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Most outbound failures aren't execution problems — they're design problems. Teams build before they plan, and end up with a stack that doesn't fit their ICP, sequences that don't match their motion, and tools that don't talk to each other. This 3-session package gives you a solid architectural design before you spend a dollar on tools or an hour on build. What's included: Session 1 — ICP & Segmentation Workshop We define exactly who you're targeting, what signals matter, how to tier your accounts, and what data you actually need to reach them effectively. Session 2 — Tech Stack Design & Tool Selection Based on your motion, team size, and budget, we map the right tools for prospecting, enrichment, sequencing, and CRM. No bloat, no gaps. Session 3 — Sequence Architecture & Workflow Map We design the actual multi-channel sequence logic, handoff points, and automation triggers — so whoever builds this (you or a team) has a clear spec to work from. What you take away: • A written System Blueprint document you own and keep • Tool recommendations with rationale • Async Loom reviews between sessions on any materials you share Best for: Teams that are ready to build but need a solid design before execution. Also ideal as a standalone engagement if you want a second opinion on your current stack.
Written System Blueprint document (yours to keep)
3 x 60-minute live sessions + async Loom reviews between sessions
Coaching delivered via live sessions.
Each session has a specific agenda and output. I share a prep document before each call so we hit the ground running. Between sessions, you can share materials via Loom or async message for review. The Blueprint document is built collaboratively across all three sessions and delivered in final form after Session 3.
All 3 sessions must be scheduled within 30 days of purchase. Sessions are spaced at least 3 days apart to allow for prep and async review between calls. Blueprint document delivered within 48 hours of final session.
Services included:
Outbound Automation
Schedule a call with a Leland team member who can help you explore your options.
Schedule a call
3h of coaching