Routines / Team Outreach Sequence
Team Outreach Sequence
Every weekday morning Jane writes emails and LinkedIn messages from each rep to the contacts due a step, following the sequence your leadership wrote once. Jane logs every touch in your client database and reports each week which steps produce replies and meetings.
How this routine works
Works with
Bullhorn
Avionté
Greenhouse
Ceipal
HubSpot
Salesforce
LinkedIn
Gmail
Outlook
Slack
Microsoft Teams
- 1
The weekday morning schedule runs
Every weekday morning Jane finds the contacts in each rep's accounts who are due the next step of the sequence your leadership wrote once.
- 2
Jane sends each rep's messages
Jane sends the emails and LinkedIn messages from each rep and takes out every contact who replied or booked a meeting.
- 3
Jane logs and reports results
Jane logs every touch in your client database and reports each week which steps of the sequence produce replies and meetings.
Questions about Team Outreach Sequence
What does the Team Outreach Sequence routine do?
It drafts each rep's outreach every weekday from one playbook your leadership sets, so every rep follows the same tested steps and messages. Each rep approves their own drafts.
Does Jane send messages on her own?
No. Every email and LinkedIn message is drafted from the rep and sent only after that rep approves it.
Can we change the playbook?
Yes. Edit the playbook and Jane applies the new version to every rep the next morning. The weekly counts by step show which messages to change.
Which systems does it work with?
HubSpot, Salesforce, Bullhorn and most other CRMs, plus LinkedIn and your Gmail or Outlook mailbox.