2026 V2 Expansion Proposal
Current contract
$42,000 / year
1 business unit
Proposed expansion
$148,800 / year
Billed annually - 4 business units - 200 mailboxes
How the estimate works
500,000 credits / 25 credits per lead = about 20,000 leads per month
V2 is contracted in credits, not leads. Credits are consumed by enrichment, signal monitoring, sending, and replies, and enrolling one lead uses about 25 credits on average. Lead volume is an estimate for comparison only, and unused credits can be directed to any of the four business units.
4x the estimated volume across four business units.
Pricing scales with volume. Adding three business units lowers the unit rate for all four.
The 2025 agreement covered email automation sold per lead enrolled. V2 is a full outbound platform sold in credits. See what's new below.
The 2025 agreement covered a basic email automation tool. V2 is a different product. Four capability areas did not exist in V1 at all.
Campaigns trigger on real buying activity such as job changes, hiring, funding, technology adoption, and custom AI signals you define, rather than sending to static lists on a schedule.
Ava carries conversations forward through multiple turns and books meetings without rep involvement, until exit criteria or an escalation rule is met.
Contact data resolved live across roughly 24 providers against current employer, at a flat cost per lead regardless of which provider returns the record.
Calling in the same interface as email and LinkedIn, with full campaign context, recording, and outcomes synced to CRM.
| Capability | V1 | V2 |
|---|---|---|
| Contact database | Static purchased list, email addresses only | Live multi-provider resolution with continuous refresh |
| Existing CRM data | Used as-is | Bounce tested before send, with automatic re-enrichment when a record fails |
| Salesforce integration | Limited | Bidirectional sync of activity, replies, and meetings |
| Channels | Email & LinkedIn | Email, LinkedIn, and phone |
| Team management | Not available | Role-based permissions, per-user mailbox and calendar connections, and campaign ownership across multiple business units |
| Brand control | Not available | Knowledge hub trained on your collateral, with configurable guardrails and escalation rules per topic |
| Meeting booking | Manual | Booked directly onto rep calendars via connected meeting links |
| Rep workflow | Manual list building and one-off sends | Unified workspace where reps review, approve, and act on AI-drafted outreach across every channel |
V2 is contracted in credits rather than in leads enrolled. The credit pool is shared across Marcus's team, retail, media, and show teams, so unused capacity in one team is never wasted. Lead figures below are estimates at 25 credits per lead enrolled.
| Line item | 2025 contract | 2026 proposal |
|---|---|---|
| Contract structure | Leads enrolled | Credits |
| Business units | 1 | 4 |
| Credits per month | Not contracted | 500,000 |
| Credits per year | Not contracted | 6,000,000 |
| Average credits per lead enrolled | Not applicable | 25 |
| Estimated leads enrolled per month | 5,000 | ~20,000 |
| Estimated leads enrolled per year | 60,000 | ~240,000 |
| Mailboxes | Not contracted | 200 |
| Annual contract value | $42,000 | $148,800 |
| Billing | Billed annually | Billed annually |
Credits fund V2 actions such as signals, waterfall enrichment, autonomous replies, and sending, pooled across all four business units.
The working average used to translate the credit pool into an estimated 20,000 leads enrolled per month for comparison against 2025.
Annual commitment billed annually, with pricing locked for the term.
The dialer is included as an optional channel on the expansion. Reps work one queue instead of switching tools, and every outcome lands back in Salesforce automatically.
How it fits the expansion
Rollout
Enabled per business unit once mailboxes and CRM sync are live.
Platform access
Included in the contracted platform fee for all four business units.
Compliance
Per-region recording consent settings and configurable calling windows.
Calling is added on top of the contracted platform fee, billed annually alongside the main agreement.
| Line item | Rate | Notes |
|---|---|---|
| Dialer seat | $804 / seat / year | Billed annually; assign seats across any of the four business units |
| Phone number | $65 / number / year | Local presence numbers provisioned per business unit |
| Recording and transcription | Included | Stored on the contact record and synced to Salesforce |
Example: 20 dialer seats with 60 numbers is $19,980 per year, billed annually.
Seats and numbers can be added mid-term at the same rates, pro-rated to the contract end date.