Sequences
Automate your follow-up with multi-step sequences. Send the right message at the right time across email, SMS, and other channels.
80% of sales require 5+ follow-ups, but 44% of salespeople give up after one. Sequences ensure every lead gets consistent, timely follow-up — automatically.
Creating a Sequence
Name Your Sequence
Go to OMG Leads → Sequences → Create New. Give it a descriptive name like "New Lead - Demo Request".
Set Enrollment Trigger
Choose when leads enter the sequence:
Add Steps
Build your sequence with these step types:
Step Types
Example: Demo Request Sequence
Thanks for requesting a demo! Here's what to expect...
Hi {{first_name}}, did you get my email about the demo?
Case study: How {{similar_company}} saved 20 hours/week
Call lead - check demo interest
Final follow-up: Schedule your demo before {{offer_expires}}
Timing & Delays
Wait Options
- Wait X days/hours/minutes
- Wait until specific day of week
- Wait until specific time
- Business days only (skip weekends)
Send Windows
- Set sending hours (e.g., 9am-6pm)
- Respect lead's timezone
- Avoid sending on holidays
- Optimal send time by past data
Best Practice: Send emails between 9-11am or 1-3pm in the lead's timezone for highest open rates.
Personalization Variables
Use merge fields to personalize every message:
Exit Conditions
Leads automatically exit the sequence when:
Sequence Analytics
Track Performance
Monitor how your sequences perform:
Step-by-Step Analysis
See which steps perform best and where leads drop off.
A/B Testing
Test different subject lines, content, and timing.