Mastery Cheat Sheet for Sales Teams
The quick reference for team members getting the most out of Outdoo AI every day.
Before a call
Practice the conversation, not a script
Go to Practice > Roleplay Agents and find the agent that matches your upcoming call type: discovery, cold call, demo or renewal. Run it at least once before a high-stakes meeting. The AI will push back the way a real buyer does. Read the scorecard after, not before, so you are not just gaming the simulation.
Review the account before you dial
If your CRM is connected, Outdoo AI pulls deal context such as previous calls, open opportunities and contacts (see Opportunities > Pipelines). Check Real Calls > History and the Library for any prior conversations your team has had with this account. It takes two minutes and saves you from starting a conversation your colleague already had last quarter.
During a call
Let the notetaker handle notes
Outdoo AI's notetaker joins your scheduled calls automatically and captures the transcript. You do not need to type anything. Stay in the conversation. If a point matters, flag it — you can add a timestamp comment after the call.
Do not stress about trackers
Keyword trackers are running in the background. Topics like pricing, competition, and next steps get flagged automatically. After the call, you can see them in the call's Point of Interest tab.
After a call
Check your score before moving on
Go to Real Calls > History and open the call. Your AI scorecard is there. Look at where you dropped points, not to beat yourself up, but to pick one thing to practice in your next roleplay. One specific gap, one focused practice session.
Search the transcript
If you need to recap what happened, use Search transcript in the Transcript tab. Jump to the moment pricing came up, or find where you lost momentum. You do not have to re-listen to the whole call.
Update your CRM correctly
If your team uses workflow training for post-call workflows, practice the CRM update workflow in its roleplay before you do it for real the first time. It walks through the exact fields your team uses, which is far better than guessing and creating bad data.
Add the call to a library folder if it is useful
If the call caught a tricky objection in a useful way, use Add to Library to save it to the right folder. Your teammates and new hires will find it when they are preparing for the same conversation.
For your own development
Check your talk ratio
Go to Performance > Activity and open the Team Activity tab. You can see your talk-to-listen ratio, your longest monologue, and how you compare to the team. Most team members are surprised by how long their monologues actually are.
Complete assigned courses before the deadline
Your courses are under Practice > Courses. Each one has roleplay agents, sometimes with a workflow attached, and resources. Certifications are tracked and visible to your manager, and completion alone is not enough: you need to meet the passing criteria.
Use the mobile app when you are between calls
The Outdoo AI mobile app lets you practice, check your scorecard, and review feedback without being at a desk. Ten minutes between meetings is enough for one targeted practice session.
Hope this article was helpful. For any queries, please write to support@outdoo.ai