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 you receive a response, that prospect is kicked out of the sequence so they don’t receive any more emails. After your initial reply, a follow-up sequence can be used to make sure that there’s continued communication.
Auto vs. Manual Email
There are two types of emails that you can have in a sequence: auto and manual.
Auto email: Emails 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 for the emails to send.
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 as a task in Outreach for delivery. Manual emails will not be sent until you manually send the email. The prospect will remain at this step in the sequence until you make any necessary edits and 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 step to use 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.
Sample Reply Emails
The language should be simple and generic, since you're just checking in. When creating your follow-up sequence, your emails should always be a "Reply" type, found on top of the email compose window when adding an email sequence step. This will automatically create a thread, attaching the email you deliver from your inbox to the sequence reply email (more below).
These 3 templates are examples of verbiage that we use to "check in" during the follow up sequence:
The Follow-Up Sequence
Follow-up sequences should 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.
To add a prospect to a follow-up sequence, open the prospect message you're replying to in your inbox. After completing your email response, click on the Sequence button on the top of the compose window.
Once you've found the follow-up sequence you want to put the prospect into you'll click "Set Sequence"
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!
When you send your response to the prospect, the prospect will be added to the sequence and automatically receive follow-up reminders.