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Outreach template

A prospecting sequence: contacts from Not Started to Meeting Booked, with the date of the last touch on each.

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Free with the 14-day trial · Example values on your 6 most recent contacts

  • 2 columns on your records
  • Filled from your own contacts
  • Board by Stage
  • Every field editable after

What is an outreach tracking template?

An outreach template tracks a prospecting push person by person: who you haven't contacted yet, who you have, who replied and who booked a meeting, with the date you last reached out. It keeps a sequence of follow-ups honest when it runs across email, LinkedIn and the phone.

In PromptLab it is a list over your contacts with two columns, Stage and Last Touch, and a board grouped by stage.

What's inside

FieldTypeChoices and details
ContactsYour CRM recordThe contacts in the list
StageStatusNot Started, Contacted, Replied, Meeting Booked, Closed
Last TouchDate

  1. 1Stage and last touch

    Stage runs Not Started, Contacted, Replied, Meeting Booked and Closed; Last Touch is a date. In the example, Lucas Moreau has a meeting booked, Ravi Patel replied yesterday, and Emma Novak hasn't been contacted yet, so she has no last touch.

    Outreach

    List of Contacts

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  2. 2Filled from your own contacts

    On install, the list is filled with your workspace's most recent contacts and example values; set the real stage and date as you work through them, and drag a card to the next column after each touch. A new workspace with no contacts yet starts with an empty list.

    Sort by Last Touch to find the people you haven't followed up with in a while.

    Outreach

    List of Contacts

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Frequently asked questions

What people ask before starting from the Outreach template.

Is the Outreach template free?

Yes. Templates come with every PromptLab workspace, including the 14-day free trial. Press Use template, create your account, and it is installed as soon as you are in.

Why might the list start empty?

A list holds records you already have. On install it is filled with your workspace's most recent contacts and example values; a brand-new workspace has none yet, so the list starts empty until you add some.

Can I run one list per campaign?

Yes. Each list has its own stages and dates, so a contact can be in this quarter's outreach list without touching any other list they are on.

Know who to follow up with today.

Contacts on a board from Not Started to Meeting Booked, with the date of the last touch.

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