HubSpot 7-Step Outreach Sequence

A structured, multi-channel outreach sequence used to automate and track prospect follow-up across email, LinkedIn, and phone. The sequence is executed through HubSpot's task queue, ensuring consistent cadence without manual tracking overhead.

Sequence Structure

Step	Channel	Timing
1	Email	Day 1
2	LinkedIn Connection Request	A few days later
3	Call	A few days later
4	Follow-up Email	—
5	LinkedIn Message	—
6	Call	—
7	Final Follow-up Email	—

The sequence deliberately alternates channels to maximize touchpoints without over-relying on any single medium.

Execution: Task Queue Workflow

HubSpot generates a task for each step as it comes due. Rather than managing steps individually, the rep uses the Start Tasks button to open a sequential queue and work through tasks one at a time. This keeps execution fast and reduces context-switching.

For email steps, HubSpot surfaces a compose window inline. For LinkedIn steps, the rep completes the action in LinkedIn Sales Navigator and logs it back in HubSpot manually.

LinkedIn Sales Navigator Integration

LinkedIn activity is tracked in parallel with the HubSpot sequence:

Tag each prospect as a Lead in Sales Navigator as they enter the sequence.
After completing LinkedIn steps (connection request, message), log the activity in HubSpot to maintain a unified interaction history.

This creates a single source of truth for all prospect touchpoints across platforms.

Enrolling Contacts

Contacts are sourced from ZoomInfo and researched before enrollment. AI-assisted research (see ^[1]) is used to personalize messaging prior to adding a contact to the sequence.

^[1] — Claude/ChatGPT workflow for pre-sequence prospect research
^[2] — A/B testing send times (Mon/Fri/Sat vs. traditional Tue/Thu)
^[3] — Core philosophy: volume, personalization, and process refinement

Source

Documented in ^[4] — Jacob walked Mark through the live sequence setup during a December 2025 sales standup.