AgencyOS

Built on ArtMetrics

Outbound / SDR Systems

OutboundOS

Prospecting, sequencing, follow-up, enrichment, and booked-call workflows.

installed
Preview delivery workspaceMarketplace

Service Packages

Service Packages in a Box: client intake, kickoff, dependency checklist, project plan, SOPs, MarketX assistant, delivery workspace, client portal, reports, QA, handoff, and upsell path.

OutboundOS Package

A repeatable outbound motion with approval-gated execution.

$3,500-$15,000
Preview delivery workspace

Problem / Outcome Summary

Business problem

Outbound fails when prospecting, enrichment, sequencing, replies, and deal creation are not one operating loop.

Business impact

higher booked-call rateless lead leakageclear outbound accountability

Operational symptoms

  • manual list building
  • unapproved messages
  • replies are missed
  • booked calls do not become deals

Recommended user

SDRSales repRevOps

Install / Configure

Tooling Included

Tools, workflows, templates, dashboards, AI actions, automations, integrations, and KPI tracking are defined in the AgencyOS registry.

Tools

ICP Builder

form

Define personas, exclusions, pains, triggers, and account fit rules.

Sequence Builder

sequence

Create approval-gated email, LinkedIn, call, SMS, and manual sequences.

Positive Reply Inbox

inbox

Classify replies, draft responses, book calls, and create deals.

Workflows

Generate implementation plan

generate

Ask MarketX to generate the fastest implementation path for OutboundOS.

Assign owner

assign

Assign the operating owner and fallback escalation owner.

Add to RevMax proposal

create_proposal

Generate a proposal-ready section for OutboundOS.

Templates

OutboundOS SOP

sop

Standard operating procedure for installing and running OutboundOS.

OutboundOS Proposal Section

proposal_section

RevMax-ready proposal insert with problem, system, phases, KPIs, and value.

OutboundOS Dashboard Template

dashboard_template

Default reporting layout for executive and manager visibility.

Dashboards

OutboundOS Executive Dashboard

scorecard, trend, exception table

Executive rollup for OutboundOS outcomes, risk, and implementation progress.

OutboundOS Operator Queue

table, kanban

Daily action queue and blocked-work visibility for OutboundOS.

AI Actions

Diagnose OutboundOS gap

system recommendation

Which OutboundOS workflow should we install first for this client?

Write OutboundOS proposal insert

RevMax proposal section

Explain OutboundOS to an executive buyer.

Automations

OutboundOS task routing

low

New workflow item created -> Assign owner, due date, and escalation rule

OutboundOS exception alert

medium

KPI or SLA misses threshold -> Create manager review task and MarketX summary

Integrations

OutboundOS

available

manual import and demo-local workflow

KPIs

Reply Rate

leading

Improve 20% in 60 days

Booked Calls

operational

Tracked weekly

Speed To Lead

lagging

Tracked weekly

Interactive Preview

Define personas, exclusions, pains, triggers, and account fit rules.

ICP Builder

Step 1

diagnose bottleneck

Step 2

install workflow

Step 3

assign owners

Step 4

activate reporting

Step 5

optimize with MarketX

Implementation Plan

Quick wins, operationalization, visibility/reporting, AI optimization, and enterprise scaling.

1

Install quick-win workspace

Create the core workspace, owner queue, demo data, and first checklist.

quick-winsSDR1-2 days
2

Operationalize workflow

Assign roles, configure required fields, connect fallback modes, and define approval gates.

operationalizationSDR3-5 days
3

Add visibility layer

Install dashboards, KPI trackers, alerts, and manager exceptions.

reportingSDR2-4 days
4

Enable MarketX actions

Enable AI prompts, proposal inserts, roadmap generation, and conflict checks with approval gates.

ai-optimizationSDR1-3 days
5

Scale controls

Add permissions, multi-location variants, audit trail, and handoff outputs.

enterprise-scalingSDR1-2 weeks
Install OutboundOS

This will add

ICP Builder
Sequence Builder
Positive Reply Inbox
OutboundOS Executive Dashboard
OutboundOS Operator Queue
OutboundOS SOP
OutboundOS Proposal Section
MarketX implementation architect context
RevMax proposal section

Required setup

Fallback: can run manually without integrations. Demo install state is local until persistence is wired.

Related Systems

Prerequisites

deliverabilityos

Commonly paired

crmmaxcallprepossdrmax

Ask MarketX

MarketX uses AgencyOS registry context as the implementation architect.

Recommended deployment order

1quick wins
2operationalization
3visibility/reporting
4AI optimization
5enterprise scaling

Missing dependencies: pixelguard

Proposal Usage

Add this system to a RevMax proposal with implementation steps, KPIs, business value, and demo proof.

Generated proposal-ready section

OutboundOS Proposal Section

OutboundOS addresses the operational bottleneck by installing repeatable workflow infrastructure with measurable outcomes.

Reply RateBooked CallsSpeed To Lead