Yellow O — Outbound Audit & Recommendations

Find out exactly where your outbound is breaking down, what to fix first, and how to make the case for what comes next. No guesswork. No generic advice. Just a clear, prioritised plan built around your team and your market.

This is for you if

Your SDRs are busy but pipeline isn't growing

You've invested in tools but aren't sure they're being used properly

You're a new sales leader who needs to diagnose what you've inherited

You need an internal business case before committing to a bigger engagement

This isn't for you if

You're pre-revenue or haven't found product-market fit yet

You want someone to run outbound for you (we don't do execution)

You're looking for a single tactic or quick hack

You don't have SDRs in seat or plans to hire them soon

🎯

Targeting & ICP

Are you going after the right accounts and personas, or spreading effort too thin?

📋

Data & List Building

Is your data clean, enriched, and feeding the right prospects into sequences?

✉️

Messaging & Sequences

Does your outreach earn replies, or does it sound like everyone else?

⚙️

Tech Stack

Are your tools actually configured and connected, or sitting half-used?

🤖

AI Readiness

Is AI helping your reps work smarter, or just adding noise?

📊

SDR Performance

Is performance consistent across the team, or dependent on one or two star reps?

Onboarding Call

Week 1

We get aligned on your current setup, goals, and what's been tried before. You share access to your sequences, tools, and any data you have. This is where we scope what matters most.

Recommendations Presentation

Week 2–3

You receive a written report with prioritised recommendations and a video walkthrough. Then we go through everything together on a call so you can ask questions and pressure-test the findings.

30-Day Follow-Up

Week 6–7

We reconnect to see what you've implemented, what's working, and where you're stuck. This is also where we discuss whether a deeper engagement makes sense, or whether you're set to run with it.

📄

Written Report

A detailed diagnostic covering all six audit areas with specific, prioritised recommendations. Not a slide deck. A working document you can act on.

🎥

Video Walkthrough

A recorded walkthrough of every finding and recommendation. Watch it on your own time, share it with your team, refer back to it later.

📞

Three Live Calls

Onboarding to align. Presentation to discuss findings. A 30-day follow-up to check progress and answer what came up during implementation.

Before the audit

You know something's off, but you can't pinpoint exactly where

Activity metrics look fine but meetings and pipeline aren't following

You're not sure if it's the targeting, the messaging, the tools, or the reps

You can't make the internal case for investment without data

After the audit

You know exactly which parts of outbound are underperforming and why

You have a prioritised list of what to fix first, second, and third

Your team has a clear reference document, not just verbal feedback

You can confidently present a plan to leadership, your board, or your team

$300K

pipeline in 4 weeks

295%

increase in net new MRR

600%

increase in reply rates

"He did a thorough audit of our sales structure, pipeline, and processes followed by personable coaching for our team. We were able to use his findings to improve our results and close more deals."

Amara Ricord, COO

→

Most clients move into a Playbook Design engagement. The audit tells you what's broken. The playbook builds the system that fixes it. But there's no pressure to commit upfront. The audit stands on its own as a complete deliverable.

Some clients take the recommendations and run with them internally. Others use the audit as the business case to unlock budget for a deeper engagement. Either way, you leave with something you can act on.

Ready to find out what's actually going on?

The first step is a conversation. We'll talk through what you're seeing, what you've tried, and whether the audit is the right starting point.

Book a call