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To automate follow-up end to end, link your outreach sequence to the job, give each pipeline stage an entry rule, attach a follow-up sequence to the stages that need one, and let Reply Identification route the replies.

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What this gets you

  • Candidates move through the pipeline and get the right message without constant babysitting.
  • Your team spends its time on conversations, not on updating stages.
  • The process is the same for every candidate, which is easy to explain to a client.

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Steps

  1. Set up the job’s pipeline with the stages you need, for example Assigned, Contacted, Replied, Interested, and Interview. See How to add stages to a hiring pipeline.
  2. Link your outreach sequence to the job.
  3. Set an entry rule on each stage: First successful outreach for Contacted, First human reply for Replied, and Interested for Interested.
  4. Attach a sequence to the stages that need follow-up, for example a scheduling sequence on Interested, or a thank-you sequence on Rejected.
  5. In the outreach sequence, open Reply Identification so replies are categorized, and send Maybe - Later replies to a nurture sequence.
  6. Use a Task step inside the stage sequences where a person should step in, such as a call.
  7. Launch the outreach, then watch the pipeline fill itself.

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Tips

  • Test with a small group first and check where each candidate lands before sending to a long list.
  • Anything that changes while contacts are active follows the sequence editing rules.

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Ideas to get more from it

  • Save the pipeline as a template once it works, and reuse it on your next job.
  • Add a Task step before sending anything sensitive so a recruiter can review it.
  • Review the pipeline once a week and adjust the rules where candidates get stuck.