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Introduction to Prospecting Sequences for Deeper Engagement: Sequences
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Review a Sequence Before You Use It
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Add Prospects to a Sequence from the Prospects Page
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Add Prospects to a Sequence from Accounts and Opportunities
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Summary with Reference Materials
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Knowledge Check
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Course Feedback Survey
Prospecting Sequences for Deeper Engagement: Sequences
Learn how sequences work in Outreach and how to add prospects to them so you can prospect with more structure and consistency.
Sequences are a common way to organize many of the sales motions in Outreach. In this course, you learn what a sequence is, how sequence steps and timing work, how variables and AI personalization appear in sequence emails, and how to add prospects to sequences from different places in the platform, including inbox-based workflows. Through simple examples and platform walkthroughs, you learn how sequences help you stay organized, follow up consistently, and support a consistent outreach process.
After completing this course, you will be able to:
- Define what a sequence is and explain how it supports prospecting in Outreach
- Identify common sequence step types and how they work
- Understand how timing works between sequence steps
- Review sequence emails and understand how variables populate
- Filter and select prospects for sequencing
- Add prospects to a sequence from Prospects, Accounts, Opportunities, and supported inbox workflows
- Adjust when the first step begins