Sales Engagement Cadence Examples

Cadences make it easy to stay on schedule and ensure that prospects aren’t forgotten. Review examples of cadences for various types of customer outreach. Then modify them to fit your own business requirements.

Required Editions

Available in: Lightning Experience
Available with Sales Engagement, which is included with Sales in Performance, Einstein 1, and Unlimited Editions, and available for an extra cost in Professional and Enterprise Editions. Sales Engagement is also available for an extra cost in Service and Lightning Platform.

Contacts at Strategic Accounts

For your most important accounts, consider calling every two days.

  1. Call
  2. Wait 2 days
  3. Call
  4. Wait 2 days
  5. Call
  6. Repeat

Contacts at High Priority Accounts

For your important but not your most important accounts, consider calling every 25 days.

  1. Call
  2. Wait 25 days
  3. Call
  4. Repeat

Contacts at Average Accounts

For your medium to low-priority accounts, consider calling every 50 days.

  1. Call
  2. Wait 50 days
  3. Call
  4. Repeat

Leads with High Lead Score

Leads that Einstein Lead Scoring found have a high likelihood of converting get higher lead scores. For these leads, consider a more aggressive outreach.

  1. Call
  2. Wait 2 hours
  3. Call a second time. If the lead doesn’t answer, leave a voicemail and send an email.
  4. Wait 2 days
  5. Call
  6. Wait 2 days
  7. Call. If the lead doesn’t answer, leave a voicemail and send an email.
  8. Wait 2 days
  9. Call
  10. Wait 2 days
  11. Call

Repeat until the target is reached or the lead score falls below your chosen threshold for well-qualified leads.

Leads with Low Lead Scores

For leads that Einstein Lead Scoring found have a lower likelihood of converting, consider a less intensive outreach.

  1. Call
  2. Wait 2 hours
  3. Call a second time. If the lead doesn’t answer, leave a voicemail and send an email.
  4. Wait 2 days
  5. Call
  6. Wait 4 days
  7. Call. If the lead doesn’t answer, leave a voicemail and send an email.

Branched Cadence

Use a branched cadence when you want to perform different sales outreach depending on the outcomes of sales calls.

A branched cadence