Overview
Ever reach out to a prospect just to get shot down? We've all been there and know how frustrating that can be. Outreach's Manage Objections & Follow Up Workflow is just what you need.
Bottom line: This Workflow will enable your team to continue the dialogue and book that meeting!
Keep reading to discover the following:
- Steps in a Typical Manage Objections & Follow Up Workflow
- Workflow Setup for Admins
- Workflow Measurement for Admins
Steps in a Typical Manage Objections & Follow Up Workflow
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Receive Reply |
Receive a reply with some sort of objection from a prospect (e.g., bad timing, no budget, | |
cost too high, current contract with competitor, etc.). | |
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Craft Message |
Compose a new reply. | |
Select an Outreach template. Optional: Customize with additional snippets of info. | |
Use a strong call to action and/or insert availability. | |
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Sequence |
Attach a Follow Up Sequence to your message in case your prospect does not respond. | |
Send your message. | |
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Outcomes |
You get a meeting booked. | |
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You receive a reply. | |
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You receive no reply. | |
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Need a visual? Check out this Workflow in action below.
Workflow Setup for Admins
For the best user experience, follow these configuration steps.
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Inbox Experience Setup |
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Meeting Experience Setup |
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agenda and conference details, giving reps one less thing to do. | |
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Workflow Measurement for Admins
One last thing, metrics! Just setting up this Workflow is not enough. It's vital to measure Workflow efficacy as an ongoing practice. Here are the metrics to consider when viewing your Team Performance Dashboard.
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Key Performance Indicators |
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Advanced Pro Tip: Once you have this Workflow up and running, it's time to think about taking it to the next level. One way to do this is through multi-channel communication. Engage with your buyers with the right message at the right time and stay one step ahead of your competition!
Need some assistance setting up your Workflows? Check out our Professional Services.