Give the Agent Good Instructions
When creating an AI Sequence, you provide style instructions and templating instructions. These are the single biggest lever for draft quality.Style Instructions
Tell the agent how to write:“Keep emails under 100 words. Conversational, peer-to-peer tone. No marketing jargon. Sound like a helpful colleague, not a salesperson.”
“Formal but warm. Reference specific data points when available. End with a clear, low-commitment CTA.”
Templating Instructions
Tell the agent what to include:“Always mention the specific signal that triggered this sequence. Reference at least one relevant customer story.”
“First email: value-add with no ask. Second email: reference the signal and propose a 15-minute call. Third email: brief bump.”
Match Tone to Signal Type
Different signals call for different approaches:| Signal Type | Tone | Approach |
|---|---|---|
| Pricing page visit | Direct, helpful | Reference what they looked at, offer to answer questions |
| Champion movement | Warm, personal | Congratulate them, reference your past relationship |
| New hire | Consultative | Don’t rush; offer resources for their first 90 days |
| Job posting | Strategic | Connect the role they’re hiring for to your product’s value |
| Custom AI (funding) | Informed, timely | Acknowledge the milestone, position yourself for their next phase |
Keep Sequences Short
For signal-triggered outreach, shorter sequences outperform longer ones:- 2-3 steps is the sweet spot
- Step 1: Value-add or relevant insight (no hard ask)
- Step 2: Reference the signal, propose a specific next step
- Step 3: Brief bump or alternative CTA
Always Review Before Publishing
AI drafts are strong starting points, not finished products:- Read every email out loud. Does it sound like something your best rep would send?
- Check the signal reference. Is the trigger mentioned naturally?
- Verify the CTA. Is there a clear, low-friction next step?
- Remove filler. Cut any sentence that doesn’t add value.
Choose the Right Sender
- SDRs for top-of-funnel, high-volume signals (web visits, job postings)
- AEs for high-value signals (champion movement, re-engagement)
- Leadership for executive-level contacts (use sparingly)
Measure and Iterate
After a week of running:- Which sequences have the highest reply rates?
- Which signal types produce the best conversations?
- Update style instructions based on what’s working
- Retire sequences that consistently underperform

