How to Create a Sales Sequence

23 May 2023

Sequences are customizable outreach initiatives with any number of consecutive contact points and tasks that engage your target people in person at scale. In order to move prospects quickly through your pipeline and convert them into paying customers as quickly as possible, they assist your team in delivering communications to your clients and completing the correct duties at the right time.

Create a New Sequence with an Email Template

Launch AroundDeal, click Sequence after moving your mouse over Engagement in the navbar. 

To start a new sequence, click + New Sequence. 

Click Prebuilt

Click + Create after naming the new sequence

To add a new step to the sequence, click + Add Step. 

After you have started the sequence, enter a time in the "Wait for" text box for AroundDeal to wait before sending the email that is included in this step. 

Please keep in mind that the best time to reach your target audience will depend on the sales technique you select. To determine the strategy that best serves your ideal clients, conduct industry research, create your strategy, and then conduct an A/B test.

In the "Edit Task modal," click Templates

Select the email template you want to use for the sequence

Click Save Changes

Create a New Sequence Without an Email Template

Launch AroundDeal, click Sequences after moving your mouse over Engage**ment** in the navigation bar.. 

Click + New Sequence to create a new sequence

Click New

Give the new sequence a name and then click + Create

Click + Add Step to add a new step to the sequence

After you have started the sequence, enter a time in the "Wait for" text box for AroundDeal to wait before sending the email that is included in this step. 

Click Add

Compose your new email. 

Click Save as a new template and give the new template a name in the popup to save this email as a new template. 

Click Save Changes

Add Additional Steps to a Sequence

Launch AroundDeal, then click Sequences after hovering your cursor over Engage**ment** in the navbar. 

To add a step to a sequence, click the desired step's sequence. 

Click + Add Step

To select the step type, click the drop-down menu. 

Set the amount f time that AroundDeal should wait before sending the email included in this step in the "Wait for" text box once you have triggered the sequence

For a priority drop-down, click it. 

Click Add

The sequence now has a step that you have inserted. To add additional, repeat this procedure.


Recommend Reading

How to Prepare and Import CSV Contact Lists to Create Matched Audiences in LinkedIn Campaign ManagerHow to Run an A/B Test to an Email Step in a SequenceHow to Use Dynamic VariablesHow to Add LinkedIn Steps to a SequenceHow to Resume Paused Contacts in a Sequence