Build the steps once: a LinkedIn invite and a few messages, an email, an Instagram or WhatsApp message. Each person gets them on schedule, and stops the moment they answer.
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Following up is where meetings are won, and where most tools cut corners.
By hand, it’s a spreadsheet of who to chase and when, and one busy week breaks it. Most automation fixes the sending but not the judgement: it follows up with people who already said yes, locks a campaign once it’s running, or makes you restart a lead to fix a typo.
Every LinkedIn action in one flow, including free InMail to open profiles.
The sequence can do what a careful person would: look at their profile, like a post, connect, then message.
- Profile visits, likes, comments and endorsements as soft touches before you ask for anything.
- Invites with or without a note, messages, and InMails through Classic, Sales Navigator or Recruiter.
- Withdraw an invite nobody accepted, and keep visiting or liking in the background while you wait.
- InMail open profiles for free with “Only send to open profiles”, from a sender with Premium, Sales Navigator or Recruiter.
Email, Instagram and WhatsApp steps in the same sequence.
Gmail, Outlook and IMAP mailboxes connect directly, and Instagram accounts and WhatsApp numbers run their own steps, so a lead who doesn’t accept on LinkedIn can still hear from you.
- Separate branches for sent, bounced and no email address.
- Threaded follow-ups, or a new thread when you want one.
- Open and click tracking, on by default for sequence emails.
- Switch channel carries a lead on to LinkedIn, Instagram or WhatsApp from the next step, using that channel’s account in the pool.
Branch on how each person behaves.
A condition step checks the lead and sends them down the right path, instantly.
- Conversation: replied, accepted, connection status, email bounced, last call outcome.
- Lead: has an email or phone, open profile, tag, stage, company, title, headline, location or any custom field.
- Tests: an A/B split sends people down weighted paths, and each person always takes the same one.
Branching on stored profile data (past roles, recent posts, skills) and AI routing Early access
Write each message once, and every person gets their own version.
Each person gets their own name, company and role, and the preview shows the exact text that will be sent.
- Variables with fallbacks:
{{first_name|there}}never leaves a blank. - Spintax and conditional text vary the wording and drop a phrase when a detail is missing.
- Preview on a real lead uses the same renderer as sending, so what you see is what they get.
- AI drafts the invite, message or comment for each person, and a teammate approves it before it sends.
Describe a sequence to Claude, and it builds the steps for you.
Say “connect, two follow-ups, then an email”. Claude builds the sequence, shows you the steps and who it will reach, and starts nothing until you say yes.
See what you can ask ClaudeSix rules that keep every lead moving without you.
Small rules that stop a sequence from embarrassing you or quietly stalling. Here they are, on one lead over three weeks.
Tom Becker · Head of Sales, Fieldnote · in SaaS founders Q4
- Day 0
Invite sent
PriyaWaiting for accept up to 14 days
- Visited profile
- Liked “Hiring our first SDR”
Wait for them to accept
A wait step with its own timeout branch: 14 days by default. Visit or like their posts in the background while you wait, then withdraw the invite or switch to email.
- Day 14
No accept after 14 days
- Invite from Priya withdrawn
- Handed to
Daniel for a fresh inviteretry 1 of 2
Try another account
No accept after 14 days? Hand the lead to the next account in the pool for a fresh invite, up to a limit you set.
- Day 16
Accepted · Message sentvia Daniel
VariantABCDEThanks for connecting, Tom. Saw Fieldnote is hiring an SDR…
Tom stays on B for every later step.
Test up to five messages
Up to 5 variants on any invite, message, InMail or email, or an A/B split to test whole paths. Each person always gets the same version.
- Day 19
Call task
AnanyaDue today · “Ask about the SDR hire”
ConnectedVoicemailNo answerNext: if voicemail → LinkedIn message in 2 days
Manual steps and calls
Any step can become a task for a teammate instead. A call step records the outcome (connected, voicemail, no answer) so later steps can branch on it.
- Day 20
Reply from Tomauto-reply
“I’m out of the office until Monday 12 October with limited access to email.”
PausedResumes 12 Oct, the date in the reply
Out of office handled
An out-of-office reply pauses the lead and picks up again after 7 days, or on the return date if the auto-reply names one.
- Any day
Why isn’t this sending?SaaS founders Q4
- Senders: Priya and Daniel healthy
- Limits: 21 of 25 invites used today
- Schedule: outside sending hours (Mon–Fri, 9 to 6)
- Lead supply: 340 people waiting
Nothing to fix. Sending resumes Monday at 9:00 when the schedule opens.
“Why isn’t this sending?”
One button checks senders, limits, schedules, health and lead supply, and tells you in plain words what to do next.
Change a campaign while it runs, without starting over.
Edits go into a draft that saves itself. Nothing reaches a live lead until you publish, and publishing shows you exactly who is affected first.
- 1
Draft. Edit steps, text or timing. The draft auto-saves; the live sequence keeps running on the old version.
- 2
Impact preview. Before anything changes you see the count: people in flight, how many are on or after a changed step, and which messages are already queued.
- 3
Publish. Update everyone who hasn’t reached the change, or choose new people only so conversations already under way finish unchanged.
Already-queued messages can be updated with the new text, one lead’s next action can be edited or moved, and every version is kept so you can compare and restore. There is no “restart from the top”, on purpose: it would re-send messages people already had.
Leads who reply on any channel exit every sequence, on every sender, before the next step can send.
A reply on LinkedIn, email, Instagram or WhatsApp, to any of your accounts, ends every live sequence that person is in and cancels anything queued for them. It’s on by default for every sequence. Out-of-office replies pause the lead instead and resume on their own.
See how the reply stop worksWho uses it
Sales teams
Every rep on the same proven sequence, and nobody messaged twice by two reps.
See how they use itAgencies
One sequence per client, run from the client’s own accounts, with each client’s results kept apart.
See how they use itFounders
Follow-ups that go out while you build, and stop the moment a buyer answers.
See how they use itIncluded on every plan, priced per account you send from.See pricing
Questions people ask before they start.
How many steps can a sequence have?
As many as you need. There are steps for every channel, from profile visits and invites to InMails, emails, Instagram and WhatsApp messages, branches, CRM updates and call tasks. Most start with four or five steps: an invite, two messages and an email.
Can I edit a sequence while it’s running?
Yes. Your edits save to a draft that no live lead sees. When you publish, you see how many people are affected and choose whether people already in flight get the change or only new people do.
Can I test messages against each other?
Yes. Add up to 5 variants to an invite, message, InMail or email step, or use an A/B split to test whole paths. The winner is judged on interested replies, and no verdict is shown until each variant has 100 sends.
What if a lead has no email address?
The email step has its own “no email” branch, so those people can carry on over LinkedIn instead. A “find email” step can look one up first with your own provider keys.
What happens when someone replies?
By default they leave every sequence, on every account and channel, and anything queued for them is cancelled. An out-of-office reply pauses them and resumes on its own.
Are there templates?
Yes. Start from one of 9 ready-made templates, from a simple connect and follow-up to the Instagram engagement ladder and a WhatsApp follow-up, then edit the copy and timing. You can also duplicate any sequence, or describe the campaign to Claude (“connect, two follow-ups, then an email”) and it builds the steps for you to check before anything starts.