HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers. . . Hi, I will quickly explain my questions about the sequences: I create contact lists to send them sequences. . To create and execute sequences, the HubSpot user account must meet the following requirements: The user account has an assigned Sales Hub Professional or. Email 4: Follow-up Email. Our sa. For inbound leads that are considered 'high value', we recommend building sequences into a cadence of manual tasks that gives the sales person the freedom to personalize each touch-point on. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). Hubspot Sequences Best Practices. 3. One thing to think about when it comes to running your process in HubSpot (or really any customer success tool) is that it's internal facing, so as much as you get setup your customer doesn't have visibility. Express gratitude with gifts. Most salespeople make their prospecting calls early in the morning and early in the week. I would to have some tips about the best practice to manage alternative deals. In the left panel, choose Start from scratch or select a pre-made sequence template. You can also try a different outreach tactic and mix in calls into your outreach sequences as well. Search Tips, Tricks & Best Practices for solutions or ask a question cancel. Best practices include segmenting your audience, personalizing your outreach efforts, avoiding common mistakes that can lead to decreased performance,. With the HubSpot sequences tool, you can send a series of targeted, timed email templates to nurture contacts over time. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). One such tool that can significantly streamline your sales process are HubSpot Sequences. We use cookies to make HubSpot's community a better place. We use cookies to make HubSpot's community a better place. English English Español Português FrançaisHubspot onboarding, sequences and workflows SOLVE Thank you @karstenkoehler - I think what I am trying to get at is to understand how Hubspot and others are using other techniques beyond workflows to handle unique processes or situations that fall outside or are independent of those (so what happens for example. 1. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). Hi All I have gone to add our email signature to Hubspot, via Settings > General > Email > edit email signature But when I do this, it does not bring across any of the formatting or photos. Workflows: select the checkboxes to let the user Delete, Edit, or View access to the workflows tool. Personalize interactions with prospects and customers. a specific person in this sequence. Then, click on Create sequence. It is like having a personal assistant for your sales team! It allows you to keep your outreach process on track and ensure that no leads slip through the cracks. Ditch autoplay. The Agency, we built our own follow-up email sequence — using the free Email Templates tool from HubSpot Sales — that generated $100,000 in 30 days. I get past this, I actually break sequences up into s. Customer success should be a team sport. Choose the correct timing. Once you've considered all of these factors and documented your process, you're going to review your work. We use cookies to make HubSpot's community a better place. Hope this helps!Looking for advice from more advance Sales Hub users. . 1. Your tech business does something special. . On the left in the actions panel, under External communication select either Enroll in a sequence or Unenroll from sequence. For example I may want to enroll everyone at company x with 50 employees. Like marketrunner says, sequences are 1 to 1 automated outreach (primarily used for sales team outreach), vs workflows which can be used in hundreds of ways. I can't add to what he said. Include your recipient’s name in the "To:" field. Understanding sequences vs workflows hubspot processes will help you decide which is the best option for your needs. This sets contact owner and creates a task to call the contact for a screening chat. . HubSpot makes it easy to add follow-up tasks to your. 3. As you can see, we have gone with 9 attempts, but they all are things that our sequence tool can manage. In the top right, click Create sequence. Specificity is key to a good sequence. Another thing that will ensure the success of your outreach sequence is to incorporate 1-2 sentences of a case study. At $1,200 a month for 10 users, it offers conversation intelligence, playbooks and goals to optimize growth performance. Good luck!HubSpot Sequences Best Practices: How To Personalize Every Mass Email You SendWebsite Carousel Best Practices. Hubspot onboarding, sequences and workflows. I'd recommend you hop over there, add your request and share your portal ID. Hi all, Looking for best practices on setting up form(s) for a web resource center. to send sequenced outreach emails) then the Sales Nav integration allows you to add LinkedIn related steps. 2 upvotes. Email 3: Social Proof + Invitation to Chat. . For every $1 spent, it yields $40 in revenue. Hello! I'm new in Hubspot and we're setting up the system in our company. You can also subscribe to the idea (Options > Subscribe) to get notified if the status changes. Unfortunately, this is only available to Sales Hub Enterprise customers, which means it's out of reach of all but the largest customers. HubSpot Sequences are a series of targeted, automated email steps designed to engage your contacts in a personal and timely manner. 2. HubSpot Sequences are designed to help your sales team reduce the time they put into repetitive communications. Go to Workflows. For Admins and Reps: Outbound sequences are the heart of your sales efforts, and how you approach them can significantly impact your pipeline generation and revenue. Welcome to our Community-enabled onboarding program! In this introductory video we will be guiding you through the very first steps to successfully start your journey with theSales Hub of Hubspot. Like in the previous best practice, you’ll want to use your leads’ engagement behavior to decide when to send your emails. Out of the box, without custom development, workflows do not have any cap / throttling features. 1. seek advice, and stay updated on the latest trends and best practices in using HubSpot Sales Hub. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Once you have your filtered contact view showing the 10 contacts, you can check the box for. In the left panel, choose Start from scratch or select a pre-made sequence. On any given day, the average businessperson receives 91 emails, according to a report by The Radicati Group. In the top right, click Create Sequence. I tend to copy and paste chunks of text to personalise my sequence emails as I go through them. Click on Create Sequence. Multiple Meeting Links and Sequences. First, share social proof like customer success stories and industry coverage (e. There's a reason A/B testing is called "A/B" testing — not just "A" testing. During the session, attendees had the opportunity to ask live questions and discuss their industry specific use-cases with a. What’s the end goal of your communication with a prospect? What do you want them to do - respond. Just started using Hubspot Sequences so still on a learning curve. There are common templates for both that solve for most common uses. Here are four of the most common multi-touch attribution models to help you get started. The goal of the email is to secure a meeting with the prospect over the phone, video, or in-person to discuss their needs further. , interview industry experts on your blog or podcast). The only way to delete sequences right now would be via the UI, which I believe is limited to just 1:1. why would you clone anything really? There's lots of different use cases. The email reply will also be logged on the CRM record. Let’s start with HubSpot’s flywheel:When I'm creating sequences in Hubspot, I've tried to create a sequence that starts with a manual e-mail and followed by an automated email. Published: February 23, 2016. Make our email automation workflow live and monitor its progress. <!-- Start of HubSpot code snippet --> <bu read more- HubSpot Sippets can use personalization tokens. g. Below is one of HubSpot email sequence examples for follow up: Source: HubSpot. 7. I am hoping to create a workflow that bridges the gap between Sales and Marketing. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). If you want to keep sending emails, you would have use automated m. Ppersonally, I consider anyone who reaches the end of a sequence without engaging, either by responding to an email or booking a meeting, to be a failure, on my part. Hi. Sequences, on the other hand, function best when used towards the bottom of the funnel once a lead becomes SQL. She loves being part of the Bluleadz team and implementing SEO best practices with her content. We use cookies to make HubSpot's community a better place. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Brand Extensions. You may also be able to use the Sequences Tool in the CRM, but that requires you to have a Sales Pro account. Hi @SMcRay,. Best practices with sequences are highly dependent on A) your job role, B) the action(s) you wish for the recipient to take, and C) the type of people you. April 17, 2018 02:11 AM. Turn on suggestions. I live in sequences! They have made my joblife 1000% easier and more consistent. Some opportunities just present themselves at the perfect time, and if you can capitalize on them, it will greatly increase your chances of success. It will continue until a person actually responds, books a meeting, or meets whatever the criteria is to unenroll them from a sequence. HubSpot assists you work smarter so you can grow your organization much faster. Benefits of using LeadsBridge integrations for HubSpot. This list contains best practices for cold emailing and has been compiled by HubSpot Sequence. Encouraging your lead to interact with your business through a call-to-action pushes them toward a conversion. In your HubSpot account, go to Automation > Sequences. . What it measures: This new sales opportunities report from Hubspot shows the new sales opportunities that the sales team is seeing on a monthly basis, and offers a view by value as well. Sequence Management, is there a calendar view? Hi @KHassen30, As far as I know there isn't, no. If you don't have a clear intention for how a website carousel will. . In this video, @aschwanke from HubSpot solutions partner, Simple Strat shows you how to use AB testing for sequences in HubSpot to improve the outcome of your sequences, increase engagement, and hopefully lead to more conversions! She also covers: - What you should use AB testing for in HubSpot sequences - Best practices. Search Tips, Tricks & Best Practices for solutions or ask a question. If you're looking for a few more tips, read on to the next section to learn how to design the perfect email onboarding sequence. Date: 28th -- 31st. . My understanding of this is that they won't be unenrolled unless they reply to one of the sequence emails. We use cookies to make HubSpot's community a better place. For example, I might work several different regions and I might want slightly different emails. Multiple Meeting Links and Sequences. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. For example I may want to enroll everyone at company x with 50 employees. It would be useful to be able to enroll several contacts at once into a sequence in Hubspot Sales. You can send a sequence of. We have ID'd like 6 different points in a. I get past this, I actually break sequences up. A good subject line that piques interest is the difference between a prospect opening or ignoring an email. Tips, Tricks & Best Practices Search Tips, Tricks & Best Practices for solutions or ask a question All Results This forum This board Users cancelHi , Contacts do not have to be marketing contacts to be enrolled in sequences or to receive one-to-one emails. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). . Hi , I can see that the screenshot you're showing is from 14th Feb. 42% of sales reps find prospecting to be the most challenging part of the sales process, according to HubSpot. m. HubSpot sequences are designed to help you generate email responses, so that's the finish line in their eyes. Step 3: Send a manual email with personalization. 6. Sequence Management, is there a calendar view? Hi @KHassen30, As far as I know there isn't, no. These emails are sent through HubSpot and the from address. This is NOT an either/or discussion. It also applies to all email sequences in different tools. As a Free user, I run. Hire the right amount of staff. We use cookies to make HubSpot's community a better place. HubSpot Emails and Workflows. This is because timing is very difficult to scale, and you can’t force it whenever you want. . The purpose of a sales sequence is to engage prospects, and they haven't engaged. E. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. We are syncing HubSpot with Smartsheet but having quite a few issues with data sync. I wanted to refer you to this related post where @karstenkoehler explains how to add a meeting link to an email template and shares screenshots of what the template looks like when you add a personalization token for an owner that has multiple meetings. As teams grow, they adopt disparate systems for marketing, selling, and servicing customers, making for messy data. Here are the rules that we developed with RevShoppe to put these goals into practice inside of Outreach: Goal 1: Keep sales outreach cycle organized and efficient. Aug 16, 2022 5:38 PM Follow Powerful Sequence Ideas Hey @DarrenScottUK, Awesome question! I have some quick thoughts/ideas for you below: Look at what is currently. Types of Email. Sometimes we get a call back from the prospect and do a discovery. Tips, Tricks & Best Practices Search Tips, Tricks & Best Practices for solutions or ask a question All Results This forum This board Users cancelPutting email in there anyway will likely lead to spam reports, unsubscribes. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Sequences: Contacts will be automatically unenrolled from a Sequence when they reply to your email, or book a meeting with you. No views 5 minutes ago. Especially if you are using Hubspot to manage wider ABM campaigns. HubSpot’s sequences tool enables you to: Create. . More Insights. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. A little late, but in case you hadn't figured it out yet, you can enroll multiple contacts into a sequence by: A) creating a list of all pertinent contacts and enrolling that list into the sequence, or B) by going to Sequences, clicking on the specific sequence, and clicking "Enroll" at the top ri. No issue with desktop version. My understanding of this is that they won't be unenrolled unless they reply to one of the sequence emails. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. HubSpot email sequence best practices. Tricks & Best Practices. Hi @juancantona, This is a known issue. Turn on suggestions. The term “HubSpot sequence” refers to an automated series of sales emails sent to contacts from an email address you’ve connected to your HubSpot inbox. 1. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Source. HubSpot’s sequences tool is another automated tool that allows you to send a series of 1:1 email communications that are targeted and timed email templates helping you to further. 0. In your HubSpot account, navigate to Marketing > Planning and Strategy > Campaigns. Hi . Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type. Optimize marketing, sales, and customer engagement with INSIDEA's expertise. Research your prospect and their business to gauge whether you can provide value. First Tactic: Limit our sequences to 15-20 steps over 30 days. I've been using Hubspot for quiet some time now. Mistakes can happen, so monitor for anomalies. Sales Hub Pro - Onboarding step 1 : Strong foundations. You don't need to waste time training your team on new sales software. Hi @DarrenScottUK , One of the most successful sequences I built was actually post-sale, pre-close. See what your top reps are doing. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. . Allow cookies. With a strong sales. Hone in on the right frequency for your business. Happy to show you how we do that if you like. Just started using. Unfortunately not, no. Click on Create workflow. I use sequences daily! I also recently wrote an article on how to use HubSpot Sequences to engage cold leads:Hi everyone, When someone signs up for our trial, we try to call asap. Sales professionals could better use their limited time focussing on inbound sales tactics, such as social selling, just for one example. workflows are and go into HubSpot sequences best practices, HubSpot sequences examples, and HubSpot. Think of them as a digital extension of your marketing and sales team, tirelessly working to maintain and deepen your relationship with prospects and customers. - Use personalization tokens in HubSpot marketing emails. To see the most success in your email subject line, be flexible, always test, and get creative for the best results. In the top right, click Create sequence. Hi , A contact from the same company replies to the sequence email or replies to an email outside of the sequence. Lead nurturing is a crucial aspect of any successful marketing strategy, and when it comes to effectively managing and nurturing leads, HubSpot offers a range of powerful tools and features. Understand and get started with HubSpot sequences' best practices. It was for a home builder, so the buyer was under contract, but the sales agents had to maintain the relationship while the home was under construction until the buyer could close and the deal was funded. Best Practices When Using Sequences Identify your goals. The problem is: when I'm creating this automated email, it´s impossible for me to send this email replying my previous email (it's necessary to create a new automated e-mail with a different subject). Our total revenue increased by 215% since we started sending these templates in a sequence. Understand and get started with HubSpot sequences' best practices. In your HubSpot account, navigate to Automation > Sequences. Sequence Enrollment Limit via Workflow. Generally, I would always set up sequences to tell a story – from a first touchpoint and 'Hello' to a last chance to reply and 'Goodbye'. Split your sample groups equally and randomly. Keep also in mind that sequences have automatic unenrollment. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Hi Dan, Thanks for your reply!We use cookies to make HubSpot's community a better place. Step 2: Call – use a template for . 1. "If you haven't looked at the sequence templates that are available in HubSpot, I'd start there. Then, click on Create sequence. g. This playbook contains best practices guides for each stage of the customer lifecycle. HubSpot Platinum Partner & HubSpot Certified Trainer: Schedule a Meeting with Josh:. This is what it looks like: But in Outlook it shows as this: I have seen some articles about. I've searched the forums and I can't find a satisfactory answer to this. If this motion is going to be central to your company, I'd recommend using sequences. At every stage, you should follow best practices to ensure you’re getting the most of your efforts. My understanding of this is that they won't be unenrolled unless they reply to one of the sequence emails. As you start to draw it out, you'll see "this happens first" and you'll also see "This could happen, OR this could happen at this stage. Understand your goals and your customer's mindset. ) The. Move Fast. Create multiple, distinct CTAs. Best, KristenWe use cookies to make HubSpot's community a better place. Although w. . ) 21. I'd dig into why reps want to clone the sequence and edit? There might be some good feedback that could be incorporated into the master and everyone gets a better end result. Step 5: SMS – Use persona template. Best Practices for Effective Automation in HubSpot. Hi , Start with the Life cycle stages, deal stages and lead statuses of your sales process. Hi @HSaunders, An out-of-office autoresponse will not stop a sequence. Adapt to all devices. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Does anyone know if there is a way to limit the visibility of a. We have ID'd like 6 different points in a. LinkedIn is great but it is a component of a wider strategy which imo is best housed in Hubspot. This metric drills down to email response. Prospecting emails are also sometimes referred to as "cold. We use cookies to make HubSpot's community a better place. . 4. The email reply will also be logged on the CRM record. Linear Attribution. If you want to bulk enroll contacts associated to your deals into a sequence, you would have to create a list of those contacts first under Menu > Contacts > Lists. You would also need to update your template in the sequence to use a personalization token for this proper. Stick to fewer than three typefaces. For tests where you have more control over the audience — like with emails — you need to test with two or more equal audiences to have conclusive results. Using sequences to automatically email a large number of cold leads would enable you to cause this damage at an accelerated rate. Enter contact of the same company when sequence ends. Sales Email Sequence Out of Office. 7. A lot of the manual steps can indeed be automated with workflows. You're simply using another infrastructure to send the emails and that affects deliverability. Example: A post-demo follow-up should include information about the demo, notes on what you talked about, and next steps. Connect now! Best practices include segmenting your audience, personalizing your outreach efforts, avoiding common mistakes that can lead to decreased performance, and testing different sequences to determine what works best. Google, and LinkedIn’s support, current updates, and best practice advertising guides. Workflows and sequences in HubSpot can often be confused for one and other. Hi everyone! I'm using the sequences feature and trying to figure out a specific function. English English Español Português Français Hubspot onboarding, sequences and workflows SOLVE Thank you @karstenkoehler - I think what I am trying to get at is to understand how Hubspot and others are using other techniques beyond workflows to handle unique processes or situations that fall outside or are independent of those (so what happens for example those that are supressed in the. Often when choosing a person, I have several contacts in different positions in the company. We have ID'd like 6 different points in a sales process when a Sequence is ideal for reps, including to automate their follow up. Email Nurturing. English English Español Português FrançaisWe use cookies to make HubSpot's community a better place. Solved: Hi Everyone, We are trying to use the Hubspot sequence automation feature, and have 3-4 accounts working under it. Josh. I recently joined new real estate company and they are looking to onboard HubSpot CRM so wanted to know if HubSpot is best fit for real estate business and which hubs will be used mostly. The solution: Learn how to embed JotForm Submission Tables in HubSpot Dashb read moreHere are the steps: Log into your HubSpot account and click on Marketing > Email > Sequences. responding to an email, or scheduling a meeting), can all other contacts who are associated with the same company AND enrolled in the same sequence also be automatically unenrolled? Thanks!hopefully I can add a little something to what's already been said by & . Turn on suggestions. A prospecting email is a type of outreach that a salesperson sends to a potential customer to introduce themselves and the benefits of their business. Tips, Tricks & Best Practices Search Tips, Tricks & Best Practices for solutions or ask a question All Results This forum This board Users cancelHere’s a couple of helpful tips and tricks on how to take advantage of your workflows tool and make the best use of your time. I believe I understand one of the challenges. Giving customers a clear view of “what’s next” with a success plan. It also allows you to segment your sequences so. Those are the priority contacts, so I don't. It might seem simple, but that opened email can lead to a closed-won deal. Rally everyone around the customer. There's limited public apis for the sales tools. When you're building a sequence, best practice is to connect it to the why behind your follow-ups. I do this with my business development rep as a part of a sequence and set the mailers up as tasks. Step 5: SMS – Use persona template. Keep it short. I am looking to create contact reports and lists based off of the known sequences that contacts may have been a part of recently, or in the past. Creating a strategy and integrating a sequence can be incredibly powerful when it comes to automated outreach. Goal 2: Connect over multiple touch points to avoid inbox fatigue. Click on Create Sequence. You're going to hear this again and again throughout this post — but you can't prospect effectively if you don't qualify your prospects. We use cookies to make HubSpot's community a better place. Sequences send emails from your connected inbox as sales emails. Hello Hubspot community! I am faily new with Hubspot and could use a quick how-to guide for two reports I am needing to generate: Average ticket life or handling time from ticket creation to ticket solved. If you have a deal pipeline in HubSpot and it synced with Salesforce then you can create a simple deal-based workflow in HubSpot with having trigger of deal like below : And later on you can enroll all contacts having lead status "POV" in a seperate sequence. ; Communicate: click the dropdown menu to control the contacts, companies, deals,. Hi some things cross my mind: - are you enrolling contacts in different sequences at the same time? - may be an issue of surpassing the email limits you can send per day? 500 or 1000 depending on having Enterprise ou Professional - might it be the sequence setup? - does your sequence include tas. Having one person or team responsible for all customer needs is unreasonable and isolates customers and data into silos. Hello , thank you for posting in our Community! Since sequences are made of templates, and within an email template, you can add an image by clicking on this feature: I hope this information helps. Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type. Go to the sequence editor, click on the edit pencil icon and type a name for your sequence. A Note On HubSpot Workflow Goals When creating a contact-based workflow, you can set a workflow goal to focus on your workflow's objective and measure your workflow's success in nurturing contacts. g. Setting up HubSpot sequences can help you set the stage to close more sales. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). Sequences are an excellent feature of the HubSpot Sales Hub and Service Hub Pro. However, if you want to avoid double email trouble and overmessaging, I'd recommend setting up marketing email exclusion lists based on the contact property "Now in sequence". Best Practices for Using HubSpot Email Sequences. We use cookies to make HubSpot's community a better place. You can also use this same method to see specifically who replied and who clicked, just use the properties: Recent sales email replied date. A cold email is an email sent to a recipient without them knowing who it is. If you want to personalize this email or send a different email based on a record property, using if/then branches:Hi , Deals can't be enrolled in sequences, only contacts can be. . Review and test. Seems strange that a platform with so much focus on attribution and funnel marketing is missing this important feature. English English Español Português FrançaisService Hub Onboarding Overview. Turn on suggestions. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Hope this helps!I understand that editing the tasks in an already active sequence won't affect the contacts already enrolled but is there a way to quickly unenroll and reenroll the contacts into a new sequence? (as opposed to typing in all the contacts one by one again)1. 5. Don't purchase contact lists. and later local time (call), five minutes before and after the hour (email) Day of week: Thursday and Friday. We use cookies to make HubSpot's community a better place. Including a striking piece of information or research will give your lead something that they’ll remember later on their path to becoming a customer. . This metric looks at what percentage of all these emails are opened. English English Español Português FrançaisIn this video, @aschwanke from HubSpot solutions partner, Simple Strat shows you how to use AB testing for sequences in HubSpot to improve the outcome of your sequences, increase engagement, and hopefully lead to more conversions! She also covers: - What you should use AB testing for in HubSpot sequences - Best practices. Gather insights from your. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. The HubSpot sequences system is designed to work for you versus your working for it. 解決済み: Does anyone have any tips or tricks on keeping contacts enrolled in a sales sequence, even if a prospect replies to an email? これらの掲示板を使用するには、JavaScriptがインストールされ、有効になっている必要があります。Pick and experiment with whatever works best for your own sales hustle. A linear attribution model, also known as an even-weighting attribution model, gives equal credit for a conversion to every touchpoint in the buyer's journey. Experience-driven marketing is anything but a buzzword: it’s more a best practice. 4. This will be the meat of your email newsletter, so spend time perfecting it. Go to the sequence editor, click on the edit pencil icon and type a name for your sequence. However, if you want to avoid double email trouble and overmessaging, I'd recommend setting up marketing email exclusion lists based on the contact property "Now in sequence". Step 4: Call with voicemail. Sequences, on the other hand, function best when used towards the bottom of the funnel once a lead becomes SQL. The Product Team is working on many enhancements & a few additions to Reports/Sequences. Step 6: Add in your body content. Step 6: Call – use a template for specific persona in this sequence. . We'll discuss how the HubSpot sequence works, why you should use it, how to use Sequences effectively, what features are available in Sequences and. What you're describing fits perfectly with HubSpot's sequences tool. In Sales Hub Enterprise you can add to them but you can't change the existing ones. Solved: In Hubspot, you can make some things private, like a template or sequence. The reporting features are currently aggregated and the only area you can access granular data on contacts/companies that may have been a part of a. Encouraging your lead to interact with your business through a call-to-action pushes them toward a conversion. It is a matter of understanding where each is best used. Hi community.