Sequence Builder
Draw the Follow-Up Once. It Runs for Every Lead.A sales sequence builder for email, text and call steps on one canvas.
Drag your steps onto one canvas: emails, texts, waits, call tasks and the questions that decide which way each lead goes. What you draw is what runs. Publish it, and every lead moves through at their own pace, with the call outcome steering the next step.
- 13 kinds of step
- Email, text and calls
- Saved as you work
How it works
- Drag steps onEmail, text, wait, call task, goal
- Wire the answersOpened, replied, or how the call went
- Publish itChecked, then saved as a numbered version
- Leads move throughEach at their own pace
Build It Once. Every Lead Gets the Right Next Step.
No handoff to someone who builds it for real. The canvas is the sequence, saved a second after you stop dragging.
Mix email, text and call task steps with the waits between them, on one canvas instead of three tools.
Branch on the outcome a rep logs, so a voicemail and a real conversation get different next steps.
Publishing saves a numbered version. People already in the sequence finish on the version they started.
From Blank Canvas to Live Sequence.
Drag Your Steps on
Pick from six shelves: email, timing, branches, actions, multichannel and end. Drag a step on, or click to add it.
Connect Each Answer
Questions like opened, replied or call outcome have one exit per answer. Wire each one to its next step.
Publish and Go Live
Adoptiv checks the shape, saves a numbered version and starts moving leads through, each at their own pace.
What Is a Sales Sequence Builder, and Why Draw It?
A sales sequence builder is where you lay out every follow-up step a lead should get, and the order they come in: emails, texts, waits and calls. Adoptiv’s is a drag and drop sequence builder, and what you draw on the canvas is exactly what runs.
It works as a visual email sequence builder, and more. Thirteen kinds of step sit on six shelves, so one multichannel sales sequence can send an email, wait two days, send a text, and hand a rep a call task. Questions such as opened, clicked, replied and call outcome have one exit for each answer, and branch logic sends each lead down the path that matches what they did.
Your work saves itself a second after you stop dragging, layout included, so you can reopen it anywhere. When you publish, Adoptiv checks for a valid start and for any step wired straight back into itself, then saves the sequence as a numbered version.
That is how you edit a live sequence safely: change the draft and publish again. Because sequence versions are kept apart, leads already partway through stay on the version they began, and new leads get the latest. The email sequence engine then carries each person through, one step at a time.
Every Step a Follow-Up Needs, on One Canvas.
Tag the record along the way, and end the sequence where you choose.
For Teams That Follow Up on More Than Email.
A Sequence Builder vs a Follow-Up Checklist.
| What | Spreadsheet and calendar reminders | With Adoptiv |
|---|---|---|
| Who sends the next email | Spreadsheet and calendar reminders: Whoever remembers to | With Adoptiv: The sequence, on the schedule you drew |
| Mixing channels | Spreadsheet and calendar reminders: Email in one tool, texts and calls in others | With Adoptiv: Email, text and call steps on one canvas |
| After a call | Spreadsheet and calendar reminders: The rep decides what to send next | With Adoptiv: The outcome they log picks the next step |
| Changing the process | Spreadsheet and calendar reminders: Everyone relearns it mid-flight | With Adoptiv: A new version for new leads; nobody already in it moves |
| Seeing who is where | Spreadsheet and calendar reminders: Ask around | With Adoptiv: Every lead holds a recorded place in the sequence |
Sequence Builder Questions, Answered.
What is a sales sequence builder?
A tool for laying out the steps of a follow-up, like emails, texts, waits and calls, in the order they should happen. In Adoptiv you drag the steps onto a canvas and connect them, and the drawing is what runs.
What kinds of steps can I add?
Thirteen: send email, wait, opened, clicked, replied, call outcome, split, call task, text, goal, tag, end, and the start step, which is placed for you.
Can I edit a live sequence?
Yes. Edit the draft and publish again. Each publish is saved as a numbered version, and anyone already partway through stays on the version they started.
Will it let me publish a broken sequence?
Publishing checks it first, and refuses a sequence with no valid start or a step wired straight back into itself, unless that step is a wait.
Who can edit sequences?
People with the manage-settings permission, or a workspace admin. Anyone with a seat can view them.
How do I build a sales sequence?
Open a new sequence, drag steps onto the canvas in the order you want, wire each answer to its next step, and publish. The start step is already placed for you.
Can one sequence send emails, texts and calls?
Yes. Email, text and call task steps sit on the same canvas, with waits and branches between them.
Does the builder save my work?
Yes. It saves a second after you stop dragging, layout included, so you can close it and pick up anywhere.
Can a step loop back to an earlier one?
Yes. A step can point back to an earlier step. Only a step wired straight into itself is refused, unless it is a wait.
Still have a question? A real person replies in under 60 seconds in US business hours. Talk to our team →
14-day free trial
Build Your First Sequence Today.
Draw it, publish it, and watch your leads move through. Free for 14 days, no credit card.
14-day trial · no card · migration included