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Glossary

Prospecting sequence.

A planned series of touches, by email, LinkedIn or phone, addressed to one person from a precise reason, with spaced follow-ups and a stop rule.

A prospecting sequence organizes successive touches with one person: which message, on which channel, at what interval, and until when. It avoids two pitfalls: the single message with no follow-up, and the improvised follow-up that repeats the first message.

The structure of a sequence

  1. The first message states the reason, drawn from a buying signal, and asks a precise question.
  2. The first follow-up, a few days later, brings something new: an example or another reading of the signal.
  3. A channel change if the first stays unanswered: a LinkedIn message after an email, or the reverse.
  4. A short last message, which leaves the door open without pushing.

Every step stays tied to the initial reason. A sequence whose steps don’t build on each other looks like a series of generic messages.

The role of the signal in the sequence

The signal gives the whole sequence its thread, beyond the first message: the follow-up can return to another facet of the same fact, or point to a new fact observed since. In the example below, the follow-up moves from the priority the person announced to the job ad their team published afterwards.

Adapting each channel

An email supports a bit more context; a LinkedIn message must fit in a few lines; a call opening plays out in two sentences. The template after a new role shows an example on LinkedIn, in three messages.

Example

After a new role, the sequence starts with an email that cites a priority announced by the person. The follow-up, five days later, mentions the job ad their team just published. The third touch goes through LinkedIn, in one sentence, and if it goes unanswered, a last message closes the sequence.

See also: Signal-based selling, Buying signal, Sales follow-up, and Multichannel prospecting.

Frequently asked questions

How many steps in a sequence?
Three to five are usually enough: a first message, one or two follow-ups that bring something new, a short last message. Beyond that, follow-ups become reminders without content.
Should you start with email or LinkedIn?
With the channel where the person is active. Someone who posts on LinkedIn will read a LinkedIn message; an executive with little online presence is more likely to read a short email.
When should you stop a sequence?
As soon as a reply arrives, positive or negative, or when the signal that motivated it is no longer current. A sequence that continues after a reply damages the relationship.

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