Automate outreach with email sequences

Following up with a new lead sounds easy. But that’s not the only job you have, and it’s not the only lead in your CRM.

In OnePageCRM, you can build email sequences, space them out, and add to any contact with a click.

When to use Email Sequences

An email sequence is a series of pre-scheduled emails. They are built from your existing email templates.

You choose the templates, set the timing between each one, and save the sequence.

You can also trigger it automatically with Autoflow. For example, when a deal is won or a new tag is added.

Here are a few situations where Email Sequences can make a big difference.

1. Cold outreach

Writing emails for every new lead doesn’t scale.

With an email sequence, you write the series only once. And you can optimize and improve it as time goes by.

The first email can introduce your service. A second one follows up four days later. A third nudges one week after that.

Each one uses variables to pull in data from your CRM, so it reads like a personal email.

2. Trade show follow-ups

After a conference, you come back with a stack of new leads.

Manually following up with each of them over the next few weeks is time-consuming.

That’s when you can set up an email sequence that fires up each time a ‘Trade Show’ tag is added to a contact.

You only need to scan the business cards. OnePageCRM will add them to your database and trigger the email sequence automatically, once the correct tags are added.

3. Post-sale check-ins

Checking in with new customers builds loyalty and opens the door for upsells and referrals.

In OnePageCRM, you can create a sequence that sends a thank-you email after a deal is marked as won, follows up with a feedback request two weeks later, and schedules a check-in at the ninety-day mark.

You can also use Autoflow to add a follow-up reminder in between for a personal call.