the first session
- D+7: Check-in that everything is going well
Post-Proposal Follow-up
Keep in touch after a proposal:
- D+2: Reminder of the sent proposal
- D+5: Share a similar testimonial
- D+10: Open question about needs
Creating a Sequence
Step 1: Define the Objective
Before creating, clarify:
- What is the objective of this sequence?
- Who will receive it?
- What action do you expect from the recipient?
Step 2: Create the Sequence
- Go to My Office > Sequences
- Click on "+ New sequence"
- Give it a clear name
- Define the trigger
Step 3: Add Emails
For each email in the sequence:
- Click on "+ Add email"
- Define the delay
- Write the subject and content
- Personalize with variables
Step 4: Configure Exit Conditions
Define when a contact exits the sequence:
- Reply to an email
- Click on a specific link
- Addition of a particular tag
- Move to a pipeline stage
Email Personalization
Available Variables
Insert dynamic information:
{{firstname}}: Contact's first name{{lastname}}: Last name{{company}}: Company name{{email}}: Email address
Best Practices
Respect Timing
- Minimum spacing: 2-3 days between each email
- Avoid weekends: Schedule on weekdays
- Optimal hours: Tuesday-Thursday, 9-11am or 2-4pm
Write Like a Human
- Avoid overly commercial tone
- Be authentic and personal
- Provide value before asking
Test and Iterate
- Start with 3-4 emails maximum
- Analyze results after 20+ sends
- Adjust subjects and content based on data