1. Go to Sequences | HubSpot
2. Click on Create Sequence
3. Click on Start from scratch
4. Click on Create Sequence
5. Add title
6. Add first step
7. Add automated email - this will send right away when someone is enrolled
8. Click on Create new template
9. Add subject
9.1
9.2
10. Add text fields, with customization
11. Add personlization
12. Use a merge tag in the email
12.1
12.2
12.3
13. Write your email
13.1
13.2
14. Personalize some more
14.1
14.2
14.3
14.4
15. Insert a document
15.1
15.2
15.3
15.4
16. add meeting link
16.1
16.2
16.3
17. Save email
18. Add follow up email from a template you already created
18.1
18.2
18.3
19. Add follow up / call task
19.1
19.2
19.3
19.4
20. Make sure the settings are correct
21. Save and GO
Friends don't let friends learn the hard way.
Create how-to guides, in seconds.
