Build a follow-up sequence that nudges leads for you (you approve every message)

A follow-up sequence keeps every lead warm without you having to remember to write. You build the cadence once, enroll deals into it, and the AI drafts each step on schedule straight into your Approval Queue. You approve, it sends - no message ever leaves without your say-so.

Open the Sequences page

Go to Sales in the left sidebar and pick Sequences (in the Nurture group).

Start from a starter cadence or from scratch

• Starter cadence: click the starter button named for your trade (for example, "Add the General event business starter") to load a ready-made cadence you can tweak.
• New blank sequence: start from nothing and add every step yourself.

Edit the steps

1. Click Edit steps on the sequence you want to shape.
2. For each step, set the delay days - how long to wait before this step goes out.
3. Pick how the email gets written with the mode toggle:
   • AI writes it: describe the goal of the step in the purpose box (for example, "gently check in and offer to hold the date"). The AI writes a fresh, personalized email for each enrolled lead when the step comes due.
   • My exact email: write the subject and body yourself. Use merge tags such as {{first_name}}, {{event_date}}, and {{venue}} so each lead still gets a personalized copy of your exact wording.
4. Use Add step and Remove step to shape the length of the cadence.
5. Click Save cadence when you are done.

Activate it

• Active switch: each sequence has its own on/off switch. Only active sequences draft new steps.
• Make default (star): star one sequence to make it your default - that is the one used when you enroll a deal with one click from the Pipeline.
• Delete: removes a sequence you no longer need.
• Automatic follow-up master toggle: the switch at the top of the page controls the whole engine. While it is Off, enrolled deals wait. Turn it On and the AI starts drafting each due step for your approval.

Enroll deals from the Pipeline

1. Open Sales > Pipelines.
2. On a deal card, choose Enroll in follow-up sequence.
3. The first draft lands in your Approval Queue (the Work Board) - review it, edit it if you like, and approve.

You stay in control

Every step the AI drafts waits on the Work Board until you approve it, and nothing at all is emailed while your organization is still in Test mode. If drafts pile up but nothing sends, see "My follow-up emails aren't sending" in this folder for the go-live switch.

Still stuck? Submit a ticket from this help center and we'll take it from there.