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Mastering HubSpot Sequences: A day in the life as an SDR

Written by
Leandri Theron

Mastering HubSpot Sequences: A day in the life as an SDR
3:21

As an SDR (Sales Development Representative), my days revolve around making connections and driving opportunities.

HubSpot sequences have proven to be one of the most useful tools I've used. If you work in sales, particularly as an SDR, you will understand the hustle and how even minor improvements may make a significant difference. So, let me show you how I use HubSpot sequences to streamline my outreach and make my day a little easier.

Getting started with HubSpot  sequences 

When I initially started, I was overwhelmed by the huge number of prospects I had to manage. It was stressful to manually track every email, LinkedIn Inmail, and task. That's when I discovered HubSpot sequences. The ability to automate my outreach while keeping it personalised was game-changing.

Here's an example of one of my very focused sequences in action:

hubspot_sequence

Setting up my sequences

Creating sequences in HubSpot is really straightforward. I begin by identifying my prospects according to their industry, employment role, or stage of the buying cycle they are in. This segmentation ensures that my outreach efforts are relevant and specific.

Next, I design the sequence itself. Typically, my sequences include emails, LinkedIn connections and LinkedIn messages. For example, my initial touchpoint could be a tailored LinkedIn connection, followed by an email 2 days later, and finally a LinkedIn in-mail. The beauty of HubSpot is that it allows me to schedule these touch points ahead of time, eliminating the possibility of skipping a follow-up.

Leveraging personalisation 

The ability to customise each email in a HubSpot sequence is one of my favourite features. I can adjust the specifics to the prospect's interests or specific pain points, but the overall structure stays the same. Because of HubSpot's interaction with Sales Navigator, personalising is effortless because I always have access to the relevant information.

Tracking and adjusting 

Once my sequences are up and running, HubSpot offers accurate metrics on open rates, click-through rates, and responses. This data is essential for a successful campaign. For example, I discovered that emails sent on Tuesday mornings received a higher open rate than those sent on Fridays. Based on this knowledge, I modified my sequences to increase engagement.

Furthermore, the option to A/B test alternative email templates inside a sequence allows me to continuously improve my approach. If one version of an email outperforms another, I can easily switch to the more effective template.

Staying organised and efficient 

HubSpot sequences not only automate my outreach but also help me stay organised. Every morning, I open HubSpot to see my daily tasks, which include sending LinkedIn messages, and checking email responses. HubSpot Sequences allows me to keep on top of my workload and ensure that no prospects fall through the cracks.

Final thoughts 

In the fast-paced world of sales, efficiency and personalisation are essential. HubSpot sequences have altered my outreach strategy, allowing me to interact with more prospects in a meaningful way. If you're an SDR looking to increase your productivity and results, I highly recommend trying HubSpot sequences. It's a tool that has made a significant difference in my daily operations and, ultimately, my performance as an SDR.

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