Outreach: Sequence Builder

By Summit53 Team

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Overview

The Sequences page (/outreach/sequences) is where you build lightweight outbound cadences. You create focused, typically three-to-five step email sequences, and a shared async job backend executes the steps as they fall due and records the resulting events. The page is split into a builder on the left and an Existing Sequences list on the right.

Two header actions are available: Create Sequence (start a new cadence) and Admin: Process Due Steps (manually trigger the backend to run any steps that are due).

Starter templates

Rather than starting from a blank form, you can load a proven starting point and tailor it before saving. Each template has a Use template button that loads its steps into the draft form. Three ship today:

  • 3-touch cold email (Email) — a focused three-email outbound cadence, best for lightweight top-of-funnel testing.
  • LinkedIn-first handoff (Hybrid) — four steps that start with manual LinkedIn work, then follow with email and a handoff once engagement appears. Best for relationship-led outreach.
  • Manual relationship playbook (Manual) — a four-step, fully manual sequence for operators who want Summit53 to be the point of record rather than the sender. Best for founder-, AE-, or partner-led outreach.

Steps and step types

A sequence is an ordered list of steps. Each step has a Step type and a Delay days value that controls how long after the previous step it runs. Email steps also carry a Subject and Body. The available step types are:

  • Email — sends an email; supports subject and body with merge fields
  • Wait — pauses the cadence for the configured delay
  • Manual Task — a task for the operator to complete by hand
  • LinkedIn Connection Request
  • LinkedIn Follow-up
  • Review Email Draft — pauses for a human to review an AI-prepared draft before it goes out
  • Handoff — hands the lead off (for example, to a rep) rather than sending automatically
  • Reschedule

Each step row has controls to toggle it Active, Move up, Move down, Insert below, or Delete. Use Add Step to append a new one.

Personalisation merge fields

Subject and body fields support merge fields that pull from the lead record. Insert buttons are provided for each one:

  • {{first_name}}
  • {{last_name}}
  • {{full_name}}
  • {{company_name}}
  • {{title}}
  • {{email}}

A Sample Preview panel beneath each email step shows how the subject and body will render. Until you add content it reads "No subject yet" and "No body yet".

Drafts and publishing

Every sequence is created with a Name and optional Description, then saved either as a Draft or with Publish now. Drafts stay private until you publish them; published sequences can be used for enrolment immediately. Sequences are versioned, so a published sequence and an in-progress draft version can coexist.

Creating a sequence

  1. Click Create Sequence, or pick a starter template with Use template.
  2. Give the sequence a Name and optional Description.
  3. Add and order your steps, choosing a Step type and Delay days for each, and writing subject/body content for email steps.
  4. Save as Draft to keep it private, or Publish now to make it available for enrolment.
  5. Click Create sequence to save.

Published sequences appear in Existing Sequences, where they can be enrolled from the Leads page. When there are none, the list reads "No sequences yet. Create the first cadence on the left."