Chapter 15 of 39 · Grow
Pipelines: sequences and daily follow-ups
Most sales come from the follow-up, not the first message. A sequence is your follow-up plan: a first email, a nudge a few days later, a call, and a last note. Add leads to it and Winston puts each step in Tasks on the right day with the message filled in. You send each one yourself, and when someone replies their follow-ups stop.
How it works
What you can do here
- Build a sequence from a template or from scratch
- Mix email, phone call and to-do steps, with days to wait between them
- Use Winston's personal first message for each lead, or your own
- Personalise messages with the lead's name and company
- Work each day's due tasks, and mark replies to stop follow-ups
1. Building a sequence
- 1
Open the Sequences tab
Press New from template to start from Winston's proven plan, or start blank.
- 2
Name it
For example Roofers follow-up.
- 3
Set the first step
Choose Use Winston's personal first message to send each lead the message Winston wrote for them, or Write my own instead.
- 4
Add more steps
Press Add step. Choose Email, Phone call or To-do, the days to wait after the previous step, and the subject and message.
- 5
Personalise
Use placeholders like {{first_name}}, {{company}}, {{my_name}} and {{my_company}}; Winston fills them in for each lead.
- 6
Reorder and save
Use the arrows to move steps, the bin to remove one, then press Save sequence.
2. Adding leads to a sequence
- 1
Tick leads
On the Leads tab, tick the leads you want.
- 2
Choose Add to sequence
Pick the sequence. Each lead gets its own schedule starting today.
3. Working your daily tasks
- 1
Open the Tasks tab
Steps due today (and overdue ones) are listed, each with the message filled in. Coming up shows what's next.
- 2
Check the message
Edit the subject or message if you like.
- 3
Send it
Press Open in my email to send from your own inbox. If there's no email on file, copy it or call instead.
- 4
Mark done
Press Mark done. The lead moves on to the next step.
- 5
When they reply
Press They replied. Their follow-ups stop and they move to Interested.
Ten minutes on Tasks every morning is the habit that turns Pipelines into customers.
Try it yourself
Doing is the fastest way to learn. Open the tab and try these:
- Create a sequence from the template and add one list to it.
- Work today's tasks and mark one done.