In this step, you’ll add additional emails to your HubSpot sequence and set delays (in business days) between each step. You can repeat this for as many follow-ups as you need.Documentation Index
Fetch the complete documentation index at: https://docs.withsurface.com/llms.txt
Use this file to discover all available pages before exploring further.
Add Another Step to the Sequence

- In your sequence, under Steps, click the + button to add a new step
- Choose Automated email (or the step type you want)
Edit the Follow-Up Email

- Click Edit email on the new step
- Either create a new template or use an existing one
- Add personalization tokens and your meeting link the same way as in Step 2 (Insert → Personalization tokens, Insert → Meetings)
- Save the template when done
Set the Delay Before This Email

- Click Delay on the step (or in the step settings)
- Set the delay in business days (e.g., 2, 3, or 5 business days after the previous step)
- Save
Repeat for More Follow-Ups
For each additional follow-up:- Click + to add another step
- Click Edit email and set the content (new template or existing)
- Click Delay and set the number of business days
- Save
- Step 1: Automated email (sends immediately when enrolled)
- Step 2: Delay 2 business days → Automated email
- Step 3: Delay 3 business days → Automated email
- Step 4: Delay 5 business days → Automated email
- (Optional) Step 5: Task or other action
