Welcome to Orum!

You bought Orum to help your team book more meetings, generate more pipeline, and build a repeatable outbound motion. Our job is to help you build the system to support that. Success comes from more than turning the platform on.

It comes from 5 steps:
STEP 1. Define the Goal and Build the Plan
STEP 2. Set up the System
STEP 3. Align and Enable the Team
STEP 4. Launch and Reinforce the Motion
STEP 5. Leverage Orum's AI Coaching Suite

Check out this Onboarding Process Overview YouTube video!

STEP 1: Define the Goal and Build the Plan Start with the result, then reverse-engineer the motion required to achieve it.

1. First, define how many meetings your team needs to book each week to support pipeline goals.

2. Then, turn that target into a daily activity plan (dials & net-new prospects added)

3. With 1 meeting ≈ 300 dials, your meetings goal becomes a a daily execution model.

Step 1 resource - daily dials & prospecting calculator (make a copy then edit, please!)

STEP 2: Set Up the System Make sure your workflow supports consistent execution.

Orum works best when your surrounding sales system helps reps move fast and stay focused. Configure your CRM & SEP so activity does not get slowed down by operational friction:

• Add Enough Prospects in your Salesforce reports or HubSpot Lists/Segments

• Add Enough Prospects and Call Steps in your Sequences / Cadences / Flows

Step 2 resources - CRM/SEP configuration requirements (choose your integration)

- Outreach
- HubSpot
- Salesloft
- Salesforce
- Apollo
- Gong Engage

STEP 3: Align and Enable the Team

Reps need more than access to the platform. They need clarity on the target, the standard, and the daily behaviors that drive results.

1. First, communicate expectations clearly (weekly demo/meeting expectations; daily dialing & prospecting expectations)

2. Then, train the team on how to execute the motion

Step 3 resources - communication templates and training

Email template: expectation setting (bottom of this article)
- 7-step Orum quickstart guide (for sellers)
- On-demand 'Orum 101' training videos

STEP 4: Launch and Reinforce the Motion Protected call blocks are where the motion becomes real.

Once the goal, plan, and workflow are in place, the team need focused time to execute. This is how activity turns into habit, and habit turns into pipeline.

• Protected daily call blocks

• Coaching and reinforcement

• Repeatable execution rhythm

Step 4 resource - how to use call blocks to build a repeatable calling rhythm

STEP 5: Leverage Orum's AI Coaching Suite

Orum's AI Coaching Suite serves as your 360-degree view of the entire team's performance, where AI surfaces identifies performance gaps and your reps have a safe place to practice before they ever speak to a real prospect.

Step 5 resource - Orum AI coaching review

CONCLUSION: Success with Orum is not just about dialing. It’s about building the motion behind the result.

If 1 meeting takes ~300 dials, then pipeline does not come from hope. It comes from a system:

• Define the goal and build the plan

• Set up your CRM/SEP

• Align and enable the team

• Launch and reinforce the motion

• Coach your team for continuous improvement

That is the foundation for turning activity into meetings -- and meetings into pipeline.

Email Template: expectation setting (from step 3)

Body: Orum is Here! Let's crush our quotas.

Hi Team,
Great news! We're officially rolling out Orum, our new AI-powered dialing tool. This is a game
changer for how we connect with prospects. I know a new tool can feel like a big change, but I'm
confident Orum will make a massive impact on our productivity and results.
Orum helps us make high-quality dials in a fraction of the time.

- Our weekly goal for booked meetings/demos is X Meetings per rep.
- In Orum it takes about 300 dials to book 1 meeting. Here is the math to achieve our
goal:
- Each week, each rep should make 300*X dials.
- Each day, each rep should make (300*X) / 5 dials.
- Our Lists / Sequences should start with Y prospects.
- Each day, each of us should add Z net new prospects to our lists / Sequences.

I know you're all committed to hitting your targets, and Orum is the tool that will help us get there faster and more efficiently than ever before. This is an exciting step forward for our team, and I'm looking forward to seeing the results.

Please reach out with any questions.
Best,
[LEADER]