"Outreach" means all the ways you reach out to a potential customer — emails, phone calls, and tasks to follow up. How to build a multi-step outreach plan once, and let SmartLite carry it out on schedule for every lead you enroll.
⏱ ~8 min to complete80 pts available🏅 Badge: Outreach Cadence Builder
"I know I'm supposed to email on day one, call on day three, and follow up again on day seven. But with 40 leads at once, I can't hold every date in my head."
A "lead" is a person who might want to buy from you. A "touch" is one attempt to reach out to them — an email, a call, or a task.
When follow-up depends on a rep remembering to do it, some leads get five touches and others get none. Outreach quality becomes a matter of luck, not a reliable process.
What you'll achieve
Every lead gets the same disciplined series of emails, calls, and tasks. Build the plan once, and it runs automatically for every rep.
A Sales Sequence is built for a Target Object — Lead or Contact — and made up of Steps. Each step has a Type (Send Email, Call Task, or Generic Task) and a Day Offset that says how many days after enrollment it should run.
Email stepsPick an Email Template. When the step comes due, SmartLite sends that template to the lead or contact's email address automatically.
Call / Task stepsGive it a Task Subject. When the step comes due, a task with that subject is created and assigned to the rep who enrolled the record.
Enroll a recordOnce a lead or contact is enrolled in an Active sequence, its steps run automatically, counted from the day it was enrolled.
Performance at a glance
Each sequence shows how many records are Enrolled, Active, Completed, and Replied — so you can see whether the cadence is actually working.