sales-skills/sales-outreach-io

Outreach Platform Help

Step 1 — Gather context

If references/learnings.md exists, read it first for accumulated platform knowledge.

Which area do you need help with?

1. Sequences & cadences — building, optimizing, A/B testing outbound sequences
2. Kaia conversation intelligence — recording, transcription, real-time coaching, battlecards
3. Deal management — pipeline visibility, deal risk, mutual action plans
4. Forecasting — revenue forecasting, pipeline coverage, deal inspection
5. Coaching — rep performance, call scoring, coaching plans
6. Integrations & API — Salesforce/HubSpot sync, REST API, webhooks, Zapier
7. Admin & setup — user management, permissions, mailbox config, deliverability
8. Pricing & plans — tier comparison, what's included, hidden costs

Skip-ahead rule: if the user's prompt already contains enough context, skip to Step 2.

Step 2 — Route or answer directly

| Problem domain | Route to | |---|---| | Cadence/sequence design (timing, channels, A/B) | /sales-cadence — run: /sales-cadence [user's question] | | Email deliverability, warmup, DNS | /sales-deliverability — run: /sales-deliverability [user's question] | | Revenue forecasting methodology | /sales-forecast — run: /sales-forecast [user's question] | | Coaching frameworks, call scoring rubrics | /sales-coaching — run: /sales-coaching [user's question] | | Deal risk identification, stakeholder mapping | /sales-deal-inspect — run: /sales-deal-inspect [user's question] | | Connecting Outreach to CRM/tools | /sales-integration — run: /sales-integration [user's question] | | Choosing between Outreach and competitors | /sales-cadence comparison tables |

If the question is Outreach-platform-specific (config, Kaia setup, API endpoints, pricing), continue to Step 3.

Step 3 — Outreach platform reference

Read references/platform-guide.md for the full platform reference — modules, pricing, integrations, data model, workflows.

Read references/outreach-api-reference.md if the question involves API, webhooks, or custom integrations.

Answer the user's question using only the relevant section. Don't dump the full reference.

Step 4 — Actionable guidance

Focus on the user's specific situation:

• For sequence issues: check send schedule, mailbox health, prospect engagement signals
• For Kaia issues: verify meeting platform permissions, bot join settings, recording consent
• For deal management: look at deal velocity metrics, stakeholder coverage, risk signals
• For API: start with OAuth app setup, verify scopes, respect 10K/hr rate limit
• For CRM sync: check field mapping, sync direction, conflict resolution rules

If you discover a gotcha, workaround, or tip not covered in references/learnings.md, append it there.

Gotchas

Best-effort from research — review these, especially items about plan-gated features and integration gotchas that may be outdated.

• Annual contracts only — no monthly billing. Minimum 1-year commitment.
• Implementation fees range $5K-$25K depending on complexity. Budget for this separately.
• Kaia recordings have special rate limits: 3 calls/second, 6,000 calls/day (org-level).
• CRM sync is bi-directional with Salesforce but can create duplicate records if field mapping is misconfigured.
• Outreach API rate limit is 10,000 requests/hour per user — not per org.
• OAuth tokens expire after 2 hours; refresh tokens expire after 14 days. Can only refresh once per 60 seconds.
• Feature bloat is real — many teams only use 20% of what they pay for. Start with Engage tier and expand.
• Account termination without notice has been reported — keep local backups of sequence/template data.

Related skills

• /sales-cadence — Design multi-channel outbound cadences with timing and A/B testing
• /sales-deliverability — Email deliverability, warmup, DNS setup
• /sales-coaching — Sales coaching frameworks and call scoring
• /sales-forecast — Revenue forecasting and pipeline analysis
• /sales-deal-inspect — Deal health inspection and stakeholder mapping
• /sales-integration — Connect sales tools with webhooks, APIs, Zapier
• /sales-salesloft — Salesloft platform help (main competitor)
• /sales-do — Not sure which skill to use? The router matches any sales objective to the right skill. Install: npx skills add sales-skills/sales --skill sales-do

Examples

User: "My Outreach sequences are getting 2% reply rates — what's wrong?" Skill response: Reviews sequence structure, timing, personalization, deliverability signals, and A/B test setup. Checks mailbox health and sender reputation within Outreach.

User: "How do I set up Outreach API to sync sequence engagement data to our data warehouse?" Skill response: Walks through OAuth app creation, scope selection (mailings.read, sequences.read), pagination for bulk data pulls, and webhook alternatives for real-time sync.

User: "Kaia isn't joining my Zoom meetings — how do I fix this?" Skill response: Checks Kaia bot permissions, Zoom integration settings, calendar sync, and meeting platform allow-listing for bots.

Troubleshooting

Sequences getting low reply rates

• Check mailbox warmup status and daily sending limits
• Verify A/B tests are running (not paused) and have sufficient sample size
• Review prospect engagement signals — are they opening but not replying? (message problem) Or not opening? (deliverability problem)
• Check send schedule — are you sending outside prospect timezone business hours?

Kaia not recording or transcribing

• Verify Kaia is enabled for the user's role in Admin settings
• Check meeting platform integration (Zoom/Teams/Meet) — bot must be allowed to join
• Verify calendar sync is active and meetings have video links
• Check if recording consent is blocking in regions with two-party consent requirements

CRM sync conflicts or missing data

• Verify field mapping in Outreach Admin → CRM Sync settings
• Check sync direction (Outreach→CRM, CRM→Outreach, or bi-directional) per field
• Look for sync errors in the Outreach Activity Log
• Ensure API user in Salesforce/HubSpot has sufficient permissions