Sequence templates

Start from a sequence built for your situation

Each template is a complete sequence with timing, one ask per step and notes on what to change before you send. Copy a step, or read why it is shaped the way it is.

Startups

Design-partner outreach for a pre-launch B2B product

For founders who need five to ten design partners before launch: a four-step sequence that asks for a problem conversation, not a purchase.

4 steps · 14 days · goal: Five to ten design partners who have the problem and will test early builds

First paying customers in one vertical, founder-led

For founders selling the first paid version to one vertical: a five-step sequence built around a specific problem, a short demo and an early price conversation.

5 steps · 20 days · goal: First paying customers in a single vertical, sold by the founder

Proposing a product integration to a complementary company

For startups approaching a complementary product about an integration or joint marketing: four steps that lead with what shared customers gain.

4 steps · 16 days · goal: A first call with the partnerships or product owner at a complementary company

NGOs

Asking companies to sponsor a specific event

For NGOs seeking sponsors for one named event: a four-step sequence that sends the sponsorship deck as a tracked offer and follows up on what was read.

4 steps · 16 days · goal: Sponsorship commitments for one named event from companies with a local or thematic link

Introducing your organisation to a public institution

For NGOs approaching a municipality, university or public body: a four-step sequence with a formal tone, a clear public benefit and a low-cost first meeting.

4 steps · 20 days · goal: An introductory meeting with the department that owns the topic at a public institution

Proposing a long-term CSR or volunteering partnership

For NGOs approaching a company about a multi-year partnership: four steps that start with the company's own goals and end with a small first project.

4 steps · 20 days · goal: A first meeting about a long-term partnership with a company's CSR or HR lead

Reactivating corporate donors who went quiet

For NGOs returning to companies that supported them before: a four-step sequence that thanks first, reports what their past support did, and asks for a conversation.

4 steps · 18 days · goal: A renewed conversation with companies that supported the organisation in the past

Sales teams

Following up a proposal that was opened but not answered

For sales teams after a proposal link was opened without a reply: a four-step sequence that uses what the reading data shows and asks for a decision, either way.

4 steps · 14 days · goal: A yes, a no or a named date from every account that opened the proposal

Following up webinar attendees by company, not one by one

For sales teams after a webinar: a three-step sequence that treats every attendee from the same company as one account and asks for one conversation per company.

3 steps · 10 days · goal: One follow-up conversation per company that attended, not one per attendee

Opening three people at one account in a new region

For sales teams entering a new territory: a four-step sequence for the first three contacts at one account, written so each person sees an angle that fits their role.

4 steps · 14 days · goal: One conversation at each target account in a new region, with the right person

Agencies

Agency new business: pitching one service to marketing leads

For agencies selling a specific service to heads of marketing: a four-step sequence built on one observation about their current marketing, with a small first step.

4 steps · 16 days · goal: A first conversation about one named service with heads of marketing at target companies

Founders

Asking a mutual contact for a warm investor intro

For founders raising a round: a three-step sequence to the person who knows the investor, with a forwardable note they can send in one click.

3 steps · 8 days · goal: A warm introduction to one named investor, made by someone they trust