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A strategy profile tells Plera how the outreach should sound and what the message should sell. It is reusable, but you can also edit the copied settings inside a sequence later.

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Add the message context

  • Go to Settings -> Profiles.
  • Create a profile from the template closest to your motion.
  • Add the sender identity and company.
  • Define the value proposition, offer, proof point, and call to action.
  • Set it as the default if this is the profile you expect to use most often.
Strategy profile setup

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Before you continue

You are ready to build a sequence when the profile explains who is sending, what the offer is, why it is credible, and what the prospect should do next.