Builder
Create clear steps, task owners, timing, and review points.
Sequences
Follow up consistently without losing the human thread.
Sequences should keep outreach visible, accountable, and connected to the account record.
Human tasks
Use research and follow-up tasks where automation would flatten the relationship.
Reply awareness
Stop or adjust workflow when a real conversation starts.
Deliverability and compliance controls
Deliverability and compliance controls
Every sequence needs accurate sender identity, a valid postal address where commercial email requires it, unsubscribe and suppression handling, owner review, sending limits, and an audit trail.
Shared history
Shared history
Every touch should preserve context for the next person who opens the account.
Sequence mechanics
Follow-up stops when a person needs to take over.
Sequences are configurable workflow, review, enrollment, stops, suppression, analytics fields, and handoff. Live outbound sending, deliverability promises, and compliance automation are quoted before onboarding.
- BuilderDefine steps, sender identity, timing, task owner, evidence variables, review points, and branch conditions.
- EnrollmentEnroll only after account fit, suppression state, owner, evidence, and contact scope pass review.
- Human tasksResearch, approval, call prep, reply handling, and opportunity creation remain visible beside message steps.
- StopsReply, bounce, unsubscribe, meeting, opportunity stage change, manual pause, or account suppression stops enrollment.
- CompliancePostal-address, opt-out, suppression, sender identity, sending-limit, and audit requirements are configured before outreach use.
- AnalyticsConfigured fields can include enrollment, step, owner, status, reply, stop reason, meeting, opportunity, and outcome.
Handoff
Automation ends where a real conversation begins.
When Northstar replies or reaches a meeting/opportunity threshold, Pursenda preserves the account history and returns control to the account owner with the next human step.
Positive reply
Stop the sequence and create the owner follow-up task.
No fit
Suppress or disqualify with a reason so the account does not recycle blindly.
Opportunity
Move to the configured pipeline stage with entry criteria and recent activity attached.
Next step
Start with the workflow before configuration starts.
Use the working session to decide what belongs in the first configured version and what stays out of scope.