What is in the template
Tier 2 Sequence (28 days)
The full 28-day cadence. Every touchpoint mapped with day, channel, purpose, copy angle, and notes. This is the workhorse sequence for mid-market accounts.
Tier 1 Sequence (45 days)
Extended cadence for top-tier accounts. Adds direct mail, phone, and executive-to-executive touches. Multi-threaded by default.
Tier 3 Sequence (14 days)
Lightweight cadence for high-volume accounts. Email + LinkedIn profile views only. Template-based with account-level merge fields.
Account Scoring Matrix
Score accounts on ICP fit (40%), intent signals (25%), relationship proximity (20%), and deal potential (15%). Auto-assigns tiers.
Deliverability Checklist
Domain setup, SPF/DKIM/DMARC verification, warming schedule, sending limits, and inbox monitoring. Check each item before launching.
Metrics Dashboard
Track open rates, reply rates, bounce rates, meetings booked, and pipeline generated per sequence. Benchmarks pre-filled for comparison.
How to use it
- Copy the template to your own Google Sheets or Excel.
- Score your target accounts in Tab 4 to assign tiers.
- Customize the copy angles in the sequence tabs for your product and ICP.
- Run through the deliverability checklist in Tab 5 before sending a single email.
- Launch with the Tier 2 sequence first. It is the most versatile starting point.
- Track metrics in Tab 6 weekly. Adjust after two full sequence cycles.
Copy the template structure
Create a new Google Sheet with these six tabs. Each tab uses the column headers below.
Tab 1: Tier 2 Sequence (28 days)
Day | Channel | Purpose | Copy Angle | Subject Line | CTA | Notes
Tab 2: Tier 1 Sequence (45 days)
Day | Channel | Contact Role | Purpose | Copy Angle | Direct Mail Item | Notes
Tab 3: Tier 3 Sequence (14 days)
Day | Channel | Purpose | Template Name | Merge Fields | Notes
Tab 4: Account Scoring
Company | ICP Fit (1-5) | Intent Score (1-5) | Relationship (1-5) | Deal Potential (1-5) | Weighted Score | Tier
Tab 5: Deliverability Checklist
Item | Status | Domain | Notes
Tab 6: Metrics Dashboard
Week | Emails Sent | Open Rate | Reply Rate | Positive Reply Rate | Bounce Rate | Meetings Booked | Pipeline ValueA former CRO sets up this sequence with your team and proves it works, then agents keep it running every week. Your first process is built on us.
