Cadences are crucial for maintaining structured and consistent communication with your prospects. They automate follow-ups, nurture relationships, and guide leads through the sales funnel effectively. By using cadences, you ensure timely and personalised interactions that improve engagement, response rates, and ultimately drive better sales outcomes.
With well-designed cadences, your team can manage outreach efficiently, freeing up time for more strategic activities and building stronger customer relationships.
Ways to Create a Cadence
When creating a new cadence, you have three options:
- Start from a Template → Use pre-built cadences tailored for scenarios like inbound, outbound, re-engagement, or email-only sequences.
- Use AI Assistance → Generate personalised outreach steps and content automatically by entering details such as company name, offering, pain point, or value proposition.
- Build from Scratch → Create a fully customised cadence step by step, giving you complete control over the structure, content, and timing.
Getting Started
- Navigate to the Cadences tab and click Create.
- Choose whether you want to start from a Template, use AI, or build from Scratch.
- If you choose Template, you’ll see options such as inbound sales, outbound sales, re-engagement, and email-only cadences. Click Select Template to begin.
- If you choose AI, enter prompts (e.g. company name, pain point, value proposition) and the assistant will generate draft steps and outreach content.
- If you choose Scratch, you’ll start with a blank cadence builder where you can add steps manually.
Updating Your Cadence Settings
Once your cadence is created, configure its settings:
- Cadence Name & Goal → Give your cadence an internal name and set a goal (e.g. “Demo Booked”).
- Delivery Schedule → Choose to send steps on weekdays only or every day.
- Advanced Settings → Decide cadence owner, set type (team or private), choose time zone (prospect or dashboard), and define rules for prospects without phone numbers or call opt-outs.
- Exit Rules → Define what happens when a contact replies, books a demo, or reaches the end of the cadence (e.g. remove from cadence, add to list, push to CRM, trigger workflow).
- Cadence Throttling → Control how many prospects can be added (e.g. max 10,000 overall or 100 per day).
- Reassignment → Automatically reassign steps if the cadence owner is unavailable.
Updating Your Cadence Steps
Once your cadence is created, you can build and refine the sequence of steps (emails, calls, LinkedIn actions, or tasks) that make up the outreach flow.
Adding New Steps
- Click Add Step to insert a new action into your cadence.
- Choose from step types such as Automated Email, Manual Email, LinkedIn Connect, LinkedIn Message, Call, or Task.
- Define the timing (e.g. Day 1, Day 3, Day 5) to control when the step is triggered.
Editing Steps
- Use the edit icon to update step content or adjust timing.
- Personalise content with tokens like {{first_name}} or {{business_name}}.
- Switch between automated and manual email types depending on the level of personalisation required.
Variants & Testing
- Add variants to test different approaches within the same step (e.g. A/B subject lines for emails).
- Toggle between variants in the builder to refine messaging.
- Review performance later to see which variant delivers higher engagement.
Best Practices
- Start with a smaller number of steps and expand as you learn what works.
- Use AI to generate copy quickly, then personalise it for your ICP.
- Always test templates before scaling to ensure tone and timing feel natural.
- Track performance (reply rates, meetings booked, conversions) and refine cadences continuously.