The Low-Hanging Fruit Report
A read of your Salesforce sync configuration that names the fixes worth doing first. Drop the file, read the list in about sixty seconds.
For the admin who wants a concrete starting point today.
Get the Free ReportFor the person who owns Outreach.io at your company
Outreach keeps shipping AI features. None of them fix the plumbing. How your instance was set up, how it is governed, how your team actually operates it day to day. That is what decides whether the platform pays for itself, and it is the only thing I work on.
Why this matters
The seats, the admin time, the Salesforce sync somebody built once and nobody has looked at since. That spend happens every month whether your reps get anything out of the platform or not.
Reps working out of a sequence list nobody has pruned in two years. Past-due tasks stacking up until people stop opening the tab. Half the team quietly back in their inbox doing it by hand. The license bill does not change.
Every car needs maintenance. This one needs a specific kind. Put regular gas in it and it still runs, it just runs nowhere near what you are paying for.
Fine-tuning Outreach so it pays for itself is the entire job here. That is what everything below is for.
Sound familiar?
Five pages of sequences and nobody knows which ones work. Reps deleting templates and winging it. A Salesforce sync that's "mostly fine," except leadership wants an ROI report and the data isn't there. And the one person who understood the setup? They left.
Here's the thing. I've seen this exact mess over a thousand times. Yours isn't special, and that's good news. It means the playbook already exists. And now the playbook runs itself.
How it works
You pull a standard set of exports out of your own Outreach admin and upload them. About fifteen minutes, and it doesn't have to be one sitting: the page saves your place. No API key, no login, no access to your instance.
Every sequence, template, user, role, and sync setting, read straight out of those files. The same pull I used to do by hand, a thousand times.
Graded against the playbooks from 1,000+ implementations. Sequence decay, Salesforce sync health, governance, capacity math.
A prioritized 90-day roadmap and a written executive readout. What to keep, kill, and fix. In what order. Delivered within 5 business days.
Later, if you want it: a monthly re-audit and a what-changed report, so the mess never builds back. Not open yet. Join the waitlist below and your founding rate locks in.
You send exports from your own admin. I never log into your instance, never write to it, and your data trains nothing.
Your audit surfaces at least 3 specific, fixable issues or you don't pay for it, and you keep the audit either way. Hasn't happened in a thousand instances. The promise stands anyway.
Every check the machine runs is a rule I learned the hard way. I spot-review its work in batches. My name is on every report.
Buy, send the exports, get results. Email a human when you want one. Nobody will ever chase you into a meeting.
Pricing
General Outreach help. No card, no data, no account.
A read of your Salesforce sync configuration that names the fixes worth doing first. Drop the file, read the list in about sixty seconds.
For the admin who wants a concrete starting point today.
Get the Free ReportEvery two weeks. What changed in Outreach that actually matters, plus one fix I run often, written out in full. Outreach communicates its own releases poorly. This is the version that says what changed.
For the admin who would rather hear about a change before a rep does.
A chatbot for the general questions. How does this work, why is it doing that, what do I check first. General Outreach answers, not answers about your instance.
For anyone stuck on a question they cannot find in the docs. Email me for a seat and I'll add you by hand.
Email Me for a Beta SeatThe free tier answers the general question. Your own data answers yours.
Tier two
You connect your own data. You send a standard set of exports from your own Outreach admin, and the audit runs against what is actually in your instance. Sequence decay, Salesforce sync health, governance, capacity. You get a written readout and a 90-day roadmap inside 5 business days, and you can write back and ask about any finding.
For the admin who already suspects something is off and wants the specific list, in order.
Worth the time and the data because a general tip cannot tell you which of your sequences to kill, or which sync field is failing right now. Fifteen minutes of exports is what turns general advice into answers about your setup.
Start a Deep AuditTier three
The full product, and it does not exist yet. The plan is that your instance stays connected and stays watched. It re-audits on a schedule, tells you what changed and what broke, and answers questions against your own configuration instead of the general case.
For the admin who owns Outreach as a system and does not want to re-audit it by hand every quarter.
I am building it out of the audits. Every Deep Audit I run, and every admin I run one for, decides what goes into this and what gets cut. So the Deep Audit above is both the thing to do today and the way to shape what this becomes. I am not going to guess at a launch date.
Get Told When It Opens →About
I was the second employee at Outreach.io. 2015. I watched the platform grow from a scrappy startup tool into the thing your whole revenue team lives in. And I spent a decade implementing it. Over a thousand deployments. Ten thousand reps trained. Every industry, every size, every flavor of mess.
When I went out on my own, clients paid $5-8K a month for managed services. The independent consultants I know doing this work today run $5,000 to $15,000 a month. And the people who couldn't afford any of it kept saying the same thing: “I just want Jacob in a box.”
I can't clone myself. So I built the machine instead. My audit frameworks, my playbooks, my troubleshooting library, wired into an AI pipeline trained on a decade of my own work. It does the extraction, the analysis, the watching. I review its homework in batches, and my judgment is baked into every check it runs. That is what the three tiers above are made of.
Jacob Turner
Outreach Certified Administrator
I work with revenue teams running
Fair questions
The pipeline is AI. The judgment is mine. Every check it runs is a rule I learned the hard way across a thousand cleanups, and I spot-review its output in batches. You're not paying for a chatbot. You're paying for what I know, running without my calendar in the way.
Because the work doesn't need one. The machine audits, watches, and reports; you read the results and work the roadmap. Agencies bundle mandatory meetings and charge $2,500 to $27,000 a month. Different product. If you genuinely need hands-on humans for a rebuild, I'll point you to a partner firm I trust.
None. There's no API key to hand over and no login to create. You run a short list of standard exports in your own admin and upload them, so you see exactly what's leaving before it leaves. The files are kept only as long as it takes to produce your audit, never used to train anything, and deleted on request. The specifics your security team will want are written out at the security page.
Then you don't pay for it, and you keep the audit either way. The standard is 3 specific, fixable issues. In a thousand instances I've never once come up short of three. If it happens, email me and I'll make it right, simple as that.
Start with the free Low-Hanging Fruit Report. One export, sixty seconds, no card, no catch. It's genuinely useful on its own, and plenty of people run the fixes themselves and never buy anything.
The Deep Audit is Outreach-only for now. That focus is the product.