Smartlead Subsequences

💡Subsequences are pre-templated sequences that we use to reply to the conversations and automate follow-ups.

Once we get a reply from a lead, we categorize it according to the status below.

Here are the actions we follow once a lead is categorized:

1. Information Request - someone requesting more information

   1. Action Steps: once they are tagged, the lead automatically gets a response that enrolls them into the information sequence that we wrote for you. If they don’t reply to the initial email, they’ll get two follow-ups before we stop contacting them.

   • Information Sequence Copy

     The first email is custom to your business but this is the format we’ve seen work best

     Email 1

     Hey [first-name]

     [one sentence about what we do with a potential link to an overview video]

     • [client name] accomplish [y] (links to case studies)

     • [client name] accomplish [y] (links to case studies)

     • [client name] accomplish [y] (links to case studies)

     • [client name] accomplish [y] (links to case studies)

     Let's set up a time to talk. Which day is better for you -- {{day_1}} or {{day_2}}?

     Regards

     [client-first-name]

     —

     [client-first-name] [client-last-name]

     [title] @ [company-name]

     Email 2

     Hey [first-name], happy [day-of-the-week]

     Just following up here - when would it be a good time for us to chat? I’m available on [day1] or [day2]?

     Regards,

     [client-first-name]

     —

     [client-first-name] [client-last-name]

     [title] @ [company-name]

     Email 3

     Hi [first-name],

     We haven't been able to connect--is there someone else on your team I could discuss this with?

     If you could point me in the right direction, I'd be grateful.

     A reply with their name and email would be best.

     Regards,

     [client-first-name]

     —

     [client-first-name] [client-last-name]

     [title] @ [company-name]

2. Power (Meeting Request) - someone showing direct interest and is potentially looking to schedule a call

   1. Action Steps: once they are tagged, the lead automatically gets a response that enrolls them into the power sequence.

   • Power Sequence Copy

     Email 1

     Hey [first-name]! Thanks for getting back to me.

     Let's set up a time to talk. Which day is better for you -- {{day_1}} or {{day_2}}?

     Regards,

     [client-first-name]

     —

     [client-first-name] [client-last-name]

     [title] @ [company-name]

     P.S if these times don’t work for you - feel free to send over your calendar link or some times that work for you

     Email 2

     Hey [first-name], happy [day-of-the-week]

     Just following up here - when would it be a good time for us to chat? I’m available on [day1] or [day2]?

     Regards,

     [client-first-name]

     —

     [client-first-name] [client-last-name]

     [title] @ [company-name]

     Email 3

     Hi [first-name],

     We haven't been able to connect--is there someone else on your team I could discuss this with?

     If you could point me in the right direction, I'd be grateful.

     A reply with their name and email would be best.

     Regards,

     [client-first-name]

     —

     [client-first-name] [client-last-name]

     [title] @ [company-name]

3. Future Request - someone requesting for us to reach out at a later time

   1. Action Steps: once they are tagged, the lead automatically gets a message scheduled for the date they requested us to reach out to them at

   • Future Sequence Copy

     Email 1

     Hey [first-name]

     You recommended we reconnect around this time to discuss the email below.

     Are you available to have a quick call at [day1] or [day2]?

     If not, please suggest alternatives.

     Let me know.

     Regards,

     [client-first-name]

     —

     [client-first-name] [client-last-name]

     [title] @ [company-name]

     Email 2

     Hey [first-name], happy [day-of-the-week]

     Just following up here - when would it be a good time for us to chat? I’m available on [day1] or [day2]?

     Regards,

     [client-first-name]

     —

     [client-first-name] [client-last-name]

     [title] @ [company-name]

     Email 3

     Hi [first-name],

     We haven't been able to connect--is there someone else on your team I could discuss this with?

     If you could point me in the right direction, I'd be grateful.

     A reply with their name and email would be best.

     Regards,

     [client-first-name]

     —

     [client-first-name] [client-last-name]

     [title] @ [company-name]

4. Referral Request - someone requesting that we reach out to someone else in another department

   1. Action Steps: once they are tagged, we forward the email conversation to the person that the lead mentioned to reach out to.

5. Auto Reply - someone giving us an automatic reply once we’ve sent them an email

   1. Action Steps: once they are tagged as “Auto-Reply”, we stop any future email threads to this individual from this campaign

6. No Longer Works Here - we get an automatic reply indicating that they no longer work at the company

   1. Action Steps: once they are tagged as “No Longer Works Here”, we stop any future email threads to this individual from this campaign

7. Unsubscribe Request - someone requesting that we don’t reach back to them or is showing signs of aggression

   1. Action Steps: once they are tagged as “unsubscribe”, we stop any future email threads to this individual from this campaign and we add this contact to the Do-Not-Contact list so that they are not reached out to ever again on behalf of you

8. Not Interested - someone who is politely declining us

   1. Action Steps: once they are tagged as “Not Interested”, we stop any future email threads to this individual from this campaign

9. Positive Custom Reply - someone who is showing interest and doesn’t fit into the subsequence category and requires a custom reply

   1. Action Steps: we use Quillbot and ChatGPT to form a reply to the lead

10. Reviewal (Sent To Client) - someone who is asking for information that only the client can answer

    1. Action Steps: once they are tagged as “Reviewal (Sent To Client)”, we send you the conversation to help us draft a reply. Once we get your reply, we feed that into ChatGPT and Quillbot to help write an even more structured reply back to the lead

11. Out of Office - an automatic reply letting us know that they’re out of office

    1. Action Steps: once they are tagged as “Out of Office”, we pause any future email threads to this individual from this campaign for 7 days. On the 7th day, we’ll resume the campaign.

12. Meeting-Ready-Lead - a person showing interest and wants to coordinate a time to speak

    1. Action Steps: once they are tagged as “Meeting-Ready-Lead”, we send this lead your way to handle setting the appointment