ProspectingGovernance

Outbound sequence governance

Hold every rep to one agreed cadence and honor opt-outs everywhere the address is stored.

Tools

Outreach, Salesloft, Instantly, Lavender

Outcomes

One agreed cadence per segment • Opt-outs honored everywhere • No over-contacted accounts • A weekly list of lines to change

Documentation

Instruction-ready detail below

Every rep writes their own outbound cadence, so one account gets nine touches in a week while a colleague's list gets a single email. Opt-out requests land in one tool while the other two keep sending. Deliverability drops for the whole team and reply rates fall with it. This workflow sets one agreed cadence per segment and holds everyone to it. It counts how many times each account has been contacted in the last seven days, stops sequences that cross the limit, and checks new sends against suppression lists before they go out. When a contact asks to stop, the suppression is written everywhere that address exists, not just in the tool that received the reply. It also reports reply rate by sequence step, so the cadence gets cut where it stops working. A human sets the limit, approves the cadence, and decides which accounts earn an exception. The result is consistent outbound and a list that still lands in inboxes.

Automations

Choose the setup that matches your tools.

Problem this workflow solves

Every rep writes their own outbound cadence, so one account gets nine touches in a week while a colleague's list gets one. Opt-out requests land in one tool while the other two keep sending. Deliverability drops for the whole team and reply rates fall with it.

Download

Start with one instruction file.

Download the app and begin with drafts and checklists before you write anything back.

  • •Plain-language instructions
  • •Runs on your machine
  • •Works with your existing setup
  • •Reviewable activity history
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