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Pro tips for using sequences in HubSpot

Use HubSpot Sequences the right way to boost follow-up success.

HubSpot Sequences are a brilliant way to follow up with prospects, stay front-of-mind, and save time—without losing the personal touch. But to get real results, it’s all about how you use them.

Here are 5 tried-and-tested tips to help you use sequences like a pro:

 

1) Personalise. Every. Single. Time.

Even though sequences save time, don’t treat them like mass emails. Always tweak the first message before enrolling a contact. Add a relevant detail—like something they said on a call or a shared interest—to make it feel genuinely personal.

💡 Pro tip: Use tokens like [First Name] or [Company Name], but pair them with something tailored and human.

2) Mix emails and tasks in your sequences

Sequences aren’t just for emails. You can also add reminders to call, send a LinkedIn message, or check in on a deal. This keeps your outreach multi-channel and more human.

💡Pro tip: Think of tasks as your nudge to show up where your contacts are—email is just one part of the journey.

3) Don’t set and forget

Just because it’s automated doesn’t mean it’s untouchable. Review your sequence performance regularly. Are people opening your emails? Are they replying or clicking through? If not, switch up the subject lines, content, or timing.

💡Pro tip: Small tweaks often lead to big improvements.

4) Keep it short and clear

Long emails rarely get read—especially in a sequence. Focus on clear, helpful messages that are easy to scan and include just one call to action.

💡Pro tip: Want them to book a call? Say so. Don’t bury the call-to-action.

 

💡 Bonus Pro Tip: Use Templates to Scale Faster

If you’ve got a sequence that works, save it as a template. That way, your whole team can use it, personalise it, and keep the tone and timing consistent across the board.

Used well, HubSpot Sequences help you work smarter—not harder. They free up your time, improve follow-up, and keep the sales process moving without losing the human touch.