Reassign Outreach sequences from a departed rep
Automatically reassign a departed rep’s Outreach sequences from a Slack request with Stepwork. Active prospects move to the successor at the same sequence step.
- Use case
- Employee offboardingSales
- Best for
- Sales Development Manager, Sales Operations Analyst
- Applications used
Outreach
Slack
- Business outcome
- Revenue protection
The problem
The SDR left. Their prospects went quiet.
When an SDR leaves, their active prospects stop getting touches. Sequences sit under a deactivated user, and nobody notices until the pipeline report dips weeks later.
Moving them by hand is slow, and restarting sequences from step one means prospects get the same intro email twice.
The outcome
A departed rep’s book keeps working
Stepwork moves the departed rep’s active prospects and sequences to the successor named in the request, with each prospect kept at the same step. The run records who asked and how many prospects moved, as part of employee offboarding.
- Active prospects and sequences move to the named successor.
- Each prospect keeps its step position.
- A successor who is not an Outreach user stops the run.
The process
From Slack request to a reassigned book
A sales manager posts the departed rep and their successor in Slack. Stepwork moves the book in Outreach, in the same order every time.
- Step 1
Request it in Slack
A sales manager posts the departed rep and the successor taking over in the sales ops channel. That message starts the flow, and Stepwork records who asked and when.
- Step 2
Find their active sequences
Stepwork signs in to Outreach and lists the departed rep’s active prospects and the sequences they are in. If the successor is not an Outreach user, the run stops.
- Step 3
Move to the successor
Stepwork reassigns each prospect and sequence to the successor, keeping every prospect at the step it had reached.
- Step 4
Confirm and reply in Slack
Stepwork checks that nothing active is left under the departed rep, then posts the counts back in Slack.
Why Stepwork
Handoffs keep their place in the sequence
A deterministic agent runs the reassignment path you recorded in Outreach. Prospects continue where they left off, so nobody hears the same opener twice.
Similar use cases
Similar use cases
Reassign a departing user’s Salesforce recordsTransfers accounts, open opportunities, and cases owned by a departing user to a named colleague.- Pause Outreach sequences for an out-of-office repPauses all active sequences owned by the listed rep and notes the resume date, preventing awkward automated sends.
- Add a prospect list to a sequence in OutreachImports the provided prospect list into Outreach and enrolls them in the named sequence with the correct owner mapping.
FAQ