PersistIQ

🎯 Inbound (Converting inbound leads + free trial sign-ups): <a href="https://www.loom.com/share/8be256f5aecb42c897a3945c2a829946" rel="nofollow noopener noreferrer" target="_blank">video</a>

🗣 Following up + Keeping in touch after meetings: <a href="https://www.loom.com/share/98c59cc6e68e4157a028d9e25b610e52" rel="nofollow noopener noreferrer" target="_blank">video</a> 💪 Customer Success/Onboarding sequences: <a href="https://www.loom.com/share/83e1ec80215f402687772399dfb155be" rel="nofollow noopener noreferrer" target="_blank">video</a>

📘 Email Courses: <a href="https://www.loom.com/share/9dffd50a767a419b999730c2cbaa7411" rel="nofollow noopener noreferrer" target="_blank">video</a>

🚀 Staying in touch post-sale: <a href="https://www.loom.com/share/6be22f0d990c4470aeca919e39dfd203?sharedAppSource=personal_library" rel="nofollow noopener noreferrer" target="_blank">video</a>

How to use PersistIQ to optimize your outbound workflow

Outbound Campaigns

Get the FREE PersistIQ chrome extension here

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Outbound Campaigns

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