Outreach Sequences
Multi-step LinkedIn outreach workflows - define steps with templates and wait times, enrol contacts, and let the sequence guide you through each touchpoint.
Outreach Sequences is a PrimeCRM feature for chaining multiple outreach steps into a single, repeatable workflow. Instead of manually sending a connection request, then a first message, then a follow-up - each timed and remembered separately - you define the whole sequence once, enrol contacts, and the sequence guides you through each step in order with built-in wait times.
PrimeCRM is a Pro feature
Outreach Sequences requires a Pro license with CRM enabled. See License Settings.
What you can do
Define multi-step outreach workflows
connection request → first message → follow-up → meeting request, with wait times between each
Use saved Message Templates
as step content, or write custom messages per step
Enrol contacts
in a sequence and let it guide you through the steps in order
Track enrolment, completion, and success rate
per sequence
Pause and reactivate
sequences without losing progress
Search and filter
your sequence library by name or active/inactive status
Edit sequences
changes apply to future enrolments while in-progress contacts keep the original steps
Scope sequences to a project
when working in Isolated CRM mode
How to open Outreach Sequences
- From the CRM Dashboard: Click the Sequences card in the LinkedIn Outreach Tools section on the CRM Dashboard.
- Command palette: Press ⌘+K (or Ctrl+K), type outreach sequences, and pick the entry.
Things worth knowing
How sequences work
A sequence is a playbook of steps. You define each step in order, specify the action type (connection request, first message, follow-up, meeting request, or custom), pick a saved Message Template or write a custom message, and set a wait time before the next step.
Once a sequence is active and a contact is enrolled:
Step 1 fires immediately
usually a connection request or first message
Step 2
Wait the specified delay before step 2
Step 2 fires
usually a follow-up
Step 4
Wait, repeat until the sequence is complete
Steps can use saved templates (so you don't retype message bodies across sequences) or have custom content baked in.
Key metrics
The page shows four summary numbers:
- Total Sequences - how many sequences you have
- Total Enrolled - contacts currently enrolled across all sequences
- Total Completed - contacts who've finished a sequence end-to-end
- Average Success Rate - the average success rate across all sequences
Each individual sequence also shows its own enrolled, completed, and success rate numbers.
Search and filter
- Search - matches against sequence names and descriptions
- Status filter - all, active only, or inactive only
Pausing and reactivating
Each sequence can be toggled between Active and Inactive (Paused):
- Active - the sequence is running. New contacts can be enrolled. Existing contacts advance through steps as wait times complete.
- Inactive - the sequence is frozen. No new enrolments. Existing enrolled contacts don't advance until you reactivate.
Pausing is useful for holidays, underperforming campaigns, or while you redesign a sequence. Reactivating picks up where things left off.
Creating a sequence
Click New Sequence at the top to open the editor. You define:
- Name and optional description
- Steps - the ordered list of actions, each with its action type, template or custom message, and delay before the next step
- Status - active or inactive on creation
Editing a sequence
Click Edit on any sequence card. Updates apply to future enrolments - contacts already mid-sequence finish on their original step definitions.
Deleting a sequence
Click Delete on any sequence card. Deletion is permanent and confirmed before executing.
Isolated CRM mode
When viewing sequences in a project's Isolated CRM, only sequences scoped to that project are shown. New sequences are saved with the project scope. Templates shows a source indicator for shared vs project-specific. See Shared vs Isolated CRM.
Common questions
"I want to automate my standard cold outreach to founders."
Create a sequence with steps like: Step 1 = connection request (using your connection template, no wait), Step 2 = first message (using your first-message template, wait 2 days), Step 3 = follow-up (wait 5 days), Step 4 = final follow-up (wait 7 days). Activate it and enrol new founder contacts as you find them.
"I want to A/B test two different outreach approaches."
Create two sequences with the same structure but different messages. Activate both. Enrol half your prospects in each. After a few weeks, compare the success rates.
"I started a sequence but want to change the messaging."
Edit the sequence and update the templates or messages. New enrolments use the updated steps; contacts already mid-sequence finish on the original version.
"I want to pause a campaign over the holidays."
Click Pause on the sequence card. Active enrolments freeze. After the holidays, click Activate - they pick up where they left off.
"Where do templates fit in?"
Templates are the individual messages. Sequences are the multi-step workflows that use templates as building blocks. Create your best messages as Message Templates first, then reference them in sequence steps.
Where to go next
| If you want to… | Read this |
|---|---|
| Manage templates used in sequence steps | Message Templates |
| Track LinkedIn contacts through stages | LinkedIn Pipeline |
| See LinkedIn outreach analytics | LinkedIn Dashboard |
| Log LinkedIn activities manually | Activities |
| Manage contacts to enrol in sequences | Contacts |
| Use AI agents with outreach | CRM & MCP |
| Return to the CRM hub | PrimeCRM Overview |