Sequences

Sequences are CluGTM’s built-in outreach tool. You write the steps once, add leads and launch. CluGTM then sends each email from your own mailbox on your schedule, takes LinkedIn actions from your LinkedIn account, and creates call and to-do tasks for your reps, until the lead replies or reaches the end.

For a step-by-step walkthrough, see Build and launch a sequence.

Where to find it

Inbox, Sequences and Tasks are default sidebar tiles for new users. If your plan doesn’t include Sequences, the Sequences tile shows a lock with the tooltip “Choose a plan with Sequences”, Inbox and Tasks are hidden, and the Sequencing group is missing from Settings. Opening Sequences then shows “Run your outreach from CluGTM.” with an upgrade button.

Every member of the workspace can see and edit every sequence. Favorites (the star) are personal.

Plans

• Pro trial. You can build sequences, including LinkedIn steps, but not launch them. The Launch sequence button shows “Choose a paid plan to launch this sequence”, and your draft stays saved until you upgrade. See Pro trial.
• Free. Sequences are locked. During signup you can connect one inbox in your workspace’s first 14 days, but nothing sends until you’re on Starter or Pro.
• Starter. The LinkedIn section under Settings → Sequencing → Mailboxes shows “Not on your plan” with an Upgrade link, and the step library has no LinkedIn steps. LinkedIn steps are on Pro.
• AppSumo. A workspace with only an AppSumo license sees “Sequences aren’t available on your AppSumo plan.” Adding a paid CluGTM plan unlocks them.
• Legacy plans. A workspace on a plan from before the current pricing keeps Sequences only if it already had access. Otherwise, switch to Starter or Pro on the Plans page. See Legacy plans.

Sender limits count connected addresses across the whole workspace. If you try to connect more than your seats allow, CluGTM refuses with “Your plan allows N connected email senders.” If a sequence’s sender ends up over the limit, its leads wait with Paused: sender exceeds paid seats. Add a seat or disconnect another sender.

How a sequence works

A sequence is an ordered list of steps. Each lead you add starts at step 1 and moves down the list on its own.

Waits. Every step after the first starts with Wait for 1 business day. Click it to set 1 to 30 business days, or Remove wait. Business days are Monday to Friday, whatever days your schedule sends on. The first step reads Starts right away.

Call and manual tasks are assigned to the sequence’s owner and are due the day the lead reaches the step.

Branch. The Add step pill at the end of the sequence also offers Logic → Branch, which checks one signal (Reply label, Link clicked, Invite accepted, Call outcome, CRM field or Agent score) and splits leads into a Yes and a No column. A branch ends the main column and can’t be nested. See Build and launch a sequence. LinkedIn steps are covered in detail in LinkedIn steps.

Personalization variables

Click Insert variable in a step’s editor (search “Find a variable…”) to add a variable. CluGTM fills it in for each lead when the step runs. Variables work in subjects, messages, call scripts, task instructions, and LinkedIn notes and messages.

• Missing values are left blank. If a lead has no job title, {{lead.job_title}} becomes empty text. Enrich the list first, or write sentences that still read well without the value.
• The signature is not added automatically. It only appears where you put {{sender.signature}}. It uses the address’s custom signature if it has one, otherwise the address owner’s default signature from Settings → Sequencing → Mailboxes → Signature. In a subject line it is blank.
• The unsubscribe link is not added automatically either. It only works in an email’s message. Anywhere else the editor shows “The unsubscribe link can only go in an email’s message.”
• Unknown variables are refused with “Use a supported personalization field.”
• Play values. A lead who is missing a play value that a step uses is stopped instead of being sent a broken email (for example, Stopped: no first line written). See Play steps.

There is no AI writing inside the sequence editor. To draft copy, ask Clu, or let an agent’s play write a value per person.

Sending rules

• One sender per sequence. All emails in a sequence go out from one address, picked in the Senders cell or in Sequence settings → Senders. There is no rotation across addresses. The address must belong to the sequence’s owner or be shared with the team; otherwise the builder shows “(address) is a teammate’s private address. Ask them to share it, or choose another.”
• Schedule. A new sequence starts from your workspace’s standard schedule if an admin set one in Settings → Sequencing → Sending → Hours. Otherwise it starts on Monday to Friday, 9:00 AM to 6:00 PM, one email every 20 minutes, in the time zone of the person who created it. Change it per sequence in Sequence settings → Schedule. Schedule changes apply right away, including to leads already in progress.
• Spacing. A sequence sends one email per interval. With the default schedule, that is at most 27 emails per day for one sequence.
• Daily limit per address. A newly connected address can send 40 emails per day by default. You can set each address anywhere up to 1,000 per day. The limit is shared by every sequence that sends from the address, and the day is counted in the sequence’s schedule time zone. When the limit is used up, leads wait with Waiting for the daily sending limit to reset.
• Emails are never skipped. If an email can’t go out yet (the sender is disconnected or turned off, the schedule is closed, or the daily limit is used), the lead waits on that step. If the mail provider refuses the same email 5 times (CluGTM retries after 15, 30, 60 and 120 minutes), the lead stops with Stopped: (step) could not be sent.
• Company address. Every email’s footer carries your company’s postal address, set by an admin in Settings → Sequencing → Sending → Footer. Without it, email steps wait and a draft can’t launch.
• One active sequence per person. A person can be in progress in only one of your workspace’s sequences at a time. Adding them to a second one shows “Active in another sequence”.
• LinkedIn limits. Per LinkedIn account, across all sequences: 20 connection requests per day by default (up to 40), 40 messages (up to 40) and 80 profile visits. See LinkedIn steps.

What stops or pauses a lead

Any email from the lead’s address counts as a reply, including an automatic out-of-office reply. A reply from a different address, such as an assistant, a forward or the lead’s other address, counts too when it answers an email the sequence sent. Replies on LinkedIn are not detected at all.

Lead statuses

The Leads tab of a sequence lists every lead with a Status and a Step column. The Step column explains exactly what the lead is doing or waiting on.

For every Waiting, Paused, Skipped and Stopped message and what to do about it, see the troubleshooting table.

Inbox and Tasks

• Inbox collects email replies from leads in your sequences, with Needs reply and All views. You answer from CluGTM and the reply goes out from the address the lead wrote to. Other mail in your mailbox is ignored.
• Tasks is the work queue for Call task and Manual task steps and for reply tasks. Reps work through them in a session, log call outcomes and call from the browser with the CluGTM dialer, or with their phone app, Zoom Phone, RingCentral or Dialpad.

Both are covered in Inbox and Tasks.

Calling from CluGTM

CluGTM has a built-in dialer: reps call leads from their browser, over Twilio, from a phone number of their own. No phone app or softphone is needed, only a microphone.

Turn it on (admins). Go to Settings → Calling, accept the terms and click Turn on calling. Then give each rep a number with Get a number (under Your number) or from Team numbers: each rep needs their own number to call. Reps without one see “1 step left: Ask an admin for a number”. Under Call rules, admins set, for the whole team:

• Calling hours, in the lead’s local time. The default is Monday to Friday, 9:00 AM to 8:00 PM, and hours can be set anywhere between 8:00 AM and 9:00 PM. A call outside them is refused.
• Record calls. Off by default. When it’s on, each call tells the person “This call may be recorded” before it connects, and costs 1 more credit a minute.
• Monthly limit in credits, 5,000 by default. Once it’s used up, calling pauses until next month or until an admin raises it.

Call from a task. On a call task, choose CluGTM under Dial with and click Call. The call opens in a panel with Mute and Hang up. Afterwards, log how it went as for any call (see Inbox and Tasks). Each rep can also set a Callback phone under Settings → Calling: when someone calls their CluGTM number back, the call rings that phone (it doesn’t ring in the browser), and goes to voicemail after 20 seconds or when no callback phone is set. See Calling for the full reference.

Costs. Calls in the US and Canada cost 1 credit per connected minute, rounded up, plus 1 a minute when recorded. Unanswered calls are free. Calls to other countries are priced per destination. Each paid seat includes one US or Canadian number; every other US or Canadian number costs 50 credits a month, and numbers in other countries are priced by country. The page shows this month’s credits, minutes and calls under Monthly limit in credits.

Plans. Calling is on paid plans that can launch sequences (Starter and above). It isn’t available during the Pro trial or on AppSumo deals; without it, Settings → Calling isn’t shown and CluGTM isn’t offered under Dial with.

Other dialers. Dial with can still open your Phone app, Zoom Phone, RingCentral or Dialpad instead. You can also connect Trellus on the Integrations page: due call tasks go to your Trellus calling list, and calls made in Trellus come back to CluGTM and complete the matching task.

Build and run sequences with Clu

In a Clu chat in the web app, Clu can list and read your sequences, and propose changes as confirmation cards:

• create a draft sequence, or edit a sequence’s steps or name
• launch, pause or resume a sequence
• add people from a lead list (in an agent’s workspace, that agent’s latest results), up to 2,500 people per card

Nothing changes until you confirm the card. Launching, resuming, or adding people to a live sequence sends real email, so the card names the sequence, its sender and how many people will get email.

Clu can also read a lead’s calls (date, rep, outcome, length and notes), from the CluGTM dialer and from Trellus.

Clu builds Email, wait, Call task and Manual task steps. If you ask for a LinkedIn step, Clu adds a Manual task labelled “LinkedIn:”, not an automated LinkedIn step; add automated LinkedIn steps in the builder. Sequence tools are not available in Clu in Slack. If your plan doesn’t include Sequences, Clu tells you and points you to the Plans page.

The sequence actions themselves cost no credits. Clu’s own messages are charged at Clu’s normal rate on paid plans; see Clu.

Credits

The step’s Agent picker shows each agent’s price as “N / lead”. When a sequence has task agents, the launch confirmation shows an estimated total (price per lead times the leads starting), or “Cost unavailable”. If the lead already has a finished result from that agent, CluGTM reuses it instead of running and charging again. Call script is the exception: it writes a fresh script at each call step. For agent prices, see Skills.

What Sequences does not do

• No open tracking. Link clicks are tracked only with Track link clicks on.
• No A/B variants, and only one level of branching: a single Branch at the end of the main column.
• No attachments.
• No per-sequence analytics dashboard. Use the Leads tab and the per-step lead counts on the canvas.
• No LinkedIn reply detection. Only email replies stop a run or reach the Inbox.
• No automatic unsubscribe link or signature. Insert {{unsubscribe_link}} and {{sender.signature}} yourself.
• No sender rotation. One address per sequence.

Using lemlist, Outreach or Salesloft instead

Native Sequences are separate from CluGTM’s outside-sequencer features, which are still available:

• Send to Sequencer (lemlist). In a lead list, Actions → Export → Send to Sequencer pushes leads into a lemlist campaign you pick, and can keep sending new leads added to the list. Pro and above, with lemlist connected under Integrations. See Action columns.
• Add to sequence in an agent’s play. An agent can enroll the people it finds in a CluGTM sequence, or in a lemlist, Outreach or Salesloft sequence. See Play steps.

Related

• Build and launch a sequence: the step-by-step guide, sender and schedule settings, troubleshooting
• LinkedIn steps: connect LinkedIn, the three steps, daily limits
• Inbox and Tasks: replies, task sessions, call dispositions
• Clu: build sequences in chat
• Agents and Play steps: enroll people automatically
• Plans and Pro trial
• Tutorials: watch a sequence being built