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How to create a sequence in Salesgear?
How to create a sequence in Salesgear?

Important steps to launch your first sequence

Surender Nadarajan avatar
Written by Surender Nadarajan
Updated over a week ago

Intent of the article:

This article explains how to create sequences in Salesgear to streamline your sales process.

What are sequences & why do you need them?

A sequence is a series of stages/ steps that help you build a repeatable sales strategy to engage with your contacts effectively. This will automate your outreach process, save hours every day, and ramp up your productivity by allowing you to focus more on sales conversations/ meetings.

The stages of a sequence can include emails, LinkedIn tasks, phone calls, and custom tasks of your own choice. For instance, you might email your contact list the first day, send a connection request on LinkedIn the third day, and send a follow-up email the fifth day.

Steps to create a sequence:

There are two ways to create a sequence in Salesgear. You can choose to create your customized sequence from scratch or select one of the predefined sequences & modify it according to your requirements.

Let’s check out how to create a sequence from scratch.

  1. Click on the ‘sequences’ icon (the one similar to a paper plane) on the vertical side menu bar.

  2. Click on the blue-colored ‘Add New’ button in the top right corner.

  3. Choose ‘New sequence’ from the drop-down menu.

  4. Give a suitable name to your sequence and click on ‘Create New Sequence’. You just created your sequence.

Alternatively, you can also choose a predefined sequence from our library and personalize it according to your requirements.

  1. Click on the ‘sequences’ icon (the one similar to a paper plane) on the vertical side menu bar.

  2. Click on the blue-colored ‘Add New’ button in the top right corner.

  3. Choose ‘New sequence’ from the drop-down menu.

  4. Select a predefined sequence from the library and click on the ‘create and customize’ button.

Note: Once you create a sequence, it will be enabled by default. You can pause it using the toggle button available in the left top corner.

5. You can either continue with the available stages or add additional stages in the sequence.

6. Add contacts that you’d like to engage in this sequence.

7. Go to the settings tab in the sequence and schedule your emails to deliver them only during the configured time frame.

8. Choose your throttling limit and click on the ‘save changes’ button. Now you can rely on this sequence regularly to get your tasks done on time.

Points to remember:

  • Sequences can be defined with any number of stages based on your requirements, but ensure to include a minimum of 4-6 stages for better engagement with your contacts.

  • Please try to avoid adding contacts in between the execution of a sequence, as it shows a sign of irregularity. Instead, try cloning the sequence to add the desirable number of contacts. Head to this article to check out how to clone a sequence.

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