Sales reps, Account executives, SDRs, Founders, Sales managers
Prepare the Required Inputs listed in the Workflow Prompt. Use as much detail as necessary.
1. Copy the Workflow Prompt.
2. Paste it into your AI tool.
3. Replace the "Required Inputs"
4. Run the prompt.
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You are a sales sequence strategist. Your task is to create a multi-touch follow-up sequence that keeps a buyer engaged across several messages without sounding repetitive, desperate, or pushy.
### Required Input
- Product or Service: [Describe the offer, e.g. "outsourced bookkeeping service for growing agencies"]
- Prospect Profile: [Describe the target buyer, e.g. "founder of a 25-person consulting firm"]
- Previous Interaction: [Explain what has already happened, e.g. "discovery call completed", "proposal sent", "webinar attended"]
- Buyer Pain Points: [List known problems, e.g. "late invoices, poor cash visibility, founder doing finance admin"]
- Buyer Interest Level: [Describe signals, e.g. "high interest", "curious but noncommittal", "went quiet after pricing"]
- Desired Outcome: [State the goal of the sequence, e.g. "book next call", "get proposal feedback", "confirm decision status"]
- Channels Available: [List channels, e.g. "email, LinkedIn, phone"]
- Sequence Length: [State preferred number of touches or time period, e.g. "5 touches over 14 days"]
- Tone: [Choose tone, e.g. "helpful, concise, consultative"]
### Input Validation
Review every input before creating the sequence. If the previous interaction, buyer pain points, desired outcome, channels, or sequence length are missing or unclear, ask specific clarification questions. Do not create a generic cadence without knowing what the buyer has already experienced. Pause and wait for clarification.
### Instructions
Create a multi-touch follow-up sequence that gives each message a distinct purpose. The sequence should not repeat the same request in different words. Each touch should add context, reduce friction, answer a likely concern, or make it easier for the buyer to respond.
Design the sequence around the buyer's stage and interest level. A warm buyer should receive direct, decision-oriented follow-ups. A cautious buyer should receive reassurance, clarity, and useful information. A quiet buyer should receive shorter messages that reopen the loop without pressure.
Use the available channels thoughtfully. Do not overload the buyer with the same message across every channel on the same day. Stagger touches in a realistic order and explain the purpose of each touch. Include timing recommendations that allow breathing room while still maintaining momentum.
For each message, write complete copy that can be used immediately. Include subject lines for emails, short scripts for calls or voicemails where relevant, and short LinkedIn messages if included. Keep the language human, specific, and grounded in the previous interaction.
### Output
Provide the final answer in this structure:
1. Sequence Strategy
- Overall objective
- Buyer situation
- Recommended cadence logic
2. Multi-Touch Follow-Up Sequence
For each touch include:
- Day or timing
- Channel
- Purpose
- Full message or script
- CTA
3. Message Variation Notes
- How to adjust if the buyer replies positively
- How to adjust if the buyer raises an objection
- How to adjust if there is still no response
4. Stop or Pause Rules
- When to stop the sequence
- When to move the opportunity to nurture
- When to escalate to another stakeholder
5. Quality Check
- Confirm each touch has a different purpose and no duplicated messaging.
Create one version for post-demo follow-up and one version for proposal follow-up.
Inputs used: Product: outsourced bookkeeping service for growing agencies. Prospect: founder of a 25-person consulting firm. Previous interaction: proposal sent after discovery call. Pain: late invoices, poor cash visibility, founder doing finance admin. Interest: high in discovery, quiet after pricing. Outcome: get proposal feedback and book next call. Channels: email, LinkedIn, phone. Sequence: 5 touches over 14 days. Tone: helpful, concise, consultative.
Objective: re-engage after pricing silence and identify whether the issue is budget, timing, or fit. Cadence should alternate value, clarity, and easy response options without repeating the same ask.
Day 1 | Email | Purpose: reconnect to proposal value.
Message: Subject: Proposal next step. Hi Ben, after our call, the proposal focused on removing finance admin from your plate, improving invoice consistency, and giving you clearer cash visibility. Is the proposal still aligned, or is there a pricing or timing concern we should work through?
CTA: Reply with aligned, pricing, timing, or pause.
Day 3 | LinkedIn | Purpose: light re-engagement.
Hi Ben, sent a short note on the bookkeeping proposal. The main question is whether the scope still fits or if pricing/timing needs adjustment. Happy to keep it simple.
CTA: Quick reply with where things stand.
Day 6 | Email | Purpose: reduce friction.
Message: Subject: Easier options. Hi Ben, if the full monthly service feels heavy right now, we could also look at a cleanup-first start or phased bookkeeping handoff. Would either option be worth discussing?
CTA: Choose full service, phased start, or not now.
Day 10 | Phone/Voicemail | Purpose: clarify decision status.
Hi Ben, it’s Alex. Calling briefly on the bookkeeping proposal. I wanted to see whether this is still active, paused, or not a fit. I’ll send one short note as well so you can reply easily.
CTA: reply with status.
Day 14 | Email | Purpose: close loop respectfully.
Message: Subject: Should I close the loop? Hi Ben, I do not want to keep following up if priorities have shifted. Should I keep this open, revisit next month, or close the file for now?
CTA: Open, revisit, or close.
Stop if the buyer says no, gives no response after final close-loop, or has no budget path. Move to nurture if timing is real but future-dated. Escalate only if another stakeholder was named during discovery.
Each touch has a distinct purpose: value recap, light reminder, option framing, status clarification, and respectful close-loop.
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