If you’re running B2B sales, you know following up is half the battle. But keeping track of who you emailed, when, and what comes next? That’s a recipe for dropped balls and missed deals. Automated email sequences save you from all that busywork—if you set them up right. If you’re using Lunatro, this guide will walk you through creating sequences that actually get replies, not just fill up people’s spam folders.
This isn’t a sales pitch. I’ll lay out the steps, show you what matters, and call out the stuff you can (and should) skip.
1. Get Your Groundwork Right
Before you click around in Lunatro, get your basics sorted. Most teams jump straight to templates, but honestly, that’s a shortcut to mediocre results.
- Define your audience. Are you targeting decision-makers, tech folks, or someone else? “B2B” is too broad.
- Clarity beats cleverness. Fancy copy doesn’t matter if you’re sending to the wrong people.
- Get your data clean. Garbage in, garbage out. Remove duplicates, validate emails, and make sure names look like real names (not “admin@company.com”).
Pro Tip: If you’re pulling lists from LinkedIn or a CRM, spend 30 minutes cleaning them. It’ll save you hours of chasing bounced emails later.
2. Connect Lunatro to Your Email
You can’t automate anything if your tool isn’t hooked up right. Lunatro supports Gmail, Outlook, and most business email providers.
Steps: 1. Go to Settings > Email Accounts in Lunatro. 2. Hit “Add Account” and follow the prompts. 3. Grant the permissions. Yes, it’s annoying, but you need this for tracking opens and replies. 4. Send a test email to yourself. Make sure it actually lands in the inbox, not spam.
What to watch out for: - If your IT team has strict rules, you might need them to approve the integration. - Avoid using generic email addresses (like “sales@company.com”)—your reply rates will tank.
3. Build Your Sequence Structure
Think of your sequence as a conversation, not a lecture. The goal is replies, not just sending emails for the sake of it.
Common sequence formats: - 3-5 emails over 2-3 weeks is the sweet spot for most B2B sales. Any more, and you’re annoying. - Mix in value: share a resource, offer a quick call, ask a direct question. - Don’t send six variations of “just checking in.” People spot that from a mile away.
Example sequence: 1. Intro and value pitch (“Saw you’re expanding your sales team—quick idea that could help”) 2. Follow-up with more detail or a resource (“Here’s a case study from your industry”) 3. Nudge/reminder (“Wanted to see if this is on your radar—worth a chat?”) 4. Breakup/last attempt (“If it’s not a fit, let me know and I’ll stop bugging you.”)
Pro Tip: Map this out on paper or a whiteboard before you start building in Lunatro. It’s easier to spot gaps or repetition.
4. Create the Sequence in Lunatro
Let’s get hands-on. Here’s how you actually set up a sequence in Lunatro:
a. Start a New Sequence
- In the dashboard, click “Sequences” then “New Sequence.”
- Name it something you’ll recognize later (e.g., “Q3 SaaS Prospects” instead of “Sequence 1”).
b. Add Your Steps
Each “step” is an email (or sometimes a task—more on that below).
- Add your first email: Write it directly in Lunatro or paste from your doc.
- Set delays: Usually, 2-4 days between steps works best. Too close together = desperate, too far apart = forgotten.
- Personalization tokens: Use {first_name}, {company}, etc., but keep it simple. Overdoing it (“Hey {first_name}, do you still work at {company}?”) feels fake.
c. Tasks and Manual Steps
Lunatro lets you add manual tasks (like “connect on LinkedIn” or “call this prospect”). Don’t skip these—sometimes a real touchpoint beats another email.
What to ignore: You don’t need to use every feature. If you’re new, skip A/B testing for now. Nail the basics first.
5. Write (Actually) Good Emails
This is where most sequences fall apart. The tool can’t save you if your emails are boring, vague, or robotic.
Keep in mind: - Short and direct wins. Nobody reads a wall of text. - Sound human, not scripted. If you wouldn’t say it out loud, don’t type it. - One ask per email. Don’t cram in three CTAs (“Book a call, download this, and reply if interested”). - Proofread every merge field. “Hi FNAME,” is a fast way to kill trust.
Avoid: Overly formal intros, buzzwords, or fake urgency (“This offer expires in 24 hours!”). People see right through it.
6. Import and Enroll Contacts
- Importing: Go to “Contacts,” then “Import.” CSV is fastest, but double-check the mapping (especially email and name columns).
- Assign to sequence: Select your contacts, hit “Add to Sequence,” and pick your sequence.
- Choose sender: If you have multiple reps, make sure the right person is sending. Nothing weird like “VP of Marketing” pitching a cold list.
Heads up: If your list is big, consider starting with a small batch. This lets you spot any personalization errors before you burn the whole list.
7. Test Before You Hit Send
Don’t trust automation blindly. A few checks now save you a ton of headaches later.
- Send test emails to yourself and a teammate.
- Check how it looks on mobile and desktop.
- Make sure all the personalization tokens work.
- Look for broken links or formatting issues.
If something feels off, fix it. Don’t ignore your gut.
8. Monitor and Tweak (But Don’t Obsess)
Once your sequence is live, monitor it—but don’t waste hours over-analyzing every open.
Track: - Reply rates (way more important than opens) - Bounce rates (if these are high, your list needs work) - Unsubscribes (if people are leaving in droves, your messaging’s off)
Tweak only what matters: - If no one replies to step 2, rewrite it. - If you’re getting spam complaints, back off the frequency or tighten your targeting.
What not to do: Don’t chase vanity metrics. Opens can be wildly inaccurate, thanks to privacy blockers.
9. Common Pitfalls (And How to Dodge Them)
- Over-automation: Don’t make it so hands-off you forget there are real people at the other end.
- Too many emails: More isn’t better—quality beats quantity.
- Generic messaging: If your sequence could go to anyone, it’ll resonate with no one.
- Ignoring replies: Set up notifications so you don’t miss real responses. Nothing kills deals like slow replies.
Final Thoughts: Keep It Simple, Iterate Fast
Automated sequences in Lunatro are a lifesaver—if you use them thoughtfully. Start with a simple, targeted sequence. Get feedback, watch what works, and tweak as you go. The magic isn’t in the software; it’s in clear messaging and quick follow-up. Don’t overthink it—just get started, learn, and improve. That’s where the real wins happen.