sales-outreach-io

What this skill does

# 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