Custom Strategy

1QG's personal outbound strategy

We’ll share the exact tools that work best for 1QG in the Professional Services — EPM / Finance transformation advisory to scale your outbound efforts and help you build more pipeline.
Prepared by Agent Frank
#1 AI SDR

Here's what 1QG should do to generate more qualified meetings every month.

Lead generation
Customer Lookalikes
The best starting point is to go after companies that resemble your current best clients: finance teams at mid-market to enterprise companies, especially those who have previously explored or implemented EPM or FP&A solutions. Here is why: Focusing on these lookalikes ensures you’re contacting leads who are more likely to have the same needs and challenges your advisory has already solved. You can easily find these prospects by using Leadsforge — just provide details on your ideal current customer, and Leadsforge will help find similar companies ready for your expertise.
Competitor Followers
A smart approach is to target followers of your competitors or peer consultancies in the EPM/finance transformation sector — these are people already interested in the types of services you offer. Here is why: Followers of your peers are actively engaged and likely to be evaluating similar services or solutions. To get started, simply share your competitor’s LinkedIn company page link in Leadsforge and it will identify and build this audience for you.
Ideal Customer Profile
Continue focusing on CFOs, Head of FP&A, and Finance Transformation leaders in mid-market (50–500 employees) and enterprise (500+) companies across key industries: consumer goods, manufacturing, aviation, insurance, pharma, and private equity portfolio firms. Here is why: These roles oversee or influence finance transformation initiatives and platform choices — aligning outreach to their decision windows maximizes your chance of engagement. With Leadsforge, you can refine your targeting even further by specifying job titles, team functions, company sizes, locations, and current platforms in use, ensuring your campaigns only reach relevant decision-makers.
Targeting
Segmentation
Effective segmentation starts by building lists based on what’s most likely to drive a response: 1) Companies evaluating platforms like OneStream, Abacum, or similar; 2) Companies with recent CFO or finance leadership hires, funding rounds, or M&A events; 3) Separate by company size and vertical for personalized outreach. Here is why: This approach lets you customize your value proposition (e.g., platform comparison or benchmark tool) by company need and moment of change, boosting both open and reply rates.
Vertical Slices
Create content and messaging tailored to each industry slice, such as consumer goods, manufacturing, aviation/transport, insurance, pharma, and PE portfolio companies. Here is why: Decision-makers prefer relevant proof—referencing industry-specific results, benchmarks, or case studies (like AerCap or Reckitt) makes your outreach resonate and builds credibility quickly.
Signals
Set up triggers and automations to update your lists whenever a company 1) posts a new job for CFO/FP&A leads, 2) announces funding, M&A, or new product rollouts, or 3) is spotted discussing EPM/finance platforms online. Here is why: Reacting to fresh organizational changes and buying signals ensures you contact prospects at the exact right moment, leading to higher response and conversion rates.
Outbound Stack We Recommend:
Every company should choose outbound tools that work specifically for their industry.
Do Outbound Using
Unlimited Linkedin Profiles
Unlimited Mailboxes
Unlimited Premium Warmup
ESP Matching for increased delivery
Here’s Why
Salesforge helps you launch and manage automated outbound campaigns while personalizing every touch for busy finance leaders. For a small and expert team like yours, it lets you focus on high-impact conversations instead of repetitive admin. Here is why: Built-in A/B testing, easy-to-track replies, and seamless integration with your lead lists mean you’ll have more chances to learn and optimize without extra hassle.
Find Leads using
Latest & High Quality Contact Data
Find Competitor’s LinkedIn Page Followers
Highest Data Coverage (10+ Providers)
Find Lookalikes of your Customers
Find Linkedin, Email & Phone Number
Here’s Why
Leadsforge is designed for fast, accurate prospect research — perfect for boutique teams needing precise targeting. You can pull fresh lists based on titles, industries, tech in use, and funding signals, and automatically validate contacts so your emails land and reach the right people. Here is why: With built-in email validation and real-time updates, you can be sure you’re working with accurate, up-to-date lists that minimize bounce risk and maximize results, even with a small outreach volume.
Possible combinations
Start with Primeforge if you want maximum deliverability using Google or Microsoft mailboxes. Pair it with Mailforge for reliable and affordable shared sending infrastructure — offering an easy setup for your team’s first campaign. Here is why: This combo ensures your emails reach inboxes, keeps setup simple, and allows you to scale as your outreach grows, all while maintaining the professional image needed for enterprise decision-makers.
Available Domains
1qggroup.com 1qgteam.com 1qg-services.com 1qgfinance.com
Outreach Layer
Running & Managing Everything
Get 14 day Free Trial
Growth base plan
Cost
$96 / month
10,000 Active contacts & Emails
Growth plan
0
200,000
Emails
Cost
800,000
$96 / month
1,000 Personalization credits
Growth plan
0
200,000
Cost
$130 / month
1,000 Validation credits
Growth plan
0
319,456
Cost
$228 / month
300 Social actions
Growth plan
0
100,000
Cost
$228 / month
Lead Generation Layer
Search Engine For Leads
Get 100 Free Credits
2,000 Active contacts & Emails
Tier 12
0
200,000
Export Credits
Cost
800,000
$96 / month
Leadsforge Essential Plan
Cost
$49 / month
Infrastructure Layer
Primeforge + Mailforge recommended combo
Google & MS365 Infrastructure
Try Primeforge
8,000 Leads to process
Tier 12
0
183,000
Mailboxes
Cost
Domains
Cost
25
$96 / month
8
$112 / month
Distributed Email Infrastructure
Try Mailforge
8,000 Leads to process
Tier 12
0
183,000
Mailboxes
Cost
Domains
Cost
25
$96 / month
8
$112 / month
Private Email Infrastructure
Try Infraforge
8,000 Leads to process
Tier 12
0
183,000
Mailboxes
Cost
Domains
Cost
25
$96 / month
8
$112 / month
Selected products
Salesforge
Sales Execution
$96
/ month
Leadsforge
Search Engine For Leads
$49
/ month
Primeforge
Google & MS365 Infrastructure
$123
/ month
Mailforge
Distributed Email Infrastructure
$86
/ month
Infraforge
Private Email Infrastructure
$109
/ month
Estimated total
$2,608
/month
Need help to assemble your stack?

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CEO, LinkedDNA
"Salesforge's new infrastructure is a game-changer. Big boost for my deliverability and sending capacity. I've tried multiple outreach tools and let me tell you: it's a must-have for everyone that is serious about cold emailing at scale."
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Stuart Brent
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