In sales when you reach out to connect with someone, the standard practice in Outreach is to place them in a sequence to make sure they have multiple touch points.
Once a response happens that person is kicked out of the sequence so they don’t receive any more emails. Once you respond back to that person, a reply sequence can be used to make sure that there’s follow up to that follow up.
Auto vs. Manual Email
There are two types of emails that you can have in a sequence: auto and manual.
Auto email: Will automatically send at the predesignated time, either a specific time and day, or an interval of time after the first touch point. There is no action required on part of the Outreach user/sender
Manual email: An email that, at a predesignated time either a specific time and day or interval of time after the first touch point, will be queued in the Outreach user/senders tasks to be sent. Manuel emails will not be sent until the user/sender manually sends the email. The sequence will stay at this step until the user/sender makes a decision to send the email.
In both instances, if there is a reply, the person is automatically kicked out of the sequence.
Understanding which type of email type is significant in designing your sequence. For example, maybe you want the email to automatically send no matter what, based on your workflow? Then an Auto email is right for you.
However, sometimes prospects reply using a different email, or in a new email thread. Because that reply leaves the original email thread, Outreach doesn't kick that prospect out of the sequence. With auto emails as your first step, they will still receive a follow up email, which could lead to confusion.
An alternative is to have the first step be a manual email. That way, you will still be alerted to follow up. But if you’re aware of them having responded, then you can cancel the task and thus remove them from the sequence.
With manual emails, the sequence does not progress until the email is sent.
Sample Reply Emails
The language to be simple and generic. It should seem like a simple follow up. Simple language generally results in higher responses.
The type of email should always be “Reply” to keep the follow ups in the same thread, maintaining context.
These 3 templates are examples of verbiage that we use to "check in" during the follow up sequence:
You'll want the sequence to last about 10-15 days in order to give the contact time to respond. We typically end the sequence with a generic task deciding what to do next.
In order to use the follow up sequence you'll want to open the message you're replying to.
After completing the email you'll go to the follow up button next to the send button.
Once you've found the sequence you want to put the prospect into you'll click "set follow up"
This will take you to the time interval that it will wait before dropping the prospect into that first automated message. You can change this to be whatever you'd like!