Anyone who works in sales knows that following up with a lead over time is a time-consuming, monotonous task … and doing it in a relevant, personal way is even harder. Sequences, a new feature of Sidekick for Business, makes following up easier than ever.
Instead of creating a task or setting a reminder for yourself to follow up with a prospect in a week or a month (when you’ve long since forgotten the context of your initial conversation), Sequences allows you to schedule tailored, personal follow-ups that get sent automatically in the future. No more reminders, and no more inept “just checking in” emails.
Sequences are based off your email templates in Sidekick for Business. You can use Sequences right from HubSpot CRM, or from your inbox if you are using Sidekick. Choose the best sequence for the situation, tailor the email to your prospect, and enroll them in seconds. If your prospect replies, the sequence stops.