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A template gives you a working sequence in one click. You then edit the copy and timing, pick the senders, and activate. Nothing is sent before you activate.

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Use a template

1

Open the templates

Go to Sequences, click New sequence and choose Start from a template.
2

Pick one

Each template shows what it does in plain words, a numbered list of what happens to a lead, and a preview of the steps.
3

Name it and create it

Change the Name if you like, pick an optional Client, and click Create and open. The steps open in the builder as a draft, saved as version 1.
4

Finish it in the builder

Edit the messages and waits on the Steps tab, choose the senders on the Senders tab, then Activate.
All the LinkedIn templates except the nurture one start the same way. An Already connected? check skips leads the sender is already connected to. Everyone else gets a connection request without a note. The sequence then waits up to 10 days for the answer, visiting the profile and liking a post in the meantime.

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The templates

The simplest way to grow a network. Invitations still pending after 10 days are withdrawn so they do not pile up.
  • Accepted: finish.
  • Not accepted: withdraw the invitation and finish.
Same as Connect, plus a short automatic thank-you message the day after the lead accepts. The wording is spun, so every lead gets a slightly different line.
  • Accepted: wait a day, send a thank-you message, finish.
  • Not accepted: withdraw the invitation and finish.
Same as Connect, but the follow-up is a task for a teammate instead of an automatic message. The task carries tips for a personal compliment and a casual question. Best when the first message should not read like a template.
  • Accepted: wait a day, then create a task to write and send a personal note.
  • Not accepted: withdraw the invitation and finish.
Connect and follow up, with a second chance. When an invitation is not accepted, it is withdrawn, the lead rests for two weeks, and the next sender in the pool starts from the top. Up to two extra senders try before the lead is given up.
  • Accepted: wait a day, send a thank-you message, finish.
  • Not accepted: withdraw, wait 2 weeks, hand the lead to the next sender, up to 2 times.
Needs two or more senders in the pool, otherwise there is nobody to rotate to.
Builds the whole team’s network at once. After one sender connects, the lead rests for five days and the next sender sends their own invitation. Ignored invitations are withdrawn and the next sender tries two weeks later. No messages are sent.
  • Accepted: wait 5 days, then the next sender starts from the top.
  • Not accepted: withdraw, wait 2 weeks, then the next sender starts from the top.
Needs two or more senders in the pool.
For leads who are already connected but went quiet. Three rounds of a two-week pause and a like on their latest post keep the sender visible. A short “long time no chat” message then reopens the conversation. Leads who are not connected to the sender leave the sequence after a day.
  1. Only continue with leads the sender is connected to.
  2. Wait 2 weeks, like their latest post. This happens three times.
  3. Send a casual check-in message and finish.
The Instagram sequence that gets replies: a follow and a couple of likes first, then a message once the lead follows back, or a comment and then a message when they don’t. Instagram is a low-volume, high-touch channel. Every action counts against 10 an hour, and an account keeps roughly 40 leads in flight, so don’t expect LinkedIn volumes.
  1. Follow the lead, wait a day, then like two recent posts.
  2. Wait 2 days, then up to 5 days for a follow-back. The account’s followers are checked a couple of times a day.
  3. Followed back: send a message. Not followed back: comment on a post, wait 3 days, then send the message.
  4. Wait 4 days for a reply.
  5. Replied: finish, the Inbox takes over. No reply: wait 5 days, send one last message, finish.
Needs an Instagram account in the sender pool, and leads with an Instagram handle on file.
For leads who already agreed to hear from you on WhatsApp: a form opt-in, an existing customer, a number shared in a conversation. The sequence checks that consent first, and that the number is actually on WhatsApp. It sends one message, waits three days and follows up once. Leads without a recorded consent, or with a number that isn’t on WhatsApp, leave without being contacted.
  1. Only continue with leads who have a recorded WhatsApp consent.
  2. Check that the number is on WhatsApp.
  3. Send a first message and wait 3 days for a reply.
  4. Replied: finish, the Inbox takes over. No reply: wait 3 days, send one follow-up, finish.
  5. No consent or number not on WhatsApp: finish without contact.
Needs a WhatsApp number in the sender pool that has been connected for at least 24 hours, and leads with a phone number and a recorded WhatsApp consent.
The cross-channel pattern that is both allowed and effective. The sequence itself runs on LinkedIn: a visit, an invitation, a message once connected, and a wait for the reply. WhatsApp is reached through the Inbox. When the lead replies and shares a number, that reply is the consent you record on the lead, and the conversation continues on WhatsApp from there. WhatsApp is never contacted in parallel or without that consent.
  1. Visit the profile and send a connection request.
  2. Wait up to 10 days for the connection.
  3. Connected: send a message and wait 4 days for a reply.
  4. Replied: finish and carry on in the Inbox, recording the WhatsApp consent when they share a number. No reply: wait a week, send one more message, finish.
  5. Not connected: withdraw the invitation and finish.
Needs a LinkedIn account in the sender pool. To continue on WhatsApp later, a WhatsApp number in the workspace and a recorded consent on the lead.