Fixed scope / 5 business days
The Outbound Audit. Find what's leaking your pipeline.
Outbound rarely fails for one big reason, it fails from a dozen small leaks: bad data, broken deliverability, messy CRM, sequences firing at the wrong people. In 5 days I tear down your entire outbound system and hand you a prioritized plan to fix it. A clear, low-risk way to see how I work before any bigger engagement.
01
What the audit covers
- ICP & targeting review
- Lead source & data-quality audit
- Email deliverability check (SPF, DKIM, DMARC, domain health)
- Sequence & messaging review
- CRM & routing audit
- Reporting & visibility gaps
- Tool-stack review
- Prioritized action plan
02
How it works
- 01
Kickoff & access
A 30-minute call to understand your motion and goals, plus read-only access to your tools and CRM.
- 02
Deep audit
I work through every layer: data, deliverability, sequencing, CRM, reporting. I document what is working and what is leaking.
- 03
Prioritized plan
You get a clear written report: the top issues, ranked by impact, with the specific fix and effort for each.
- 04
Walkthrough call
We go through the findings together so you know exactly what to do next, whether you fix it in-house or with me.
03
What you walk away with
A written audit report, a ranked action plan you can hand to your team, and a clear answer to the question 'why isn't outbound producing pipeline, and what do we fix first?' Yours to keep, whether or not we work together after.
A good fit if
- You're already running outbound and pipeline has stalled
- You want to know where results are being dropped, not just more activity
- You suspect data quality or deliverability is the problem but can't prove it
- You want a senior second opinion before hiring an SDR or buying another tool
Not a fit if
- You haven't started outbound yet, so there is nothing to audit
- You want more volume without diagnosing why the current volume isn't converting
- You can't give read-only access to your sequencer, CRM and data tools
- You need a few hours of freelance execution rather than a diagnosis
04
Questions people ask
How do we start?
Book a short call. If it's a fit, I send a simple agreement, we schedule the kickoff, and the 5-day clock starts once I have access.
Do you need access to our systems?
Read-only access to your sequencer, CRM and data tools is ideal. I never change anything during the audit. It is diagnosis only.
What if I just want the audit and nothing more?
That's completely fine. The report is yours to act on internally. There's no obligation to continue.
What if I want you to fix the issues too?
Then we scope a build engagement from the audit findings. The audit is the on-ramp, not a sales pitch, and there is no obligation to continue.
Want a straight answer on your outbound?
Book 30 minutes. We look at what you're running, I tell you what I'd check first, and you decide whether the audit is worth it.