Create Cadence in Salesloft

This guide provides step-by-step instructions on how to create a cadence in Salesloft, a sales engagement platform. It covers everything from creating a cadence to adding steps and templates for effective outbound prospecting. If you want to streamline your sales process and increase your productivity, this guide is a must-read.

Benjamin Johnson
68 steps
6 minutes

Salesloft

Navigate to [https://app.salesloft.com/app/cadences_v2/?selected_owner_option=all_including_inactive&sort=opportunities_created_rate&reverse=true](https://app.salesloft.com/app/cadences_v2/?selected_owner_option=all_including_inactive&sort=opportunities_created_rate&reverse=true)

Click here.

Click this icon.

Click "Create Cadence"

Click the "Cadence Name" field.

Type "Name Your Cadence \ Going to Remember \ Product \ Focus (Outbound)"

Click this icon.

Click here.

Click this icon.

Click "Create Cadence"

Click "Start With Framework"

Click "High Volume Outbound Prospecting"

Click "Full Cycle Outbound Prospecting"

Click "Use Framework"

Click here.

Click "To Run This Cadence, Add Content To All Email Steps."

Click here.

Click this button.

Click here.

Click "Delete Step"

Click "Add Step"

Click "Other"

Click "Next: Step Content"

Click the "Enter Name" field.

Type "Pre-Call Research"

Click the "Enter your instructions" field.

Type "Try to stick to under 3 minutes for the pre-call research"

Click "Add Step"

Click here.

Click "(No Subject)"

Click the "Email Subject" field.

Type "Compelling Subject Line"

Click this icon.

Click "{{First_name}}"

Click this icon.

Click here.

Click "{{[My.Name](http://My.Name)}}"

If you'd like, you can change the font in the email.

Click "Book Antiqua"

Click this icon.

Click "Georgia"

Click "Save"

Click here.

Click "Insert Template"

Click "Hi {{First_name}} -- Want To Meet? Compelling Reason. -- {{[My.Name](http://My.Name)}}"

Click here.

Click "Save"

Click here.

Click "Insert Template"

Click "Hi {{First_name}} -- Want To Meet? Compelling Reason. -- {{[My.Name](http://My.Name)}}"

Click "Insert"

Click "Save"

Click here.

Click "Insert Template"

Click "Hi {{First_name}} -- Want To Meet? Compelling Reason. -- {{[My.Name](http://My.Name)}}"

Click "Insert"

Click "Save"

Click here.

Click "Insert Template"

Click "Hi {{First_name}} -- Want To Meet? Compelling Reason. -- {{[My.Name](http://My.Name)}}"

Click "Insert"

Click "Save"

Click here.

Click the "Enter your instructions" field.

Type " [[enter]] [[enter]] Put great notes in here to remember why you are calling"

Click "Save"

Create Cadence in Salesloft

Benjamin Johnson
68 steps
6 minutes

Salesloft

Click here.

Click this icon.

Click "Create Cadence"

Click the "Cadence Name" field.

Type "Name Your Cadence \ Going to Remember \ Product \ Focus (Outbound)"

Click this icon.

Click here.

Click this icon.

Click "Create Cadence"

Click "Start With Framework"

Click "High Volume Outbound Prospecting"

Click "Full Cycle Outbound Prospecting"

Click "Use Framework"

Click here.

Click "To Run This Cadence, Add Content To All Email Steps."

Click here.

Click this button.

Click here.

Click "Delete Step"

Click "Add Step"

Click "Other"

Click "Next: Step Content"

Click the "Enter Name" field.

Type "Pre-Call Research"

Click the "Enter your instructions" field.

Type "Try to stick to under 3 minutes for the pre-call research"

Click "Add Step"

Click here.

Click "(No Subject)"

Click the "Email Subject" field.

Type "Compelling Subject Line"

Click this icon.

Click "{{First_name}}"

Click this icon.

Click here.

Click "{{[My.Name](http://My.Name)}}"

If you'd like, you can change the font in the email.

Click "Book Antiqua"

Click this icon.

Click "Georgia"

Click "Save"

Click here.

Click "Insert Template"

Click "Hi {{First_name}} -- Want To Meet? Compelling Reason. -- {{[My.Name](http://My.Name)}}"

Click here.

Click "Save"

Click here.

Click "Insert Template"

Click "Hi {{First_name}} -- Want To Meet? Compelling Reason. -- {{[My.Name](http://My.Name)}}"

Click "Insert"

Click "Save"

Click here.

Click "Insert Template"

Click "Hi {{First_name}} -- Want To Meet? Compelling Reason. -- {{[My.Name](http://My.Name)}}"

Click "Insert"

Click "Save"

Click here.

Click "Insert Template"

Click "Hi {{First_name}} -- Want To Meet? Compelling Reason. -- {{[My.Name](http://My.Name)}}"

Click "Insert"

Click "Save"

Click here.

Click the "Enter your instructions" field.

Type " [[enter]] [[enter]] Put great notes in here to remember why you are calling"

Click "Save"