Quick Start Guide

Welcome to Outboundr

Outboundr is an outbound platform for small B2B sales teams. You find prospects, reach them in a campaign, let AI sort the replies, call who is interested and book the meeting. This guide walks you through the first run.

Step 1: Create your account

Go to outboundr.io/sign-up. The free plan needs no credit card and starts you with 20 credits. The dashboard shows a setup checklist that walks you through the steps below. Bring in your first leads, describe your ideal customer, fill your knowledge base and create your first campaign, and you get 30 bonus credits.

Step 2: Connect your email and describe your customer

• Settings → Integrations: connect Google, so campaigns can send from your Gmail and appointments land in your calendar. You can also verify your own sending domain here.
• Settings → Integrations → Automatic emails: switch on Campaign follow-ups. It is off by default; until you turn it on, email steps are not sent automatically.
• Settings → Prospecting: fill in your ideal customer profile. Outboundr uses it for lead scoring and for what the AI writes.

Step 3: Find your first prospects

Click Prospects in the sidebar. Search by job title, industry, company size and location. Searching is free. Reveal the email addresses or phone numbers you need; that costs credits (see Credits).

Step 4: Start a campaign

Select revealed prospects and add them to a campaign with the campaign button in the bar at the bottom, or create a campaign under Campaigns first. Add email and call steps with a delay between them, then activate it.

Step 5: Work the replies and the call list

Replies arrive in the campaign Inbox, sorted by AI. Interested prospects and questions get a high priority on the Call list, where your team calls them and books the meeting.

Need help?

Visit the Contact page or email support@outboundr.io. We respond the same day on weekdays.