How is a sequence built for one account?
S1 agents plan and lay out the steps. Your team approves them and makes the calls.
01Why now
The plan starts from the research.
Each plan reads from the account brief: the dated signal behind why now, the score and the buying committee. S1 agents write why now, the problem worth raising, who to approach first and the proof point that solves it, and every line cites its source.
02Week of steps
A week of steps across the committee.
Emails and calls are spread across the people your team chose, so no single person gets every touch. Steps fit your working days and daily sending limits, and executive budgets cap how often senior people are contacted.
03Approve
A person approves every step.
Each email is approved by a person before it goes, and calls are made by your team from a written call plan. A reply pauses the rest of the sequence for that account.
Why plan each account around its problem?
A generic cadence sends the same steps to everyone, so every message ends up being about you. A plan written for one account is about them: the change at their company, the problem it creates and the result you delivered for someone like them.
So every sequence starts from the account plan, and every step in it has a reason. The decision maker hears about the outcome, the champion about the day-to-day problem, the evaluator about the detail. Your team knows why each email and call is being made.
Sequence~3×as likely to beat their revenue goals by 10% or more: B2B personalization leaders.Deloitte Digital, B2B personalization, April 2025. 100 US B2B executives.Source (opens in a new tab)What goes into each account plan?
Why now
The dated buying signal that makes this the right week, such as a new executive 41 days into the role, with its source.
Entry point
Who to approach first in the buying committee, and who to bring in next, with the page that names each person in the role.
The problem
The one problem worth raising with this account now, taken from what changed there rather than from a template.
Proof point
The result from your verified proof that fits this account best, chosen from all the proof in your company profile.
Every line of a plan cites its source. SalesOne product specification, October 2026.
What is a multi-touch sales sequence?
A multi-touch sales sequence reaches an account more than once, through more than one channel, and usually through more than one person. It exists because one email to one person rarely starts a conversation: the right person may be busy that week, or may not be the one who decides.
The usual version sends the same steps to every contact on a list. SalesOne builds the sequence the other way round. It starts from one qualified account, its dated reason to talk and its buying committee, then spreads a few well-placed steps across the people your team chose: the decision maker, a champion and an evaluator, for example. Each step has a reason, every email is approved by a person, and a reply from anyone at the account pauses the rest, so your team answers before anything else goes out.
What keeps a sequence within bounds?
Daily sending limits
Every step counts against your daily limits across all accounts, so a busy week is spread out instead of sent at once.
Your working week
Steps land only on the days your team works. A week can also be set to manual, so nothing goes out on a schedule.
Outreach rules
Ordered rules by level, department and committee role decide who on your team may email or call whom. The same check runs on every step.
Compliance checks
Do Not Call, calling hours, CAN-SPAM and executive budgets are checked before each step. See Trust and compliance.
Who does what?
S1 agents do the homework. Your team builds the relationship.
S1 agents
Write the account plan, draft each email and call plan, and lay the steps across your week.
A person on your team
Chooses who to contact, approves every message and makes the calls.
Never
Sends without approval, goes past your daily limits, or contacts someone your outreach rules reserve for another person.
Where this fits in the loop
01
ProfileWho you are, what you sell, your proof
02
TargetYour ideal customer, written as rules
03
ResearchEvery account, from dated sources
04
ScoreFit, timing, reach and who decides
05
Sequence
A plan and a week of steps per account
06
EngageOutreach your team approves
07
CloseMeetings booked, the brief attached
08
RefineEach run builds on the last
Questions buyers ask
What is a sales sequence?
A sales sequence is a planned series of touches, such as emails and calls, to the people at one account over a set period. In SalesOne, each sequence comes from an account plan and runs across the buying committee, not a single contact.
How many steps does a SalesOne sequence have?
It depends on the account, the people your team chose and your limits. The example on this page shows six steps for three people across one working week.
Which channels can a sequence use?
Email and calls can run from SalesOne. Emails go from your own mailboxes or from warmed SalesOne mailboxes on domains you own, and calls run on SalesOne Voice with a written call plan.
What happens when someone replies?
The remaining steps for that account pause, and a person on your team reads and answers the reply. SalesOne does not reply to buyers with AI.
Are sequences built from templates?
No. Each plan is written for one account from its research, and each draft is written for one person. Drafts may use only the claims your team has verified in your company profile.
Can we stop sequences from sending on a schedule?
Yes. Any week can be set to manual, so nothing goes out until someone sends it. Every email still needs a person’s approval either way.
Related reading
- Outreach with approval
Product
- Buying committee mapping
Product
- What is an AI SDR?
Guide
- Buying committee map template
Template
- What is signal-based selling?
Guide
- Is B2B cold email legal?
Compliance guide
See a sequence for one of your accounts.
Bring your offer and one customer you would like more of. We will show you a qualified account, its plan and the week of steps a person on your team would approve.