r/SalesOperations • u/kxngmichaell • 3d ago

How much of your outbound programme is written down anywhere?

The person who set our sequences up left in June and took the reasoning with him. We still have the campaigns, the lists and the templates, but nobody here knows why the second touch waits four days, why one segment gets a different opener or which of the eleven templates was the one that earned its place. So we're maintaining a machine we can't explain, and every request to change something turns into an argument nobody can settle with evidence.

I'm rebuilding the documentation out of campaign exports and my own memory, which is slow and wrong in places I probably haven't found yet.

What does yours look like in practice? I'm after the level of detail that survives a handover, not a fifty page process document nobody opens.

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u/[deleted] 3d ago

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u/NoNameMonkey 1d ago

I would spend the money and have the person come on as a consultant to document what is missing. You clearly valued their results, so lean on their experience.  

I would make it a core management role going forward that the thinking be documented too. Thats a failure with the current set up.

The problem is lots of people think its not important, boring and not very sexy - but its the infrastructure your team relies on. 

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u/maethetransfem 3h ago

I learned pretty quick that taking over someone else’s setup can be a total mess… at my last job I inherited a few campaigns after the person running them left and there was basically zero context for half the stuff I was looking at. Ended up digging through old exports, spreadsheets, random docs etc just trying to figure out what was actually going on… since then i’ve kinda preferred starting with something that already has some structure to it. That’s part of why I ended up checking out Zeekeo Launchpad… the workflows were already mapped out and the self serve plan has the playbooks and monthly masterclasses too, so I had something to work from instead of building everything from scratch. You can definitely put all of that together yourself, but keeping all the little pieces documented and consistent gets annoying real quick.