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Document outbound messaging experimentation process (#38763)
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@ -110,6 +110,23 @@ When you reach out to a prospect or customer, make sure you're the right person:
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- **🌦️ Customers**: The Customer Success Manager (CSM) reaches out.
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- **🫧 Any other prospects**: The Solutions Consultant (SC) reaches out.
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### Outbound messaging experimentation and tracking
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Our outbound motion for Solution Specialists is intentionally experimental and evolving. Rather than locking into a single script or sequence, we actively test different messaging approaches and learn from real conversations.
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The [Outbound pivot tracking spreadsheet (confidential)](https://docs.google.com/spreadsheets/d/1VjJTrldUpJTZTLg0Xz2B9dZ-D8vYZNhGVMSYBxOxqEA/edit?gid=0#gid=0) is used to track:
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• the initial outreach approach
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• how we build toward an ask
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• where and how we pivot to a meeting request
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• the exact wording used at the pivot point
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• the outcome and post-mortem notes
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The goal is not perfect attribution or rigid process. The goal is to:
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• identify which messaging patterns create momentum
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• understand when a prospect signals readiness for a call
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• refine how and when we transition from curiosity to a meeting ask
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### Programs
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