Running Mach as a service, Sales Automation

Mach Agency Implementation, Building Retainer-Based B2B Outbound

Learn how to deliver Mach-powered outbound campaigns as a recurring service, from extracting your client's ICP via Company Brain to converting sales playbooks into executable steps and managing multi-channel replies. This course covers campaign setup, client onboarding workflows, pricing retainer tiers, and optimization tactics to retain clients through measurable pipeline growth.

Open the decision record for Mach

What does running Mach for clients commit you to?

Published figures for this service. Blank fields are not published.

Monthly tool cost
Vendor cost is per-user; the published data does not disclose a dollar amount, so the agency must obtain the current Mach plan price from the vendor. No setup fee is published.
Time to first value
Not published
Payback
Not modeled
Guided implementation
24 hours

Is Mach worth running as a client service?

Evidence supports Mach as a research-first outbound teammate for B2B software teams and software services agencies, with source-cited leads and human review built into playbooks. Pricing, time-to-value, and client price evidence are absent, so the agency must supply vendor cost, labor, and volume before any ROI can be modeled.

An agency-fit judgement for reselling this service. It is separate from the tool description on the decision record.

Before you start

What has to be in place before the first client engagement.

Tools and subscriptions

  • Website URL for each client (required to build the Mach Brain)
  • Connected email, LinkedIn, or WhatsApp accounts for sending, or accepted manual-task mode if not connected
  • CRM connection if clients want limited sync-back (Zoho CRM supported)
  • Microsoft 365 and Google Calendar or Calendly access for meeting briefs and scheduling
  • Client-approved playbook instructions in plain language

People and inputs

  • Staff time to author and iterate plain-language playbook instructions for each client
  • Review capacity for sourced lead research and drafted first messages/follow-ups before send
  • A structured per-client onboarding sequence given published high setup complexity
  • Process for consolidating replies from email, LinkedIn, and WhatsApp into the single Mach inbox

Lessons in this course

7 lessons on running Mach for clients.

  1. 01Why Mach's Cited-Research Playbooks Change Agency Outbound EconomicsStrategy
  2. 02Mach Seat Economics LadderConcept
  3. 03Mach Rule: Adopt Mach Only When a Named Client Will Pay for Cited Research and Human-Reviewed PlaybooksEvaluation Rule
  4. 04Mach: Buy vs Skip (Agency Outbound for Software and AI Clients)Decision Framework
  5. 05The Mach Brain Starvation Trap: Why Agencies Fail With Mach When Client Websites Say Too LittleFailure Pattern
  6. 06Mach Client Outbound Launch (7-9 days)Implementation Blueprint
  7. 07Mach Client Workspace Setup (Onboarding)Operating Procedure

Included with the course

7 working documents for delivering this service.

  • Mach Client Onboarding Checklistchecklist
  • Company Brain Verification Worksheetworksheet
  • Sales Playbook-to-Steps SOPsop
  • Outbound Campaign Retainer Pricing Templatetemplate
  • Multi-Channel Reply Triage Guideguide
  • Research Citation Quality Audit Checklistchecklist
  • Monthly Campaign Performance Report Templatetemplate

Listed by name. These documents are not yet published as individual downloads.