How It Works

How It Works

How It Works

Side Kick is a managed service. A dedicated team works with you at every step to customise your Side Kick for your outbound needs.

Onboarding

Setting the stage. Takes between 2 to 5 days.

Define Goals & Workflows

Review outbound efforts and set goals to tailor workflows.

Craft Your Message

Set targeting and messaging for initial workflows.

Measure Success

Establish quantifiable goals for workflow success.

Merge Tools

Combine your tech stack with new tools as needed.

Customising Workflows

Customising Workflows

Tailor & deploy. Takes 3 to 30 days for each Workflow depending on complexity.

Design

Your Account Manager designs the first Workflow in a detailed flowchart.

Engineers at Work

Side Kick engineers construct, test and deploy the Workflow.

Human Validation

Your Side Kick Sales Ops team member steps in periodically to ensure satisfactory results.

Streamline & Move On

QA-approved Workflow go on auto-pilot; customization begins for the next.

Constant Optimisation

Constant Optimisation

Refine and achieve. Your Side Kick Automation Pod constantly tries to improve each Workflow till the end goal is reached.

Periodic Evaluation

Regularly pause Workflow to compare results with goals.

Adjust & Restart

Refine targeting and messaging before resuming the Workflow.

Pursue Goals

Continue refining until goal is met or learning points are identified for failure.

Crack outbound.

Crack outbound.

Crack outbound.

Block time to understand if Side Kick is right for you.

Block time to understand if Side Kick is right for you.

Block time to understand if Side Kick is right for you.