What is a "Sales Sequence" in HubSpot?

A Guide for Effective Lead Nurturing

Do you understand the power of sales sequences in HubSpot? Most people understand that sales sequences involve automated email options, but there's a lot more to it than that!

A HubSpot sales sequence is an automated series of emails and tasks designed to nurture leads and guide them through the sales process. It serves as a strategic framework that allows your sales team to engage with prospects in a structured manner.

Sales sequences not only streamline your outreach efforts, but they also enhance the quality of interactions with potential customers. This process enables sales representatives to maintain focus on high-priority leads while ensuring that no opportunity falls through the cracks.

Think of it as a predefined roadmap for your sales team to follow for consistent and efficient lead engagement. This roadmap outlines specific actions to take at various stages of the customer journey, helping to address potential concerns and providing relevant information that encourages leads to move closer to making a purchase decision. 

Let’s explore this further:

  1. An automated series of emails allows you to customize and initiate the sequence just once, after which it actively engages and nurtures your leads over a span of days or weeks.
  2. You can launch sales sequences in several ways:
    1. Manually to a group of contacts who have been identified as “ready to nurture” and are nearly ready to make a purchase.
    2. Individually to a single contact at a time as their interest grows and they are recognized as “ready to nurture.”
    3. Automatically triggered for individual contacts when they meet specific criteria, such as lead scores or certain behaviors, indicating they are “ready to nurture” and close to making a buying decision.
  3. Assist prospects in navigating the sales process. This indicates that the sequence is thoughtfully crafted, drawing on insights into buyer behavior and the customer journey. It is designed to proactively address their questions and counter any objections that may be preventing them from feeling “ready to buy.”
  4. A structured roadmap for your sales team ensures efficient and consistent engagement with leads. Without this framework, sales professionals frequently rely on improvisation. Implementing sales sequences guarantees a reliable pathway to guide prospects from "warm lead" status to becoming valued customers.

If you have been using sales sequences mainly to send out information to existing customers under individual salespeople's signatures, you are utilizing just one aspect of what sales sequences offer, but not representative of the real power of them.

If you have not yet explored the full value of sales sequences (available exclusively in HubSpot Sales Pro or Sales Enterprise Hubs), you are missing out on a powerful opportunity to enhance your sales efforts by turning this technology into a sales assistant (we call it "technology as a teammate").

Take the time to craft a robust nurturing campaign informed by sales insights and the customer journey. Once designed, implement it through a series of automated emails, task reminders, and other strategic actions by setting up a sales sequence. From there, you can analyze the performance, refine your approach, and ultimately increase your sales success.

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