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, 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 by targeting your best customers — SMB and lower mid-market B2B companies that fit your product's sweet spot: SaaS firms, marketplaces, industrial/compliance SaaS, and B2B services with moderate-to-high website traffic. Leadsforge can help you find companies with similar profiles, ensuring you pursue those most likely to benefit from instant demo booking and intent-driven sales conversion. Here is why: When you focus your outreach on lookalikes of your ideal customers, it maximizes response rates and delivers immediate proof of value, which is especially important for a new platform pushing real-time engagement.
Competitor Followers
You can quickly build a list of the most relevant prospects by finding individuals who follow your competitors’ LinkedIn company pages. This is especially effective for a niche product like Captiwate because these followers are likely in your ICP and showing intent. Here is why: If someone is following a competitor, they have already shown interest in inbound/ABM sales technology. Share their LinkedIn company page link in Leadsforge and it will find it for you.
Ideal Customer Profile
Keep your ICP structure clear and concise: prioritize SMB and lower mid-market B2B organizations (10–500 employees), ideally SaaS, marketplaces, or high-intent B2B services with active websites. Focus on leadership roles in sales, revenue operations, growth, product (PLG), and founders. You can further refine by US tech hubs or expand to the UK/EU as you grow. Once you've defined these parameters, send your targeting criteria to Leadsforge for a tailored contact list.
Targeting
Segmentation
Segment your audience by: 1) Industry (SaaS, compliance tech, B2B marketplaces, high-consideration services) 2) Company size (10–200 and 50–500 employees) 3) Geography (start with US, then expand to UK/EU tech centers) 4) Buyer role (Head/VP Sales, Revenue Ops, Product/Growth, Founders, Customer Success) Here is why: This approach helps you deliver relevant messaging and prioritize leads most likely to convert quickly for early wins.
Vertical Slices
Captiwate is well positioned to speak to verticals like SaaS, compliance/industrial tech, marketplaces, fintech, and agencies. These segments are receptive to shortening sales cycles and converting high-intent web traffic. Tailor your campaigns around solving unique challenges for each vertical — for example, instant demo booking for SaaS, or intent detection for compliance platforms.
Signals
Act on signals like: visitors landing on key website pages (pricing, product, demo), job openings for SDRs/Revenue roles (shows sales expansion), recent funding or product launches, and competitor evaluation cycles (such as traffic to competitor-comparison pages). Here is why: These triggers indicate companies are primed for change and open to trying faster demo scheduling and capture of inbound interest.
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 provides an all-in-one outbound sales automation suite — manage sequences, automate multi-channel cadence, personalize outreach, and see analytics in one place. Here is why: For a small founding team, it's smart to save time and avoid manual tasks, letting you focus on personalization, campaign testing, and quick iteration.
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 powers your list building: it finds, enriches, and validates contacts that match your ICP (by industry, company size, geography, and role). It helps you uncover buyers already showing intent via competitor profiles or website signals. Here is why: Good outbound starts with high-quality data — Leadsforge gives you a critical edge over generic lead sources.
Possible combinations
For launching your outbound campaigns, it’s best to use Google or Microsoft mailboxes managed via Primeforge for core follow-ups and Mailforge for your large-scale cold sends. Primeforge ensures your messages have trusted inbox placement, while Mailforge enables you to scale safely without heavy technical setup. Only consider Infraforge if your sending volume and need for dedicated IP control grows beyond initial scale.
Available Domains
trycaptiwate.com captiwatehq.com captiwateai.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
100,000
Mailboxes
Cost
Domains
Cost
25
$96 / month
8
$112 / month
Distributed Email Infrastructure
Try Mailforge
8,000 Leads to process
Tier 12
0
100,000
Mailboxes
Cost
Domains
Cost
25
$96 / month
8
$112 / month
Private Email Infrastructure
Try Infraforge
8,000 Leads to process
Tier 12
0
100,000
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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Achieved
an
85.26%
Positive
Reply
Rate
and
a
$2.86
CAC
With
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Mailforge
&
Warmforge
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How
Reached
Over
214K
Prospects
With
a
16%+
Positive
Reply
Rate
Case Study
“Salesforge and your other products, and your fast support team were crucial in my first 2 years running a lead generation agency. As a solo founder, generating leads for myself and my clients is challenging. Salesforge helped me create a "lean and mean" pipeline. With a small investment of time and money, I often receive so many leads that I have to pause my campaigns.
Vytas Mikulenas
Founder, Lean Sales Systems
“I've used many platforms and no one beats Salesforge on email deliverability and ease of use. Every week the team adds new features and the support is excellent!
Sam Momani
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."
Roman Hipp
Co-founder, bettercontact.rocks
"Our CAC is currently $2.86, and we expect it to decrease even further. We’re currently onboarding 4 to 5 new music creators every day. We truly believe in what you’re building at Salesforge. Your guidance on how to scale and reach the right customers has been a game changer for us. Tying your strategy of setting up domains + inboxes + warming up + daily limits with our royalty audit lead magnet has allowed us to grow efficiently, bringing in strong results without excessive effort. It’s made a real difference."
Carlos Palop
CEO, UniteSync
"I only uploaded 40 contacts and I've had 3 positive replies."
Stuart Brent
Founder, Vacord Screen Printing
How
Runs
Multi-Domain
Cold
Outreach
With
The
Forge Stack
Case Study