Text Prospecting Sequence Builder

Example 1 — Post-Networking Follow-Up (SDR / SaaS Event)

Situation: You met Jennifer, VP of Engineering at a mid-size fintech company, at a developer conference. You had a 10-minute conversation about her team's challenge with deployment reliability. She said "yeah, we should connect sometime." You did not explicitly agree on a time.

During the conversation (spoken): "Sounds great — I'll text you and we can find a time."

Immediately after (action): Send LinkedIn connection request from phone with a note: "Great meeting you at DevCon — looking forward to connecting."

Touch 1 (within 24 hours): > "Jennifer, this is Alex from Reliably — great talking with you at DevCon about your deployment pipeline situation. I'd like to follow up on that. How about a 20-minute call Thursday at 2 PM?"

| Element | Content | |---|---| | Identify | Name + company in first line | | Personalization | Event name + specific topic from conversation | | Because | Implicit in the reference — she knows why connecting matters | | Ask | Specific day and time, low-friction framing | | 7-rule check | Pass: identifies self, complete sentences, under 4 sentences, no abbreviations, no links, proofed |

Touch 2 (next day, no response): > "Jennifer, Alex from Reliably again — making sure my text got through. Also open Thursday at 4 PM or Friday morning if either of those works better."

If no response after Touch 2: Shift to phone call and email. Do not text again.

Example 2 — Hot Inbound After Content Download (BDR / Marketing Automation)

Situation: Michael, Director of Marketing at a B2B software company, downloaded your guide on email deliverability at 9:47 AM. This is a warm inbound — intent is high right now.

Touch 1 (within minutes of the download): > "Michael, this is Sarah from SendPath — I saw you downloaded our email deliverability guide. Happy to walk you through how we've helped marketing teams in your space improve send rates by 40+%. Are you free for a quick call today at 2 PM or tomorrow at 10?"

| Element | Content | |---|---| | Identify | Name + company | | Bridge | References the specific download — shows you are paying attention | | Because | Specific outcome (40%+ send rate improvement) relevant to their role | | Ask | Two specific time options — assumptive, not passive | | 7-rule check | Pass: complete sentences, under 250 chars, no slang, no shortened links, proofed |

Touch 2 (next business day, no response): > "Michael, Sarah from SendPath. Following up on my text from yesterday — still happy to share what we're seeing with deliverability for B2B marketing teams. Does tomorrow at 10 AM or Thursday at 3 PM work for a quick call?"

Example 3 — Post-No-Show Appointment Rescue

Situation: David, Operations Director at a logistics company, was scheduled for a 30-minute discovery call at 11 AM today. He did not join. You do not know why — it may have been an emergency, a calendar conflict, or he simply forgot.

Touch 1 (15-30 minutes after the missed appointment): > "David, this is Marcus from FlowOps — I had us scheduled for 11 AM today. No worries if something came up. How about we reschedule to Thursday at 11 AM or Friday at 2 PM?"

| Element | Content | |---|---| | Tone | Neutral and low-pressure — no frustration, no passive aggression | | Identify | Name + company, not assumed | | Ask | Two specific alternatives, assumptive not apologetic | | 7-rule check | Pass: identifies self, complete sentences, 2 sentences, no slang |

Touch 2 (next day, no response): > "David, Marcus from FlowOps again. Wanted to try once more on rescheduling — would Thursday at 11 AM work, or should I reach out by email to find a better time?"

The offer to switch to email signals respect for their communication preference and often prompts a quick reply.