- Welcome!
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What's Included
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Book Kickoff Call
- Kaia
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Kaia for Admins
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Kaia for Users
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Kaia Action Items
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Book Meeting - Advisory Session #1
- Success Plans
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Success Plans
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Creating Templates for Success Plans
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Success Plans Action Items
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Book Meeting - Advisory Session #2
- Commit
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Outreach Commit for Admins
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Commit Action Items
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Knowledge Check
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Book Meeting - Advisory Session #3
- Deal Health
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Deal Health Action Items and Resources
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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 trainings so they can start utilizing their newest tools.
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Prepping for Launch
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Book Meeting - Advisory Session #4
- Post Launch
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User Office Hours
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Next Steps!
Platform Upgrade
Guided, self service onboarding program to help you get your team up and running on Outreach Guide & Commit in an efficient manner
In this course we will cover how to configure Kaia, Success Plans, Commit and Deal Health, 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.