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OutreachSequences

Sequences & Cadences

Predylo gives you two ways to automate multi-step outreach:

  • Follow-up sequences — Built-in Day 3 / Day 7 / Day 14 email follow-ups tied to each lead after the first send. These surface in the Dashboard and Lead Inbox as “Due Today.”
  • Cadences — Custom multi-channel sequences you design: email, call, and LinkedIn steps with configurable delays.

This guide focuses on Cadences. For the default email follow-up queue, see Lead Inbox & Replies and Dashboard.

What is a cadence?

A cadence is a reusable outreach playbook — a ordered list of steps with delays between them. Each step specifies:

  • Channel — Email, call, or LinkedIn
  • Delay — Days after the previous step (or after enrollment for step 1)
  • Content — For email steps: subject and body template. For call/LinkedIn steps: a task title and notes for the rep.

When you enroll a lead in a cadence, Predylo schedules steps and executes them on a cron schedule. Email steps create approval drafts — they still go through your normal approve-and-send gate.

Who uses it?

  • Sales reps enrolling high-priority leads in structured outreach.
  • Admins building team-standard cadences (e.g. “Enterprise 5-touch” or “SMB quick sequence”).

All org members can view and enroll leads. Cadence design is typically owned by admins or team leads.

Built-in follow-ups vs cadences

Built-in follow-upsCadences
TriggerAutomatically created when first email is approved and sentManually enroll a lead
StepsFixed Day 3, 7, 14 email patternCustom channels, count, and timing
ApprovalAI re-drafts each follow-up; appears in Due TodayEmail steps create drafts in Approvals
Cancel on replyYes — reply stops the sequenceYes — reply can pause or cancel enrollment
ChannelsEmail onlyEmail, call, LinkedIn

Use built-in follow-ups for standard outbound. Use cadences when you need calls, LinkedIn touches, or non-standard timing.

Create a cadence

  1. Go to Cadences in the sidebar.
  2. Click New cadence and give it a name (e.g. “VP Eng — 7-day mixed touch”).
  3. Add steps:
    • Step 1 — Email — Initial or follow-up email. Set subject and body (or template placeholders).
    • Step 2 — Call — Creates a call task for the rep after N days.
    • Step 3 — LinkedIn — Creates a LinkedIn touch reminder.
  4. Set the delay in days between each step.
  5. Save the cadence.

Keep cadences focused — 3–5 steps over 2–3 weeks performs better than long multi-month sequences.

Enroll a lead

From a lead detail page or the cadences view:

  1. Open the cadence you want.
  2. Click Enroll lead and select one or more leads.
  3. The enrollment starts at step 1. The first step runs on the next cron cycle (or immediately for day-0 email steps).

Enrollment status:

  • Active — Waiting for the next step
  • Paused — An email step created a draft awaiting approval; resumes after send
  • Completed — All steps finished
  • Cancelled — Stopped manually or because the lead replied

How email steps work

When a cadence email step executes:

  1. Predylo creates an outreach draft linked to the cadence and step metadata.
  2. The draft appears in Approvals with type “cadence.”
  3. The enrollment pauses until you approve and send (or reject) the draft.
  4. After send, the enrollment advances to the next step and schedules the delay.

This keeps cadence emails on-brand — nothing sends without human approval.

Call and LinkedIn steps

Non-email steps log an activity on the lead and create a task for the rep:

  • Call steps — Appear in My Work and on the lead’s activity log. Use the Dialer to complete the call.
  • LinkedIn steps — Reminder to send connection request or InMail. Mark complete manually after you act.

Monitor enrollments

On the cadences page you see:

  • Active enrollments per cadence
  • Step progress (current step / total steps)
  • Paused enrollments waiting on draft approval

Check Analytics for active cadence count across the org.

Tips

  • Don’t double-sequence — If a lead already has an active built-in follow-up sequence, consider cancelling one before enrolling in a cadence to avoid overlapping touches.
  • Reply = stop — When a lead replies, cancel their cadence enrollment so you can respond personally.
  • Pair with ownership — Assign the lead owner before enrolling so the right rep gets call tasks. See Lead Ownership.
  • Review drafts daily — Paused cadences block progress. Clear Approvals each morning.
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