Objective
Use a sequence blueprint for customer retention, expansion, and account management are aimed at streamlining the creation of engagement workflows for post sales.
Applies To
- Outreach Users
- Sequences
Procedure
- Log in to Outreach.
- Click Sequence.
- Click Add.
- Select a blueprint:
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Customer Onboarding Kickoff: This Blueprint helps you schedule a kickoff meeting for initial introductions and to outline the onboarding journey for your Customers.
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Customer Goals Discovery: Set up a meeting to understand customers current processes and workflows in order to best meet their needs
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Customer Training Session: Use this to Share training materials, and offer personalized training for customer success.
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Change of Exec Sponsor: Establish a connection with the new Exec Sponsor to continue the ongoing partnership
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- Continue creating the sequence as desired.