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.
| Step | Channel | Timing |
|---|---|---|
| 1 | 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.
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 activity is tracked in parallel with the HubSpot sequence:
This creates a single source of truth for all prospect touchpoints across platforms.
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.
Documented in [4] — Jacob walked Mark through the live sequence setup during a December 2025 sales standup.