One small step to get started.
Create a project for something you’re already working on. Add the next task and invite someone who can help.
Create your first projectSEQUENCESPlan the follow-up
Plan the follow-up
before your week fills up.
Enroll a list in a useful series of emails. Welcome new customers, explain the next step, or teach a short lesson — at the timing you choose, and branch on what each contact does.
Your audience. Your messages. Your schedule.
AUDIENCE TO ENROLLNew customers — onboarding
Begin at enrollment
DAY 0 · AT ENROLLMENT
Your first project starts here
Start with one project for something you’re already working on.
Create your first projectWait 3 days
DAY 3
Try this example on your next review
See how tasks and comments stay together.
Try this example CONDITION · DID THEY OPEN DAY 3?
Send the right next message.
Opened → share an advanced tip. No open yet → resend with a fresh subject line.
Branches on opens, clicks & repliesWait another 4 days
DAY 7
Need a hand with setup?
Find the next step in our getting-started guide.
Get setup helpDay 4 · Alex replies
Alex asked for help.
The sequence stops for Alex.
The sequence stops for Alex.
The Day 7 email is not sent in this reply example.
Example only. Reply handling requires Receiving to be configured.
ONE SERIES. ONE PURPOSE.Give each message
Give each message
a reason to be there.
A useful sequence moves the reader forward a little at a time.
Welcome someone new.
Explain the first action, share a practical example, and make help easy to find.
Introduce your product.
Answer the questions a new prospect is likely to ask, one message at a time.
Teach a short series.
Deliver a set of tips or lessons to the people enrolled in that series.
BUILD A USEFUL FOLLOW-UPClear steps.
Clear steps.
Room between them.
Choose who to enroll, write each email, set the delays, and add conditions that branch on opens, clicks, or replies. Give readers enough time to try the previous step before asking them to take another.
Get help with sequencesChoose who to enroll
Start with the list this series is for.
Write each step
Write each message yourself, or let AI draft the whole sequence for you.
Set delays and conditions
Space the emails around your reader’s work, and branch on opens, clicks, or replies.
Review and activate
Check the audience, order, content, and timing before the series starts.
FROM THE READER’S SIDEA welcome they can
A welcome they can
actually use.
Example copy for Northstar. Enrollment starts the series; the next messages follow after three days and another four days.
See the idea in practice.
Open the sample project and see how tasks and comments stay together. Then try it on one piece of your own work.
Try this exampleSomething getting in the way?
Our setup guide walks through the essentials. Find the step you need, or ask us a question.
Get setup helpAL
Alex · alex@example.netRe: Your first project starts here
“I created my first project. Can I invite a teammate who doesn’t have an account yet?”
Sequence stopped for this contact after a reply.
MAKE A REPLY MEANINGFULWhen they reply,
When they reply,
take a moment to listen.
With Receiving configured, utobo stops a contact’s sequence when they reply. Read their message before deciding how to continue the conversation.
Keep customer replies close to the email work your team is already managing.
Explore ReceivingA few useful answers
Before your next step.
What starts a sequence?
Enrollment starts the sequence for a contact. You set the delays between the messages.
Can I use AI to build the sequence?
Yes. Describe your goal and AI can draft the entire sequence — subjects, bodies, and steps — for you to review and edit. You can also rewrite any single email with AI. Always check the facts, tone, and calls to action.
Can a click or open change the next step automatically?
Yes. A sequence isn’t just fixed delays — a step can branch on what a contact does: opened, clicked, didn’t open, didn’t click, bounced, or replied. Each branch can send a different email, wait longer, or exit the contact from the series.
How do replies stop the follow-up?
Configure Receiving, then test reply handling with a controlled contact. When a contact replies to the sequence, utobo stops that contact’s sequence.
Get the follow-up ready
before you need it.
Start with one audience, a few useful messages, and a schedule that gives people room to act.