How to use a Sequence Blueprint

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

1. Log in to Outreach.
2. Click Sequence.
3. Click Add.
4. Select a blueprint:

   • Customer Onboarding Kickoff: This Blueprint helps you schedule a kickoff meeting for initial introductions and to outline the onboarding journey for your Customers.

   • Customer Goals Discovery: Set up a meeting to understand customers current processes and workflows in order to best meet their needs

   • Customer Training Session: Use this to Share training materials, and offer personalized training for customer success.

   • Change of Exec Sponsor: Establish a connection with the new Exec Sponsor to continue the ongoing partnership

5. Continue creating the sequence as desired.