Quick Start: Your First Sequence

Create your first AI-powered sequence template in 5 minutes.

Let's create a powerful sequence template together. By the end of this tutorial, you'll have built a multi-step email sequence with AI personalization that adapts to each prospect. No theory, just action.

What We're Building

A 3-step email sequence that:

• Introduces your solution with personalized pain points

• Follows up with relevant social proof

• Closes with a clear call-to-action

• Uses AI to customize every message

Step 1: Create Your Template (30 seconds)

1. Navigate to Sequences in the sidebar menu

2. Click the blue "New Sequence" button

3. Fill in the basics:

   • Name: "My First Outreach Sequence"

   • Description: "3-step intro sequence for new prospects"

   • Leave other settings as defaults

4. Click "Create Sequence Template"

You're now in the Sequence Builder! You'll see your first step (Day 0 email) ready to customize.

Step 2: Write Your First Email (2 minutes)

Set the Subject Line

1. In the Subject field, type: "Quick question about {"

2. Type {{ to see variables

3. Select BUYER.ACCOUNT.NAME

4. Finish with: "}'s growth"

Your subject now reads: "Quick question about {{BUYER.ACCOUNT.NAME}}'s growth"

Create the Message Body

1. Click in the Message field

2. Type or paste this template:

Hi {{BUYER.CONTACT.FIRST_NAME}},

I noticed {{BUYER.ACCOUNT.NAME}} is {{AI.COMPANY_CONTEXT}}.

Other {{BUYER.ACCOUNT.INDUSTRY}} companies we work with often struggle with:
{{AI.PAIN_POINTS}}

We've helped similar companies {{AI.BENEFIT_STATEMENT}}.

Worth a quick chat to see if we can help {{BUYER.ACCOUNT.NAME}} achieve similar results?

- {{SELLER.REP.FIRST_NAME}}

1. Click "Save Message"

Don't worry about the AI snippets ({{AI.KEY}}) yet - we'll create those next!

Step 3: Add AI Personalization (1.5 minutes)

Let's make those AI snippets work their magic.

Create the Company Context Snippet

1. In the right sidebar, find "AI Snippets"

2. Click "New Snippet"

3. Fill in:

   • Key: COMPANY_CONTEXT

   • Prompt: "Write a brief observation about what the company does based on their website and industry"

   • Element Type: Text

   • Length: 1-2 sentences

   • Sources: Check "Company Summary"

4. Click "Generate AI Snippet"

Create the Pain Points Snippet

1. Click "New Snippet" again

2. Fill in:

   • Key: PAIN_POINTS

   • Element Type: List

   • List Type: Bulleted

   • Prompt: "List 3 specific challenges this company likely faces based on their industry and size"

   • Min #: 3, Max #: 3

   • Sources: Check "Company Summary"

3. Click "Generate AI Snippet"

Create the Benefit Statement Snippet

1. One more time, click "New Snippet"

2. Fill in:

   • Key: BENEFIT_STATEMENT

   • Prompt: "Describe a specific, measurable benefit we've delivered for similar companies"

   • Element Type: Text

   • Length: 1-2 sentences

   • Sources: Check "Seller Benefits" and "Seller Testimonials"

3. Click "Generate AI Snippet"

Step 4: Add Follow-Up Steps (1 minute)

Add Step 2: The Follow-Up

1. In the left sidebar (it will say Template at the top), click the "+" button to add a step

2. Set:

   • Day: 3

   • Delivery Method: Email (default)

3. Click "Create Sequence Step"

4. Back in the editor, add:

   • Subject: "Thoughts on {{BUYER.ACCOUNT.NAME}}'s growth?"

   • Message: A brief follow-up referencing your first email

5. Click "Save Message"

Add Step 3: The Close

1. Click "+" again

2. Set Day: 7

3. Click "Create Sequence Step"

4. Add:

   • Subject: "Last check - {{BUYER.CONTACT.FIRST_NAME}}"

   • Message: A final, friendly close with clear CTA

5. Click "Save Message"

Step 5: Review and Activate (30 seconds)

1. Click through each step in the left sidebar to review

2. Check that all AI snippets show with green badges

3. Click "Edit Sequence" (top right)

4. Ensure Status is set to "Active"

5. Click "Update Sequence Template"

You Did It! 🎉

In just 5 minutes, you've:

• ✅ Created a sequence template

• ✅ Built a 3-step email flow

• ✅ Added AI personalization

• ✅ Used variables

• ✅ Made it campaign-ready

See It in Action

To see your personalized sequences generated for real prospects:

1. Create a campaign and select this template

2. Add contacts to the campaign

3. Watch as AI creates unique sequences for each prospect

Please note you'll want to adjust the content in emails 2 and 3 prior to sending, these are placeholder messages for this quickstart only.

Learn more in Creating Campaigns.

Quick Tips

Variable Shortcuts

• Type { anywhere to see all variables

• Common ones:

  • {{BUYER.CONTACT.FIRST_NAME}} - Prospect's first name

  • {{BUYER.ACCOUNT.NAME}} - Company name

  • {{SELLER.REP.FIRST_NAME}} - The assigned rep's first name

AI Snippet Best Practices

• Keep prompts specific and action-oriented

• Use multiple data sources for richer content

• Test with 2-3 prospects before scaling

• Review generated content in campaigns

Add Additional Steps

Adding steps in the left sidebar allows you to add additional steps to your sequence. Changing the delivery option will let you send multi channel sequences for optimal conversion.

Level Up Your Sequences

Try These Next:

1. Add LinkedIn Steps

   • Change delivery method to LinkedIn

   • Create connection requests

   • Add InMail messages

2. Create Phone Scripts

   • Add a phone call step

   • Include objection handling

   • Create voicemail templates

3. Test Writing Styles

   • Click "Edit Sequence"

   • Adjust AI Writing Style sliders

   • See how tone changes

4. Build a Resource Library

   • Add case studies as resources

   • Link testimonials

   • Include in AI snippets learn more

5. Clone and Iterate

   • Clone this template or any template from our global library

   • Test different approaches

   • A/B test messaging

What's Next?

• Master All Step Types - Email, LinkedIn, phone, and more

• Deep Dive on AI Snippets - Advanced personalization techniques

• Perfect Your Writing Style - Fine-tune AI output

• Explore Variables - Add additional custom variables from your CRM to RevvedUp

Remember: The best sequences combine proven frameworks with authentic personalization. Start simple, test often, and scale what works!