Skip to main content
A sequence is the logic a campaign runs per contact: which channel fires, in what order, with what gaps, and what happens when someone responds. One touch converts poorly. A sequence is what turns a list into booked jobs.

​
Step types

Steps can branch on what happened — answered or not, replied or not — so a contact who picks up doesn’t keep receiving the follow-up meant for someone who didn’t.

​
A sequence that works

A reliable shape for warm follow-up, such as unsold quotes:
1

Day 1 — Call

The agent calls, references the specific job, and offers to book. Most of your conversions come from here.
2

Day 1 — Voicemail drop, if unanswered

Short, specific, names your business and the job.
3

Day 1 — SMS, an hour later

Lands while the voicemail is still fresh. “Hi Dana, it’s Dan from Coral Plumbing about the water heater quote — want me to hold Thursday morning?”
4

Day 3 — Email

Re-send the quote with the detail and a booking link.
5

Day 7 — Call

One more attempt, then stop.
End your sequences. A follow-up that never stops generates complaints and opt-outs, and it poisons the list for the next campaign. Five touches over a week or two is plenty for warm contacts.

​
Writing steps

Be specific

Name the person, your business, and the exact reason you’re in touch. Specificity is what separates a follow-up from a mailshot.

One ask per step

Every step should have a single obvious next action. Two questions in a text gets you neither answer.

Vary the channel

Three texts in a row reads as pestering. Call, then text, then email lands as persistence.

Respect the gap

Same-day is right for a fresh lead. For a 60-day-old quote, days between touches.

​
Stopping on response

Branch so that a contact who books, replies, or asks you to stop exits the sequence immediately.
A customer who books on Tuesday and gets a “still interested?” text on Thursday will notice. Test your exit branches with your own number before running a campaign at volume.

​
Suppression and opt-outs

STOP on SMS and unsubscribe on email are honored automatically across every sequence, permanently. Suppressed contacts are skipped, and re-importing them does not undo it. See Contacts.

​
Timing and compliance

Sequence steps run within the campaign’s schedule. Calls and voicemail drops are subject to calling-hour restrictions in the contact’s local time — see Recording & consent.
Put your waits in whole days rather than exact hours where you can. It keeps steps landing at sensible times of day as contacts progress at different rates.