Optimize your account setup, manage pipelines, and execute deals effectively with this AE Outreach foundations checklist, designed to enhance your prospect engagement and achieve performance goals.
These are baseline settings you should enable in your instance.
These are the foundational concepts to help you get started with Outreach. Complete and integrate these daily rhythms while prospecting to build pipeline and book more meetings.
Use Success Plans and deal health scores in Outreach to improve deal execution and boost win rates. In Outreach:
Engage prospects with confidence to increase the chance of scheduling a follow-up meeting with Kaia. Have Kaia:
By now, your team's admin should have created email content that you can use to boost efficiency and engage more prospects. To book and hold more meetings from your inbox:
Forecast with confidence and improved accuracy in Outreach:
These courses are optional but provide in-depth how-to's on Outreach features and functionalities.
Build on your Outreach proficiency and optimize your deal management strategy. Complete and integrate these daily rhythms to close more pipeline with insights-driven deal inspection.
Level up your prospecting strategy using focused sequences that drive efficiency and lead to more responses. To engage prospects in Outreach:
Maximize your productivity and success using Outreach to:
Keep track of your goals and perform to your fullest potential by using Outreach to: