Sales Cadences in BookLive give you a structured, repeatable system for following up with venue and planner partnerships in your Gig Vault. Instead of relying on memory or ad-hoc reminders, you define a sequence of steps — each with a specific action, delay, and optional email template — then enroll individual partnerships so you always know exactly what to do next and when. This article walks you through creating cadences, building steps, enrolling partnerships, and tracking your progress.
Before You Begin #
- Sales Cadences are tied to your Gig Vault. Make sure you have at least one partnership added before enrolling. See Using the Gig Vault to Manage Venue Relationships in BookLive.
- Email templates used in cadence steps are pulled from your group’s template library. You can create templates directly from within a cadence step.
Step 1: Open Sales Cadences #
- Go to https://booklive.com/login and sign in.
- In the left sidebar, click your group name to open your group dashboard.
- Click Gig Vault in the navigation.
- In the Gig Vault, click Sales Cadences in the secondary navigation.
If you have no cadences yet, you’ll see an option to Import Gig Vault Cadences, which loads a set of pre-built cadences designed for venue and planner outreach. This is a great starting point if you’re new to the feature.
Step 2: Create a New Cadence #
- Click New Cadence.
- Enter a Name for your cadence. Use something that identifies the audience, such as “Wedding Venue Follow-Up” or “Corporate Planner Outreach.”
- Enter a Goal — what a successful outcome looks like, for example “Get on their preferred vendor list.” This goal is shown when you remove a partnership from the cadence so you can record whether it was achieved.
- Click Save.
The new cadence appears in your list. Click its name to open the step builder.
Step 3: Build Your Cadence Steps #
Each step represents one action you’ll take in the sequence. Click Add Step to create the first step.
For each step, fill in the following:
- Step Number — the order of this action in the sequence (e.g., 1, 2, 3).
- Step Delay and Unit — how long after the previous step this one should occur. Set a number and choose minutes, hours, or days. For example, “3 days” means this step becomes due 3 days after the previous one is marked complete.
- Action — a short description of what you’ll do, such as “Send intro email” or “Make a follow-up phone call.”
- Contact Method — the channel you’ll use (e.g., Email, Phone, LinkedIn).
Click Save to add the step, then repeat to build out the full sequence.
Attaching Email Templates to Steps #
If a step involves sending an email, you can attach a template so the message is ready when the step comes due:
- After saving a step, click the + (add template) icon next to that step.
- Choose Create New Template to write one from scratch, or Choose Existing Template to select from your library.
- When creating a new template, give it a name, select a communication method, add a subject and body, and assign it to a folder.
Steps with templates show a visibility (👁) icon — clicking it opens the template directly from the cadence view.
Looping Steps #
If you want the cadence to repeat a portion of itself (for example, looping back to a weekly check-in step indefinitely), enable the Loop Back To Step checkbox when editing a step and select which step to return to. This is useful for long-term nurture sequences where you want to check in periodically until a goal is achieved.
Step 4: Enroll a Partnership in a Cadence #
- In your Gig Vault, click any partnership to open its detail panel.
- In the partnership detail, locate the Enroll in Sales Cadence button (shown when no cadence is currently active).
- Click the button to see a dropdown list of all your cadences.
- Click the cadence you want to apply.
BookLive immediately sets the first step as the current step, calculates the due date based on that step’s delay, and displays the next action in the partnership’s detail panel.
Step 5: Work Through Your Cadence Steps #
Once a partnership is enrolled, the current cadence and next step are visible directly in the partnership view. Click the next step label to open the action menu:
- View Template — opens the email template attached to this step (if any). You can edit the subject and body before sending, or click Personalize ✨ to use AI to personalize the message for that specific venue. A Send Email button opens your default email client with the message pre-filled.
- Mark Complete — records the step as done and automatically advances to the next step, setting a new due date based on that step’s delay.
- Skip Step — moves to the next step without marking the current one as completed.
- Change Due Date — adjusts when the current step is due without changing the step itself.
- Custom Next Step — lets you set a one-off action and due date that sits outside the standard cadence sequence, useful when a conversation takes an unexpected turn.
Step 6: Complete or Remove from a Cadence #
When the final step of a cadence is reached, it is labeled Last Step. After completing it, or if you want to exit the cadence early:
- Click the cadence name in the partnership detail panel.
- Select Remove from Cadence.
- BookLive will ask: “Was the goal of this cadence successfully accomplished?” Click Yes or No. This response is recorded and contributes to the cadence’s success rate statistics.
Tracking Cadence Performance #
On the main Sales Cadences list, each cadence shows:
- Total Enrollments — how many partnerships have ever been enrolled.
- Successful Completions — how many were removed with a “Yes” (goal achieved), along with a percentage success rate.
- Current Enrollments — how many partnerships are actively in the cadence right now.
Use these stats to identify which cadences are working and which need refinement.
Tips & Notes #
- Clone a cadence — on the Sales Cadences list, click the copy icon next to any cadence to duplicate it. This is useful for creating variations of a proven sequence for different venue types.
- One cadence per partnership — a partnership can only be enrolled in one cadence at a time. Enroll in a new one only after removing the current one.
- Keep steps actionable — use the Action field to describe exactly what you’ll do (“Call to introduce the act”) rather than generic labels. Specific steps are easier to execute under pressure.
- Start with short delays — for early-stage outreach, steps spaced 2–5 days apart tend to be effective. Use longer delays (1–2 weeks) for later nurture steps.
