---
title: HubSpot 7-Step Outreach Sequence
type: article
created: '2026-04-05'
updated: '2026-04-05'
source_docs:
- raw/2025-12-02-sales-standup-105541552.md
tags:
- hubspot
- outbound-sales
- sequences
- linkedin
- process
layer: 2
client_source: null
industry_context: null
transferable: true
---

# 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 [[knowledge/outbound-sales/ai-research-workflow]]) is used to personalize messaging prior to adding a contact to the sequence.

## Related

- [[knowledge/outbound-sales/ai-research-workflow]] — Claude/ChatGPT workflow for pre-sequence prospect research
- [[knowledge/outbound-sales/email-timing-strategy]] — A/B testing send times (Mon/Fri/Sat vs. traditional Tue/Thu)
- [[knowledge/outbound-sales/outbound-sales-principles]] — Core philosophy: volume, personalization, and process refinement

## Source

Documented in [[raw/2025-12-02-sales-standup-105541552.md]] — Jacob walked Mark through the live sequence setup during a December 2025 sales standup.