HubSpot Sequences Cheat Sheet

Before Enrolling a Contact:

1. Look at the entire contact record for important notes
2. Check contact name and email for accuracy
3. Make sure contact information is grammatically correct and up to date

Please note: You must mark tasks completed to move forward in every sequence.

[Inbound] New Lead: Chatbot (Email Only) #

Use Case: A lead completes a chatbot conversation and wants to communicate via email only.

Length: 6 emails | 6 tasks
Duration: 6 weeks

1. [Inbound] New Lead: Chatbot Email 1
2. Check Engagement Task 1
3. [Inbound] New Lead: Chatbot Email 2
4. Check Engagement Task 2
5. [Inbound] New Lead: Chatbot Email 3
6. Check Engagement Task 3
7. [Inbound] New Lead: Chatbot Email 4
8. Check Engagement Task 4
9. [Inbound] New Lead: Chatbot Email 5
10. [Inbound] New Lead: Chatbot Email 6 (Manual)

[Inbound] New Lead: Email Outreach (Before Calling) #

Use Case: You do not call as first contact (if a lead comes in late at night, too early in the morning to call, etc.). If you do call, use the Left VM sequence.

Length: 7 emails | 6 calls
Duration: 8 weeks

1. [Inbound] New Lead: Email Outreach (Before Calling) 1
2. Call 1
3. [Inbound] New Lead: Email Outreach (Before Calling) 2
4. Call 2
5. [Inbound] New Lead: Email Outreach (Before Calling) 3
6. Call 3
7. [Inbound] New Lead: Email Outreach (Before Calling) 4
8. Call 4
9. [Inbound] New Lead: Email Outreach (Before Calling) 5
10. Call 5
11. [Inbound] New Lead: Email Outreach (Before Calling) 6 (Manual)
12. Call 6
13. [Inbound] New Lead: Email Outreach (Before Calling) 7 (Manual)

[Inbound] New Lead: Left VM #

Use Case: It’s a new inbound lead and you left them a voicemail.

Length: 7 emails | 7 calls
Duration: 8 weeks

1. [Inbound] New Lead: Left VM Email 1
2. Call 2
3. [Inbound] New Lead: Left VM Email 2
4. Call 3
5. [Inbound] New Lead: Left VM Email 3
6. Call 4
7. [Inbound] New Lead: Left VM Email 4
8. Call 5
9. [Inbound] New Lead: Left VM Email 5
10. Call 6
11. [Inbound] New Lead: Left VM Email 6 (Manual)
12. Call 7
13. [Inbound] New Lead: Left VM Email 7 (Manual)

[Inbound] New Lead: Website Audit #

Use case: The lead filled out a form for our Free SEO Audit.

Please note: A report will automatically run and be linked in a note on their contact record in HubSpot.

It will look like this:

Just click that link and it will download the PDF to your computer.

Rename the PDF before sending to a prospect. Something like, “SEO Audit for example.com” would work well.

Length: 6 emails | 6 calls
Duration: 7 weeks

1. [Inbound] New Lead: Website Audit Email 1
2. Call 1
3. [Inbound] New Lead: Website Audit Email 2
4. Call 2
5. [Inbound] New Lead: Website Audit Email 3
6. Call 3
7. [Inbound] New Lead: Website Audit Email 4
8. Call 4
9. [Inbound] New Lead: Website Audit Email 5
10. Call 5
11. [Inbound] New Lead: Website Audit Email 6
12. Call 6

[Front] New Lead: Left VM #

Use Cases:

• It’s a new front lead and you left a voicemail.
• You have a website analysis to send/go over with them.

Length: 6 emails | 7 calls
Duration: 7 weeks

1. [Front] New Lead: Left VM Email 1
2. Call 2
3. [Front] New Lead: Left VM Email 2
4. Call 3
5. [Front] New Lead: Left VM Email 3
6. Call 4
7. [Front] New Lead: Left VM Email 4
8. Call 5
9. [Front] New Lead: Left VM Email 5
10. Call 6
11. [Front] New Lead: Left VM Email 6 (Manual)
12. Call 7

[Reengagement] Haven’t Spoken In A While #

Use case: Spoke to the prospect before but they’ve stopped responding.

Length: 3 emails | 3 calls
Duration: 4 weeks

1. [Reengagement] Haven’t Spoken In A While 1
2. Call 1
3. [Reengagement] Haven’t Spoken In A While 2
4. Call 2
5. [Reengagement] Haven’t Spoken In A While 3
6. Call 3

NEW [Inbound] New Lead: Invalid Phone Number #

Use Case: A lead does not have a working phone number to call. This is an email only sequence with tasks to check for engagement.

Length: 6 emails | 6 tasks
Duration: 6 weeks

1. [Inbound] New Lead: Invalid Phone Number Email 1
2. Check Engagement Task 1
3. [Inbound] New Lead: Chatbot Email 2
4. Check Engagement Task 2
5. [Inbound] New Lead: Chatbot Email 3
6. Check Engagement Task 3
7. [Inbound] New Lead: Chatbot Email 4
8. Check Engagement Task 4
9. [Inbound] New Lead: Chatbot Email 5
10. [Inbound] New Lead: Chatbot Email 6 (Manual)

NEW [Agreement] Long-Term Follow-Up #

Use case: You haven’t heard from the contact after sending an agreement—after a week or so.

Length: 3 emails | 3 calls
Duration: 4 weeks

1. [Agreement] Long-Term Follow-Up 1
2. Call 1
3. [Agreement] Long-Term Follow-Up 2
4. Call 2
5. [Agreement] Long-Term Follow-Up 3
6. Call 3

NEW [Renewal] Time to Renew #

Use case: Your client is up for renewal and you want to reach out to set up a time to go over their account and talk goals for the future.

Length: 3 emails | 3 calls
Duration: 4 weeks

1. [Renewal] Time to Renew 1
2. Call 1
3. [Renewal] Time to Renew 2
4. Call 2
5. [Renewal] Time to Renew 3
6. Call 3