How to create a high converting outbound sequence in Regie step by step

Tired of sending outbound emails that go nowhere? If you’re a salesperson, SDR, or marketer who actually cares about results (not just sending more noise), this guide is for you. We’ll walk through building a real outbound sequence in Regie, step by step, with honest advice on what works, what doesn’t, and what to skip entirely. No magic bullets—just practical steps that’ll help you get more replies and book more meetings.


Step 1: Define Who You’re Targeting (Seriously, Don’t Skip This)

Before you even open Regie, get clear on your prospect. Outbound is hard enough without blasting generic messages. Take ten minutes to write down:

  • The roles/titles you’re going after (be specific, e.g., “VP of Marketing at SaaS companies,” not just “marketers”).
  • Pain points they actually care about (hint: it’s never “synergy”).
  • Why now? If there’s no urgency, you’ll just get ignored.

Pro tip: If you can’t picture your ideal buyer’s day-to-day, you’re not ready to write. Find a real person on LinkedIn who matches and imagine writing to them.


Step 2: Set Up Your Sequence in Regie

Once you know who you’re targeting, log into Regie and start a new sequence. Here’s what you need to do:

  1. Create a new sequence: Choose the right sequence type (email only, email + calls, etc.). Don’t overcomplicate—start with the channels your prospects actually use.
  2. Name your sequence: Keep it clear for future-you (“SaaS VP Marketing - Q2 2024” is better than “Sequence 3”).
  3. Upload or sync your contacts: Clean your list before you even think about sending. Bouncebacks and spam complaints kill deliverability.

What to ignore: All the fancy AI bells and whistles in Regie are tempting, but don’t let them distract you. The tool helps, but your message is what matters.


Step 3: Map Out Your Touches (Emails, Calls, Social)

A “touch” is any attempt to reach your prospect—email, call, LinkedIn message, carrier pigeon (joking, mostly). The goal is to hit a balance: persistent but not annoying.

A simple, proven sequence: - Day 1: Email #1 (personalized opener) - Day 3: LinkedIn connection or follow-up email - Day 5: Call (if you have a number) - Day 7: Email #2 (new angle or value) - Day 10: LinkedIn message or voicemail - Day 14: Final email (breakup/permission to close)

You don’t need 10+ emails. Most replies happen in the first 3-4 touches. Anything longer usually just gets filtered or ignored.

Pro tip: Leave at least 2 days between touches. Nobody likes feeling chased.


Step 4: Write (or Tweak) Each Step—What Actually Works

Here’s where most people get stuck. Regie offers templates, but don’t just use them out of the box. Personalize and tighten every message:

Email #1: The Opener

  • Subject line: Short, clear, and not clickbait (“Quick question, [FirstName]” or “[Their Company] + [Your Company]” work fine).
  • First line: Make it about them—mention a recent event, funding, or product launch.
  • Body: One to two sentences about why you’re reaching out. Cut the fluff.
  • Call to action: One specific ask. “Are you open to a 10-minute call next week?” beats “Let me know if interested.”

What doesn’t work: Long intros, generic value props, or trick questions (“Have you ever wondered…?”). If you wouldn’t reply, they won’t either.

Follow-Ups

  • Reference your last email, but don’t guilt-trip (“Just bumping this up!” makes you look desperate).
  • Offer something new: a case study, a relevant tip, or simply a different angle.
  • Keep it brief. Nobody owes you a reply.

Calls and Social Touches

  • For calls, have a script ready, but don’t sound like a robot.
  • For LinkedIn, send a personal note—don’t pitch right away. Try: “Saw you’re working on [X] at [Company]. Would love to connect.”

Step 5: Personalize—But Don’t Waste Hours

Personalization is key, but there’s a limit. Use Regie’s variables to automatically insert names, companies, and other details. For your top-tier prospects, add a line that proves you did your homework (“Congrats on your new product launch!”).

Real talk: Most people spot fake personalization a mile away. If it feels forced, skip it.

Pro tip: Batch your personalization. Write your custom lines for 10-20 prospects at once, then plug them into Regie.


Step 6: Review, Test, and Send

Before you launch, double-check:

  • Deliverability: Use Regie’s built-in spam checker. Avoid too many links, images, or sketchy phrases (“guaranteed,” “free trial,” etc.).
  • Mobile preview: Half your prospects are reading on their phones. No one wants to scroll forever.
  • Test sends: Email yourself (or a colleague) to catch typos or broken formatting.

Don’t stress about making it perfect. Good enough and sent beats perfect and sitting in drafts.


Step 7: Measure and Adjust (The Boring But Crucial Part)

Regie gives you open rates, reply rates, and more. Here’s where most people mess up—they look at the numbers, shrug, and do nothing.

  • If opens are low: Your subject lines or deliverability need work.
  • If replies are low: Your message isn’t resonating. Try a new angle, or tighten your ask.
  • If meetings aren’t getting booked: Maybe your CTA is too vague, or you’re targeting the wrong people.

Change one thing at a time. Run A/B tests if you have the volume, but don’t get obsessed with micro-optimizations.


What to Ignore (And What to Obsess Over)

Ignore: - Fancy design. Plain text works best. - Over-automation. If it feels like spam, it is spam. - Sending to huge lists. Quality beats quantity every time.

Obsess over: - Your targeting. - Message clarity. - Personalization (within reason). - Following up—most replies come after touch #2.


Keep It Simple, Iterate, and Don’t Overthink

You don’t need a 15-step sequence or the latest AI gimmick to get results. Start with a clear message, talk to the right people, and keep testing. Regie can help you scale, but it won’t fix bad targeting or bland messaging.

Launch your sequence, see what happens, and tweak from there. The best outbound campaigns are the ones you actually send—and improve—over time.