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How to Cancel Your Outreach Subscription (Without Losing Your Data)
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How to Cancel Your Outreach Subscription (Without Losing Your Data)

CampaignStack15 min read

Outreach has no Cancel button. It is sold on an Order Form, so canceling means not renewing, in writing. The short version: find your Order Form, work out the date that falls 30 days before your current term ends, and send written notice of non-renewal before it. Outreach's Terms of Service say either party can stop the auto-renewal "upon written notice to the other Party, which notice is given at least thirty (30) days prior to the end of the applicable then-current Initial Term or Renewal Term." Send it to Outreach's legal notices address, copy notices@outreach.io the same day, tell your Account Owner, and get the non-renewal confirmed in writing.

Updated 25 October 2026. Every step checked against Outreach's own Terms of Service, its Privacy and Security Addendum and its support portal that day.

Two caveats sit on top of that. If your Order Form says something different, the Order Form wins. And if your company signed its own master agreement instead of the online Terms, that document sets the rules. We could not see either, and nobody outside your company can.

Leaving well takes more care than the letter. Outreach's support portal says instance data is deleted 60 days after services end, and its one-time full export takes about a month. That deadline is tighter than it looks.

Outreach calls itself "the Agentic AI Revenue Platform", and for an in-house revenue team the label is earned: sequences, calling through Outreach Voice, Kaia on meetings, deal insights and forecasting, all in one system. But budgets get cut, and sometimes the job changes shape. When that day comes, here is the clean exit.

What canceling actually does (and doesn't)

Three things get called "canceling" at Outreach. Only one of them stops the bill.

Not renewing is the real cancellation. Under the Terms, your agreement runs for the Initial Term on your Order Form, then renews "for successive periods of twelve months each" unless someone gives notice. Miss the 30-day window and "the subscriptions under the then-current Order(s) will auto-renew under the existing terms and conditions." Your term still runs to its end date after you give notice. You keep using the product until then.

Getting out mid-term is mostly not on the table. The Terms say "Order(s) are non-cancelable and non-refundable," except as the Agreement sets out. The online Terms give the customer no termination-for-convenience right. The exits they do describe (an intellectual property dispute, Outreach suspending you) are not ones you want. If you want out of year two of a multi-year deal, that is a negotiation with your Account Owner, not a form.

Removing users is neither. The Terms call Orders non-cancelable, so fewer active users does not shrink the bill for the term you signed.

Now the data side, which is where people lose things. The Terms warn that once access ends, "you may no longer have access to Your Data that is stored with the Service." The Privacy and Security Addendum (version 2025.06.09, incorporated into the Terms) says that when services end, Outreach will destroy the Customer Personal Data or, at your request, return it "within sixty (60) days." The support portal is blunter: "Outreach instance data is deleted 60 days after the conclusion of services." Plan for day 60 as the cliff, and do your exports while your logins still work.

Export these three things first

Some exports need admin-level governance permissions. If an option below is missing for you, your Outreach admin can run it. The good news: two of the three may already be partly in your CRM.

Free download

Outreach tool migration worksheet

The export checklist, the four kinds of 'do not contact' and a suppression-list template that works in any tool.

One email with the file. Untick the box and that is the only one you get.

What your CRM already has

If Outreach is connected to Salesforce or Microsoft Dynamics, a lot of this is already safe. Outreach describes its CRM connection as a bi-directional sync of Lead, Contact, Account, Opportunity and Task records, and says it "syncs activity data to the CRM." Opt-outs travel too: "If a prospect opts out of communication in Outreach, the opt-out will reflect in your CRM", either in the standard opt-out field or a custom one.

Two limits. The sync only covers what your admin mapped. For opt-outs, Outreach's own Salesforce guide maps Emails Opted Out to the standard Email Opt Out field, but call and SMS opt-outs need custom fields someone has to create. And any prospect that never synced to the CRM exists only in Outreach. So treat the CRM as your backup, not your export.

1. Your prospects and accounts

Prospects. Click the Prospects icon (the double silhouette) in the sidebar. Select the prospects you want, click the More Options menu (the three dots), and choose Export.

Outreach Prospects More Actions menu open with Export listed above Opt out

In the Export window, pick Email CSV or Download now. Download now caps at 200 records. Email CSV handles the rest, and the file arrives by email at the address of the user who asked for it. One filtered list exports up to 100K records, so if you have more, Outreach suggests filtering by Owner and exporting in pieces.

Outreach Export window with Email CSV selected and Download now limited to 200 records

Outreach says the prospect export carries all prospect fields, plus when the record was last updated, the most recent touch, the date of last engagement, the engagement score, and the prospect's active and finished sequences. That last column tells your next tool who was already mid-sequence.

Accounts. Same shape: click Accounts, select them, open More Options, choose Export. The same method also works for Opportunities, Calls, Tasks, Sequence States, Users and Emails, if you want those too.

Two timing traps. Exports over 200 records run in the background, and Outreach says they "do not have a defined timeframe for completion." And each download link "will expire after seven days." If you miss it, you run the export again. Admins can see every export, theirs or not, under Administration > System Activity > Exports, with a Download or Expired status on each.

2. Your sequences, templates and reporting

Per sequence. Go to Activity > Sequence, select a sequence, click More Options, and pick one of three exports:

  • Export Stats: sequence name, owner, how many prospects sit in each state, and the open, click, reply, bounce and opt-out totals.
  • Export Prospects: every prospect in the sequence with their sequence state, delivery, open, click and reply status, and the dates they were added, activated and finished.
  • Export Replies: who replied, when, to which step, and the subject line.

Outreach notes these exports cover all unlocked sequences, active or not.

Team reporting. Go to Reports, open Overview, Pipeline Generation or Sequence Performance, set the date range, and click Export (top right). Each one downloads a CSV. Overview is the team activity report: emails delivered, LinkedIn tasks, open, reply and unsubscribe rates, meetings booked and held. Sequence Performance goes per sequence: reply rate, replies sorted by intent (positive, objection, unsubscribe), opt-out rate, and opportunities and revenue created.

Templates are the catch. Outreach states it plainly: "Templates and Snippets cannot be exported." For a handful, copy them into a doc by hand. For a big library, use the one-time full export (below), whose table list includes templates, snippets, sequence steps and sequence templates.

The one-time full export. An Outreach admin can ask support for an ad hoc export of the whole instance. File a ticket with Issue Type "Support Requests", Subject "One-off Data Export Request" and Product Area "Admin, Security & Data Management", and list the objects and fields you need. Know what you are getting: compressed JSON split by table, raw enough that Outreach says "you will likely need an engineer(s)" to turn it into anything. The turnaround is "Approximately 1 month," and once the link arrives, "You will have 12 hours to download the export." If you want this, ask now, not on the last day of your term.

3. Your opt-outs and unsubscribes

This is the export with legal weight, and the one people forget. When a prospect clicks the unsubscribe link in an Outreach email, or a rep opts them out by hand, Outreach blocks that channel: "When Prospects are opted out, they cannot be emailed or called from within Outreach." If your admin turned on per-channel opt-outs (the Org Settings option "Allow prospects to opt out of emails, texts, and calls separately"), an unsubscribe only removes them from that one channel.

That request was made to you, not to Outreach. Rebuild your lists in a new tool without it and, sooner or later, you email someone who asked you to stop. That is a spam complaint at best, and complaints damage a sending domain faster than almost anything.

One trap in Outreach's vocabulary: Do Not Contact is a prospect stage, not an opt-out. Outreach says it "does not block you from communicating with that Prospect." Your team may still have used it for people who must never hear from you again, so export those prospects too.

There is no single suppression page to export, so build the list from three places:

  1. Your CRM, if the opt-out fields were mapped: pull every Lead and Contact with Email Opt Out set, plus any custom call and SMS opt-out fields.
  2. Your sequence exports: Export Prospects shows each person's sequence state, and opted-out is one of the states.
  3. Your prospect export: check the file for the opt-out columns before you rely on it, and add every prospect in the Do Not Contact stage. If the columns are not there, put "prospect opt-out fields" in your one-time export ticket.

Merge it into one file, deduplicated on email address. That file is your suppression list from now on, and it is the first thing you import anywhere else.

The actual cancellation steps

Because there is no button, the steps are paper and dates.

  1. Get your Order Form. It states your term and can override the renewal rules. Outreach Support says it "cannot provide copies of your contract, DPA, MSA". Ask your Account Owner. If you do not know who that is, open a support ticket and ask.
  2. Work out your deadline. Take the end date of your current term and count back 30 days, unless your Order Form or your own master agreement says otherwise. Put a reminder a week before that.
  3. Send written notice of non-renewal. The Terms ask for notices in writing, by overnight courier, certified mail, fax, email with electronic confirmation, or personal delivery, to Outreach Corporation, Attn: Legal Notices, 333 Elliott Ave W, Suite 500, Seattle, WA 98119, United States, "With a copy e-mailed of even date to: notices@outreach.io". Name your company, the Order Form, and the term end date, and say you will not renew.
  4. Tell your Account Owner the same day and ask for written confirmation that the subscription will not renew. Keep that email.
  5. File the one-time export ticket now if you want the full JSON export, given the month-long turnaround.
  6. Run the three exports above, and download each file before its seven-day link expires.
  7. Download your invoices. Outreach's billing portal is at customerportal.outreach.io, under Invoices. Billing questions go to a Billing Questions ticket in the Support Portal or to billing@outreach.io.

Gotchas that catch people

The notice deadline is 30 days before the term ends, and the Order Form can change it. The Terms default is 30 days. Your Order Form prevails over the Terms where they conflict, so read it. Missing the window means another twelve months.

Renewal prices can move. After the Initial Term, Outreach can change fees "upon notice to you at least sixty (60) days prior to the start of any Renewal Term." If you are on the fence, ask for the renewal quote before your notice deadline, not after. Changes to what you buy for the next term also need notice at least 30 days before the term ends.

Fees are non-cancelable and non-refundable. Give notice for the term you want to be your last, and budget for the rest of the current one.

Sixty days is shorter than it sounds. Instance data is deleted 60 days after services end. The full export takes about a month and gives you 12 hours to download it. Start before the term ends.

Your retention settings may already have deleted things. Admins can set email retention under Administration > Data and privacy. Outreach says emails past that age are deleted within 24 hours, permanently, and "Once emails are deleted, reporting data associated with them will also be lost." Run the reports before you assume the history is complete.

Recordings go first. Outreach says that once Outreach Voice is disabled, call recordings and purchased phone numbers are deleted in ten days, with admin emails on days 1, 5, 9 and 10. Kaia meeting recordings stay only while you are subscribed to Kaia. Download the calls and meetings you need to keep, like coaching examples or anything legal asked about, before the term ends.

Late payment can cut access early. If fees go unpaid for five business days after notice, the Terms let Outreach suspend or terminate access. Losing access early means losing your export window early. Dispute a renewal invoice in writing, but do not ignore it.

The Sales Navigator licenses are separate. Outreach's LinkedIn steps run through the Sales Navigator integration, which "requires a Sales Navigator Team or Enterprise license." Sales Navigator is LinkedIn's product. Ending Outreach does nothing to those seats, so check who holds that contract.

Export permissions are role-based. No Export option means your governance profile lacks it. Your admin can run the export or change the profile.

Where your sequences go next

You now have a folder of CSVs, a suppression list and maybe a JSON export on the way. What you rebuild matters more than where you rebuild it.

One question first. If you are leaving because replies dried up, moving the same email-and-call sequences somewhere else will not fix that. Outreach runs email and calls well. LinkedIn is where it stops: its five LinkedIn step types (view a profile, interact with a post, send a message, send a connection request, other) are tasks a rep completes by hand in Sales Navigator. They go out only as fast as reps get to them.

That is the gap CampaignStack fills, and it is the migration it fits. Import the prospects CSV and it becomes a lead list. Import your merged suppression file as its own lead list, then add that list as a workspace exclusion, and it is checked again at every send, in every workflow. Rebuild your sequences as workflows that mix email and LinkedIn steps, where the LinkedIn steps run from a cloud browser per account instead of waiting in a task list. Every LinkedIn action draws on a daily budget per account with a warm-up, and drafts face a critic and wait in a review queue by default, unless you switch a workflow to automatic. Automation is against LinkedIn's user agreement, and no tool can promise zero restrictions; our safety page lists the limits we enforce.

The price is public, which is the other difference. CampaignStack is free for one LinkedIn account and one Google account in one workspace, with 100 credits a day that do not stack. Past that, it is $299 a month per workspace, or $2,988 a year billed upfront ($249 a month), with 15,000 credits a month and no per-seat fee for LinkedIn accounts or teammates. Outreach publishes no prices: its pricing page lists four Amplify editions with per-user pricing and a "Request pricing" button on each. So we cannot do the math for you. Put your renewal quote next to our pricing page and do it against your seat count.

What does not transfer: Outreach Voice, Kaia, deal insights and forecasting have no equivalent here. Templates come over by hand or out of the JSON export, and you rebuild them from your playbook either way. If your team depends on the revenue side, keep Outreach for it and move only the outreach half.

Want the feature-by-feature version, including where Outreach is stronger? The Outreach vs CampaignStack comparison does not skip those parts.

This guide is one of a series, and the part that does not depend on the vendor lives in one place: Leave any outreach tool without losing the memory that protects you has the full export checklist, the four kinds of "do not contact" and the suppression-list template.

Takeaway

Outreach ends on paper: written notice at least 30 days before your term ends, unless your Order Form says otherwise, sent to its legal notices address with a copy to notices@outreach.io. Export your prospects, sequences, reports and opt-outs while the logins still work, and ask for the full export early, because instance data is deleted 60 days after services end. Your suppression list only protects you if it moves with you.

Sources

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