AE Outreach foundations checklist

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.

AE Outreach foundations checklist hero image
5 days to complete

01. Account setup

These are baseline settings you should enable in your instance.

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See how AE Brian Gerrard uses Outreach throughout his day to improve deal execution and close deals.
21 days to complete

02. The basics

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.

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Deal management

Use Success Plans and deal health scores in Outreach to improve deal execution and boost win rates. In Outreach:

Remove obstacles and keep deals on track with AI

Engage prospects with confidence to increase the chance of scheduling a follow-up meeting with Kaia. Have Kaia:

Book and hold more meetings directly from your inbox

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:

Relevant resources

These courses are optional but provide in-depth how-to's on Outreach features and functionalities.

60 days to complete

03. AE workflows

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.

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Deal execution in Outreach

Pipeline management
Level up your prospecting strategy using focused sequences that drive efficiency and lead to more responses. To engage prospects in Outreach:

Maximize productivity and success

Maximize your productivity and success using Outreach to:

  • TIP: Get in the habit of sorting and filtering tasks by task type, sequence or email engagement and create Saved Views for your go-to views

AE performance

Keep track of your goals and perform to your fullest potential by using Outreach to: