- Welcome!
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Express Start Overview
- Platform Strategy
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What is a Workflow?
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Top Workflows of Outreach
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How to Build Content
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Which Content Should I Build?
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Knowledge Check
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Content & Workflow Build
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Book Meeting - Advisory Session #1
- System Configuration
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Org Settings
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Profiles
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Schedules & Rulesets
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Email Deliverability - Set up a Branded URL
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Finalize your System Configuration
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System Configuration Knowledge Check
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System Configuration Action Items
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Book Meeting - Advisory Session #2
- Data Management
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Salesforce Plugin Introduction
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Connecting the Salesforce Plugin
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API Call Limits and Object Syncing
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User to User Sync
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Lead to Prospect Sync
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Lead Status to Outreach Stage Sync
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Contact to Prospect Sync
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Account to Account Sync
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Event to Calendar Event, Merge and Delete settings, and Wrap Up
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Salesforce Troubleshooting: Pulling Data
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Salesforce Troubleshooting: Pushing Data
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Salesforce Plugin Knowledge Check
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Data Management Action Items
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Book Meeting - Advisory Session #3
- Kaia
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Kaia for Admins
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Kaia for Users
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Kaia Action Items
- Success Plans
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Success Plans
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Creating Plans for Success Plans
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Success Plans Action Items
- Deal Health
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Deal Health Action Items and Resources
- Forecasting
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Outreach Forecasting for Admins
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Pipeline Management and Forecasting
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Team Management and Forecasting
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Outreach Forecasting Action Items
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Launch Plan
Now that you have setup your Outreach instance and loaded all your data, the next step is to have your team go through our Outreach University training so they can start prospecting.Our recommended training videos for the Prospecting workflow are:
- Configuring Your Account - This will bring your team through the steps to setup their mailbox, calendar, and Outreach Voice settings (less than 10 minutes)
- Prospecting Introductory Training (Live Training) - This course will bring your team through the basics of dropping prospects into sequence and completing tasks. We also have a an on-demand version if you'd like to watch that instead! (about 20 minutes)
- Outreach Inbox Experience - This course will show your team how to use Outreach within their inbox (10 minutes)
Once they have gone through those courses, you can schedule your final advisory session to go over any remaining questions you have and discuss our project next steps. -
Prepping for Launch
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Book Meeting - Advisory Session #4
- Post Launch
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Q&A Sessions
Express Start Onboarding with Salesforce
Guided, self service onboarding program to help you get your team up and running on Outreach in an efficient manner
In this course we will cover how to configure your Outreach instance, create your initial Sequences, and onboard your new users. This course is intended to give you the opportunity to learn and build, with live advisory sessions offered at key milestones to ensure your platform launches smoothly.