Sequences are planned series of tasks you complete to contact your leads by phone, email, and text. When we say, “Put so-and-so into such-and-such a sequence,” that means we’re going to try connecting with that lead by doing the outreach tasks mapped, day-by-day, to that sequence. Usually, some tasks in a sequence will be automated (meaning LeadSigma does them for you once you set them up) and some will be user-driven. Together, those automated and user-driven actions guarantee consistent outreach to our leads.
Let’s peek at a random Warm Leads sequence to understand how these bad boys work (if you’re comfortable with sequence basics and want to jump into assembling your own, skip to the step-by-step guide below the example). Keep in mind that this is only an example; since they’re customizable, not all sequences will look the same.
At the top, LeadSigma shows the sequence’s name - “Warm Leads.” Beneath that, there’s a series of gray boxes with light blue-green headers. The top box tells us what outreach tasks we’ll do on day 0, as soon as the lead enters LeadSigma. The “Delay” means the delay after the lead’s been entered; since we’ve set it to 0 days, the three actions listed below happen right away. In this instance, there’ll be a call and an automatic text and email. If we hover over “Prospect SMS 1” like so -
- we can even get a preview of the message we’ll be texting. “Prospect SMS 1” is an example of a message template, something you can tinker with in Templates (check out our “Add/Edit Templates” article [insert link to article]. The same thing would happen if we hovered over “Email Sequence 2” - we’d get a preview of the selected email template.
The next box down looks like this:
LeadSigma’s telling us that two days after our first phone/text/email salvo, it will generate a call task. We’d see a job in Tasks for us to call that lead two days after submission.
Scrolling down further we see two automated tasks, one text and one email planned for the next day:
Sequences can go on as long as you want them to and can include any combination you choose of phone, text, and email tasks.
Ok! So we understand what sequences are and how they work. On to our real question: How do we draft our own?
Once you grasp how sequences work, building your own is pretty easy. Here’s the breakdown:
1. Log into LeadSigma and steer over to Sequences in the left sidebar, like so:
2. Click where it says, “Add Sequence.”
3. You’re now in a blank sequence. You can give it a name in the field near the top:
4. Next, decide when you want your opening task(s) to occur. Remember that “Delay for first task” is where you tell LeadSigma how many days after the lead enters the system you want those tasks to happen. If you want it to be more than 0 days, make sure to also uncheck Schedule Immediately.
5. If you want to add a text or email task to that first batch, you’ll click Add Action at the bottom of that box. You can then use the dropdown menu for the newly added action to set it as a text or an email task.
6. If you want to automate a text or email task, check the Automate box next to the task. Checking Automate means that LeadSigma will automatically send a templated email to any lead in this sequence on the appointed day.
7. The user in this example has chosen to send “Prospect Email 1” on Day 0. By hovering over the template’s name, she can preview the template and verify that it’s the one she wants to use. If she needs to edit the template, she can do so in Templates (here’s how).
8. To construct the rest of your sequence, all you have to do is click the Add Task button at the bottom left of the view. Another task box will appear right beneath the one you just did, and you’ll fill it out following the same steps - choose how many days after the previous tasks you want these to generate, then pick specific actions and, if you want, text and email templates to pair with new text and email tasks:
9. Lastly, you may have noticed the Automations Configuration box at the bottom of the sequence. If we want the emails that LeadSigma sends on your behalf for this sequence to come from one of your email accounts, you’ll have to select a connected mailbox from the “Send emails from” dropdown menu. The menu will only show mailboxes you’ve connected in Settings (Don’t know what a connected mailbox is? Try this article setting one up [insert article link]).
10. After you choose your connected mailbox, hit Save and you’re good to go!
And that’s a wrap. No more ad-hoc choices about the next steps to contact your leads; the sequences you’ve custom-built do the work for you. Let them guide you to rewarding connections while you rest easy, having pre-programmed the tough process decisions. Way to go! ⛳✅😊