Academy Short | Tutorial: Create a Sales Sequence

Ready to save hours on manual follow-up and boost your lead nurturing efficiency? HubSpot Sequences are your automated tool for consistently engaging prospects with perfectly timed emails and task reminders!

In this step-by-step Academy On-the-Go video, join Senior Professor Brenna Zenaty ( @BZenaty ) as she guides you through creating, customizing, and managing sales sequences. You will learn how to:

  • Build Steps: Easily add automated emails, manual email tasks, call tasks, and action reminders from scratch or using pre-made templates.
  • Customize Flow: Adjust the timing and delays between steps, with up to 90 business days between actions.
  • Automate Unenrollment: Configure triggers (like a meeting booked or an email reply) to automatically unenroll contacts, preventing awkward outreach.
  • Enroll Contacts: Manually enroll individual contacts, saved lists, or even contacts directly from your inbox.

Empower your sales team to nurture leads efficiently and achieve better outcomes today!

Watch the full guide now! HubSpot Academy