Using Sequences to Schedule Prospect Follow-Ups

A sequence is a series of scheduled follow-up steps for prospects who have already replied: SMS messages and call reminders, each set to trigger a number of days after the step before it. Sequences help you follow up at the right time without tracking every prospect by hand.

The steps at a glance

• Create a sequence and name it.
• Add Send SMS and Call Reminder steps and set how long to wait before each one.
• Add prospects who have replied to the sequence.
• Work through your SMS and call reminders as they come due.

Resources

→ Replying To Messages

→ Creating Follow-Up Campaigns

→ SMS Guide: Template - Best Practices

1. Create a sequence

1. In the menu on the left, click the megaphone icon to open Campaigns, then click the Sequences tab.
2. Click Create in the top-right corner.
3. Enter a name for the sequence and click Start Building.

To change an existing sequence, click the three vertical dots next to it and choose Edit, Duplicate or Delete.

2. Build the steps

A new sequence starts with a Send SMS step. For each SMS step:

1. Under Wait, enter how many days should pass before the step triggers. For the first step, the days count from when the prospect was added to the sequence; for later steps, they count from when the previous step was completed.

   The 5-day rule

   By default, Lead Sherpa waits at least 5 days before contacting the same prospect again. You can change this under Account Settings > Company > Days Threshold, but we recommend keeping it at 5 days or more so prospects don't feel spammed.

2. Write the Message the prospect will receive, up to 320 characters.
3. Fill in the Alternate Message, which is sent if the prospect is missing data for a dynamic field in your message.

To add more steps, click Add a step at the bottom of the sequence and choose Send SMS or Call Reminder. A call reminder only needs a Wait time. To add a step between two existing steps, click the small circle on the timeline between them. To change or remove a step, click its three vertical dots and choose Edit Step or Delete Step.

When you're done, click Save in the top-right corner. If you click Cancel, your changes aren't saved.

3. Add a prospect to a sequence

A prospect has to reply at least once before you can add them to a sequence.

1. Open the prospect's conversation.

2. Above the reply box, click Add to Sequence.

   

3. Under Choose your sequence, pick the sequence and click Add.

To take a prospect out of a sequence, click Sequence Activated in the same place and then Remove.

4. Work through your reminders

When a step comes due, it appears under the SMS Reminders or Call Reminders tab on the Sequences page, and a red dot shows on the Campaigns icon. Work through the queue from there.

If a prospect replies to one of your sequence messages, they're removed from the sequence and their reply shows up in New Messages.

Questions? Email support@leadsherpa.com.