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A template is a set of words. A framework is the shape of an email: what each sentence is there to do. Templates wear out, because every prospect has already seen them. A framework keeps working, because each rep fills it with something true about the person they are writing to. These fifteen are built for the way Salesfinity teams sell. The call is the play, and email supports it. So every framework here has one job in a sequence: earn the next call, follow one up, or close the loop. The Sequencer is in early access, on Enterprise, Enterprise+ and Admin seats for teams in the early access program.

The fifteen frameworks

To see them chained into full sequences with call steps, go to Cold email playbooks.

Six rules every framework follows

  1. One email, one job. Each email does one thing and ends with one question.
  2. Their world first. Open with something about them. Your company can wait until the second or third sentence.
  3. Short enough for a phone. If they have to scroll, cut it.
  4. Easy to answer. In a first email, ask a question they can answer in one line. Save the calendar link for when they have said yes to something.
  5. Sounds like a note, not a campaign. Plain words, no banners, no three links.
  6. True, or leave it out. Name only the customers, numbers and events you can back up.

Put a framework into a sequence

1

Add an email step

Open the sequence and click Add step, or press N. Choose Email to have it sent for you, or Email (you send it) to get a draft in your Tasks that you personalize and send.
2

Set the wait

Under How long after the previous step, set the wait the framework calls for. Every framework page says where it belongs.
3

Paste the template

Copy the subject and body from the framework into the step.
4

Fill in the placeholders

Merge fields in double curly braces fill themselves in. Anything in square brackets is for a person to write. See Placeholders below.
5

Preview it

Click Preview as a sample contact to see the email filled in. Fix anything marked Would be blank before you turn the sequence on.

Placeholders

The templates use two kinds of placeholder, and they behave very differently.
Square brackets are not merge fields. In an Email step, bracket text is sent to the prospect exactly as typed. Use bracket templates in Email (you send it) steps, where a rep edits the draft first. For an automatic Email step, replace every bracket with fixed words or a custom field.
To personalize automatic emails at scale, add a column to your list before you upload it. Every column you don’t map to a contact detail becomes a custom field named after its header. A column called trigger becomes {{custom.trigger}}. See Add people to a sequence.

Which step type each framework needs

Sign-offs

The Sequencer has no merge field for the sender’s name, so type your sign-off into the template where it says [Your name]. If several reps add people to the same sequence, duplicate it for each rep so the name is right.

For managers: test one framework against another

You don’t have to guess which framework your market answers. There are two ways to test. The simple way: two sequences. Duplicate the sequence, swap one email for a different framework, and add half of your list to each. Then compare the Analytics tab of the two sequences: Replied, People replied, Bounced and Opted out. The precise way: two templates in one step. On an email step, click Use saved templates and add two emails built on different frameworks. A step can hold up to 10. Give them the same weight, and Salesfinity picks one at random for each person. Each template keeps its own counts of sends, opens, clicks, replies, bounces and opt-outs. The app’s Analytics tab shows totals for the whole sequence, so read the counts for each template through the API (List templates) or the MCP server. To retire the weaker email, set its weight to 0. Whichever way you test, change one thing at a time, and judge on replies and on the meetings your call steps book afterward. Opens tell you about the subject line, not the email.

Next steps

First-touch frameworks

Five ways to open a conversation with someone who has never heard of you.

Cold email playbooks

Full sequences that chain these frameworks with call steps.