XDR Outreach foundations checklist

5 days to complete

01. Account setup

These are baseline settings you should enable in your instance.

• Sync your email so your Outreach communications come from your mailbox
• Set up Outreach Voice to make and receive dials directly through your phone or computer. Please note that there may be costs associated with this feature.
• Sync your calendar to book and hold more meetings
• Install the Outreach Everywhere plugin to unlock Outreach functionality from your inbox
• Confirm Kaia is enabled (if applicable) to record and analyze calls and meetings
• Enable Universal TaskFlow to execute tasks more efficiently on top of Salesforce, LinkedIn, or other websites
• Configure your email signature to personalize emails and improve email deliverability

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.

Build pipeline in Outreach

Use Outreach to maximize your productivity and success

• Filter tasks to queue up your work for the day for easier execution
• Create Saved Views of your key accounts and sequences
  TIP: Get in the habit of sorting and filtering tasks by task type, sequence or email engagement and create Smart Views for your go-to views
• Create and execute tasks in Salesforce to access Outreach functionality from within Salesforce, and easily take action on Leads, Contacts and Accounts with the Outreach Extension.
• Review and familiarize yourself with sequences, templates, and meeting types assigned to your teams or collections in Outreach to save time when prospecting

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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:

• Sequence a prospect to drive deeper engagement
• Add multiple prospects from your target accounts into sequence to save time
  OPTIONAL: Send a multi recipient sequence to reach out to multiple people within an account while setting a primary point of contact
• Send an email using a template for quick access to frequently used content
• Send an email using a snippet to personalize your responses with approved content
• Insert your availability to schedule a meeting for a seamless booking process for prospects
• Send a meeting recap using a template to keep prospects engaged

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Relevant resources

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

• Complete the 30-minute Core Concepts course to learn the basics of sequences and ensure no prospect ever slips through the cracks
• Complete the Task Management and Execution course to learn how to organize your daily tasks

60 days to complete

03. XDR workflows

Build on your Outreach proficiency and optimize your prospecting. Complete and integrate these daily rhythms while prospecting to build pipeline and book more meetings.

Build pipeline in Outreach

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

• Use a follow-up sequence to ensure you always book a meeting, even if a prospect is unresponsive
• Schedule follow-up tasks or an email reminder trigger for a specific thread to ensure you don’t lose touch with a prospect
• Send multi-channel sequences with varied touchpoints (call, email, LinkedIn) for better visibility and to reach your prospects where they're at, leading to more responses

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Continue building on your skills using focused workflows that convert to revenue. In Outreach:

• Customize intelligence tiles to make informed decisions, monitor engagement, and identify key buying signals.
• Invite Kaia to join your meetings to eliminate obstacles and automatically capture action items
• Use Kaia to send out a post-call recap summary, link recording, and action items

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Relevant resources

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

• Complete the Sequence Maneuvering course to ensure your prospects are effectively moving through Sequences and are not getting stuck.
• Review upcoming Office Hours session to see if there are any sessions you may want to attend for expert guidance and personalized recommendations on your instance.