Outbound Sequence Enrollment Automation

Trigger: ICP tier assigned in CRM, AND (for Tier A) manual approval received.

What this automates: Sequence enrollment without reps manually adding each qualified lead to the correct track.

  1. Tier assignment detected from upstream ICP Scoring step
  2. Tier A manual approval gate (rep reviews before enrollment)
  3. Sequence enrollment by tier: Tier A = 12-touch/21-day (email + LinkedIn + calls), Tier B = 8-touch/14-day (email + LinkedIn), Tier C = low-frequency nurture
  4. CRM outbound_status updated to active