How to Schedule a Meeting in Seconds with Outreach

Did you know the average salesperson spends 12% of their time scheduling calls and meetings? That’s 5 hours a week in a 40 hour work week (and we know you’re working harder than that!)

With Outreach Meetings, you can schedule meetings in only a few seconds, and with just a few clicks. Here’s how: 

1. Open a New Meeting

There are a few areas within the Outreach platform where meetings can be scheduled with prospects (you can learn more here), but for this tutorial we’ll start in the quick actions menu.

Click the lightning bolt symbol on the top right corner of your Outreach window. From the dropdown window, select "Meeting."

2. Select Your Meeting Type

Choose your meeting type from the dropdown menu. Your meeting type will automatically populate certain settings, like title, length, conference dial in links [location], and a pre-written agenda [description]. You can choose from a meeting type you’ve created, or one shared by a teammate or manager.

3. Choose a date and time

Select the date and time of your meeting, either by clicking into the calendar or entering the date and time in the designated field.

4. Add attendees

Add your prospects, customers, and/or colleagues to the meeting just by typing their email! As you type, Outreach will suggest relevant matches for you.

 Pro tip: Adding an internal teammate? If you use Google Calendar, you can see their availability in Outreach Meetings -- even if they’re not an Outreach user -- to optimize for their schedule!

5. Send Your Meeting Invite

Just click send -- it’s as simple as that! If your prospect needs to reschedule, no problem. Every meeting contains a link for one-click rescheduling.