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Guides

Outreach guides & playbooks

Step-by-step guides for AI video outreach, cold email, sales cadences, and recruiting video to passive candidates.

Guide

How to Set Up AI Video Outreach

AI video outreach lets you deliver a personalized, human video message to every prospect without recording hundreds of i...

7 steps
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Guide

How to Write Cold Outreach Scripts

The script is the single biggest lever in cold outreach performance. A compelling 40-second script beats a polished prod...

7 steps
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Guide

How to Improve Email Deliverability

If your emails are landing in spam, no script or personalization will save your campaign. Deliverability is the infrastr...

7 steps
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Guide

How to Build a Prospect List

A great outreach campaign built on a poor prospect list will fail. A mediocre campaign built on a highly targeted list w...

6 steps
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Guide

How to Create Your AI Clone

Your On-camera Persona is the foundation of every video you send. A well-built clone looks natural, sounds like you, and...

7 steps
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Guide

How to Personalize Outreach at Scale

Personalization is the reason prospects reply. But manually researching and customizing a message for each of 500 prospe...

7 steps
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Guide

How to Measure Video Outreach ROI

Video outreach generates more engagement than plain text email, but engagement doesn't pay the bills — pipeline does. Th...

7 steps
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Guide

How to Build a Multi-Channel Sales Cadence

Most prospects don't reply to the first outreach touch — or the second. A multi-channel cadence increases your chances o...

6 steps
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Guide

How to Warm Up Your Email Domain

A new email domain with no sending history looks like a spam source to email providers. Warming it up properly is the pr...

7 steps
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Guide

How to Write Follow-Up Sequences

Most of your meetings will come from follow-up, not your first email. Yet most reps write weak follow-ups or give up too...

6 steps
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Guide

How to Handle Sales Objections with Video

Every sales rep faces the same objections: not interested, no budget, send me information. The medium through which you ...

6 steps
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Guide

How to Optimize Your Meeting Booking Rate

Getting a reply is not the same as getting a meeting. The gap between 'interested' and 'booked' is where most pipeline l...

7 steps
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Guide

How to Use Intent Signals for Outreach

Reaching a prospect on the day they're actively researching solutions in your category converts at higher conversion rat...

7 steps
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Guide

How to Build an Outbound Sales Playbook

An outbound playbook is the difference between a team of reps improvising in isolation and a team executing a coordinate...

7 steps
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Guide

How to Bridge LinkedIn to Email Outreach

LinkedIn is where conversations start. Email is where meetings get booked. The reps who master the transition between th...

7 steps
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Guide

How to Reduce Sales Cycle Length

A long sales cycle drains pipeline, ties up rep time, and lets competitors creep in. The good news is that most delays a...

7 steps
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Guide

How to Improve Demo-to-Close Rate

Running more demos is not the answer if too few of them convert. A low demo-to-close rate usually signals problems with ...

7 steps
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Guide

How to Set Up CRM for Outreach

A CRM that is not configured for outreach is just an expensive contact database. The difference between a CRM that drive...

7 steps
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Guide

How to Scale Founder-Led Sales

Almost every B2B startup closes its first ten to thirty customers through founder-led sales — and that is exactly how it...

7 steps
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Guide

How to Hire and Ramp SDRs

A well-hired SDR who ramps poorly costs you six months of pipeline and a significant portion of their OTE. Most early ra...

7 steps
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Guide

How to Build Competitive Battle Cards

Most competitive battle cards are either too long to read in a live sales call or too vague to be useful when a prospect...

7 steps
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Guide

How to Use Video in LinkedIn Outreach

LinkedIn inboxes are flooded with identical connection requests and copy-paste InMails. A personalized video message sta...

7 steps
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Guide

How to Measure Sales Team Productivity

Most sales teams track revenue and quota attainment but ignore the upstream activity metrics that predict those outcomes...

7 steps
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Guide

How to Create Customer Onboarding Videos

The first 30 days after a customer signs are when churn risk is highest — and most companies spend those days sending ge...

7 steps
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Guide

How to Build a Territory Plan

A territory plan defines who your reps will sell to, how the market is divided, and how quota is allocated to ensure eve...

7 steps
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Guide

How to Use Intent Data for Prospecting

Cold outreach to accounts that are not in a buying cycle is an uphill battle. Intent data changes the equation by surfac...

7 steps
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Guide

How to Automate Sales Reporting

Manual sales reporting is one of the biggest hidden time drains in most sales organizations — reps spend hours pulling d...

7 steps
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Guide

How to Build an ABM Video Outreach Strategy

Account-based marketing demands a level of personalization that generic cold email simply cannot deliver. AI video outre...

7 steps
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Guide

How to Transition from Cold Calling to Video Outreach

Cold calling still works, but connect rates have dropped sharply as prospects screen unknown numbers and rely on voicema...

7 steps
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Guide

How to Build Sales Email Templates That Get Replies

Most cold email templates fail not because email is dead, but because the templates themselves are self-centered, generi...

7 steps
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Guide

How to A/B Test Outreach Campaigns

Most outreach teams make decisions based on gut feel rather than data — they change subject lines, scripts, and CTAs sim...

7 steps
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Guide

How to Use AI for Prospect Research

Manual prospect research is one of the most time-consuming parts of outbound sales — a thorough research session on a si...

7 steps
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Guide

How to Set Up Email Authentication for Cold Outreach

Poor email deliverability is the silent killer of outreach campaigns — you can write a perfect email and it still ends u...

7 steps
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Guide

How to Create Video Sales Letters

A video sales letter combines the emotional impact of face-to-face communication with the scalability of written outreac...

7 steps
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Guide

How to Build a Referral Program for B2B Sales

Referred prospects close faster, churn less, and cost significantly less to acquire than outbound-sourced leads. Yet mos...

7 steps
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Guide

How to Optimize Sales Cadence Timing

Sending the right message at the wrong time is nearly as bad as sending the wrong message entirely. Cadence timing — whe...

7 steps
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Guide

How to Use Social Selling on LinkedIn

Social selling on LinkedIn is not about blasting connection requests and pitching in your first message — it is about bu...

7 steps
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Guide

How to Handle Pricing Objections in B2B Sales

Price objections are the most common form of resistance in B2B sales, but most of them are not really about price. They ...

7 steps
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Guide

How to Build Champion Relationships in B2B Sales

In complex B2B sales, the technical quality of your solution matters far less than having a credible internal champion w...

7 steps
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Guide

How to Create Mutual Action Plans

A mutual action plan (MAP) is a shared document that maps out every step required to take a deal from current stage to s...

7 steps
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Recruiting

Video Outreach to Passive Candidates

Passive candidates — the people who aren't actively job hunting — are the hardest to reach and the most valuable to hire...

7 steps
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Recruiting

Recruitment Video Scripts — Examples & Templates

Most recruiting video fails because the script is just a longer InMail read aloud — the same generic structure, now with...

7 steps
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Recruiting

Video vs LinkedIn InMail for Recruiters

Every recruiter has wondered whether the InMail budget would be better spent elsewhere. This guide compares LinkedIn InM...

7 steps
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Frequently asked questions

Are these guides free?

Yes, every guide is completely free to read. They're written by the Outvid team to help sales professionals improve their outreach, whether or not they use our platform.

Who are these sales guides written for?

They're written for SDRs, AEs, sales managers, and founders who want practical, actionable advice on modern outreach techniques — from cold email to AI video prospecting.

How often are guides updated?

We update guides regularly as best practices evolve. Each guide reflects the latest data on what's working in outbound sales and AI-powered outreach.

Can I implement these strategies without Outvid?

Absolutely. The guides cover universal sales principles. Where relevant, we show how Outvid can accelerate the strategy, but every technique works on its own.

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