Templates
Checklist to launch your first workflow
Key points to validate hypotheses, define segments and measure results from day one.
About the template
This checklist walks you step by step through setting up and launching your first automated prospecting workflow. It covers the key points to validate hypotheses, define target segments and measure results from day one, without wasting time on unnecessary setup.
What’s inside
- Initial workflow setup checklist
- Framework to define your ICP and segments
- Multichannel message sequence template
- Dashboard of key metrics to measure results
- Optimisation and troubleshooting guide
Who it’s for
- SDRs launching their first automated cadence
- Sales leaders who want to scale their team
- Growth teams looking to systematise prospecting
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