ProspectingGovernance

Over-contact alert

Stops a sequence when an account has been touched too many times in one week.

Part of Outbound sequence governance

Tools

Outreach, Salesloft, Instantly

Outcomes

A cap on over-contacted accounts • Rep decides what happens next

Documentation

Instruction-ready detail below

When an account passes three <in:spreadsheets>touches in a week</in:spreadsheets>, pause the sequence, then <slack>post</slack> the contact list to the rep so a person decides what happens next.

Instruction file

When an account passes three <in:spreadsheets>touches in a week</in:spreadsheets>, pause the sequence, then <slack>post</slack> the contact list to the rep so a person decides what happens next.

Setup requirements

Tools

Outreach, Salesloft, Instantly

Trigger

When an account passes three touches in seven days

Setup time

10 minutes

Other automations in this workflow

Opt-out sync

Writes an opt-out to every list that still holds the address and tells the rep.

Sequence quality review

Compares reply rates by step and names the three lines worth rewriting.

Related workflows

Buyer intent routing

Turn research activity and buying signals into one routed action with an owner and a date.

Lead enrichment and hygiene

Fill in the fields a lead arrived without, merge the records that describe the same person, and keep the outbound list clean.

Pipeline follow-up tracker

Notice when a deal's next step has stalled and hand the rep one specific action, not another report on how the quarter is going.

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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