Custom Strategy

Carlton‑Bates's personal outbound strategy

We’ll share the exact tools that work best for Carlton‑Bates in the Assumed B2B services or software for SMBs/Scale-ups to scale your outbound efforts and help you build more pipeline.
Prepared by Agent Frank
#1 AI SDR

Here's what Carlton‑Bates should do to generate more qualified meetings every month.

Lead generation
Customer Lookalikes
Start by identifying your best customers or the type of clients you see as your ideal fit. Focusing first on these segments ensures the highest chance for outbound success. With Leadsforge, you can quickly find companies similar to your top customers and grow your outreach list based on proven patterns. Here is why: Targeting lookalikes leverages what already works for your business, making your campaign more efficient and effective. Use Leadsforge to search for organizations resembling your key clients and get a solid list to kickstart your campaign.
Competitor Followers
For competitive insights, go after the followers of your competitors' company pages. All you need is their company page link and website—Leadsforge takes care of the rest. Here is why: Engaging audiences already interested in similar services gives you an edge. Just share their LinkedIn company page link in Leadsforge and it will find the people you need.
Ideal Customer Profile
Keep your targeting focused on key factors: role (Heads of Sales, Marketing, Partnerships, CTO), company size (10–250 employees), and relevant locations (US, UK, EU as primary, expand to AU/CA if needed). Here is why: Staying specific lets you reach decision-makers most likely to be interested, making your outreach efficient. With Leadsforge, refine your filters—teams, regions, and more—and feed your campaigns only top-fit contacts.
Targeting
Segmentation
Segment your audience by both their role and company profile. Here is why: Tailoring your approach by segment increases relevance. Try breaks such as: 1) SMB prospects: 10–200 employees, sales/revops/founder roles 2) Mid-market: 200–1,000 employees, VP-level or partnerships 3) Competitor tech users: those using adjacent or similar solutions Leadsforge lets you build and export these lists fast.
Vertical Slices
Verticalizing your approach (targeting specific industries or sectors) helps you speak your customer’s language and makes your value clearer. Here is why: Companies in the same vertical often share pain points—segment by industry, geography, and team structure for maximum resonance.
Signals
Watch for actionable sales triggers: recent funding announcements, hiring for sales leadership roles, leadership changes, product launches, or changes like layoffs. Use these real-time signals to personalize your first outreach line and boost reply 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 orchestrate your outreach from lead generation to mailbox management. You can set up automatic sequences, manage multiple mailboxes, and ensure messages land in inboxes, not spam.
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 rapid lead discovery tool. With just a company name or ideal client profile, build tailored lists, validate emails, and get high-quality data that powers your campaigns.
Possible combinations
For mailbox setup, use Primeforge alongside Google or Microsoft (Outlook) mailboxes for the best deliverability and mailbox management. Mailforge is also recommended to start fast with multiple prewarmed mailboxes managed in one dashboard. This combo gives you flexibility as you grow and keeps your email infrastructure safe and high performing.
Available Domains
carltonbates-outlook.com carltonbates-mail.com carltonbates-team.com cbates-sales.com carltonbates.co
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?

10,000+ Businesses Run on Salesforge

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Achieved
an
85.26%
Positive
Reply
Rate
and
a
$2.86
CAC
With
Salesforge,
Mailforge
&
Warmforge
Case Study
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