Implementation BlueprintExecution layer

Amplemarket Outbound Retainer Build (7-10 days)

A productized engagement that stands up Amplemarket for a client's outbound motion, from workspace configuration and CRM wiring to live multichannel sequences, so the agency can run and bill a monthly retainer on top of the $600/year Startup plan. Time: 7-10 days.

By InnovaAI ResearchPublished

Sales Automation

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Blueprint

Amplemarket Outbound Retainer Build (7-10 days)

A productized engagement that stands up Amplemarket for a client's outbound motion, from workspace configuration and CRM wiring to live multichannel sequences, so the agency can run and bill a monthly retainer on top of the $600/year Startup plan.

Prerequisites
  • Client CRM access (Salesforce or HubSpot) with admin rights to install the native Amplemarket integration
  • At least one warmed sending domain and mailbox per SDR seat, plus LinkedIn accounts for social steps
  • A signed outbound retainer or pilot SOW covering the 7-10 day build window
  • Client-side owner (founder, VP Sales, or sales ops) available for a 90-minute ICP and persona workshop
  • Confirmed seat count so the right Amplemarket tier is chosen: Startup covers 2 users, Growth 4, Elite 10
Execution Timeline
  • 1.Run the ICP and persona workshop and capture target titles, industries, headcount bands, and disqualifiers
  • 2.Audit the client's current outbound stack (data vendor, sequencing tool, CRM) to decide what Amplemarket replaces
  • 3.Select the Amplemarket tier against seat and contact needs: Startup at $600/year for 2 users and 27,000 contacts, Growth for 4 users and 140,000 contacts, Elite for 10 users and 400,000 contacts
  • 1.Provision the Amplemarket workspace and invite the client's SDR seats
  • 2.Connect sending mailboxes and LinkedIn profiles, then start mailbox warmup
  • 3.Install the native Salesforce or HubSpot integration and map lead owner, stage, and source fields
  • 1.Build lead search filters from the workshop ICP and save them as reusable lists
  • 2.Configure AI intent signal rules so high-intent accounts surface ahead of cold lists
  • 3.Turn on job-change alerts for the client's named target accounts
  • 1.Draft sequence copy for three personas using Duo Copilot research output as the personalization base
  • 2.Build sequence one in the multichannel sequence builder: email step, LinkedIn touch, follow-up email
  • 3.Set exit criteria so prospects drop out on reply or meeting booked
  • 1.Build sequences two and three with varied step mixes, including a phone step where the client has dialing capacity
  • 2.Run spam and deliverability tests on every mailbox before any live send
  • 3.Load a 50-contact test batch and inspect rendering, link tracking, and reply detection
  • 1.Configure lead routing workflows so replies and booked meetings land with the right owner in the CRM
  • 2.Set up the unified inbox views the client's team will work daily
  • 3.Define the weekly reporting view the agency will send to the client
  • 1.Launch sequence one to the first live cohort and monitor bounce and reply rates hourly
  • 2.Adjust send volume per mailbox if bounce rate crosses the client's threshold
  • 3.Log the first-day metrics into the client reporting view
  • 1.Launch sequences two and three to their respective persona cohorts
  • 2.Train the client's SDRs on Duo Copilot for prospect research and follow-up drafting
  • 3.Hand over the sequence management runbook covering pause, edit, and clone actions
  • 1.Review the first week of signal and reply data and prune underperforming filters
  • 2.Document the agency's monthly operating cadence: list refresh, sequence rotation, deliverability check
  • 3.Confirm the retainer scope and reporting schedule with the client
  • 1.Deliver the final playbook and hand off day-to-day sequence operation or retain it under the retainer
  • 2.Close out the build with a metrics baseline the agency will be measured against
  • 3.Schedule the 30-day optimization review
$600/year for the Amplemarket Startup plan (2 users, 27,000 contacts), plus $4,500 for the 40-hour build engagement; Growth and Elite are custom-quoted via contact sales7-10 days
ROI Logic

The client's Amplemarket subscription runs $600/year on Startup, which is a rounding error against a monthly outbound retainer. The agency's margin comes from the $4,500 build fee at roughly 40 hours of setup, then recurring retainer revenue for list refresh, sequence rotation, and deliverability monitoring. Because Amplemarket consolidates data, sequencing, and deliverability into one workspace, the agency avoids stacking a separate data vendor and sequencing tool, which keeps the client's total software line low and the retainer defensible.

Deliverables
  • Configured Amplemarket workspace with saved ICP lead lists, AI intent signal rules, and job-change alerts
  • Three live multichannel sequences built in the sequence builder with persona-specific copy
  • CRM integration map for Salesforce or HubSpot covering lead owner, stage, and routing fields
  • Deliverability baseline report from mailbox warmup and spam testing
  • SDR runbook covering Duo Copilot usage, sequence management, and the unified inbox workflow
Definition of Done

All three Amplemarket sequences are live to their target cohorts, the CRM integration is routing replies and booked meetings to the correct owners, and the client's SDRs can run the unified inbox and Duo Copilot without agency intervention.

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