How To Create an Outreach Success Plan

Objective

Configure a Success Plan in Outreach.

Outreach Success Plans are trusted and transparent plans for sales teams to stay aligned with Prospects during complex deals and onboardings. Success Plans eliminate the need for the sales teams to rely on fragmented email threads or shared spreadsheets to manage complex deals. It creates a centralized hub for all the information exchanged, speeds up the deal cycle, and keeps both parties on the same page throughout the process.

Applies To

• Outreach Users

Before You Begin

Be aware that Success Plans have a 1:1 relationship with Opportunities. Each Success Plan must be associated with an Opportunity.

While this article discusses the initial process of creating an Outreach Success Plan, to properly complete your Success Plan, you'll next want to:

• Create and Configure a Timeline
• Define Success Criteria
• Add Resources
• Identify Teams

For more information regarding these additional procedures, refer to Additional Information below.

Procedure

1. Access the Outreach Platform.
2. In the navigation sidebar, click Content > Success plans.
3. Click the Create a plan button.
   Note: Alternatively, Users can create Success Plans by navigating to an Opportunity, clicking the Plan tab and clicking Create a Plan. (Skip to Step 5.)
4. Select an Opportunity to associate the Plan with.
   Note: An Opportunity must be available to associate with a Success Plan. You will not be able to create your Success Plan without one.
5. Decide what kind of plan to start with by selecting a tile, then click Next.
   • Template - Creates a Success Plan using common events and content as a starting point.
   • Blank - Creates a new, blank Success Plan.
6. If you chose Template, find and choose an option, review the Template Preview, then click Select template. (If you chose Blank, skip to the next step.)
7. Personalize your Success Plan:
   • Plan Name - The name of the Success Plan. This appears above the customer’s plan (e.g. “Customer Name + Outreach | Success Plan”).
   • Customer Name - The name of the customer. This is how your customers will be referred to within your plan.
   • Customer Logo - 300X300 PNG, GIF, or JPG image. This is what your customers will see when you share your plan.
8. Click Create Plan.

Once created, you will be navigated to your Success Plan's management page. From here, configure options in the tabs for Timeline, Success criteria, Resources, and Teams to complete your plan.

Additional Information

Outreach Success Plans Overview

Outreach Success Plans FAQs

Outreach Success Plans Best Practices

Outreach University - Outreach Success Plans

Outreach Customer Stories