The Bee Suite

Create Email Sequences

Automate follow-up emails to nurture leads through the sales pipeline

What Are Sequences?

Sequences are automated series of emails sent to individual contacts over time. Perfect for consistent follow-up without manual effort.

Automate follow-ups for Tier 2 (MEDIUM) leads
Personalize each email with contact properties
Sequence stops automatically when contact replies
Track opens, clicks, and replies
How to Create a Sequence

Step-by-Step:

  1. Navigate to Sales → Sequences
  2. Click Create Sequence in the top right
  3. Choose Start from scratch or use a template
  4. Name your sequence (e.g., "Tier 2 - 7 Day Nurture")
  5. Click + Add step to add emails
  6. Write your email content with personalization tokens
  7. Set delays between emails (e.g., 2 days, 4 days, 7 days)
  8. Add tasks or reminders between emails if needed
  9. Click Save when done
Recommended Sequences for Bee Suite

Tier 2 - 7 Day Nurture

Day 0: Welcome email + BOSS results recap
Day 2: Archetype-specific case study
Day 4: Pathway resources and next steps
Day 7: Book discovery call CTA

Tier 3 - Monthly Check-In

Day 0: Educational content based on pathway
Day 30: Success story from similar archetype
Day 60: Re-engagement offer (free resource)

Post-Call Follow-Up

Day 0: Thank you + call recap + next steps
Day 3: Answer any questions from call
Day 7: Proposal or program details
Day 10: Final check-in before closing
Using Personalization Tokens

Personalize emails with contact properties using tokens:

{{contact.firstname}} → First name
{{contact.boss_archetype}} → BOSS Archetype
{{contact.boss_top_pathway}} → Top Pathway
{{contact.boss_timeline}} → Timeline
{{contact.industry}} → Industry
{{contact.jobtitle}} → Job Title

Example: "Hi {{contact.firstname}}, as a {{contact.boss_archetype}} exploring {{contact.boss_top_pathway}}, I thought you'd find this helpful..."

Enrolling Contacts in Sequences

Two Ways to Enroll:

1. Manually from contact record:

Open contact → Actions → Enroll in sequence → Select sequence

2. Bulk enroll from a view:

Select multiple contacts → Enroll in sequence → Choose sequence

Next Steps