Outbound Engine Proposal

AI Outbound Revenue Engine

A clear design for your AI outbound engine, built around your market, your offer, and how you want to reach it, then turned into a documented system with a step-by-step plan you can build from or hand to us.

Prepared for
Leigh Ann Frisina
Prepared by
Matt Adams, MapMatix
Contact
matt@mapmatix.com
Date
June 30, 2026
Valid for
30 days from the date above
Confidential · Prepared exclusively for Leigh Ann Frisina HubSpot Solutions Partner · mapmatix.com
Outbound Engine ProposalMapMatix
1

Overview

Following our conversation, this proposal sets out how we will design and build your AI outbound revenue engine, the cold-email-to-CRM system you want to test for bringing in new consulting clients, and produce a documented plan you can run yourself or have us build with you.

You are a revenue operations leader with 20 years of experience helping growth-stage B2B software companies scale, retain clients, and build operational rigor, primarily across SaaS, healthcare tech, med tech, life sciences, and AI companies. Having recently gone all in on your own consulting practice, your clients have come entirely through your professional network so far, which has worked well but is hard to turn on when you want it.

The objective is a working AI outbound engine you fully understand: cold email that lands, AI handling the drafting and replies, and every contact and conversation captured cleanly in a CRM, set up so you can run it yourself and, once proven, bring the same approach to your own clients.

2

What you want

Test whether an AI outbound engine actually brings in new business, before betting on it.
A working cold email system, with domains, sending, warm-up, and sequences set up and running.
AI doing the heavy lifting: drafting the outreach, drafting replies, and flagging out-of-office and re-engagement.
Every contact and conversation captured cleanly in a CRM, with the right data on the back end.
Understand how the engine is built, so you can run and adjust it yourself.
A repeatable outbound approach you can later bring to your own consulting clients.
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Outbound Engine ProposalMapMatix
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How we work

Our approach is deliberately straightforward. We map what you want, we build it, then we support you running it. Because we are starting your outbound from a clean sheet, the early work is about designing it well, so what we build is right the first time and you understand every part of it.

Map

We map your market, your offer, and the outreach you want, end to end, and turn it into a clear design and diagrams you can build from.

Build

We build the engine on top of that map, at a pace that suits you, starting with the pieces that get you sending soonest.

Run

We support you running it day to day, with every hour on a report and the system documented and owned by you.

Who you work with. Matt and Luana lead the engagement and the calls, and do the work directly. Where a deeper custom build is needed, Flavio, our senior technical lead, joins as the architect. You work with the same small team throughout, not a chain of handoffs.

MapMatix has delivered 250+ projects and 3,500+ automations, is rated 5.0 from 120+ clients, and is a HubSpot Solutions Partner.

4

What we'll build

A clear, documented design for your outbound engine, turned into something you can hold, hand to a developer, or build from. It includes:

A close look at how you win clients today, the tools you already use, and the outbound approach you want to take, so we build on what works for you rather than starting from a blank page.
Working calls with you to pin down your target market, your offer, and your outreach, so the engine reflects how you actually want to sell.
Cold email infrastructure set up properly: domains, inboxes, warm-up, and deliverability, so your outreach lands instead of going to spam.
The AI layer that does the heavy lifting: drafting the outreach and the replies, and flagging out-of-office and re-engagement.
Clean capture of every contact and conversation in your CRM, plus a documented setup and a prioritized roadmap so you can run and grow it yourself.
What you walk away with

The outbound engine we build together and the documentation behind it: the system map, your setup and SOPs, the sequences and AI prompts, and a prioritized roadmap for what comes next. Yours to keep, regardless of what happens next, whether you keep building with us, in-house, or on your own.

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Outbound Engine ProposalMapMatix
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What we'll need from you

Time with you on a few working calls to shape the engine.
Access to the accounts we will build in, such as your email, domains, and CRM, so we can set everything up.
Examples of how you win clients today and any messaging or materials you already use, so the outreach sounds like you.
You, or someone you delegate, available to answer questions and approve as we go.

Everything shared with us, including data, processes, and customer information, is treated as confidential.

6

Investment

We begin as a straightforward hourly engagement, billed through Upwork at $125 per hour. We start with a small, bounded first piece of work, so you get to see exactly how we operate before committing to anything larger. Every hour is logged through Upwork's tracker and visible to you, and if a phase is going to run long, you hear it first.

$125/hr
Hourly contract · billed through Upwork
✓ Start small, see the work, then decide on anything larger

This covers the first build steps and any small quick wins worth completing along the way, and you walk away with a working start and the documentation behind it. It is the one step you approve to get started.

For ongoing work. Once we are past the first build and into the larger rollout, longer engagements typically move onto a prepaid retainer at lower locked rates. We confirm the right plan once we see the scope together. The options below are for reference, not the way we start.

PlanMonthlyHoursRateBest for
ProjectFrom $5,000No lock-in$125/hrA defined build with no monthly commitment
Starter$2,30020 hrs/mo$115/hrA tidy, working system with steady hands on it
Growth
Most popular
$4,20040 hrs/mo$105/hrActive month-over-month progress on the full build
Scale$7,60080 hrs/mo$95/hrAn embedded team driving larger initiatives

Monthly plans run on a 3-month minimum, then month to month, and an annual term locks the lowest rate. Unused hours roll over. This proposal is valid for 30 days from the date on the cover.

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Outbound Engine ProposalMapMatix
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Next steps

1

Accept

Accept the hourly contract here on Upwork. We confirm the scope and the hour estimate with you first.

2

Kick off

We schedule the first working call through Upwork messaging and set up access to the accounts we will build in.

3

Deliver

We build the first piece, show you what is working, and walk you through the roadmap together.

Getting started

Ready to start, or have questions first? The easiest next step is a short call, where we can walk you through everything and map out where to begin. We are happy to talk through any part of this.

Book a 30-minute call at calendly.com/mapmatix, or email Matt Adams at matt@mapmatix.com.

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