CRM & Sales
You know what needs to happen inside Outreach. The sequences need to be built, the prospects need to be organized, and the reporting needs to actually reflect what your team is doing. What you don't have is the time or bandwidth to do it consistently. Nacho places fractional specialists inside your Outreach account to handle the build, maintenance, and optimization work on an ongoing basis. This is not a one-time setup call. This is someone who knows Outreach working in your account every week.
What we do
Concrete work our fractional specialists take on inside your Outreach account. No vague promises.
Our specialists build email and call sequences from scratch inside your Outreach account, including step timing, task assignments, and personalization variables. We configure sequence settings such as throttle limits, reply detection, and out-of-office handling so your outreach behaves the way you intend. Deliverable: a tested, active sequence ready for your reps to use.
We audit your existing prospect lists for duplicates, missing fields, and stale records, then clean and re-segment based on your defined criteria such as persona, territory, or stage. Custom fields and tags get standardized so filtering and reporting are actually reliable. Deliverable: a clean, consistently structured prospect database your team can trust.
We configure Outreach governance rules, including sequence throttling, prospect ownership rules, and auto-resume triggers, to match your sales process and compliance requirements. When rules break or conflict after a team change or product update, we identify and fix them. Deliverable: a governance layer that keeps your outreach compliant and predictable.
We create custom reports inside Outreach covering sequence performance metrics such as open rate, reply rate, and meeting booked rate at the step level, not just the sequence level. We pull and format these into a recurring summary your leadership can review without logging into the platform. Deliverable: a reporting cadence that surfaces what is working and what needs to be cut.
We configure the Outreach to Salesforce or HubSpot sync, including field mapping, activity logging preferences, and sequence enrollment triggers based on CRM record changes. Where native sync has gaps, we build supporting workflows using tools like Zapier to close them. Deliverable: a connected system where activity in Outreach reflects accurately in your CRM without manual entry.
If you have inherited an Outreach account or are onboarding after a team transition, we conduct a full audit covering active sequences, user permissions, integration health, and template library. We produce a written inventory with recommendations for what to keep, archive, or rebuild. Deliverable: a documented baseline your team can use to make informed decisions about the account going forward.
The handoff
During onboarding, your dedicated Client Success Manager works with you to audit your current Outreach setup, including active sequences, integration health, user permissions, and any known gaps your team has been working around. From that audit, we build a prioritized roadmap that defines what gets built or fixed first and who on our team owns it. Your fractional specialist then works directly inside your Outreach account on an ongoing basis, documenting every workflow, sequence, or configuration change so nothing lives only in one person's head. You review and approve before anything goes live. If your needs shift, the roadmap adjusts without a new contract.
Use cases
A few of the most common workflows our team has deployed with Outreach.
When a new lead record meets defined criteria in Salesforce (such as industry, title, or lead source), a trigger syncs the prospect into Outreach and enrolls them in the appropriate sequence without rep intervention. This eliminates the gap between a lead being created and outreach actually starting.
When a prospect replies to a sequence step, Outreach pauses the sequence and creates a follow-up task assigned to the owning rep. A Zapier or native integration posts a Slack notification to the rep with the prospect name, company, and a direct link to the conversation inside Outreach.
Each week, a specialist pulls step-level reply and meeting booked data from Outreach reports, compares it against your defined benchmarks, and flags any step falling below threshold. A short written summary with recommended copy changes is delivered to the sequence owner for approval before edits are made.
When a new sales rep joins, we provision their Outreach user account, assign the correct governance settings and sequence permissions, and walk them through the active sequence library with written documentation on when to use each one. This replaces ad hoc onboarding that results in reps using the wrong sequences or skipping enrollment entirely.
A Salesforce or HubSpot workflow identifies closed-lost opportunities that have passed a defined time threshold, then syncs the contact into Outreach and enrolls them in a reengagement sequence. The sequence is separate from new business sequences and uses messaging that acknowledges the prior conversation.
Talent Budget
Drag the sliders to build a monthly plan that fits your workload.
Starting at $1,000/month. One-time $300 onboarding fee includes your Strategic Delegation Plan.
Book a discovery callGood questions
Ready when you are
Book a discovery call and we will review your current Outreach setup, identify what is broken or missing, and give you a prioritized list of what to fix first. You leave the call with a clear picture of what fractional Outreach support would actually look like for your team.