Sales Sequence Operations SOP

Standard operating procedure for managing sales sequence enrollment, messaging cadence, pause conditions, and exit criteria.

Steps

• Verify enrollment eligibility
• Confirm sequence assignment
• Enroll the contact in the sequence
• Set the initial messaging cadence
• Review the first-touch message for compliance and relevance
• Monitor sequence activity and response signals
• Decide whether to pause or continue the sequence
• Pause or exit the contact from the sequence
• Apply the approved follow-up cadence
• Record exit criteria and close the sequence record