How to create prospecting cadence
A prospecting cadence is a planned sequence of contacts and decisions to approach companies that may be interested in the offer. Start by defining the audience and objective of each stage. Adjust the pace to the responses received and respect interruption requests, without assuming that insistence generates interest.
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How can you choose the audience and the first contact?
Define the service that the agency intends to offer and the types of companies it can serve. Review the origin of the data and consider the rules applicable to the channel and information protection. Proper selection helps the person responsible understand why that organization was included in the list.
Write an approach that introduces the agency and invites the person to talk about a possible need without claiming knowledge of uninvestigated problems. Prepare space for a negative response or a request to follow up later. The contact must be able to understand the reason for the message.
How can you define intervals and next steps?
Plan what to do when faced with interest, doubt, lack of response and refusal. Determine an interval compatible with the context and limit attempts. There is no universal frequency suitable for every relationship. If the person asks for a different time, this agreement should guide the next contact.
Each step must have a clear reason, such as answering a question or checking if the person wants to talk. Avoid simply sending the same phrase over and over again. Agree who assumes the response and how the transition to qualification or meeting will be recorded.
How can you support execution with ZenitProspect?
The module offers lists, customer service and messaging features and flows according to plan and permissions. The agency needs to confirm the available configuration and prepare people to track responses. The existence of a tool does not eliminate reviewing the content or taking care of the recipient's preferences.
Before starting, test the process with the team: check recipients, person responsible, forwarding of interest and how to interrupt contacts. Consult the resources available for the plan and clarify which actions depend on configuration. Keep the decision history accessible to authorized members.
What should you analyze after a round?
Review how many conversations generated relevant responses, questions or requests for closure. Compare the suitability of the companies with the offer and observe whether the team was able to respond in a timely manner. When changing an approach, record what changed to interpret the results cautiously.
A cadence should be reviewed when the team changes the offering or encounters recurring difficulties. Schedule a demo to learn about available lists and flows and discuss how to record the next steps in your agency's process.
Frequently asked questions
How many attempts should there be?
There is no universal number. Set a limit that's compatible with the context, channel rules, and the person's preference.
Does a cadence end after a positive response?
The conversation should move on to qualification or other agreed action, rather than continuing with messages without context.
How can you end the cadence when the person refuses?
Respect the decision and interrupt or adjust monitoring as requested.
Is it mandatory to automate the sequence?
No, compare the volume and capacity of the team. Confirm available features before opting for automation.
Zenit OS in numbers
Recife, Pernambuco, Brazil · since 2025 · November 3, 2026
- 100+ agencies
- 28,000+ leads
- 22,000+ meetings booked
- 270,000+ WhatsApp prospecting conversations
- 2,000+ sales
- 330+ active users
- 1,500+ clients in operations