Never Miss a Follow-Up: Two-Step Email Sequence That Runs Itself
Stop letting good leads slip through the cracks. If you've ever fired off a promising email, waited, refreshed your inbox a dozen times, and then… nothing — you know the frustration. This workflow takes that mental load off your plate with a clean rhythm: a personalized first touch, a pause that gives space, and a follow-up that feels like a gentle tap on the shoulder rather than a nag.
On this page
The workflow
Best Practices
Playbook Overview
01. When should you run this playbook?
- When the first email is met with silence, and you need a reliable system to try again
- When staring at a blank screen for every follow-up feels draining and unsustainable
- When you want outreach to sound personal, without spending hours digging through LinkedIn updates
- When your team needs one consistent way to handle leads instead of ten messy approaches
02. Used by following teams
Time Savings Impact
< 60min
Setup time
enough to set everything up and see it run
95%
Less manual work
the workflow keeps track of who needs a follow-up, not you
100%
Consistency
every prospect gets two well-timed touches, no exceptions
The workflow
Choose the Template and Audience
Open the Ready-to-Use Templates and pick Two-Step Email Sequence (Agent-Powered).
Configure the Workflow
Give it a name that's obvious at a glance and add a short description.
Workflow Configuration
Set permissions: leave it open to everyone, or lock editing to admins only. Hit save, and you're dropped into the workflow builder.
Workflow Assistant in Action
Inside the builder, the Workflow Assistant immediately prompts itself to begin.
🤖 Auto-Build Sequence
Research Agent Setup
This is the enrichment layer that gathers company insights and talking points.
First Email Outreach
With insights in hand, the first email goes out as the introduction.
📧 First Email Options
Delay
After the first email, the workflow pauses to avoid pestering.
Timing Strategy
Default is three days. You can adjust — minutes, hours, days, even weeks — but three strikes the right balance for most outreach.
Second Email Outreach
This is the follow-up, and it should feel different from the first.
Expand with Additional Nodes (Optional)
Once you're comfortable, you can layer in more power.
🚀 Additional Power
Test the Workflow
Before flipping it live, run a test to see what would happen.
Test Mode Preview
You'll see the research data pulled for a sample contact, the emails that would be drafted, and the actions queued up. Nothing actually sends.
Launch and Monitor
Ready? Toggle it on and click Start Workflow.
📊 Monitor Results
Success Strategies
• Keep first emails short and specific - mention something that shows you've done your homework
• The delay is crucial - don't rush the follow-up, give prospects time to respond
• Make the second email feel helpful, not desperate - share a resource or case study
• Test different subject lines to see what resonates with your audience
• Use the research agent insights to personalize beyond just name and company
Two-Step Email Sequence Setup
Watch how to set up the complete follow-up sequence from template selection to launch in under 15 minutes.
Ready to put your cold sequences on autopilot?
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