Outbound Optimization Retainer — Monthly Advisory

Outbound Optimization Retainer — Monthly Advisory

Offered by Jonathan M.

5.0

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Studied at Ryerson Polytechnic University

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Works at VersaFile

Package Description:

You built the system — or you have an existing outbound infrastructure. Now you need someone to keep it sharp. Outbound systems don't stay optimized on their own. Enrichment quality drifts. ICPs evolve. Sequences that worked in Q1 stop working in Q3. This retainer keeps your system tuned, your data clean, and your process improving month over month. What's included each month: • 2 x 45-minute advisory calls at a time that works for your schedule • Monthly audit of your outbound system's performance (enrichment quality, sequence response rates, data accuracy) • Async review of any materials, sequences, or data you want a second set of eyes on (Loom or shared docs) • Troubleshooting support — when something breaks or stops working, I help you fix it fast • Ad-hoc system updates as your ICP, tools, or market evolves • Response within 24 hours on business days for async questions Best for: Clients who completed the AI Outbound Engine Build and want dedicated ongoing support. Also available to teams with existing outbound infrastructure who want a dedicated expert keeping it optimized. This is not a course, not a program, and not a project. It's an ongoing working relationship with a dedicated expert in your corner.


What you'll get from this package

2 x 45-minute advisory calls per month + async support with 24hr response

Monthly outbound system audit (enrichment quality, sequence performance, data accuracy)


Additional details

Coaching delivered via live sessions.

Think of this as having a senior outbound engineer on retainer. We run structured monthly reviews, and I'm available async throughout the month. I don't disappear between sessions. When something breaks or needs to change, you reach out and we fix it fast.

Refund Policy

Month-to-month. No long-term contracts. Renews monthly. Cancel with 7 days notice before next billing cycle. Calls must be scheduled within the calendar month they belong to. Async response within 24 hours on business days (Monday–Friday). First month starts upon purchase.

Services included:

Outbound Automation


Jonathan M.

Offered by Jonathan M.

Joined March 2026

5.0

$1,350

1h 30m of coaching

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