---
title: HubSpot Outreach Sequence Setup
type: article
created: '2025-11-11'
updated: '2025-11-11'
source_docs:
- raw/2025-11-11-sales-standup-100718228.md
tags:
- hubspot
- outreach
- email-templates
- sequences
- sales
layer: 2
client_source: null
industry_context: null
transferable: true
---

# HubSpot Outreach Sequence Setup

## Overview

This article documents the structure and components of the HubSpot outreach sequence used to support live cold-calling efforts. The sequence bridges phone-based outreach with automated email follow-up, ensuring every contact point is covered regardless of call outcome.

As of the 2025-11-11 sales standup, this sequence was **in progress** — being built by Mark Hope with Chris — and represented the primary blocker preventing outreach launch. See [[meetings/2025-11-11-sales-standup|Sales Standup 2025-11-11]] for context.

---

## Sequence Purpose

The HubSpot sequence is designed to:

1. **Complement live calls** — automatically send follow-up emails keyed to call outcomes (voicemail left, live conversation completed, no answer)
2. **Maintain touchpoint cadence** — keep prospects engaged between calls without requiring manual email drafting each time
3. **Feed into the broader outreach workflow** — once a contact is made, prospects are enrolled in the sequence to handle subsequent nurture steps

---

## Email Templates

### 1. Voicemail Follow-Up

**Trigger:** Sent after leaving a voicemail.

**Purpose:** Reinforce the voicemail message in writing and give the prospect a low-friction way to respond.

**Suggested subject:** `Just left you a voicemail — [one-line hook]`

**Body outline:**
- Acknowledge the voicemail was just left
- State the reason for reaching out in one sentence (reference the [[knowledge/sales/david-and-goliath-pitch|David & Goliath pitch]] framing if appropriate)
- Include a single, clear call to action (e.g., reply or book a 15-minute call)

---

### 2. Post-Call Next Steps

**Trigger:** Sent after a live conversation.

**Purpose:** Confirm what was discussed, restate any commitments, and provide a clear path forward.

**Suggested subject:** `Great speaking with you — next steps`

**Body outline:**
- Thank the prospect for their time
- Briefly recap the key point(s) discussed (pain point surfaced, goal identified)
- Restate the proposed next step (e.g., discovery call, proposal review)
- Include calendar link or direct contact info

---

### 3. General Follow-Up / No Response

**Trigger:** Sent when no response has been received after initial contact attempts.

**Purpose:** Re-engage without being pushy; reference the value proposition.

**Body outline:**
- Brief, low-pressure check-in
- One-line reminder of what was offered (tie to [[knowledge/sales/harmonzi-guarantee|the performance guarantee]] if relevant)
- Invite them to opt out or reschedule

---

## Integration with Live Outreach

The sequence is designed to work alongside Jacob's conversational call script (see [[knowledge/sales/conversational-call-script|Conversational Call Script]]). The workflow is:

```
Call attempt
  ├── Live answer → conversational script → post-call email template
  ├── Voicemail left → voicemail follow-up email template
  └── No answer / no voicemail → enroll in general follow-up cadence
```

Once a contact is made, the rep enrolls the prospect in the appropriate HubSpot sequence branch manually or via a defined trigger.

---

## Current Status

| Component | Status |
|---|---|
| Voicemail script (for calls) | In progress — Jacob drafting |
| Live-answer call script | In progress — Jacob drafting |
| Voicemail follow-up email template | Pending — to be added to HubSpot |
| Post-call next steps email template | Pending — to be added to HubSpot |
| HubSpot sequence build | **In progress — Mark + Chris** |
| Outreach launch | **Blocked** pending sequence completion |

---

## Action Items

- [ ] **Jacob:** Complete all script and template drafts in a single document; share with Mark for review
- [ ] **Mark:** Finalize HubSpot sequence build with Chris; notify Jacob when ready to launch

---

## Related

- [[meetings/2025-11-11-sales-standup|Sales Standup — Outreach Readiness & Strategy (2025-11-11)]]
- [[knowledge/sales/david-and-goliath-pitch|David & Goliath Pitch Framing]]
- [[knowledge/sales/harmonzi-guarantee|The Harmonzi Performance Guarantee]]
- [[knowledge/sales/conversational-call-script|Conversational Call Script]]
- [[knowledge/prospecting/prospect-list-enrichment|Prospect List Enrichment (Clay + ZoomInfo)]]