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sequence-best-practices skill

/plugins/instantly/skills/sequence-best-practices

This skill helps you design and optimize email sequences using proven 5-step and 7-step frameworks to improve engagement.

npx playbooks add skill madappgang/claude-code --skill sequence-best-practices

Review the files below or copy the command above to add this skill to your agents.

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SKILL.md
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---
name: sequence-best-practices
version: 1.0.0
description: Email sequence design and optimization best practices
---
plugin: instantly
updated: 2026-01-20

# Sequence Best Practices

## Sequence Structure

### Standard 5-Step Sequence

| Step | Day | Purpose | Email Type |
|------|-----|---------|------------|
| 1 | 0 | Initial outreach | Problem + value prop |
| 2 | 3 | Social proof | Case study / results |
| 3 | 7 | Alternative angle | Different value prop |
| 4 | 10 | Soft breakup | "If not a fit..." |
| 5 | 14 | Breakup | Last attempt, value-add |

### Extended 7-Step Sequence

| Step | Day | Purpose | Email Type |
|------|-----|---------|------------|
| 1 | 0 | Initial outreach | Problem + value prop |
| 2 | 2 | Quick follow-up | Bump + new angle |
| 3 | 5 | Social proof | Case study |
| 4 | 8 | Value-add | Free resource |
| 5 | 12 | Alternative angle | Different ICP pain |
| 6 | 16 | Soft breakup | Check-in |
| 7 | 21 | Breakup | Final attempt |

## Timing Guidelines

### Optimal Delays

| Between Emails | Recommended | Reasoning |
|----------------|-------------|-----------|
| Email 1 -> 2 | 2-3 days | Stay top of mind |
| Email 2 -> 3 | 3-4 days | Let social proof sink in |
| Email 3 -> 4 | 3-4 days | Give time to consider |
| Email 4 -> 5 | 4-5 days | Breakup needs space |
| After breakup | 30+ days | Cool-off period |

### Send Time Optimization

```
Best Days: Tuesday, Wednesday, Thursday
Best Times:
  - 8-10am recipient local time (start of day)
  - 2-4pm recipient local time (post-lunch)

Worst Days: Monday morning, Friday afternoon
Worst Times: After 6pm, before 7am
```

## Email Copy Guidelines

### Length Guidelines

| Email Type | Word Count | Lines | Reason |
|------------|------------|-------|--------|
| Cold outreach | 50-100 | 5-8 | Scannable |
| Follow-up | 30-60 | 3-5 | Quick bump |
| Case study | 100-150 | 8-12 | Tell story |
| Breakup | 40-80 | 4-6 | Clear finale |

### Structure Template

```
[Personalized opening - 1 line]

[Problem statement or insight - 2-3 lines]

[Brief value proposition - 1-2 lines]

[CTA - 1 line]

[Signature]
```

### Subject Line Best Practices

| Do | Don't |
|----|-------|
| Keep 3-7 words | Write novel-length subjects |
| Use {{first_name}} or {{company}} | Over-personalize ("Saw you on LinkedIn...") |
| Create curiosity | Mislead with clickbait |
| Be specific when possible | Use generic templates |
| Test lowercase | Use ALL CAPS |

**Examples:**
- Good: "{{first_name}}, quick question"
- Good: "idea for {{company}}'s Q2"
- Bad: "RE: Our meeting" (fake reply)
- Bad: "FREE TRIAL INSIDE!!!" (spam trigger)

### CTA Best Practices

| CTA Type | Example | When to Use |
|----------|---------|-------------|
| Soft | "Thoughts?" | Early in sequence |
| Medium | "Worth a quick chat?" | Middle of sequence |
| Direct | "15 min this week?" | After engagement signals |
| Breakup | "Should I close the loop?" | Final email |

**One CTA Per Email:** Never give multiple options.

## Personalization Strategy

### Personalization Tokens

| Token | Example | Priority |
|-------|---------|----------|
| {{first_name}} | "Hey Sarah," | Required |
| {{company}} | "saw {{company}}'s recent..." | Recommended |
| {{title}} | "As a {{title}}, you..." | If relevant |
| {{industry}} | "In {{industry}}, we see..." | For segmented |

### Custom Personalization

| Level | Effort | Impact |
|-------|--------|--------|
| Basic | Low | {{first_name}}, {{company}} |
| Medium | Medium | + recent company news, role-specific |
| High | High | + mutual connections, specific insight |

**Rule:** Personalize opening line at minimum. Rest can be templated.

## Avoiding Spam Triggers

### Words to Avoid

```
FREE, GUARANTEE, WINNER, CASH, URGENT
Click here, Act now, Limited time, Don't miss
!!!!, ALL CAPS, $$$$
```

### Technical Best Practices

| Practice | Reason |
|----------|--------|
| No images in cold emails | Trigger spam filters |
| Max 1 link per email | Multiple links = spam |
| No HTML formatting | Plain text performs better |
| Short sentences | Looks more personal |
| No attachments | Major spam trigger |

## Sequence Psychology

### Email 1: The Opening

**Goal:** Establish relevance, create curiosity
**Approach:** Problem-focused, not product-focused
**Length:** 50-80 words

### Email 2: The Follow-Up

**Goal:** Add credibility via social proof
**Approach:** "Here's what happened when..."
**Length:** 60-100 words

### Email 3: The Pivot

**Goal:** Try different angle
**Approach:** Different pain point or benefit
**Length:** 50-80 words

### Email 4: The Soft Breakup

**Goal:** Create scarcity without desperation
**Approach:** "If this isn't a priority..."
**Length:** 40-60 words

### Email 5: The Breakup

**Goal:** Last attempt, leave door open
**Approach:** Value-add (resource) + clear close
**Length:** 50-80 words

Overview

This skill provides concise, battle-tested best practices for designing and optimizing email outreach sequences. It codifies sequence structure, timing, copy length, subject lines, personalization, and anti-spam tactics to improve open and response rates. Use it to build repeatable, measurable cadences that scale without sounding spammy.

How this skill works

The skill inspects sequence structure and recommends 5- or 7-step flows with explicit day offsets and purposes for each touch. It evaluates timing windows, subject-line rules, email length and structure templates, single-CTA guidance, personalization token usage, and spam-trigger avoidance. The output is a practical checklist and ready-to-use templates for each step of the sequence.

When to use it

  • Launching cold outreach campaigns to new accounts or segments
  • Refreshing underperforming cadences with proven timing and messaging
  • Building automated nurture sequences for SDRs or growth teams
  • A/B testing subject lines, send times, or CTA phrasing
  • Ensuring deliverability by removing spam triggers and technical risks

Best practices

  • Prefer a structured 5-step sequence for speed, use 7-step for longer sales cycles
  • Space follow-ups 2–5 days apart; allow a 30+ day cool-off after breakup
  • One CTA per email; match CTA strength to sequence stage (soft → direct → breakup)
  • Keep cold outreach 50–100 words and follow-ups 30–60 words; use the provided 5-part structure
  • Personalize at least the opening line using {{first_name}} and {{company}}; avoid over-personalization that reads like noise

Example use cases

  • Outbound SDRs targeting mid-market prospects with a 5-step cadence
  • Growth teams testing subject lines and send times for higher open rates
  • Account-based campaigns using medium personalization plus role-specific insights
  • Re-engagement sequences that open with a value-add resource before breakup
  • Cold-email pilots that prioritize deliverability by using plain text and one link

FAQ

How many emails should I include in a standard cadence?

Start with a 5-step sequence for most use cases; expand to 7 steps for longer sales cycles or slower buying processes.

When should I use a breakup email?

Send a soft breakup after your penultimate touch to create scarcity, then a final breakup 4–7 days later with a clear close and a value-add.