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By the end of this recipe you’ll have a Contacts list to outreach to, a Sequence that touches them across email and SMS, and a report tracking reply rate.
1

Build the target list

Open Contacts → filter to “Lifecycle = Lead” + “Country = US” + “Owner = me”. Save the View as “Q2 Outbound List”.
2

Connect the channels

Settings → Channels. Connect a Nylas mailbox if you haven’t, and provision a Twilio number for SMS. See Email overview and SMS overview.
3

Compose the templates

Create email template “Outbound Day 1” and SMS template “Outbound Follow-up Day 4”. Use property tokens ({{first_name}}, {{company}}) so each send personalizes.
4

Build the sequence

Automations → Sequences → New sequence. Steps:
  1. Day 1, 9am. Send Email “Outbound Day 1”.
  2. Day 4, 11am. Send SMS “Outbound Follow-up Day 4” if no email reply.
  3. Day 7. Create Task “Manual call” assigned to the owner. Add Office Hours to the sequence so steps don’t fire at 3am in the recipient’s timezone.
5

Enroll the list

Open the saved View “Q2 Outbound List” → bulk select → Enroll in sequence. Pick the sequence you just built. Records start moving through the steps tomorrow at 9am.
6

Watch the report

Open the Sequence → Reports. You’ll see send rate, open rate (for email), and reply rate per step. Pause the sequence if reply rate drops below your threshold.
The sequence is live. Iterate the messaging based on what the report tells you.

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See also