[{"data":1,"prerenderedAt":158},["ShallowReactive",2],{"shell":3,"article:f-ongoing-outreach":33},{"mode":4,"siteUrl":5,"commit":6,"generatedAt":7,"counts":8,"searchIndex":13,"menu":14,"popularSearches":15,"topics":21},"publication","https:\u002F\u002Fhelp.getleadscore.ai","e0fd82cf1a","2026-11-05T20:23:28.761Z",{"guides":9,"paths":10,"drafts":11,"shots":12},131,8,0,153,"\u002F_search\u002Findex.a27024c5c2a1.json","\u002F_nav\u002Fmenu.42deedb43cb8.json",[16,17,18,19,20],"import contacts","follow up","text templates","call rotation","where are my meetings",[22,23,24,25,26,27,28,29,30,31,32],"getting-started","leads","import","follow-ups","email","calling","outreach","performance","account","settings","troubleshooting",{"id":34,"slug":34,"kind":35,"href":36,"icon":37,"title":38,"description":39,"level":40,"status":41,"verification":42,"reviewedAt":43,"videoStatus":44,"topic":45,"html":49,"toc":50,"shots":73,"related":88,"paths":129,"videos":130,"path":131,"sidebar":157},"f-ongoing-outreach","path","\u002Flearn\u002Ff-ongoing-outreach","workflow","F — Read an outreach sequence before activating it","Understand how a playbook combines steps, timing, entry rules, and enrollment. Read an existing sequence without saving, publishing, reconciling, enrolling, or…","intermediate","published","browser-observed-read-only","2026-11-04","planned",{"slug":46,"title":47,"href":48},"learn","Learning paths","\u002Flearn","\u003Cfigure class=\"see shot\" data-shot-figure=\"playbooks-library-desktop\">\u003Cp class=\"see-label\">What you’ll see\u003C\u002Fp>\u003Cbutton type=\"button\" class=\"shot-open\" data-shot=\"playbooks-library-desktop\" data-view=\"plain\" aria-label=\"Enlarge screenshot: Playbooks page with Install Industry Pack and Add Playbook buttons, status counts, filters and one published playbook\">\u003Cimg src=\"\u002Fmedia\u002Fscreenshots\u002Fplaybooks-library-desktop.jpg\" alt=\"Playbooks page with Install Industry Pack and Add Playbook buttons, status counts, filters and one published playbook\" width=\"1920\" height=\"390\" decoding=\"async\">\u003C\u002Fbutton>\u003Cfigcaption>The Playbooks page, with counts by status, filters and sorting, and buttons to add a playbook or install a pack. \u003Ca href=\"#screenshots\" class=\"more\">See all 2 screenshots\u003C\u002Fa>\u003C\u002Ffigcaption>\u003Cdiv class=\"shot-actions\">\u003Cbutton type=\"button\" class=\"shot-action\" data-shot=\"playbooks-library-desktop\" data-view=\"plain\">Enlarge\u003C\u002Fbutton>\u003C\u002Fdiv>\u003C\u002Ffigure>\n\u003Csection class=\"section\" data-section=\"your-goal\">\u003Ch2 id=\"your-goal\">Your goal\u003C\u002Fh2>\u003Cp>Understand how a playbook combines steps, timing, entry rules, and enrollment. Read an existing sequence without saving, publishing, reconciling, enrolling, or executing it.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Csection class=\"box box-prereq\" data-section=\"what-you-need\">\u003Cp class=\"box-label\" aria-hidden=\"true\">\u003Cspan class=\"box-icon\">\u003C\u002Fspan>Before you start\u003C\u002Fp>\u003Ch2 id=\"what-you-need\">What you need\u003C\u002Fh2>\u003Cp>Use the Demo Account and an existing training playbook. Reading a playbook does not require ready communication channels. Executing one does: the observed account has no active phone number, mailbox pool, or sender profile, and AI calling is not fully configured.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Csection class=\"section\" data-section=\"read-only-milestones\">\u003Ch2 id=\"read-only-milestones\">Read-only milestones\u003C\u002Fh2>\u003Col class=\"steps\">\n\u003Cli>\u003Cstrong>Start in the library.\u003C\u002Fstrong> Open \u003Cstrong>Playbooks\u003C\u002Fstrong> in the header. Inspect the library and available filters. Do not use \u003Cstrong>Duplicate\u003C\u002Fstrong>, \u003Cstrong>Archive\u003C\u002Fstrong>, or creation actions during this orientation.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>Read Sequence.\u003C\u002Fstrong> Open the existing playbook and inspect \u003Cstrong>Sequence\u003C\u002Fstrong>. The observed example displayed email, phone-call, email, and text-message steps, along with manual\u002Fautomated step counts and publication blockers. Those are existing data and interface states, not actions performed in this session.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>Distinguish the controls.\u003C\u002Fstrong> Identify \u003Cstrong>Save draft\u003C\u002Fstrong>, \u003Cstrong>Publish\u003C\u002Fstrong>, and the \u003Cstrong>Triggers\u003C\u002Fstrong>, \u003Cstrong>Activity\u003C\u002Fstrong>, \u003Cstrong>Responses\u003C\u002Fstrong>, \u003Cstrong>Configuration\u003C\u002Fstrong>, and \u003Cstrong>Enrolled leads\u003C\u002Fstrong> tabs. The sequence capture confirms the controls are visible; it does not establish that every tab's data or enrollment operation was tested.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>Separate audience from execution.\u003C\u002Fstrong> Read the staged-audience and enrollment labels. A selected company or an existing enrollment count does not prove a step ran during this lesson. Do not click \u003Cstrong>Refresh audience\u003C\u002Fstrong>, \u003Cstrong>Check enrollment status\u003C\u002Fstrong>, or reconciliation actions merely to obtain a cleaner screenshot.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>Review dependencies.\u003C\u002Fstrong> Read \u003Ca href=\"\u002Fguides\u002Fsettings-email-templates\">Email Templates\u003C\u002Fa>, \u003Ca href=\"\u002Fguides\u002Fsettings-call-scripts\">Call Scripts\u003C\u002Fa>, \u003Ca href=\"\u002Fguides\u002Fsettings-sms-templates\">SMS Templates\u003C\u002Fa>, and \u003Ca href=\"\u002Fguides\u002Fsettings-sender-profiles\">Sender Profiles\u003C\u002Fa>. Each step needs appropriate content, ownership, and readiness before activation.\u003C\u002Fli>\n\u003C\u002Fol>\u003C\u002Fsection>\n\u003Csection class=\"box box-result\" data-section=\"your-useful-outcome-now\">\u003Cp class=\"box-label\" aria-hidden=\"true\">\u003Cspan class=\"box-icon\">\u003C\u002Fspan>Result\u003C\u002Fp>\u003Ch2 id=\"your-useful-outcome-now\">Your useful outcome now\u003C\u002Fh2>\u003Cp>You can explain the sequence in plain language, identify its manual and automated work, and list the missing channel prerequisites. You can distinguish editing a draft, publishing a version, and enrolling leads without doing any of them.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Cdetails class=\"accordion box-later\" data-section=\"later-operational-exercise--not-performed\">\u003Csummary>\u003Ch2 id=\"later-operational-exercise--not-performed\">Later operational exercise — not performed\u003C\u002Fh2>\u003Cspan class=\"acc-hint\">For later\u003C\u002Fspan>\u003C\u002Fsummary>\u003Cdiv class=\"accordion-body\">\u003Cp>In an authorized training-write session, build a small draft, use \u003Cstrong>Save draft\u003C\u002Fstrong>, and reopen it to confirm steps and timing persisted. Review Configuration and entry triggers before any later publication. \u003Cstrong>Publish\u003C\u002Fstrong> makes the reviewed version live; automatic triggers can enroll matching leads. A later controlled execution requires an exact approved audience, ready channels, and step-by-step outcome evidence. This guide does not authorize that execution.\u003C\u002Fp>\u003Cp>For a campaign objective, review \u003Ca href=\"\u002Fguides\u002Fsettings-campaign-goals\">Campaign Goals\u003C\u002Fa>. For a structured comparison, \u003Ca href=\"\u002Fguides\u002Fsettings-campaign-experiments\">Experiments\u003C\u002Fa> separates \u003Cstrong>Create experiment draft\u003C\u002Fstrong> from \u003Cstrong>Start\u003C\u002Fstrong>.\u003C\u002Fp>\u003C\u002Fdiv>\u003C\u002Fdetails>\n\u003Cdetails class=\"accordion\" data-section=\"if-the-sequence-cannot-publish\">\u003Csummary>\u003Ch2 id=\"if-the-sequence-cannot-publish\">If the sequence cannot publish\u003C\u002Fh2>\u003Cspan class=\"acc-hint\">Troubleshooting\u003C\u002Fspan>\u003C\u002Fsummary>\u003Cdiv class=\"accordion-body\">\u003Cp>Read the displayed blockers rather than removing safeguards. A missing channel or unresolved configuration is a useful learning result. If a later step's outcome is unclear, inspect its history before retrying or re-enrolling. A saved draft is not a published version, and an enrollment counter is not delivery evidence.\u003C\u002Fp>\u003Cp>Continue with \u003Ca href=\"\u002Flearn\u002Fb-email-outreach\">B — Email\u003C\u002Fa> or \u003Ca href=\"\u002Flearn\u002Fh-performance\">H — Performance\u003C\u002Fa>.\u003C\u002Fp>\u003C\u002Fdiv>\u003C\u002Fdetails>\n\u003Csection class=\"section\" data-section=\"screenshots\">\u003Ch2 id=\"screenshots\">Screenshots\u003C\u002Fh2>\u003Cfigure class=\"shot\" data-shot-figure=\"playbooks-library-desktop\">\u003Cbutton type=\"button\" class=\"shot-open\" data-shot=\"playbooks-library-desktop\" data-view=\"plain\" aria-label=\"Enlarge screenshot: Playbooks page with Install Industry Pack and Add Playbook buttons, status counts, filters and one published playbook\">\u003Cimg src=\"\u002Fmedia\u002Fscreenshots\u002Fplaybooks-library-desktop.jpg\" alt=\"Playbooks page with Install Industry Pack and Add Playbook buttons, status counts, filters and one published playbook\" width=\"1920\" height=\"390\" loading=\"lazy\" decoding=\"async\">\u003C\u002Fbutton>\u003Cfigcaption>The Playbooks page, with counts by status, filters and sorting, and buttons to add a playbook or install a pack.\u003C\u002Ffigcaption>\u003Cdiv class=\"shot-actions\">\u003Cbutton type=\"button\" class=\"shot-action\" data-shot=\"playbooks-library-desktop\" data-view=\"plain\">Enlarge\u003C\u002Fbutton>\u003C\u002Fdiv>\u003C\u002Ffigure>\u003Cfigure class=\"shot\" data-shot-figure=\"playbook-sequence-desktop\">\u003Cbutton type=\"button\" class=\"shot-open\" data-shot=\"playbook-sequence-desktop\" data-view=\"plain\" aria-label=\"Enlarge screenshot: Playbook Sequence tab with step totals, an Add Step button, a list of 2 things to fix before publishing and Step 1 Email\">\u003Cimg src=\"\u002Fmedia\u002Fscreenshots\u002Fplaybook-sequence-desktop.jpg\" alt=\"Playbook Sequence tab with step totals, an Add Step button, a list of 2 things to fix before publishing and Step 1 Email\" width=\"1872\" height=\"550\" loading=\"lazy\" decoding=\"async\">\u003C\u002Fbutton>\u003Cfigcaption>A playbook's Sequence tab, listing each step in order and what still needs fixing before you can publish.\u003C\u002Ffigcaption>\u003Cdiv class=\"shot-actions\">\u003Cbutton type=\"button\" class=\"shot-action\" data-shot=\"playbook-sequence-desktop\" data-view=\"plain\">Enlarge\u003C\u002Fbutton>\u003C\u002Fdiv>\u003C\u002Ffigure>\u003C\u002Fsection>",[51,55,58,61,64,67,70],{"id":52,"text":53,"depth":54},"your-goal","Your goal",2,{"id":56,"text":57,"depth":54},"what-you-need","What you need",{"id":59,"text":60,"depth":54},"read-only-milestones","Read-only milestones",{"id":62,"text":63,"depth":54},"your-useful-outcome-now","Your useful outcome now",{"id":65,"text":66,"depth":54},"later-operational-exercise--not-performed","Later operational exercise — not performed",{"id":68,"text":69,"depth":54},"if-the-sequence-cannot-publish","If the sequence cannot publish",{"id":71,"text":72,"depth":54},"screenshots","Screenshots",{"playbooks-library-desktop":74,"playbook-sequence-desktop":81},{"id":75,"src":76,"alt":77,"caption":78,"width":79,"height":80},"playbooks-library-desktop","\u002Fmedia\u002Fscreenshots\u002Fplaybooks-library-desktop.jpg","Playbooks page with Install Industry Pack and Add Playbook buttons, status counts, filters and one published playbook","The Playbooks page, with counts by status, filters and sorting, and buttons to add a playbook or install a pack.",1920,390,{"id":82,"src":83,"alt":84,"caption":85,"width":86,"height":87},"playbook-sequence-desktop","\u002Fmedia\u002Fscreenshots\u002Fplaybook-sequence-desktop.jpg","Playbook Sequence tab with step totals, an Add Step button, a list of 2 things to fix before publishing and Step 1 Email","A playbook's Sequence tab, listing each step in order and what still needs fixing before you can publish.",1872,550,[89,96,103,110,116,123],{"slug":90,"title":91,"href":92,"icon":93,"description":94,"level":40,"productLocation":95},"settings-email-templates","Email Templates","\u002Fguides\u002Fsettings-email-templates","mail","Reuse reviewed email wording without rewriting it for every lead. A template stores content and where it is offered; saving it is not the same as sending an…","Settings → Templates → Email Templates",{"slug":97,"title":98,"href":99,"icon":100,"description":101,"level":40,"productLocation":102},"settings-call-scripts","Call Scripts for representatives","\u002Fguides\u002Fsettings-call-scripts","phone-call","Prepare the guidance a representative sees in Speed Dial's call coach. These scripts differ from AI Assistant → Voice Scripts, which governs scripts used by AI…","Settings → Templates → Call Scripts",{"slug":104,"title":105,"href":106,"icon":107,"description":108,"level":40,"productLocation":109},"settings-sms-templates","SMS Templates and automatic replies","\u002Fguides\u002Fsettings-sms-templates","message-square-text","This page contains two different tools: reusable SMS templates and SMS replies, which controls automatic responses. Saving a template does not send a text…","Settings → Templates → SMS Templates",{"slug":111,"title":112,"href":113,"icon":93,"description":114,"level":40,"productLocation":115},"settings-sender-profiles","Sender Profiles","\u002Fguides\u002Fsettings-sender-profiles","Define the identity, signature, writing voice, and mailboxes associated with a representative or role. A profile can use several mailboxes, but a profile…","Settings → Email → Sender Profiles",{"slug":117,"title":118,"href":119,"icon":120,"description":121,"level":40,"productLocation":122},"settings-campaign-goals","Campaign Goals","\u002Fguides\u002Fsettings-campaign-goals","megaphone","Set measurable campaign targets and distribute them over a working calendar. A goal describes what the team intends to achieve; publishing it does not…","Settings → Marketing → Goals",{"slug":124,"title":125,"href":126,"icon":120,"description":127,"level":40,"productLocation":128},"settings-campaign-experiments","Campaign Experiments","\u002Fguides\u002Fsettings-campaign-experiments","Compare two versions of a message, page, or offer using a stated hypothesis and decision rule. A configured draft is different from a running experiment, and…","Settings → Marketing → Experiments",[],[],{"id":34,"slug":34,"title":38,"href":36,"letter":132,"icon":37,"cover":133,"goal":134,"summary":135,"level":40,"lessons":136,"next":147},"F",{"id":75,"src":76,"alt":77,"caption":78,"width":79,"height":80},"Run ongoing outreach","Read a playbook's sequence and the templates and senders it depends on.",[137,141,142,143,144,145,146],{"slug":138,"title":139,"href":140,"icon":37},"playbooks","Review and prepare outreach playbooks","\u002Fguides\u002Fplaybooks",{"slug":90,"title":91,"href":92,"icon":93},{"slug":97,"title":98,"href":99,"icon":100},{"slug":104,"title":105,"href":106,"icon":107},{"slug":111,"title":112,"href":113,"icon":93},{"slug":117,"title":118,"href":119,"icon":120},{"slug":124,"title":125,"href":126,"icon":120},[148,152],{"slug":149,"title":150,"href":151,"icon":93},"b-email-outreach","B — Review an email before sending","\u002Flearn\u002Fb-email-outreach",{"slug":153,"title":154,"href":155,"icon":156},"h-performance","H — Read performance with the right scope","\u002Flearn\u002Fh-performance","chart-column",null,1793910214301]