How sequences work

A sequence is an ordered list of steps — usually a mix of emails and manual touches — that runs on a per-contact timeline. When you enroll a contact, LeadForge schedules every step relative to that enrollment time.

Anatomy of a step

Each step has:

• Channel — email, SMS, WhatsApp, voice, or manual task.
• Delay — how long after the previous step to fire (e.g. *Day 3 at

09:00 in the contact's timezone*).

• Template — the content; supports merge tags like {{first_name}}.
• Variants — optional A/B copy splits.

Smart pausing

When a contact replies, books a meeting, or marks themselves unsubscribed, the sequence pauses automatically — you never accidentally hammer someone who already raised their hand.

Multi-channel

Mix channels inside one sequence: email on Day 0, LinkedIn task on Day 2, SMS reminder on Day 5. The dashboard shows reply and meeting rates per channel so you can drop dead steps quickly.