CRM & Sales
You already know Apollo.io can do the work. The problem is finding the hours to build the sequences, clean the contact data, and keep the pipeline moving. Nacho places fractional specialists inside your Apollo.io account to handle the execution you keep pushing to next week. This is not consulting or training. It is someone doing the work, in your account, on your schedule.
What we do
Concrete work our fractional specialists take on inside your Apollo.io account. No vague promises.
Our specialists write and configure multi-step email and call sequences inside Apollo.io, setting up step timing, personalization variables, and A/B variants. We connect sequences to the right contact lists and verify that deliverability settings, such as sending limits and mailbox warm-up rules, are configured before launch. You review and approve before anything goes live.
Many accounts we inherit have duplicate contacts, broken sequences, or unsynced CRM fields. We audit your account structure, identify what is stalling performance, and fix the underlying configuration issues rather than working around them. You get a written summary of what we found and what we changed.
We build saved searches and dynamic lists using Apollo.io filters including job title, industry, headcount, technology stack, and engagement history. Lists are labeled, documented, and kept current so sequences always pull from accurate segments. We also flag and remove contacts that bounce or opt out to protect your sender reputation.
We configure Apollo.io's native integrations with Salesforce or HubSpot to ensure contact records, activity logs, and stage updates sync correctly in both directions. This includes mapping custom fields, setting sync rules for new versus existing records, and testing the integration after any account changes. Broken syncs get caught and fixed before they create duplicate records downstream.
We build custom reports inside Apollo.io tracking open rates, reply rates, bounce rates, and sequence completion by rep, list, or campaign. Reports are configured to surface what matters to your team, whether that is overall pipeline contribution or individual sequence performance. We deliver a recurring summary so you are not logging in to pull numbers manually.
If you are moving from Outreach, Salesloft, or a manual spreadsheet workflow, we handle the data export, field mapping, and import into Apollo.io. We clean and deduplicate records before import and rebuild sequence logic to match Apollo.io's structure. Post-migration, we verify that historical activity is preserved and that active contacts land in the right sequences.
The handoff
During onboarding, your dedicated Client Success Manager reviews your existing Apollo.io account alongside you, or helps you set one up from scratch if you are starting fresh. We document your current sequences, list structure, CRM integration status, and any known issues, then build a prioritized roadmap based on where the biggest gaps are. Your fractional specialist works directly inside your account and documents every workflow they build or modify so nothing is a black box. Each new sequence or automation is reviewed and approved by you before it goes live. As your outreach evolves, your specialist adjusts sequences, refreshes lists, and keeps the account healthy on an ongoing basis.
Use cases
A few of the most common workflows our team has deployed with Apollo.io.
When a prospect submits a demo request form in HubSpot or Typeform, a Zapier automation adds them to Apollo.io as a contact and enrolls them in a tailored follow-up sequence within minutes. This eliminates the manual step of copying lead data and ensures no inbound lead sits idle.
When a contact replies to an active sequence, Apollo.io's webhook triggers a Zapier step that creates or updates a deal in HubSpot and posts a notification to a designated Slack channel. The sales rep sees the reply in context without having to monitor Apollo.io directly.
Contacts marked closed-lost in the CRM are exported on a set schedule, re-imported into Apollo.io with updated tags, and enrolled in a low-frequency re-engagement sequence that starts 90 days after the original close date. This keeps cold prospects in motion without manual follow-up from the sales team.
Each week, our specialist reviews Apollo.io's bounce and unsubscribe data, removes or suppresses affected contacts, and updates the corresponding records in the connected CRM. A short report is delivered to the client summarizing removals and any patterns worth addressing in future list-building.
A sales rep or founder identifies target accounts on LinkedIn and shares a shortlist. Our specialist locates and verifies matching contacts in Apollo.io using search filters and enrichment data, builds a targeted list, and enrolls them in a pre-approved sequence. The rep never touches the import or setup steps.
Talent Budget
Drag the sliders to build a monthly plan that fits your workload.
Starting at $1,000/month. One-time $300 onboarding fee includes your Strategic Delegation Plan.
Good questions
Ready when you are
Book a discovery call and we will review your current Apollo.io setup, identify what is costing you time or hurting performance, and map out a prioritized plan for your first 30 days of fractional support.