Outbound Optimization Retainer — Monthly Advisory
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's included
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.
- 2 x 45-minute advisory calls per month + async support with 24hr response
- Monthly outbound system audit (enrichment quality, sequence performance, data accuracy)
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.
