Sequence steps

Every type of step you can add to a sequence — email and the three LinkedIn step types — and how to personalize them.

You build a sequence from steps in the Editor. Each step is one outreach action on one channel. Steps run in order, with a delay between them.

Email steps

An email step sends an email from your connected email address.

Subject & body · Email

Write a subject line and message. Follow-up emails can thread under the first so they read as one conversation.

LinkedIn steps

LinkedIn steps send from your connected LinkedIn account. There are three types, each suited to a different moment:

Connection request · LinkedIn

Sends a connection invitation, optionally with a short personal note. Notes are limited by LinkedIn (a couple of hundred characters, depending on your LinkedIn plan), so keep them brief.

InMail · LinkedIn

Sends a LinkedIn InMail — a longer message you can send without being connected first. Allows much more text than a connection note.

Message after connection accepted · LinkedIn

Waits until the candidate accepts your connection request, then automatically sends a direct message. Because it depends on the candidate acting, this step only fires once the acceptance comes through — and it allows the longest messages of the three.

The “message after accepted” step is event-driven: it doesn’t send on a fixed date like other steps. It waits for the connection to be accepted, then delivers your message. If the request is never accepted, the message simply doesn’t send.

A typical multi-channel sequence

1. Connection request

   Open with a connection request and a short note.

2. Message after accepted

   Once they accept, send your real pitch as a LinkedIn message.

3. Email follow-up

   Add an email a few days later for anyone who hasn’t replied.

Personalizing messages

Every message can be personalized so each candidate gets something that reads as one-to-one:

1. Use personalization

   Drop in details like the candidate’s name or role so messages aren’t generic.

2. Reuse what works

   Save and reuse your best-performing messages across steps and future sequences.

3. Preview before it sends

   Preview a step to see exactly how it will look for a candidate.

Mixing channels — a LinkedIn touch plus an email follow-up — tends to reach more candidates than a single channel alone.