Campaign Templates

Explore dozens of campaign workflows built with best practices to maximize engagement, all available in regie.ai.

Want to start a sequence based on prospect activity? Trigger-based sequence templates include new job postings, job statuses, new VC funding, and more.

Customer Success

Address your customers directly with sequences designed to put their questions, concerns, and success first.

A collection of sales sequences designed to drive engagement around your events. Whether you need to send an invitation to a lead before an event or share additional information after, we'll help you make the most of your company's gatherings.

Follow up sales sequences for giving your prospects a gentle nudge. Whether you need a quick reply or want to keep things moving after a demo or event.

Seeking out ideal prospects? Make an incredible first introduction and convert them into new business for your company with our collection of outbound sales sequences.

Leads coming in from your marketing efforts? Explore our collection of inbound sales sequences to follow up and get a meeting on the calendar.

Outbound Prospecting

Trigger Based: Seasonal Sales Sequence / Cadence

Comment on the time of year and the traditions, holidays or events it brings for cold outreach that’s current and relatable.

Trigger Based: RFP Sales Sequence / Cadence

When a company of interest posts a Request For Proposal (RFP) on a 3rd party site, respond with this campaign to get a discovery meeting scheduled.

Trigger Based: Newsworthy Event Sales Sequence / Cadence

A well-rounded campaign with three different channels for engaging with prospects over recent events at their company.

Inbound Lead Response

Respond to LinkedIn Requests (Automated): Sales Sequence / Cadence

A short all-email campaign that makes the most of the LinkedIn connection requests sent your way.

Training Course Support (Automated): Sales Sequence / Cadence

A short sequence for reaching out to leads who have completed a training course offered by your company.

Post Training Follow-up (Automated): Sales Sequence / Cadence

Follow up on completed training courses with a campaign that prioritizes further engagement and additional resources.

Mid-Cycle Follow Up

“Please Follow-up Later” Re-engage Sales Sequence / Cadence

Reintroduce your company back into a lead's radar after a request to follow-up later.

Use A Referral: Sales Sequence / Cadence

Get meetings with prospects hovering around your network. If you have a friend or colleague in common, this is the strategy to use.

Reconnect With Past Interest Sales Sequence / Cadence

Sometimes the timing isn’t right. Use this campaign to reconnect with past leads who showed interest in your solutions but never made it to a meeting.

Event-Based Campaigns

Pre-Event Reminder Sequence / Cadence

Keep event attendees in the loop throughout the week leading up to the big day so your company and event stay top of mind.

Post-Event Non-Attendees (Automated): Sequence / Cadence

Keep your company top of mind with those who registered but didn’t attend your most recent event. This campaign emphasizes following up with a recap of event materials as well as additional resources.

Post-Event Attendees Sequence / Cadence

Follow up with those who attended your most recent event to continue nurturing the relationship.

Customer Success Campaigns

Upsell Sales Sequence / Cadence

Ensure that your current customers know your higher-tier offerings with an omnichannel campaign that runs for two weeks.

Upcoming Renewal Sales Sequence / Cadence

Designed to start 129 days out from a customer’s renewal date, this campaign allows teams to prepare early and address customer concerns long before their contract expires.

Survey/Review Request (Automated): Sales Sequence / Cadence

Gather feedback from your customers with this campaign. Whether it’s a survey or review you need, find out what your customers are thinking and incorporate that information into your solutions.