Setting Up Sales Cadences

Sales Cadences are automated outreach workflows that help you stay organized when reaching out to potential partners. They guide you through a series of steps – emails, calls, and tasks – to convert leads into active partnerships.

What is a Sales Cadence? #

A Sales Cadence is a pre-defined sequence of outreach actions. For example:

1. Day 1: Send introduction email
2. Day 3: Follow-up call
3. Day 7: Send additional info email
4. Day 14: Final follow-up call

The cadence tracks your progress and reminds you when each action is due.

Creating a Sales Cadence #

To create a new cadence:

1. Go to Sales Cadences in your settings or Gig Vault
2. Click Create New Cadence
3. Give your cadence a descriptive name
4. Add steps to your cadence
5. Save the cadence

Adding Cadence Steps #

Each step in a cadence includes:

Step Type #

• Email – Send an email using a template
• Call – Make a phone call
• Task – Complete a custom action

Delay #

Set how many days to wait after the previous step before this one is due. The first step typically has 0 delay (starts immediately).

Email Template (for email steps) #

Select which email template to use. You can create templates in advance with your standard outreach messaging.

Assigning Partnerships to a Cadence #

To start a partnership on a cadence:

1. Open the partnership detail view
2. Click Assign to Cadence
3. Select the cadence to use
4. Confirm to start the sequence

The first step becomes due immediately (or according to its delay setting).

Working Through Cadence Steps #

As you complete each step:

1. View the current step and what’s required
2. Complete the action (send email, make call, finish task)
3. Mark the step as complete
4. The next step becomes due according to its delay

Pausing and Resuming Cadences #

You can pause a cadence at any time:

• Open the partnership
• Click Pause Cadence
• The sequence stops where it is
• Resume later to continue from that point

Removing from a Cadence #

To remove a partnership from a cadence entirely:

• Open the partnership
• Click Remove from Cadence
• The partnership returns to manual management

Cloning Cadences #

To create a similar cadence based on an existing one:

1. Open the cadence you want to copy
2. Click Clone or Duplicate
3. Modify the copy as needed
4. Save with a new name

Tips for Effective Cadences #

• Keep it reasonable – 4-6 steps is usually enough
• Space steps appropriately – Give time for responses
• Mix contact methods – Combine emails with calls
• Have a clear goal – Define what success looks like
• Create different cadences – One for cold outreach, one for re-engagement, etc.