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Sequences and Copy

Two settings decide what your outreach actually sends. The sequence is the shape: which steps go out, on which channel, on which day. Copy guidance is the voice: how Rembrandt's AI writes the words inside those steps.

Both live under Settings → Organization → Sales and are set by an Owner or Admin. A reviewer then picks a sequence when they commit an account, and the campaign writes the copy from there.

Table of contents

  1. Sequences

  2. Steps

  3. Sequences from your sales tool

  4. Copy guidance

  5. Message structures

  6. How it comes together in a campaign

  7. Language


Sequences

Settings → Organization → Sales → Sequences holds the sequences reviewers can choose from. You can author them in Rembrandt or import them from a connected sales platform.

New sequence creates one straight away, with a single email step on day 1, ready to edit. Give it a name and a description that says when your team should use it: that description is what the next person reads in the picker.

The kebab menu carries the rest:

Action

What it does

Make default

The sequence pre-selected when someone commits an account

Duplicate sequence

A copy to change freely, for sequences you authored

Archive

Takes it out of the picker without losing it. Archived sequences stay visible behind Show archived

Delete

Only available while a sequence has never been used. Set another sequence as default first


Steps

Each step answers four questions.

Field

What it sets

Day

How many days after the campaign starts this step goes out

Channel

Email, LinkedIn Invite, LinkedIn InMail, or Call

Thread

On email: a new subject, or a reply in the existing thread

Structure

Which message structure the AI writes this step from. Required

Structure is the one that matters most and it is required on every step: you cannot save a sequence with a step that has none. Choosing a structure also decides whether Rembrandt writes the full message or only a fragment that drops into a template you already have in your sales tool. The structures themselves come from Copy guidance.

When a sequence has more than one call step, the call script is set on the first one and shared by the rest, because a rep works from one script.

The step header summarises what you picked, so a long sequence still reads at a glance: the day, the channel, the structure variant, and whether an email starts a thread or replies in one.


Sequences from your sales tool

Import pulls a sequence out of a connected platform so Rembrandt can generate copy for it and reviewers can pick it. You choose the platform, then the sequence, and see exactly which steps will come across before you confirm.

Only email, call and LinkedIn message steps come over. Anything else stays in the platform and is greyed out in the preview, so the timing you see in Rembrandt matches what the platform will actually send.

An imported sequence is shared between the two systems, and each side owns part of it:

Owned by the platform

Owned by Rembrandt

The day, the channel, and the order of steps

The name and description

Adding or removing steps

The message structure on each step

The field each generated message is written into

Re-sync from platform refreshes the timing when it changes there. Your structures and field mapping stay.

Field mapping

For a synced sequence you tell Rembrandt which field in your sales tool each generated message belongs in: a subject field, a body field, or a contact property for a call script. Rembrandt writes the copy into those fields when a contact is enrolled.

Leave a field empty and that step keeps whatever copy your template already has. The step header warns you when a step is half mapped, for example a subject with no body, because that is the case where generated copy silently lands nowhere. It also warns when two steps point at the same field.

If the integration is disconnected the sequence says so and keeps your saved mapping, ready for when you reconnect.


Copy guidance

Settings → Organization → Sales → Copy guidance is applied to every message Rembrandt writes.

Tone and voice

Setting

What it does

Tone

Challenging, Consulting, Direct, or Empathetic

Messaging philosophy

Your house voice: the stance behind every message, whatever the pain

Forbidden Words

Words the AI must never use

Approved Vocabulary

The terms your team prefers, which the AI will favour

Subject Line Rules

How subjects should read, for example a word limit

Greeting & Sign-off

How a message opens and closes

Keep the messaging philosophy for voice only. Mechanical rules are already enforced, so you do not need to ask for grounded evidence or ban em dashes here.

Greeting and sign-off apply where Rembrandt writes the full message. A step that only fills a fragment inside your own template keeps that template's greeting and signature.

Proof point ranking

When a message structure calls for a proof point, this decides which customer gets named. You order the axes that matter to you: Same type of company, Same country, Similar size, Largest, Best-known name, Same pain. The first one wins and the rest break ties. Leave an axis out entirely if it should not count.

Leave the list empty and Rembrandt picks the most similar type of company, then the best-known name, then the largest.

The proof points themselves are per pain, on the pain cluster's Playbook tab, together with the copy direction for that pain. Tone and structure are org-wide and live here.


Message structures

A structure is the skeleton of one message type: an ordered list of parts, each with a name, a length, an instruction, and what it may draw on (evidence, a proof point, the pain's angle, or the sender).

Structures are organised by channel and purpose:

Channel

Purposes

Email

Opener, Follow-up, Breakup

LinkedIn InMail

Opener, Follow-up, Breakup

LinkedIn Invite

Opener

Call

Opener

Each cell can hold several variants, so you can run more than one opener and pin a specific one per sequence step. A variant is either a full message or a fragment.

Brief each part the way you would brief a junior copywriter: what it is for, how long it should be, and what it may lean on. A pain cluster's copy direction fills those parts, it never replaces them.

Structures save per variant as you edit them. The rest of the page saves through the bar at the bottom.


How it comes together in a campaign

  1. A reviewer commits an account in the briefing and picks the Sequence.

  2. On the campaign, Prepare briefing plans what each contact's messages should say. This is the plan, not the copy.

  3. Draft copy writes the messages, using the structure pinned on each step plus everything in Copy guidance.

  4. Deliver hands the sequence to your connected sales tool.

You can change the sequence from Manage campaign while outreach is still a draft. Rembrandt asks first if a plan or copy already exists, because changing the shape discards them.

Once outreach is live the sequence is frozen and editing moves to your sales tool. Contacts already enrolled keep the sequence they were enrolled on. You can still add new people.


Language

Every generated message is written in one language, resolved in this order:

  1. The contact's language, if someone set one on the outreach roster

  2. The campaign's Copy language

  3. Your organization default under Copy guidance

On Automatic, each account gets the primary business language of its country and falls back to English.

Changing the campaign language after copy exists marks that copy out of date, so you know it needs drafting again.


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