Setting up automated follow-up sequences

Leads & CRM8 min read

Follow-up sequences let you build a series of texts and emails that send automatically over days or weeks — so no lead ever goes cold because a rep forgot to follow up.

Go to Follow-Ups in the left sidebar, then click + New Sequence.

Name your sequence (e.g., 'Storm Lead 7-Day Follow-Up') and choose a trigger: Manual (rep starts it) or Automatic (triggers when a lead enters a specific stage).

Click + Add Step to build your first message. Choose the type (SMS or Email), set the delay (e.g., '1 day after previous step'), and write your message.

Use merge tags to personalize messages automatically:

{{first_name}} — Lead's first name
{{rep_name}} — Assigned rep's name
{{company_name}} — Your company name
{{address}} — Lead's property address

Add as many steps as needed. A typical storm sequence has 5–7 steps over 10–14 days.

Click Save Sequence when done.

To apply the sequence to a lead: open the lead, click Follow-Up Sequence, select the sequence, and click Start. The first message goes out immediately (or at the scheduled delay), and all subsequent steps follow automatically.

Set up a sequence to pause automatically when a lead replies — go to sequence settings and toggle 'Pause on reply'. This prevents a homeowner from getting automated texts after they've already responded.

You can see every scheduled message for a lead in the lead's Activity Timeline.