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Hi team! I work in athletics and sell 12 different sports, which leads to using a lot of candences. I’m curious about people's favorite automation rules they have in their one-off cadences

 

With all the different leads and sports we also have the ability to lose leads once they leave the cadence. I’m also interested in hearing about people's favorite automation rules and how it has helped them to move people from cadence to cadence to keep in contact with people.

 

Automations have been a life saver for me with disposition and sentiment, but that is the real extent that I have used them thus far. 

 

Thanks!

Hey @remyers

Thanks for your question - it’s a great one. 

I have a few ideas: 

I assume the sport specific content happens in the first step of a Cadence and the rest of the email steps could be pretty generic: 

  • Set up 1 step cadences based on Sport
  • Set up an automation rule to move those people to a general cadence after that first step
  • Once that cadence is complete - if they didn’t convert, move them to a longer nurture cadence. 

The automation rule for points 2 + 3 would looks similar to this: 

 

Hope this helps! 

 


Are the triggers and rules a specific product?


Hey ​@Michael_BE ,

 

Sara here from Customer Success. 


This is part of Automation Rules, a feature in Salesloft. 

How to Create an Automation Rule

Common Automation Rules + Use Cases

 

Does that answer your question?


@SWaldman love the route you took here. 

 

Key things are to never let a prospect just go into “purgatory” ​@remyers - we’ve also added a new stage so we can keep track and also report on. So, once they go through the above ^ scenario their stage would change to something like: “working → nurture → never responded” 

So then every (say 6 months) we could gather up the “never responded leads” and repurpose and/or dive into them a bit more for clarity on “why they might not have responded” as an example. 


@Jeff_Burns That is a great idea! Thanks for sharing. 


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