Adding prospects to sequences in Outreach

All demos from “How Outreach Helps AEs Stay Productive and Close More Deals”

1. 1:053:46Prioritize and filter target accounts in OutreachThe demo shows how to use the Outreach accounts page to filter target lists by CRM fields like industry, revenue, and closed-lost opportunity history to prioritize prospecting efforts.Outreach· Build a list from ICP filters
2. 5:312:03AI-driven account research with Outreach Research AgentA walkthrough of the Smart Account Plan and Research Agent, which summarizes 10K reports and financial health to provide strategic insights for personalization.Outreach· AI account/prospect research
3. 7:340:36Adding prospects to sequences in OutreachCurrentShows the process of selecting prospects from an account and enrolling them into a specific persona-based outbound sequence.Outreach· Build a cold-email sequence
4. 8:120:52Executing tasks with the Outreach 360 view and dialerDemonstrates the task execution screen where reps can use the built-in dialer and calendar to call prospects and book meetings directly within the workflow.Outreach· Multichannel (email+LI+call)
5. 9:221:31Reviewing call insights and sharing recordings with KAIAShows how to use KAIA AI to review key points from previous discovery calls and share summarized recording links with prospects to track engagement.Outreach· AI account/prospect research
6. 11:031:16Updating CRM opportunities with AI suggested responsesDemonstrates the opportunity grid where KAIA suggests responses for sales methodologies (like MEDPICC) based on call transcripts to update CRM fields automatically.Outreach· Sync leads to CRM
7. Watch “How Outreach Helps AEs Stay Productive and Close More Deals” →

Build a cold-email sequence

Outreach2Instantly12Pipedrive12Smartlead12Close CRM12Snov.io12Hunter6Lusha5Reply.io5Apollo4Waalaxy2Lead Loft2MailerLite2Beehiiv1GoHighLevel1

1. 3:473:44Embed Sendspark videos into Outreach sequencesDemonstrates the process of copying the Sendspark snippet and pasting it into an Outreach.io email template to automate video delivery.@sendspark
2. 7:340:36Adding prospects to sequences in OutreachCurrentShows the process of selecting prospects from an account and enrolling them into a specific persona-based outbound sequence.@OutreachYouTube