The Full Walkthrough

From a list of accounts
to a running sales motion.

Here's exactly what happens when you log in — step by step, screen by screen. From importing your first list to sending your first email and tracking what works.

01Login
02Import
03Accounts
04Today
05Understand
06Prepare
07Execute
08Sequences
09Signals
10Results
01
Login

Invite-only.
Request access to get started.

Own Outbound is invite-only during early access. Request a workspace, get approved, and log in with Google SSO — no password required. Your workspace is ready the moment you're in.

Every workspace is tied to your account so your account list, sequences, and results persist across sessions.

✓ Google SSO
✓ Invite-only access
✓ Workspace ready on login
02
Import Contacts

Upload your list.
Own Outbound does the rest.

Upload a CSV, Apollo export, or ZoomInfo XLSX. Own Outbound parses, deduplicates, and scores every contact automatically against your ICP configuration — no manual cleanup required.

The Import Preview shows exactly what will happen before you confirm: new accounts, updated contacts, and any skipped rows with the reason why. Once you confirm, scoring begins immediately.

✓ CSV · Apollo · ZoomInfo XLSX
✓ Auto-deduplication
✓ ICP scoring on import
Raw input
ICP Scored
A
A
B
C
C
312
Contacts parsed
18
Dupes removed
294
Scored & ready
03
Accounts

See your list.
Find your ICP.

The Accounts page breaks your list down by industry, sub-industry, company size, region, seniority, and timezone — so you can see exactly what you're working with before you reach out to anyone.

ICP Bands automatically cluster your accounts into scored segments. The highest-scoring bands surface first. As replies come in, the Command Center shows which segments are responding — so your ICP emerges from the data, not a hypothesis.

✓ List Intelligence
✓ ICP Bands
✓ Signal · Coverage · Top Move
ICP Bands — Scored segments
IT Services / MSP
Tier 1
Commercial Insurance
Tier 1
Benefits Brokers
Tier 2
Freight / Logistics
Monitor
3 active signals
87% coverage
Top move ready
04
Today

Know exactly who
to contact right now.

The Today page is your daily working surface. Every contact is sorted by account priority first, then contact urgency — so the most important reach-outs are always at the top.

Each contact has a Why Today reason: Never contacted, New prospect, Follow-up due, Step 1: Email, In pipeline. Tabs for Focused accounts, Calls Today, Follow Ups, and New Prospects let you work by priority without deciding what to do next.

✓ Sorted by priority + urgency
✓ Why Today for every contact
✓ Focused · Calls · Follow Ups · New
Focused
Calls
Follow Ups
New
Friday, March 20
14 contacts to work
Step 1: Email
Follow-up due
New prospect
Never contacted
Follow-up due
05
Understand

Walk in knowing
who controls the deal.

Click into any contact and the Understand column has everything ready — contact details, LinkedIn profile, company description, industry, website, and the likely buyer role.

Account Decision shows Prioritize / Monitor / Deprioritize with the reasoning attached and a note on what would change it. Account Momentum shows Rising / Active / Flat / At Risk so you know whether the account is heating up or going cold.

Stop getting to discovery to find out there's no real buyer.
✓ Account Decision + reasoning
✓ Account Momentum
✓ LinkedIn · company · buyer role
Company
Buyer Role
LinkedIn
Industry
Account Decision
Prioritize
Momentum
Rising ↑
06
Prepare Outreach

One click.
A complete prospect brief.

Hit Generate Brief and Own Outbound produces a complete AI Prospect Brief in seconds — what the company does, what they sell, their business model, who the likely buyer is, why now is the right moment to reach out, their specific pain points, and the risks and unknowns to watch for.

The Why Now section is grounded in what's actually happening at their company — not a generic template. Every brief is different because every prospect is different.

Two hours of research. Eight minutes of reading.
✓ Generate Brief
✓ Why Now · Pain Points · Risks
✓ Likely buyer identified
AI Prospect Brief
Generating…
What They Do
Why Now
Pain Points
Likely Buyer
Risks & Unknowns
Generated in ~8 seconds
07
Execute

Draft, personalize,
and send — without switching tabs.

The Action Console recommends what to do next — Draft Cold Email, Draft Call Opener, or Draft LinkedIn — based on what the system sees: whether the brief is ready, whether the phone is available, and what the next sequence step is.

Click any draft button and a personalized message appears — grounded in the brief, not a generic template. Edit it, personalize it further with AI Personalize, then send directly from the workspace. Every action is logged automatically.

From cold contact to sent email — without opening another tab.
✓ Draft Cold Email
✓ Draft Call Opener
✓ Draft LinkedIn
✓ AI Personalize
Action Console
Draft Cold Email
Grounded in your brief
Draft Call Opener
Phone available
Ready
in
Draft LinkedIn
Profile confirmed
Ready
Draft preview
08
Sequences

One email becomes
a complete follow-up plan.

Add any contact to a pre-built sequence or generate a personalized AI sequence from scratch in 10–15 seconds. The AI-Generated Sequence is named, described, and built with intent-typed steps: Cold Open, Value Add, Direct Ask, Social Proof, Breakup.

Each email step has a subject and body. Each call step has talking points. Review it, edit any step, then Create & Enroll. The sequence runs automatically from there.

✓ Pre-built sequences
✓ AI-Generated in 10–15 sec
✓ Cold Open → Breakup
✓ Create & Enroll
AI-Generated Sequence
Generated in 12s
1
Cold Open · Email
2
Value Add · Email
3
Direct Ask · Call
4
Social Proof · Email
5
Breakup · Email
09
Decision Feed

Reach out when
accounts are actually ready.

The Decision Feed surfaces buying signals across all your accounts — funding rounds, new executive hires, headcount growth, job changes, intent spikes — scored by urgency so you always know what to act on first.

Five urgency levels: Act Now, Verify First, This Week, Watch, Pause. A new VP arriving at a Prioritized account is Act Now. A headcount surge at a monitored account is This Week. You stop reaching out randomly and start reaching out at the moment that matters.

✓ Act Now · Verify First · This Week
✓ Watch · Pause
✓ Why This Matters on every signal
Decision Feed — Live signals
New VP of Sales hired
New exec, 90-day window. First-mover advantage is real here.
Act Now
Series B funding announced
Verify budget owner before outreach. Priorities may be shifting.
Verify First
Headcount +14 this quarter
Growth signal at a monitored account. Time to reassess priority.
This Week
Intent spike — outbound tools
Early signal. Not enough context yet to act with confidence.
Watch
10
Command Center

See what's working.
Know where to double down.

The Command Center gives you a weekly review of everything that's moving across every channel — emails sent, opens, calls connected, texts replied, doc views, landing page visits, meetings booked — with 30-day comparisons so you can see the trend, not just the number.

What's Working breaks down reply rates by ICP band, industry, and company size — and by channel. The Sequence Leaderboard shows which sequences are producing results this week.

Stop waiting for end-of-quarter data to make decisions you could make in week three.
✓ Weekly activity by channel
✓ Reply rate by ICP · Industry · Size
✓ Sequence Leaderboard
Emails Sent
148
↑ 22% vs last week
Reply Rate
8.4%
↑ 3.1pts
Meetings
6
→ On pace
Calls Connected
31
↑ 8%
Opens
54%
↑ 6pts
Active Seqs
12
→ Stable
Sequence Leaderboard
1
18%
2
12%
3
9%
Integrations
Connects to the tools
you already use.

Own Outbound sits between your existing stack and your execution — not as a replacement for your tools, but as the layer that makes sense of them.

HS
HubSpot
CRM sync — accounts, contacts, and activity
Live
G
Gmail SSO
Single sign-on with your Google account
Live
RS
Resend
Email delivery infrastructure for outbound sequences
Live
ZM
Zoom
Meeting booking and call logging
Soon
SF
Salesforce
CRM sync for enterprise teams
Soon
AP
Apollo
Direct export sync (CSV supported now)
Soon
GN
Gong
Conversation intelligence signals
Soon
Common Questions
Everything you're wondering about.
Is this an AI SDR?
No. Own Outbound doesn't send emails autonomously or make calls on your behalf. It's a decision system that helps you decide who to contact, when, and why — then helps you draft the outreach. You review, personalize, and send. The judgment stays with you.
How is this different from lead scoring?
Lead scoring gives you a number. Own Outbound gives you a decision with the reasoning attached — Prioritize, Monitor, or Deprioritize — with the specific signals that drove it and a clear note on what would change the recommendation. You can interrogate it, challenge it, and override it.
Does it replace my CRM or sales engagement platform?
No. Own Outbound sits between your existing tools and your execution. It syncs with HubSpot today and more CRMs are coming. Your system of record stays exactly where it is — Own Outbound adds the intelligence layer on top.
Who is this built for?
Founders running their own outbound, founding AEs building the first sales motion, and experienced AEs managing large account lists. Also built for sales leaders — Directors, VPs, and CROs — who need visibility into what's working across their team without sitting in every deal review.
What file formats can I import?
CSV files, Apollo exports, and ZoomInfo XLSX files. Own Outbound parses, deduplicates, and scores every contact automatically on import. No manual cleanup required.
How long does setup take?
Upload your list, select your ICP configuration, and Own Outbound starts scoring immediately. Most users have their first prioritized account list and are ready to work contacts within 20 minutes of logging in for the first time.
See it for yourself
Ready to see it work
on your accounts?

Book a 20-minute demo. Upload your list. Walk away with a prioritized working order, a mapped buying committee, and your first outreach drafted.

Close more deals. Work fewer accounts. Know the difference before you start.

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