Workflows
Workflow Sequences
Sequences define the automated touchpoints in your workflow. A typical sequence spans multiple weeks with varied outreach activities.
Sequence Overview
Each sequence is a series of timed actions that execute automatically based on lead entry and progression through stages.
Timing and Delays
Configure delays between touchpoints to optimize engagement without overwhelming leads. Common patterns include:
- Initial contact within 5 minutes of lead capture
- Follow-up calls spaced 1-2 days apart
- Email touchpoints between calls
Weekly Breakdown
Explore the standard three-week sequence: