Custom Strategy

Harwell — Coale, Dukes, Kirkpatrick & Crowley, P.C. (CDK Law)'s personal outbound strategy

We’ll share the exact tools that work best for Harwell — Coale, Dukes, Kirkpatrick & Crowley, P.C. (CDK Law) in the Business Law, Tax Law, Estate Planning, Real Estate Legal Services to scale your outbound efforts and help you build more pipeline.

Prepared by Agent Frank

#1 AI SDR

Harwell — Coale, Dukes, Kirkpatrick & Crowley, P.C. (CDK Law)

Recommended Forges

Salesforge

Sales Execution

Leadsforge

Search Engine For Leads

Primeforge

Google & MS365 Infrastructure

Mailforge

Distributed Email Infrastructure

Still have questions?

Here's what Harwell — Coale, Dukes, Kirkpatrick & Crowley, P.C. (CDK Law) should do to generate more qualified meetings every month.

Lead generation

Customer Lookalikes

Start by targeting the clients who currently bring the most value to your firm or those you view as your ideal customer: business owners, local real estate investors who frequently deal with 1031 exchanges, high-net-worth families seeking estate planning, and CPAs/tax advisors acting as referral partners. Here is why: Lookalike targeting ensures your efforts focus on leads more likely to convert, using proven ICP examples. Leadsforge can help identify similar decision-makers and professionals across Alabama and the Gulf Coast based on your best accounts.

Competitor Followers

Target regional business owners, real estate investors, and CPAs who follow competitor legal and tax services firms on LinkedIn. Simply share their company LinkedIn page URL and website with Leadsforge, and it will identify the right contacts for you. Here is why: Reaching out to followers of comparable firms gives you access to warm, relevant prospects who have already shown interest in similar services. It’s a smart way to expand your outreach with minimal research.

Ideal Customer Profile

Refine ideal customer profile (ICP) targeting by focusing on specific job titles (owners, investors, CPAs, nonprofit executives), company types (regional businesses, real estate investment), and local geography (Mobile, Alabama, Gulf Coast). Break ICPs into buyer types: direct clients for legal needs and referral partners for ongoing business. Here is why: Well-defined targeting ensures every message speaks to likely needs, such as estate planning for business owners or tax strategy for CPAs, so your sequences resonate and get better results. Leadsforge lets you specify criteria and build targeted lists fast.

Targeting

Segmentation

Segment your outreach by: 1) Industry (real estate, business owners, professional services) 2) Company size (small to mid-sized firms/LLCs) 3) Location (Alabama, Gulf Coast) 4) ICP fit (direct legal need vs. referral partner) Here is why: Segmentation lets you personalize messaging, highlight relevant expertise, and share targeted offers (such as a 1031 checklist for investors or estate guides for owners). Salesforge makes it easy to run separate, tracked sequences by segment.

Vertical Slices

Divide your pipeline into: 1) Real estate investors/brokers needing 1031 support 2) Business leaders/owners facing tax, M&A, or succession challenges 3) High-net-worth individuals and CPAs for estate/tax planning Here is why: Each slice gets relevant hooks—property deal triggers, business filings, or new tax legislation—maximizing engagement and trust for your legal services.

Signals

Use event-based hooks like: 1) Recent property transactions or 1031 listings 2) Business formations/acquisitions in Alabama 3) News about major local deals 4) Announcements of regulatory/tax law changes 5) CPA events/webinars on your radar Here is why: Personalized, timely outreach delivers higher response rates and establishes your firm as the trusted resource for up-to-date legal counsel.

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 automate personalized outreach, track replies, manage follow-ups, and validate emails—all critical for a lean legal team. Here is why: With limited staff, Salesforge ensures no lead is missed, each segment gets relevant messaging, and your team works efficiently from one simple platform.

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 gives you fresh, targeted lists of business owners, investors, and advisors in your region with minimal manual effort—no more wasting time searching online. Here is why: You can quickly export segmented lists for each campaign, discover decision-makers at competitor firm followers, and fill your funnel with pre-qualified leads tailored to your legal practice.

Possible combinations

Set up your outbound infrastructure with Primeforge for mailbox provisioning and Mailforge to manage sending from secondary domains. Both support Google and Microsoft mailboxes, which boost deliverability and reputation safety. No need for advanced technical setup—Mailforge keeps things easy and safe for your primary domain.

Available Domains

cdklawteam.com cdklawsupport.com cdklawconsult.com cdklawpro.com

Expected Results

10,000

Prospects Contacted This Month

20 – 40

Sales Calls Per Month

Pricing

Send Emails

1,000 Leads to reachout

10,000

410,000

Cost

$96 per month

Setup Time

5 Minutes

Reachout to 10,000 Leads via Linkedin & Email

Try Salesforge

Find Leads

8,000 Leads to extract

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

0 Leads to process

100,000

Mailboxes

Cost

$113 per month

Domains

Cost

$126 per year

Try Primeforge

Get Mailboxes

Shared Email

0 Leads to process

100,000

Mailboxes

Cost

$75 per month

Domains

Cost

$126 per year

Try Mailforge

Get Mailboxes

Private Email

0 Leads to process

100,000

Mailboxes

Cost

$100 per month

Domains

Cost

$126 per year

Try Primeforge

Total price

$600

per month

Not sure what tool works for you?

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Debt Investment

Case Study

Debt Investment

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."