Coordinate the work before it runs.
Email steps
Draft the offer and follow-up, review the sender and pace the campaign within provider requirements.
LinkedIn steps
Plan invitations, messages or eligible InMail from the actual connected state and account allowances.
Call steps
Add a call when the buyer context and contact rules make it appropriate. Confirm the account and usage terms.
Conditions and delays
Inspect available workflow branches, review dates and skip decisions in the sequence editor.
Conversation ownership
Review replies and assign the next action. Verify sync and stop settings before scheduled outreach.
A focused cohort
Deduplicate contacts, preserve source evidence and check for another active conversation.
Build the sequence as a conversation.
Choose the buyer
Confirm account fit, current role and the legitimate reason for outreach.
Write the full thread
Keep one offer, add useful detail at each step and review channel eligibility.
Plan the handoff
Decide who responds and which events pause, end or correct the scheduled work.
Review the available actions.
The real demo-workspace editor shows email, LinkedIn message, delay, call and task controls. The capture illustrates planning, not a measured campaign result.
Read the messages before choosing the timing.
Use our LinkedIn and email sequence examples for two different offers, full message copy and connected/unconnected decisions. For an email-only campaign, use the B2B cold email sequences.