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Predefined templates

RagWorks publishes five ready-made sequences, one for each channel mix. They are the ones Quickstart builds your first campaign on, and you'll find them under Sequences → Predefined Templates.

TemplateChannelsLength
LinkedIn onlyLinkedInAbout 3 weeks
Email onlyEmailAbout 2 weeks
LinkedIn + Email (recommended)LinkedIn, emailAbout 3 weeks
LinkedIn + Email + WhatsAppLinkedIn, email, WhatsAppAbout 3 weeks
LinkedIn + Email + WhatsApp + PhoneAll fourAbout 3 weeks

What they have in common:

  • No copy is built in. The sales strategy on your playbook writes every message, so the same template works for any strategy.
  • Every step skips a lead it can't reach. A lead with no email still gets the LinkedIn steps, and the other way round.
  • LinkedIn opens with a profile visit a day before the connection request.
  • A follow-up email is never sent without the opener before it.
  • WhatsApp only goes to a lead who opened your email and has a number, and the AI call only to a lead who then read the WhatsApp message.
  • Every route ends with a break-up message, on each channel the lead is on.
  • A reply or a booked meeting on any channel ends the sequence, as always.

Where the Connection request step is available to your organization, the templates that send on LinkedIn use it: Connection request, then Wait for connection, then the first LinkedIn message a day after the lead accepts. The wait's deadline takes the place of the acceptance window (3 days with email, 30 days on LinkedIn only), and a lead who doesn't accept in time takes Timed out.

To use one outside Quickstart, open it, click Preview Workflow, then Save to copy it into My Templates. See Create a sequence.

LinkedIn only​

Warm up, connect, then follow up in messages.

  1. Profile visit, then a like on a recent post the next day, then the connection request the day after.
  2. The connection request has no acceptance window: on LinkedIn only, a pending invite just waits. An invite LinkedIn refuses ends the sequence.
  3. A day after they accept, the first message. Two days later, a Wait for Message read of up to 3 days: a lead who read it gets the follow-up a day later, one who didn't gets it when the wait ends.
  4. The break-up message five days after the follow-up.

Needs: a LinkedIn account. Nothing is enriched.

LinkedIn only template: profile visit, like, connection request, first message, wait for a read, follow-up, break-up

Email only​

An opener, a new angle if it goes unopened, proof, then a break-up.

  1. The email opener, then two days later a Wait for Email opened of up to 3 days.
  2. Opened: a follow-up in the same thread a day later. Not opened: a new subject line that starts a fresh thread.
  3. A proof point four days later, then the break-up five days after that.

Needs: an email account, and work emails for your leads.

Email only template: opener, wait for an open, follow-up in the thread or a new subject line, proof point, break-up

LinkedIn + Email​

LinkedIn follow-ups once they connect, email until they do, and a break-up on both. The recommended default.

  1. Profile visit, then the connection request the next day, with a 3-day acceptance window.
  2. The email opener goes out to everyone: two days after they accept, or the same day the window ends (Not accepted in 3 days) or LinkedIn refuses the invite.
  3. Two days later, Connected on LinkedIn?
    • Yes: a LinkedIn message, then a LinkedIn follow-up three days later.
    • No: an email follow-up in the thread.
  4. Both routes meet at a proof-point email, then check Connected on LinkedIn? again: connections get a LinkedIn break-up and a break-up email; everyone else gets the break-up email.

Needs: a LinkedIn account and an email account.

LinkedIn + Email template: profile visit, connection request with a 3-day window, email opener, Connected on LinkedIn? branching to LinkedIn or email follow-ups, proof point, break-ups

LinkedIn + Email + WhatsApp​

Three rounds of follow-ups, each on the best channel the lead has, and a break-up on every one.

  1. The same opening as LinkedIn + Email: profile visit, connection request with a 3-day window, email opener.
  2. Two days after the opener, a Wait for Email opened of up to 3 days.
    • Opened: On WhatsApp? A lead with a number gets a WhatsApp nudge the next day; one without gets an email follow-up.
    • Not opened: Connected on LinkedIn? Connections get a LinkedIn message; everyone else gets an email follow-up.
  3. A proof-point email three days later.
  4. The close: connections get a LinkedIn break-up, leads on WhatsApp a WhatsApp break-up, and everyone a break-up email.

Needs: LinkedIn, email and WhatsApp accounts. Quickstart looks up missing emails and mobile numbers.

LinkedIn + Email + WhatsApp template with Wait for an open, On WhatsApp? and Connected on LinkedIn? conditions

LinkedIn + Email + WhatsApp + Phone​

Adds an AI call for leads who opened your email and read your WhatsApp.

The same as LinkedIn + Email + WhatsApp, with one more round for the most engaged leads. After the WhatsApp nudge, a Wait for Message read of up to 2 days:

  • Read: your AI voice agent calls them.
    • Answered: the sequence ends; the conversation took place.
    • Voicemail, No answer, or a call that could not be placed: the proof-point email the same day, and the sequence carries on.
  • Not read: straight on to the proof-point email.

Needs: LinkedIn, email and WhatsApp accounts, and a phone number for AI calls. Quickstart looks up missing emails and mobile numbers.

All-channels template: the WhatsApp template plus Wait for a read and an AI call with Answered, Voicemail and No answer outcomes

Other templates​

Predefined Templates also lists older templates and ones RagWorks adds over time. Open any of them to read its description and see its steps before you save a copy.