Mach
Mach is a sales automation platform that combines company research with playbook execution for B2B outbound campaigns. It reads your client's website to build an ICP profile (Brain), researches target accounts with cited sources, generates personalized first messages and follow-ups, and converts plain-language sales instructions into reviewable playbook steps. Replies across email, LinkedIn, and WhatsApp consolidate into one inbox organized by company, with meeting briefs and deal context automatically linked. Mach integrates with Microsoft 365, Teams, Zoho CRM, Google Calendar, Calendly, and LinkedIn, making it suitable for agencies delivering outbound retainers to B2B software companies, AI service firms, and software-for-others builders.
Mach is a sales automation platform, priced at $1000 a month on the Starter plan, integrating with Microsoft 365, Microsoft Teams, LinkedIn and WhatsApp. InnovaAI rates it 5.2 of 10 for agency resale.
Agency Audit
Mach combines company research with playbook automation for B2B outbound, reading your website to build an ICP profile, then generating personalized first messages and follow-ups backed by cited sources across email, LinkedIn, and WhatsApp. It consolidates replies into one inbox organized by company and links meeting context to deals. Best fit for software agencies and AI service firms selling to other software builders. Resale potential exists for agencies managing multiple client outbound campaigns, though white-label capability is unverified and setup requires per-client configuration of company knowledge.
5.2/10
55%
1w about a week
- Your clients are B2B software companies or AI service firms that need structured outbound campaigns with research backing, and you want to deliver playbook-driven sequences without building custom workflows.
- You manage 5+ concurrent client outbound programs and need a single workspace to consolidate replies across email, LinkedIn, and WhatsApp by company rather than managing separate inboxes per channel.
- Your clients lack in-house sales operations and need meeting briefs with attendee context and open questions prepared automatically before calls.
- Your clients require white-label client portals or branded dashboards; Mach's client-facing surfaces display Mach branding and no white-label program is documented.
- You need to manage outbound for more than 10 concurrent client accounts on a single team seat, as the Team plan charges per seat and scales linearly with headcount.
- Your clients operate in regulated verticals (healthcare, finance) requiring HIPAA or SOC2 Type II compliance; Mach's compliance posture is not published.
Profit Path
$1000/mo
$1.2K–$3K/mo
Monthly Recurring
Planning benchmark at United States price levels. Not a measured market survey.
Platform Features
Core capabilities of Mach
Company Brain from website content
Mach reads your client's website to extract ICP definition, product positioning, and past customer examples, then uses this profile to guide research and personalization. Agencies can verify and edit the Brain before campaigns launch, ensuring message accuracy without manual research briefs.
Research with cited sources
Mach identifies target companies, buying signals, and personnel changes, then cites the source (news, job postings, company updates) for each finding. Agencies can share these citations with clients as proof of research quality and use them to justify outreach timing.
Playbook-to-steps conversion
Agencies describe outbound strategy in plain language, and Mach converts it into reviewable, checkable playbook steps. Each step can be approved or edited before execution, giving agencies control over client campaigns without building custom workflows.
Unified reply inbox by company
Email, LinkedIn, and WhatsApp replies land in one workspace organized by target company, not by channel. Agencies see all conversation threads for a prospect in one place, reducing context switching and improving reply velocity.
Meeting brief generation
Mach prepares call briefs with attendee names, open questions, and next steps linked to the company record and deal. Agencies can deliver pre-call context to clients without manual note-taking, improving meeting quality and follow-up consistency.
Multi-seat team collaboration
The Team plan supports 2 to 10 seats, each with 50 companies researched per month, and includes Microsoft 365 integration and meeting notes linked to companies and deals. Agencies can assign team members to different client accounts and consolidate research across the team.
What Makes Mach Different
Unique advantages vs similar tools in this niche
Every research answer carries a checkable source and date
vs AI SDR tools that generate fit scores without provenanceMach keeps the original words and date beside each lead and lets you check the source before trusting the answer.
Playbooks drawn from plain sentences with a dry run before sending
vs Sequence builders that require templating each step manuallyBefore Run, the dry run shows each person's first message, skip reason, or question for you.
Review rules and opt-outs enforced by design
vs Autonomous senders that message without approval gatesYou choose the playbook and its review rules before starting, and opt-outs are kept for good.
Investment ROI Calculator
Value equation analysis for Mach, based on the Hormozi framework
What is the Hormozi framework? A four-factor score: (what the service delivers × how reliably it delivers) divided by (how long it takes × how much effort it requires). A higher Value Multiplier means a better return on the time and money invested: faster, easier, and more proven results.
1.9× value multiple: invest $1K/mo and agencies typically charge $1.2K–$3K/mo for the work it powers.
Why This Succeeds
Higher is betterClient Results Potential
What your clients actually get
Meaningful improvements: delivers clear, demonstrable value to clients
Mach finds and researches buyers, then helps your team run a playbook.
Reliability Score
How consistently this delivers results
Early-stage track record: validate with a small pilot first
Four dated accounts of the work. The teams stay unnamed; the limits stay in view.
Implementation Challenges
Lower is betterTime to First Revenue
How long until you can start earning
Longer ramp-up: cut to 1 day with Academy SOPs
Expect a few days from signup to first client delivery
Setup Effort
What it takes to get running
Near-turnkey: minimal setup before you can sell
High effort: requires technical configuration and team training
Viable opportunity. Mach returns 1.9× on investment. Focus on the highest-margin service packages to maximize return.
Pricing
Mach platform cost to your agency
Starts at $1K/mo (Starter), scales to $1K/mo (Team)
Starter
- 50 companies researched a month
- Your company knowledge, sources and history
- Email, LinkedIn and WhatsApp
- 1 sending domain, with a 28-day warm-up
Team
- 2 to 10 seats
- 50 companies researched a month for each seat
- Microsoft 365 for your team
- Meeting notes linked to companies and deals
No verified white-label program for Mach: client-facing delivery runs under the platform's native branding.
Market Intelligence
How agencies monetize Mach: real offer economics and market positioning
- B2B software companies
- Software services agencies
- AI service companies
- B2C or e-commerce sellers
- Agencies without outbound sales motion
Hybrid (Project + Retainer)
ai-poweredmixed offersAgency mixes project fees for setup/implementation with ongoing retainers for optimization.
Offer Economics: What You Charge vs. What It Costs
Margin includes platform cost + agency labor at $75/hr.
Growth-stage SMB with a small sales team wanting to launch AI-assisted outreach for the first time
Growth SMB with an active pipeline needing ongoing AI outreach management and monthly playbook optimization
Mid-market B2B company with multiple reps needing a managed multi-seat AI sales operation across channels
Enterprise sales organization with complex buying committees needing fully managed AI outreach across a large rep team with executive reporting
Scale Economics: Based on Starter Offer
Using Mach Starter Sales Setup at $4.5K/client. Platform: $1K/mo. Labor: 8h/client × $75/hr.
Net = MRR - platform cost - labor (8h/client × $75/hr).
Investment Decision Framework
Strategic vetting analysis for Mach
Consider
Favorable fit, worth a closer look
Buy If
4Your clients are B2B software companies or AI service firms that need structured outbound campaigns with research backing, and you want to deliver playbook-driven sequences without building custom workflows.
You manage 5+ concurrent client outbound programs and need a single workspace to consolidate replies across email, LinkedIn, and WhatsApp by company rather than managing separate inboxes per channel.
Your clients lack in-house sales operations and need meeting briefs with attendee context and open questions prepared automatically before calls.
You want to resell research-backed personalization as a retainer service without hiring dedicated research staff for each client account.
Skip If
4Your clients require white-label client portals or branded dashboards; Mach's client-facing surfaces display Mach branding and no white-label program is documented.
You need to manage outbound for more than 10 concurrent client accounts on a single team seat, as the Team plan charges per seat and scales linearly with headcount.
Your clients operate in regulated verticals (healthcare, finance) requiring HIPAA or SOC2 Type II compliance; Mach's compliance posture is not published.
Your clients sell primarily to consumers or small businesses; Mach is built for B2B software and services companies researching enterprise accounts.
Bottom Line
Mach combines company research with playbook automation for B2B outbound, reading your website to build an ICP profile, then generating personalized first messages and follow-ups backed by cited sources across email, LinkedIn, and WhatsApp. It consolidates replies into one inbox organized by company and links meeting context to deals. Best fit for software agencies and AI service firms selling to other software builders. Resale potential exists for agencies managing multiple client outbound campaigns, though white-label capability is unverified and setup requires per-client configuration of company knowledge.
Reality Check
Mach requires manual review of generated playbook steps and message drafts before sending, so agencies cannot fully automate client outbound without human oversight. The tool's value depends heavily on accurate company knowledge input; if your client's ICP or offerings are poorly documented, research quality and message personalization will suffer.
High effort: requires technical configuration and team training
Academy for Mach
Work through it in order: the course for this service first, then the modules behind it.
Course for this service
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 courseNo Academy modules are published for this service yet. Browse the full Academy
Core concepts
The mental model you need to price and scope the work.
- Mach Seat Economics LadderConcept
Mach prices on two rungs: Starter at $1000 monthly ($833.33 annual) for a single sending domain with a 28-day warm-up, and Team at $1000 monthly per seat ($833.33 annual) for 2 to 10 seats, each seat carrying 50 companies researched a month. The ladder matters because research volume scales with seats, not with clients. An agency running outbound for four clients on one Starter seat shares 50 researched companies across all four, roughly 12 per client per month, which starves any campaign targeting more than a handful of accounts. Moving to Team at three seats buys 150 researched companies and Microsoft 365 plus meeting notes linked to companies and deals, but the monthly cost triples before a single retainer is signed. Model each client engagement against researched-company headroom first, then decide whether the seat cost sits inside a $4,500 Mach Starter Sales Setup fee or gets billed as a pass-through line on the retainer.
- Reply-Signal Decay CurveConcept
Reply-Signal Decay Curve is the point at which added outreach volume starts reducing pipeline value instead of growing it. Every extra sequence step, mailbox, or AI-sent message raises total sends but lowers the share of prospects who answer, and inbox providers punish the pattern at the domain level. Agencies feel this twice: the client sees falling meeting counts while the retainer stays fixed, and the shared sending infrastructure carries the reputation damage into every other account on the same domain. The curve is not linear. A two-step cadence on a warmed domain can outperform a six-step cadence on a cold one by a wide margin, because the second cadence is competing with its own prior sends for the same inbox attention. Tools such as Amplemarket and Salesloft expose deliverability and cadence analytics that make the inflection visible, while Buzz and Apollo make it easy to add volume past the point of return. The operating rule is to measure reply rate per mailbox, not sends per seat.
- Sender Reputation BudgetConcept
Every outbound domain carries a finite tolerance for volume and pattern repetition, and sales automation spends that tolerance faster than it earns it. Treat sender reputation as a budget: each new mailbox, each added sequence step, and each AI agent that fires without review draws down the balance, while replies, low complaint rates, and consistent sending patterns replenish it. Agencies that plan outreach against this budget ramp new client domains over weeks rather than days, cap daily sends per mailbox, and separate cold prospecting domains from the domains used for client delivery and invoicing. The budget model also explains why autonomous senders need guardrails: a single misconfigured sequence across a shared domain can exhaust months of accumulated reputation in an afternoon, and recovery takes longer than the original build. Budget the drawdown before the campaign, not after the bounce rate climbs.
Decision and risk
How to judge the fit, and the ways it goes wrong.
- Mach Rule: Adopt Mach Only When a Named Client Will Pay for Cited Research and Human-Reviewed PlaybooksEvaluation Rule
Deploy Mach only for a client who has signed off on reviewed, cited outbound and a $1,000 monthly platform cost, and staff the review step before the first playbook goes live.
- Sales Automation Rule: Cap Send Volume Before You Add SeatsEvaluation Rule
Scale outreach by adding warmed, separated sending identities and human review checkpoints before raising volume on any existing inbox.
- Mach: Buy vs Skip (Agency Outbound for Software and AI Clients)Decision Framework
IF your agency sells to software builders and can absorb $1,000 a month for 50 researched companies (or $833.33 annualized per seat on Team, 2 to 10 seats), THEN Mach's website-to-Brain setup plus cited buyer research and one consolidated inbox across email, LinkedIn, and WhatsApp is a workable per-client outbound engine. IF you need white-label delivery or hands-off sending, DEFER: every playbook step and message draft requires manual review before it goes out, and white-label capability is unverified.
- The Mach Brain Starvation Trap: Why Agencies Fail With Mach When Client Websites Say Too LittleFailure Pattern
- The Single-Seat Trap: Why Sales Automation Stalls When One Operator Owns the Whole StackFailure Pattern
Delivery system
Blueprints and procedures for running it as a service.
- Mach Client Outbound Launch (7-9 days)Implementation Blueprint
A repeatable agency engagement that takes one client from a bare Mach workspace to a live, reviewed multi-channel outbound playbook across email, LinkedIn, and WhatsApp, with cited research and a single consolidated inbox.
- Mach Client Workspace Setup (Onboarding)Operating Procedure
- Sender Reputation Guardrails (Delivery)Operating Procedure
- Pre-Launch Deliverability and Compliance Gate (Onboarding)Operating Procedure
13 modules selected for Mach
Frequently Asked Questions
Answers about pricing, setup, implementation, and more
Mach is an AI sales teammate that reads your client's website to build a company profile (Brain), researches target accounts for fit and buying signals with cited sources, generates personalized first messages and follow-ups from verified facts, and turns plain-language sales instructions into reviewable playbook steps. Replies across email, LinkedIn, and WhatsApp consolidate into one inbox organized by company, with meeting briefs and deal context automatically prepared.
Mach lists 2 plans; the paid price is $1000 a month (Starter). The typical margin on reselling Mach is 55% of the fee, after the platform and labor at $75 an hour.
No verified white-label program. Client-facing surfaces display the Mach brand, so you cannot present a fully branded portal or dashboard to end clients. Mach may be positioned as an internal tool your agency uses to deliver outbound services, not as a client-facing platform.
Yes. Mach integrates natively with Microsoft 365 and Microsoft Teams. The Team plan includes Microsoft 365 integration as a standard feature, allowing your team to connect calendars and access Mach data within Teams.
Initial setup requires building the client's company Brain from website content and configuring playbook steps, typically 30 minutes to 1 hour per client. The Team plan includes a setup call to establish company knowledge. Ongoing campaign setup is faster once the Brain is built.
Mach is built for B2B software companies, software services agencies, AI service companies, and firms that build software for others. It works best for clients selling to enterprise or mid-market buyers where research-backed personalization and playbook discipline drive conversion.
Yes. A single Mach seat can research up to 50 companies per month across multiple client accounts. However, each client's company Brain and playbooks are separate, so you will need to switch contexts between clients. For agencies managing 5+ concurrent client campaigns, the Team plan with multiple seats may be more efficient.
Yes. Mach integrates with Zoho CRM and Google Calendar, allowing your team to sync prospect data and meeting schedules. LinkedIn, WhatsApp, and Calendly are also supported integrations.