Outbound Wiki

Cadence exit conditions

Rules that determine when a contact should leave a cadence because of a reply, meeting, status change or other outcome.

An exit condition tells a cadence when a contact must leave automated outreach because the contact's state changed. Base each condition on the event that changes the route, then assign a clear destination: human follow-up, suppression, another sequence, or a clean end. Silence is one possible ending. Replies and suppression events can end a cold email sequence, while meetings and referrals can end a cadence.12

Define entry before exit

An exit rule depends on what the cadence was allowed to do. Set the entry population and problem before the stop, then judge each status change against that purpose.

A sequence should answer one bounded prospecting question and keep its enrollment population, trigger, problem, proof, and next action coherent.34

Write a one-page sequence contract with the eligible person, verified address, approved outreach basis, exclusions, trigger and as-of time, problem hypothesis, evidence, CTA, sender, message jobs, progression, stop and pause rules, suppression authority, experiment, metrics, review date, rollback owner, and retained evidence.5 Eligibility evidence should explain why the person may enter now using IDs, role, trigger, source, or date.6

Run the stop check before the next send

Before each queued send and whenever a new event enters the record, check the contact's status. The record should show what changed, why the cadence stopped, and where the contact goes next.

Exit criteria are conditions that contacts or accounts must match to leave a sequence at any point.7 Run this check in the same order every time:

Stage What you are trying to learn Example question
Reply whether a live response has changed the route Has the contact replied?
Suppression whether the record now blocks further outreach Has the record acquired a stop event?
Outcome whether the intended result has happened or the contact should route elsewhere Has the intended outcome occurred?
End condition whether the planned run has reached its boundary Has the run reached its planned end?
Continue whether the next planned step still fits Does the next step still answer the sequence question?

You can optionally set an end condition to stop the run after a specific number of sends or on a certain date.8

Route replies to a person

Automation should yield control as soon as the contact answers. Decide this route before launch so a live response does not wait for another scheduled message.

Reply handling determines whether a contact finishes the sequence or continues to the next step.9 For most sales scenarios, finish the sequence so manual follow-up takes over after the response.10 Include replies to emails outside the cadence if the stop rule covers any reply, since auto-removal can cover any email.11

Specify reply handling, out-of-office messages, and delivery failures in the plan. Keep the destination visible in the record so the next person can see whether the contact needs a response, suppression, or another route.

Let silence reach the planned end

No inbound event leaves the record ambiguous, so give the run a planned ending. Keep the cadence open for the planned follow-up, then close it with a no-engagement outcome.

Use a planned window, such as 10 to 14 touches over 30 days across email, phone, and LinkedIn.12 A sequence exists to catch the moment the first message missed.13 No engagement after the final touch can be an exit condition.2

Treat silence separately from rejection. Before the planned end, leave the contact in the active run. At the planned end, record the no-engagement state and remove the contact from further sends.

Route status changes

Stopping is complete only when the record receives a destination. Give each stop state its own route so a conversation, a suppression event, and an invalid record do not collapse into the same finished label.

When a condition is met, the contact can exit successfully, exit unsuccessfully, or move to the next sequence stage.14 Stop on an opt-out, delivery failure, ownership change, or disqualifying fact.1 Keep meeting and referral outcomes separate from suppression so later review can show whether the cadence produced a conversation or became invalid.

What not to do

These mistakes can turn a sound stop rule into premature abandonment or unwanted follow-up. Check for them during the cadence review.

  • Do not treat a sequence as a fixed number of emails or as permission to keep sending until someone responds.15
  • Do not close a contact as uninterested after a silent email when the prospect may simply be busy.1617
  • Spread touches across channels; sending 14 emails on one channel is obnoxious.18
  • Do not mix industries, roles, problems, and offers in a sequence when you need useful diagnosis.19
  • Do not leave reply, out-of-office, and bounce handling unspecified in the plan.20

Tool for this

Running the whole sequence, one step at a time

If you want the sequence run for you without giving up the human steps, Intedat is a fair choice. A workflow is a list of steps with a delay in days between them: automatic and manual email, a call, the website contact form, and LinkedIn profile view, connection request, message and reaction. Only the automatic email sends itself, written from your profile in the language you chose, and the rest land as tasks with the assigned salesperson, which is how I would want it.

Open Intedat

Sources

  1. 1
    “A cold email sequence is an email-only workflow that moves an eligible prospect through planned message jobs until a reply, opt-out, delivery failure, ownership change, disqualifying fact, or final stop condition occurs.”
  2. 2
    “Exit criteria may include a booked meeting, a disqualification, an opt-out, a referral to another contact, or no engagement after the final touch.”
  3. 3
    “A sequence should answer one bounded prospecting question.”
  4. 4
    “Enrollment population, trigger, problem, proof and next action must be coherent.”
  5. 5
    “Create a one-page contract: eligible account/person; verified address; approved outreach basis; exclusions; trigger/as-of time; problem hypothesis; evidence; CTA; sender; message jobs; progression; stop/pause rules; suppression authority; experiment; metrics; review date; rollback owner; retained evidence.”
  6. 6
    “Eligibility Why may this person enter now? IDs, role, trigger, source/date”
  7. 7
    “Define exit criteria:Exit criteria is the set of condition to match for contacts, or accounts to exit the sequence at any point.”
  8. 8
    “Optionally, set an end condition - for example, stop after a specific number of sends or on a certain date”
  9. 9
    “Reply Action:This determines what happens when a Contact replies to one of the emails sent from this Sequence. Options are Finish Sequence and Continue to Next Step.”
  10. 10
    “You would likely want to set this for most sales scenarios because then you will take over manually from here once the Contact responds.”
  11. 11
    “Auto remove on reply: This determines what happens if the Contact sends you a reply to any email, it does not have to be an email from this sequence. Options are Yes and No.”
  12. 12
    “10-14 touches over 30 days: It takes time to break into a good account. Thoughtful outreach over a month lets you surface multiple problems, demonstrate persistence, and take multiple shots at connecting over email/phone/linkedin in case you don’t catch ‘em the first time.”
  13. 13
    “A sequence exists to catch the moment the first message missed”
  14. 14
    “When a condition is met, you have the option to either successfully or unsuccessfully exit the contact from the sequence; or move the contact to the next stage of your sequence.”
  15. 15
    “It is not a fixed number of emails or permission to keep sending until someone responds.”
  16. 16
    “Most people send one email, hear nothing, and conclude the prospect is not interested.”
  17. 17
    “Usually the prospect was just busy.”
  18. 18
    “Sending 14 emails on 1 channel is obnoxious.”
  19. 19
    “Mixing industries, roles, problems and offers prevents useful diagnosis.”
  20. 20
    “Freeze sender domain/mailbox, legal entity, owner, platform, CRM source, list source and date, jurisdictions/subscriber types, suppression sources, segment, trigger, message versions, send window, threading, reply and OOO handling, bounce rules, experiment assignment, and observation window.”