Custom Strategy

Captiwate's personal outbound strategy

We’ll share the exact tools that work best for Captiwate in the Real-time inbound sales platform (live video & chat, AI chat, visitor identification) to scale your outbound efforts and help you build more pipeline.
Prepared by Agent Frank
#1 AI SDR

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

Lead generation
Customer Lookalikes
Start your outbound by reaching companies that resemble your best or dream customers: fast-growing SaaS or B2B software companies with sales teams who value quick, high-intent demos. Here is why These kinds of companies benefit the most from Captiwate’s instant website engagement—making them more likely to convert and become your success stories. Use Leadsforge to pinpoint firms that already resemble your top clients, or those using solutions like Qualified, Chili Piper, or Rep.ai. You only need to define your ideal profile; Leadsforge will build you a matched list.
Competitor Followers
Another smart move is to go after followers of your competitors’ company pages—these individuals are highly likely to show an interest in similar solutions. Here is why Follower lists can surface buyers who are already engaged in your space and open to better tools. Simply copy the LinkedIn company page link of a competitor and paste it in Leadsforge; it will deliver a ready-to-use list of their followers for your outreach.
Ideal Customer Profile
Focus your targeting on sales and operations leaders (like VPs of Sales, Heads of Sales, Sales Ops, RevOps) at SaaS and B2B companies with 50–500 employees. Here is why This is Captiwate’s sweet spot — growth-oriented companies that care about demo velocity and reducing friction in the sales process. You can further refine by geography (start with US, expand to EMEA), or segment by department, industry, or whether they use product-led growth motion. Leadsforge lets you build and adjust these segments easily before launching your campaigns.
Targeting
Segmentation
Break down your target list by: 1) Industry (SaaS, fintech infra, supply chain software) 2) Company size (employees 50–500) 3) Geography (focus on North America first) 4) Buyer/ICP fit (Sales, RevOps, or Marketing leaders who run high-traffic websites) Here is why Segmentation ensures your messaging is always relevant and gives you better insight into what works. It also makes prioritization easy—target the highest-fit segments first and adapt as you learn.
Vertical Slices
Prioritize key verticals where real-time demos have high value—SaaS (especially product-led), fintech infrastructure, and supply chain software. For each, tailor your outreach messaging and highlight the value of instant engagement and reduced friction. Here is why Certain sectors will see more immediate ROI from Captiwate’s offering. By focusing messages on these pain points (like speed to demo and lead quality), your emails will resonate more and stand out in crowded inboxes.
Signals
Target prospects when they’re most likely ready to buy. These signals work great: - Recently raised funding (Seed–Series A) - Posting openings for sales or RevOps roles - Sudden increase in website traffic or demo/activity pages - Launching new product pages or seeing a spike in demo bookings Here is why Trigger-based outreach means you reach leads at the moment they’re searching for solutions, making your message timely and boosting response 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
Use Salesforge to build personalized, multi-step outbound email sequences that mix automation with human touch. Its built-in validation ensures you’re reaching real inboxes (not bouncing), while A/B testing and AI copy help maximize replies. Here is why Small teams like Captiwate need to save time yet personalize at scale. Salesforge gives you tools to automate the grunt work while letting you focus on fast follow-up and genuine conversation when someone replies.
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 your shortcut to high-quality, targeted lead lists: build intent-driven segments in just minutes, get real competitor lookalike lists, even target company followers without manual research. Here is why Early-stage companies can’t afford to waste time or money on broad, irrelevant campaigns. Leadsforge brings rich, qualified, and fresh data right to your campaign builder, tailored to your exact ideal customer profile.
Possible combinations
For mailbox setup, combine Mailforge with Primeforge for best results. Mailforge gives you instantly usable, pre-warmed mailboxes (perfect for lean teams who want to avoid deliverability issues), while Primeforge ensures that your messages land securely in inboxes by working well with Google Workspace and Microsoft mailboxes. Here is why This mix keeps costs and risk low as you start out, while ensuring reliably high deliverability and smooth setup. No need for Infraforge until your campaign volume calls for dedicated infrastructure.
Available Domains
captiwateai.com getcaptiwate.com captiwatenow.com
Expected Results
10,000
Prospects Contacted This Month
20 – 40
Sales Calls Per Month
Pricing
Send Emails
Choose No. of Leads
1,000
100,000
Cost
$96 per month
Setup Time
5 Minutes
Reachout to 10,000 Leads via Linkedin & Email
Try Salesforge
Find Leads
Choose No. of Leads
8,000
100,000
Cost
$40 per month
Setup Time
Instant
10,000 Credits to extract Linkedin, Email & Phone Numbers.
Try Leadsforge
Get Mailboxes
Google + Microsoft
Choose No. of Leads
1,000
100,000
Mailboxes
25
Cost
$113 per month
Domains
9
Cost
$126 per year
Get Mailboxes
Shared Email
Choose No. of Leads
1,000
100,000
Mailboxes
25
Cost
$75 per month
Domains
9
Cost
$126 per year
Get Mailboxes
Private Email
Choose No. of Leads
1,000
100,000
Mailboxes
25
Cost
$100 per month
Domains
9
Cost
$126 per year
Total price
$600
Not sure what tool works for you?

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Over
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