Outreach Revenue Success Center

Discover your potential and maximize your efforts through one of our many success resources today.

Outreach on Outreach

Thought leadership by Outreach experts on how to maximize value using Outreach

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Foundations checklists

Virtual checklists to help you set up your new Outreach account for long-term success.

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Outreach University Live

Hands-on virtual sessions that empower Outreach users to solve real business challenges, streamline workflows, and optimize their Outreach instance

Outreach on Outreach articles & videos

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4 reasons why Outreach reps can’t live without Kaia

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The saved view Outreach XDRs use to boost meeting conversions by 30%

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How AEs use AI to follow up with prospects

Outreach foundations checklists for revenue teams

Start off strong with our role-specific Outreach Foundations checklist. Follow guided steps to set up your new Outreach account efficiently, prioritize long-term success, and unlock value faster.

XDR checklist

Tips, resources, and workflows for your first 60 days in Outreach as an XDR including:

• Basic account setup
• Engaging your first prospect
• Strategies for opportunity management
• Key workflows for opportunity management and pipeline generation

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Tips, resources, and workflows for your first 60 days in Outreach as an AE including:

• Basic account setup
• Setting up your first Success Plan
• How to get deals back on track using deal health
• Key workflows for pipeline generation, performance management, and more

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Sales manager checklist

Tips, resources, and workflows for your first 60 days in Outreach as a sales manager including:

• Basic account setup
• Using Outreach to forecast
• Coaching strategies
• Key workflows for deal management, pipeline generation, and more

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Platform admin checklist

Tips, resources, and workflows for your first 60 days in Outreach as a Platform admin including:

• Basic account setup
• Using Outreach to execute deals effectively
• Key workflows for deal management, pipeline generation, and more

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CSM and AM checklist

Tips, resources, and workflows for your first 60 days in Outreach including:

• Basic account setup
• Using mutual action plans to align on success
• Identifying and flagging at-risk accounts
• Key workflows for account onboarding, customer lifecycle, churn mitigation, and more

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Register for an upcoming Outreach University Live session

Join us for Outreach University Live, your go-to resource for asking questions, receiving real-time guidance, and optimizing your instance. These weekly sessions cover foundational, technical, and strategic topics and allow you to learn and problem-solve live with experts.