AI Outbound Audit — Diagnose Your Outbound in 90 Minutes
Most founders and sales teams know their outbound isn't working — they just don't know exactly why. This 90-minute session gives you a clear, prioritized diagnosis before you spend time or money rebuilding anything. What we cover: • Your current outbound process, tools, and workflows (what's actually happening vs. what should be) • ICP definition quality — are you targeting the right people with the right signals? • Tech stack review — what's redundant, what's missing, what's slowing you down • AI and automation gaps — where manual work is eating your team's time What you get: • Recorded session (video) you keep • Written follow-up with 3–5 prioritized recommendations • System architecture sketch outlining what your ideal outbound stack should look like Best for: Founders and sales leaders who want a clear picture of where their outbound is broken before investing in a full build. This session naturally leads into the Outbound Stack Blueprint (3-session design package) or the AI Outbound Engine Build (full custom system) if you decide you want to move forward.
What's included
I run the session as a structured diagnostic, not a freeform conversation. I'll come prepared with questions based on your intake, and we'll move through your process, ICP, and stack systematically. You'll leave with a clear picture of what's working, what's broken, and what to prioritize — in plain language, not theory.
- Recorded 90-minute session (video) you keep
- Written follow-up with 3–5 prioritized recommendations and system architecture sketch
Meet your expert
Jonathan M.
AI Automation Solutions Engineer | RevOps & No-Code Systems Builder
I help professionals and businesses turn AI, automation, and better information systems into measurable operational and revenue outcomes. I’m a Toronto-based solutions engineer, enterprise customer success professional, and founder of Plinko Solutions. My work sits at the intersection of AI agents, CRM and workflow automation, sales infrastructure, and enterprise content management—helping teams move from scattered tools and manual handoffs to dependable systems people can actually use. Since 2022, I’ve built and implemented no-code and low-code solutions across prospecting, lead routing, CRM workflows, API integrations, content operations, and AI-assisted processes. Through Plinko Solutions, I’ve delivered client automation projects that improved pipeline velocity, reduced administrative work, and generated meaningful recovered and incremental revenue. Today, I also support regulated-industry organizations with information governance, document workflows, metadata, and intelligent information management. My background spans B2B sales, technical recruiting, customer success, marketing, client management, and education. As a dual U.S.–Canadian citizen raised in a West Indian household, I care deeply about making powerful technology understandable and accessible—not just available to people with technical backgrounds.
