Fueling Your Outreach Engine: Data & Workflow Requirements

In order for your team to book the meetings/demos required hit your pipeline target, they need enough prospects and a Sequence structure to support their daily dial KPI. This page provides the blueprints to ensure your system is fueled and structured for that output.


🛠 Step 1: Automate your prospects-into-Sequence Pipeline

If your team is manually searching for leads in your CRM to add to Outreach, it creates a bottleneck that pulls them away from actual selling. To protect their time and maintain momentum, we should streamline the "injection" of leads into your Sequences.

How to Ensure Prospects are Added to Sequences:

• Option A - Bulk Add: In the Outreach navigation sidebar, click the Prospects icon (double silhouette). Filter, then select the applicable Prospects. Click the Sequence button on the menu bar, then select the applicable Sequence.
  

• Option B: - Triggers (The Hands-Free Method): The most efficient way to keep the queue full is via an Outreach Trigger. Navigate to Workflow Automations > Triggers and create a Trigger. Define your Event (i.e. "Prospect Created"), Target, and Trigger Action ("Add to Sequence").

⚠️ ACTION ITEM: Finalize your team's Outreach workflow and/or Triggers this week.

⚡ Step 2: Structure Sequence Call Steps to hit your Daily Dial KPIs

To reach your goal of ___ dials per rep, per day, the workflow must be designed for high-velocity execution. If your Sequences are built with too many research or email steps, your reps will spend days waiting for the next Call Task to be due, instead of on the phone. We need to optimize your Sequence "Step Logic" to prioritize the dialer.

Outreach Configuration Requirements:

• Frontload Call Steps: Place your first call task on Day 1, with a follow-up call on Day 2. This creates immediate "workload spikes" that ensure reps have tasks as soon as they log in.
  

• High Call Density: Every Sequence should include at least 8 call steps. A "light" Sequence with only 2 or 3 calls will not provide the volume necessary to reach your targets.
  

• The Logic: We are moving away from "research-heavy" steps toward "execution-heavy" steps. By frontloading and increasing the number of call tasks, we ensure the math stays in your favor and your team always has a full queue. 

⚠️ ACTION ITEM: Audit your active Sequences and ensure they meet the 8-call minimum and Day 1 frontloading this week.

Need Further Assistance?

This guide is designed to help you self-configure these settings prior to dialing in Orum. If you encounter technical roadblocks with CRM syncing or Outreach Sequences/Triggers, please reach out to the experts at Outreach Support. 

How Orum Calls Will Appear in Outreach

Resources to configure Outreach for Maximum Results

Networking and Whitelisting Recommendations
Sequence Best Practices

Enriching Phone Numbers and Mapping from your Data Tool -> Your CRM -> Outreach

How to Enrich Numbers in ZoomInfo
How to Enrich Numbers in LeadIQ
How to Enrich Numbers in Seamless.ai
How to Enrich Numbers in Cognism
Mapping Phone Numbers into your CRM: