Workflow & Monitoring
Outreach Sequencing
Outreach sequencing is the structured plan for how and when you contact an allocator across steps, channels, and follow-ups.
Allocator relevance: Sequencing turns data into conversion—prevents random touches and improves learning loops on what works.
Expanded Definition
Sequencing isn’t spamming. It’s controlled iteration: a first message aligned to mandate signals, a second message triggered by change detection, a follow-up that references a specific fit point, and a handoff step when engagement occurs. Sequencing improves accountability and reduces duplication across a team.
Decision Authority & Governance
Governance defines cadence limits, escalation rules (when to stop), and compliance constraints. In allocator outreach, tight sequencing governance protects brand trust.
Common Misconceptions
- More touches equals higher conversion.
- Sequencing is the same for all allocator types.
- Sequencing can ignore decision chains.
Key Takeaways
- Sequencing should be signal-driven and respectful.
- Align steps to decision chain and timing.
- Governance protects deliverability and reputation.