Outreach Revenue Success Center

Discover your potential and maximize your efforts through one of our many success resources today.

Foundations checklists

Virtual checklists to help you set up your new Outreach account for long-term success.

Outreach University Live

Hands-on virtual sessions that empower Outreach users to solve real business challenges, streamline workflows, and optimize their Outreach instance

Outreach on Outreach

Thought leadership by Outreach experts on how to maximize value using Outreach

Outreach foundations checklists for revenue teams

Start your first 60 days off strong with our role-specific Outreach Foundations checklist.

Follow guided steps to set up your new Outreach account efficiently, prioritize long-term success, and unlock value faster.

XDR Checklist

Basic account setup

Engaging your first prospect

Strategies for opportunity management

Key workflows for opportunity management and pipeline generation

AE Checklist

Basic account setup

Setting up your first Success Plan

How to get deals back on track with Deal Health

Key workflows for pipeline generation, performance management, and more

Sales Manager Checklist

Basic account setup

Using Outreach to forecast

Coaching strategies

Key workflows for deal management, pipeline generation, and more

Platform Admin Checklist

Basic account setup

Using Outreach to execute deals effectively

Key workflows for deal management, pipeline generation, and more

CMS & AM Checklist

Basic account setup

Using mutual action plans to align on success

Identifying and flagging at-risk accounts

Key workflows for account onboarding, customer lifecycle, churn mitigation, and more

Register for an upcoming Outreach University Live session

Join us for Outreach University Live, your go-to resource for asking questions, receiving real-time guidance, and optimizing your instance. These weekly sessions cover foundational, technical, and strategic topics and allow you to learn and problem-solve live with experts.