How to set up automated sales sequences in Revenuegrid step by step

If you’re in sales, you know the follow-up grind. Remembering who to email, when to nudge, and who’s fallen through the cracks—it’s a mess. This guide is for anyone who wants to stop losing deals to “forgotten to follow up” and actually put their CRM on autopilot, without buying into the hype. We’ll walk through exactly how to set up automated sales sequences in Revenuegrid, step by step, with honest advice on what’s worth your time and what’s just bells and whistles.

Who should read this

SDRs and AEs who are tired of copy-pasting emails or making endless manual tasks
Sales managers looking to get their team using automation (without losing the human touch)
Anyone who’s tried a “sequence tool” before, got overwhelmed, and gave up

If you’re looking for a magic button that closes deals for you, sorry—doesn’t exist. But if you want your follow-up to run like clockwork, keep reading.

Step 1: Get set up in Revenuegrid

Before you do anything, make sure you’re actually set up in Revenuegrid. It’s not always as plug-and-play as they claim, so don’t rush this.

Get access: You’ll need an account. If your company already uses Revenuegrid, ask your admin to add you. If not, you’ll need to sign up and go through their onboarding. Don’t skip the training pop-ups—they actually help.
Connect your email/calendar: This is non-negotiable. Revenuegrid works best when it’s plugged into your Outlook or Gmail. Go to Settings > Integrations and follow the prompts. If you hit a permissions wall, loop in your IT (you usually have to).
Check your permissions: Some features—like sending emails or syncing tasks—might be blocked by your admin. If things aren’t working, this is usually why.
Test the basics: Try sending a test email or creating a fake sequence. If you hit weird errors, fix them now, not later.

Pro tip: Don’t skip connecting your calendar. Sequences often use calendar data for reminders and meeting scheduling. If it’s not connected, you’ll miss half the value.

Step 2: Map your sales process (on paper!)

Before building anything in Revenuegrid, sketch out your sales process. Seriously, do this on paper or a whiteboard. If you skip this, your sequences will be a mess.

List out your typical steps: initial outreach, follow-up 1, call, LinkedIn touch, follow-up 2, hand-off, etc.
Decide which steps should be automated (emails, reminders) and which need a human touch (calls, custom messages).
Write sample messaging for each step—don’t leave this to the last minute.

What to skip: Don’t try to automate every single interaction. Automated emails are fine for first touches and reminders, but real deals close when humans get involved.

Step 3: Create your first sequence in Revenuegrid

Now, the fun part—building your sequence.

Navigate to Sequences: In Revenuegrid, click “Sequences” from the main menu.
Create new sequence: Hit “New Sequence” (the button isn’t always obvious—usually in the top right).
Name your sequence: Make it specific, like “Cold Inbound - SaaS Prospects.” You’ll thank yourself when you have ten sequences later.
Choose a template (or start from scratch): Revenuegrid has some templates, but they’re generic. If you use one, heavily edit the messaging and steps. Most people are using the same templates—don’t sound like everyone else.
Add steps: For each step, choose:
Action type: Email (automated or manual), Call, Task, LinkedIn InMail, etc.
Timing: Set delays in hours or days between steps. Don’t make it too aggressive—nobody likes daily emails from strangers.
Branching: Some steps can trigger based on replies or opens. Use this sparingly—too many branches can get confusing fast.
Write your content: Draft each email, call script, or task note. Personalize where you can, but don’t bury yourself in merge fields and tokens. Keep it simple.

What works: - Three to five steps is the sweet spot for most sequences. More than that, and your prospects will tune you out. - Mix up your channels (email, call, LinkedIn) for better response rates.

What to ignore: - Don’t get sucked into A/B testing every subject line at the start. Get a basic sequence running, then optimize.

Step 4: Set up triggers and conditions

This is where automation gets smarter, not just lazier.

Trigger on add: Most sequences start when you add a contact. Decide if you want to add folks manually or auto-enroll them based on CRM fields.
Exit conditions: Set rules for when someone should leave the sequence (e.g., if they reply, book a meeting, or unsubscribe). This is crucial—nobody wants to get sequence emails after they’ve responded.
Pause/skip weekends: Make sure your sequence settings avoid sending emails on weekends. Revenuegrid lets you set working days/hours—use this, unless you want to look like a robot.
Notifications: Decide if you want alerts when it’s your turn to do a manual step (like a call or personalized email). This keeps you from dropping the ball.

Pro tip: Keep triggers and exits simple at first. Complex logic sounds cool but usually breaks in real life.

Step 5: Add prospects and start the sequence

Time to put it into action.

Import contacts: You can add prospects to your sequence from your CRM, a CSV upload, or manually. Make sure your fields (like name and company) are mapped correctly if you’re using personalization tokens.
Double-check your audience: Don’t blast the sequence to your entire database. Start with a small, targeted list so you can tweak before scaling up.
Review before launch: Preview your emails for each contact. Check merge fields—nothing kills credibility like “Hi {FirstName}.”
Hit go: Start the sequence and watch the first batch send out. Monitor for any errors or bounces.

What to watch for: - Typos in merge fields. Test with yourself or a colleague first. - Unintended recipients—make sure you’re not emailing existing customers with “cold outreach” scripts.

Step 6: Monitor results and tweak

Automation isn’t “set and forget.” If you don’t check your results, you’ll just automate mediocrity.

Track opens, replies, and meetings booked: Revenuegrid gives decent analytics. Focus on reply rates and meetings, not just opens.
Check for bottlenecks: If everyone bounces after email 2, that’s your problem area.
Tweak subject lines and timing: Small changes can make a big difference, but don’t change everything at once.
Watch for spam: If reply rates tank and open rates drop, your emails might be flagged as spam. Slow down and warm up your sending domain if needed.

What’s overrated: Chasing vanity metrics like “open rate” can be a distraction. If you’re not getting replies or meetings, who cares how many people opened your email?

Step 7: Keep it human

Automated sequences are a tool, not a replacement for real sales skills.

Use automation to handle the grunt work—reminders, basic follow-ups, logging activities.
When someone replies or shows interest, get off the script and treat them like a human.
Check your sequences every few months—messaging that worked last quarter might sound stale now.

Optional, but smart: Share sequence results with your team. What’s working for one rep can often help others, but don’t force everyone into a “one-size-fits-all” sequence.

Final thoughts: Don’t overcomplicate it

Automated sales sequences in Revenuegrid can save you hours and help you close more deals—as long as you keep things simple. Start with one sequence, test it, and get comfortable before you try to automate everything. Remember, the goal isn’t to do more; it’s to do the right things automatically, so you can focus on real conversations. Iterate, tweak, and don’t get fooled by shiny features you don’t need.

Good luck—and don’t forget to follow up.