Clay Icon

Guidelines for Automating Follow-Up Sequences with Leads

ยท
ยท

Hi - looking for some help/consultation (free or paid) regarding the process after getting a positive reply from a lead. Ho do you guys create sub sequence? Do i create sub sequence for each of the positive replies i'd get? For example, sub sequence for "Yes", "What is the pricing", "what is your process", "how do you work" , "can you reach back after XYZ time" - i'm not sure how to automate this. Or this can be done maunually only, is there any good automation i can do.

  • Avatar of Channeled
    Channeled
    APP
    ยท
    ยท

    We offer a few ways to automate subsequences for different types of positive replies: 1. Use our Twain feature to create multi-step sequence messaging. You can insert lead info and run the table to automatically generate personalized messaging for different scenarios. 2. For more advanced personalization, consider adding custom variables to your API calls. You can include separate fields for each step of your sequence, like "email body one," "subject line one," etc. This allows for highly personalized, multi-step sequences for each lead. 3. Utilize our "write to table" feature to create custom scoring formulas. This can help qualify leads and trigger personalized follow-ups based on their responses. For specific guidance on setting this up, you may want to request human assistance for a more tailored solution.

  • Avatar of Channeled
    Channeled
    APP
    ยท
    ยท