If you’re tired of watching yet another “AI” tool overpromise and underdeliver, you’re not alone. But sometimes, you just need to automate your outreach—without breaking things or sounding like a robot. This guide is for sales reps, founders, and marketers who want real results from their email sequences using Jason AI, and want to skip the fluff.
Let’s get right into it.
Step 1: Know What You Actually Need From an Email Sequence
Before you even open up Jason AI, figure out what you want your sequence to do. Don’t just copy a template because someone said it “converts.” Ask yourself:
- Who am I emailing? (Be specific. “Small business owners” isn’t a persona.)
- What’s my realistic goal? (A call? A reply? Signing up for a demo?)
- How many emails make sense? (Nobody wants eight follow-ups in two weeks.)
Pro tip: Write this down. It’ll keep you from overcomplicating things later.
Step 2: Set Up Your Jason AI Account
If you’re new to Jason AI, you’ll need to:
- Sign up or log in. (No, really. Don’t try to hack around this.)
- Connect your email account. Jason AI usually supports Gmail, Outlook, and custom SMTP. You’ll need credentials and maybe some patience with OAuth popups.
- Warm up your account. If this is a fresh inbox, don’t blast out 200 emails on day one. Most email providers will flag you as spam. Start small—20 to 50 emails per day—and ramp up.
What doesn’t work: Ignoring warmup advice. You’ll burn your domain and get nowhere.
Step 3: Map Out Your Sequence (Before You Build)
Here’s where most people mess up: they start filling in fields before they have a plan.
- Decide on the number of steps. Typical sequences are 3-5 emails long.
- Choose your timing. Don’t send everything back-to-back. A cadence like Day 1 → Day 4 → Day 8 is usually less annoying than daily nagging.
- Write draft copy for each step. You’ll tweak it later, but get something down.
- Figure out your triggers. Do you stop the sequence if someone replies? Opens? Clicks a link?
Skip this, and you’ll waste time fixing things later.
Step 4: Create a New Sequence in Jason AI
- Go to Sequences. Find the “Sequences” tab in Jason AI’s dashboard.
- Click “New Sequence.” Name it something clear—you’ll thank yourself later when you’ve got a dozen running.
- Pick your audience. Upload a list, connect your CRM, or manually add contacts. Clean data matters more than fancy features.
What to ignore: Overly granular segmentation—unless you have a real reason, don’t slice your lists so thin that you’re emailing five people at a time.
Step 5: Build Out the Steps and Content
Now it’s time to lay out each email in your sequence.
- Add your first email. Write it for a human, not an algorithm. Short, clear, and no fake personalization (“I see you went to [School]!”—nobody buys that).
- Use Jason AI’s suggestions sparingly. The AI can help, but don’t let it overwrite your voice. The default outputs often sound generic.
- Set up follow-ups. For each follow-up, reference the previous email or add a new angle. Don’t just resend the same message with “Just bumping this up…”
- Adjust timing for each step. You’ll see options like “Wait 3 days.” Be patient—pushy cadences get ignored.
- Add conditional logic if you want. For example, only send Step 3 if they opened Step 1. But honestly, keep it simple unless you have a good reason.
Pro tip: Always send test emails to yourself before going live. You’ll catch broken links or embarrassing typos.
Step 6: Personalize (But Don’t Go Overboard)
Jason AI lets you use variables like {{first_name}} or {{company}}. That’s fine, but keep a few things in mind:
- Don’t force personalization. If you don’t have good data, leave it out rather than risk a “Hi [FIRST_NAME]” fail.
- Avoid creepy details. Mentioning someone’s recent tweets or LinkedIn posts just because the AI found them often backfires.
- Use fallback values. Jason AI usually lets you set a default if a field is blank. Use it, or you’ll send weird, incomplete emails.
What works: Personalization that’s natural and relevant. “Saw your post about remote hiring—thought this might help” beats “Congrats on your recent funding!” (when they didn’t get any).
Step 7: Set Up Triggers and Actions
Jason AI lets you tweak what happens when someone:
- Opens an email
- Clicks a link
- Replies (the big one)
Most of the time, you’ll want to: - Stop the sequence on reply. Nothing’s worse than following up with “Did you get my last email?” after someone’s already replied. - Optional: Move hot leads to a CRM or Slack channel. This requires integrations—set these up now if you haven’t.
What to ignore: Overcomplicating triggers. You don’t need to score every open or click unless you’re running a huge operation.
Step 8: Test Everything (Seriously)
Even the best tools mess up. Before you hit “Start,” make sure you:
- Send test emails to yourself and a teammate.
- Check for formatting issues, broken links, and weird variables.
- Make sure unsubscribe links work (and are easy to find).
- Test reply detection—send yourself a reply and confirm Jason AI stops the sequence.
Pro tip: Open your test emails on both desktop and mobile. Formatting can get weird fast.
Step 9: Launch and Monitor
Hit “Start” and start small. Watch how things behave in the real world.
- Track open, reply, and bounce rates. Jason AI gives you basic analytics.
- Watch for spam complaints or high bounce rates. If you see these, pause and figure out why.
- Don’t obsess over “AI scoring” or magic engagement numbers. Real replies are what matter.
What doesn’t work: Blindly trusting the tool to optimize for you. Check in daily, especially in the first week.
Step 10: Iterate and Improve
Nobody gets the perfect sequence on the first try. After a week or two:
- Review what worked—where did you get replies, and where did people drop off?
- Trim steps or rewrite weak emails.
- Play with timing. Sometimes waiting longer between emails gets better results.
- Add or remove personalization.
Ignore: Fancy features you’re not ready for. Basic, consistent outreach beats a half-baked “AI-powered” experiment every time.
Keep It Simple — and Keep Tweaking
Don’t let the bells and whistles distract you. Most of your results come from doing the basics well: clear emails, sane timing, and a message people actually care about. Jason AI can help, but it won’t magically fix bad outreach or turn spam into gold.
Start small, learn from real replies, and tweak as you go. If you hit a wall, strip it back and try again. That’s how you actually get results—AI or not.