Prerequisites
- An active Sales Strategy
- To use Send Email, the standard ShiftUp email-send permission
- Optional: a saved Communication style so Personalize applies your voice
Quick reference
Run prospecting outreach
1
Open Engage
Open a Sales Strategy from the Strategies list and switch to the Engage tab. You can also click Open Engage on the Overview tab.
2
Generate drafts
If no drafts exist yet, click Generate drafts. Generation can take up to 20 minutes.
3
Add stakeholders to outreach
Click Add stakeholders. Search the strategy’s stakeholders, review the research in the right pane, and click Add to outreach. ShiftUp generates that stakeholder’s drafts automatically.
4
Select a stakeholder
ShiftUp orders the timeline by what’s due, with overdue touches first. Click a stakeholder’s row to expand their cadence.
5
Review the current touch
The current touch shows its contact-point card on the recommended channel. Switch channels to review other drafts. Click the information button beside the touch title to see Why this touch?
6
Personalize the draft
Click Personalize to rewrite the draft in your saved Communication style. Click Undo to restore the original AI draft.
7
Complete the touch
For email, click Send Email, review the message, and send. ShiftUp marks the touch complete. For calls, LinkedIn messages, or emails sent outside ShiftUp, click Mark complete.
8
Continue the cadence
The stakeholder’s next touch expands. When all current touches are done, click Generate next 3 to add more touches for that stakeholder.
9
Start the roadmap
When you secure a meeting, click Start roadmap on the Secured a meeting? milestone to continue into the conversation roadmap.
Tips
- Phone values on contact-point cards are click-to-dial and open the Salesforce Call preview.
- If you marked a touch complete by mistake, expand it in Past outreach and click Reopen.
- If a stakeholder isn’t linked to a Salesforce Contact or Lead, Send Email prompts you to Link to Salesforce first.