Outreach Campaign

The goal of customer outreach SOP is to help connect and engage with customers to build long term relationships. Reach out via social media, website reviews, email or snail mail.

Watch how you can organize customer outreach using our library customer outreach campaign template.

Customer outreach is all about finding promising leads and then engaging with them

The most important step is perhaps pre-qualification research: you don’t want to waste time contacting poor leads

Once you’ve established the lead is promising you start engaging with them via email and social media platforms. The goal is to eventually get to talk to them and arrange a video call or meeting where you can pitch your offering to them.

Customer Outreach Workflow Template

The customer outreach SOP includes the following steps:

• Pre qualification research
• Contact
• Email
• Message on linked in
• Morning call and voice mail
• Afternoon call and voicemail
• Schedule intro call

The template can be used as is or edited, added to and expanded upon. You can delete steps you don’t need or add steps specific to the operations of your company.

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With Pneumatic’s AI-powered workflow template generator, you can engage in full-fledged business process discovery: just describe what’s going on at your company and Pneumatic will formalize it for you as a workflow template.