← Sequences
4 steps · 2 emails · 30 days
Renewal — 90 days out
Customers 90 days before renewal. Owned by Dana Okafor, created Jan 12, 2026.
Active
Enrolled
38
31 finished
Active
7
Open rate
94.2%
Email steps
Reply rate
63.2%
24 replied
Meeting rate
55.3%
21 meetings
- Day 1On enrollment
Step 01 · Automatic email
Your year in Northbeam, in numbers
- Sent
- 38 100%
- Opened
- 35 92%
- Replied
- 12 31.6%
- Day 7+6 days
Step 02 · Manual task
Task: prepare usage review deck
- Done
- 36 95%
- Opened
- —
- Replied
- —
- Day 14+7 days
Step 03 · Call
Call: renewal and roadmap review
- Done
- 34 94%
- Opened
- —
- Replied
- —
- Day 30+16 days
Step 04 · Automatic email
Renewal paperwork and options
- Sent
- 31 91%
- Opened
- 30 97%
- Replied
- 12 38.7%
Funnel
Share of everyone enrolled
- Enrolled38 100%
- Reached last step31 82%
- Replied24 63%
- Meeting booked21 55%
Recent enrollments
Showing 2 of 38 people · 7 active, 31 finished
| Contact | Status | Current step | Enrolled | Last step |
|---|---|---|---|---|
| Beatriz LimaHead of Analytics · Orchard Lane Grocers | Replied | 04 / 04 Automatic email | Sep 2 | Oct 14 |
| Tom HughesDirector of Store Operations · Orchard Lane Grocers | Meeting booked | 03 / 04 Call | Sep 2 | Oct 9 |
Sending
- Mailbox
- dana@northbeam.example
- Sending window
- 9:00 AM – 5:00 PM, contact's time zone
- Days
- Mon – Fri
- Daily limit
- 20 emails
Audience and exit rules
- Audience
- Customers 90 days before renewal
- Exit when
- Renewal signed
- Owner
- Dana Okafor
- Created
- Jan 12, 2026