Sequence
A sequence is a predefined series of touchpoints used in sales outreach and marketing to engage prospects over time. Sequences are typically automated and personalized to guide leads through the buyer’s journey or sales funnel.
A sequence usually includes:
- Multiple steps spread across days or weeks
- Different channels (email, social media, phone)
- Conditional logic (e.g., if a lead replies, remove from sequence)
- Delays or wait times between steps
- Templates with merge fields for personalization


