Confidential · September 2026

Klean Kanteen+ CMG

Build the Wholesale outreach machine. Apollo sequences, CRM flows, and automation built in 60 days and handed off clean.

See what's included Pricing and payment

Engagement Overview

CRM + Sales Outreach Automation

This is a fixed-scope build. CMG sets up Apollo end to end: account configuration, ICP-targeted prospect lists, multi-touch outreach sequences, CRM integration, and trigger-based automation workflows. Two options: a 60-day foundation build, or a 90-day scaled build with three personas, three warmed domains, and full CRM setup. Either way, everything is documented and handed off with a live walkthrough. No ongoing dependency on CMG after delivery.

Deliverables

What Gets Built

Apollo Account Setup

Phase 1

Full Apollo configuration: sender accounts, domain warm-up, deliverability settings, workspace structure, and team access. Built for scale from day one.

ICP Definition and List Building

Phase 1

Ideal Customer Profile defined with Klean Kanteen's team. Targeted prospect lists built in Apollo using firmographic filters, technographic signals, and contact-level criteria. Lists validated and segmented by priority tier.

Outreach Sequences

Phase 1–2

Multi-touch email sequences built and QA'd: prospecting, follow-up, and re-engagement. Copy written, subject lines tested, send timing optimized. Sequences built to run without daily management.

CRM Integration and Flows

Phase 2

Apollo connected to the CRM. Pipeline stages mapped, deal workflows configured, and contact sync validated. Leads flow from sequence reply to CRM opportunity without manual entry.

Automation Workflows

Phase 2

Trigger-based automation: task assignments, follow-up logic, stage transitions, and handoff rules. The system runs the process so the sales team focuses on conversations, not admin.

Reporting and Handoff

Handoff

Performance dashboards, sequence analytics, and a written playbook for the Klean Kanteen team. Live handoff session walking through every flow, trigger, and setting. No dependency on CMG after delivery.

Timeline

Program Timeline

Weeks 1–2

Kick-Off and Apollo Setup

Account configuration, domain warm-up, sender setup, and ICP definition session with the Klean Kanteen team. Access confirmed and build order locked.

Weeks 2–4

List Building and Sequence Build

Prospect lists built and segmented in Apollo. Outreach sequences written, QA'd, and scheduled. CRM integration mapped and connected.

Weeks 4–8

Sequences Live and Automation

Sequences activated. Automation workflows built and tested. CRM flows running. Performance monitored and optimized through Month 2.

Day 60

Handoff and Documentation

Reporting dashboards finalized. Written playbook delivered. Internal team training and live handoff session: every flow, trigger, and setting walked through with the team. Option 1 closes here.

Days 60–90Option 2 only

Scale Phase

Personas 2 and 3 sequenced and live. Domains 2 and 3 warmed and sending. Full CRM setup completed: pipelines, properties, views, and reporting. Extended optimization on all sequences. Handoff at Day 90.

Investment

Pricing and Payment

Option 1

Outreach Foundation + Internal Team Training

$3,000

total

60-day program · 2 payments of $1,500

Apollo account setup and deliverability configuration

2 ICP personas with tiered prospect list building

1 sending domain warmed up and configured

Prospecting, follow-up, and re-engagement sequences

CRM integration and pipeline workflow mapping

Trigger-based automation and task assignment logic

Performance reporting dashboards

Internal team training on Apollo and CRM workflows

Written playbook and live handoff at Day 60

Select Option 1

Option 2

Outreach at Scale

$6,000

total

90-day program · 2 payments of $3,000

Everything in Option 1

Full CRM setup: pipelines, properties, views, and reporting

3 ICP personas, each with dedicated sequences

3 sending domains warmed up for scaled outreach volume

Extended optimization window through Day 90

Written playbook and live handoff at Day 90

Select Option 2

Fixed scope, no retainer. Payment 1 at checkout, payment 2 auto-billed at Day 30. Secure checkout via Stripe · MSA follows within 24 hours

Fixed scope. Fully documented. No ongoing dependency.

At handoff, Klean Kanteen owns the full system: sequences, CRM flows, automation, and playbooks. Built to run without CMG after delivery.

Ready to build the system.

Apollo sequences, CRM flows, and outreach automation. Two options, from $3,000. Handed off clean.

Choose an option Questions? Get in touch

Prepared by Van Tucker · [email protected]