Custom Strategy

Coale, Dukes, Kirkpatrick & Crowley, P.C.'s personal outbound strategy

We’ll share the exact tools that work best for Coale, Dukes, Kirkpatrick & Crowley, P.C. in the Legal Services (Estate Planning, Business & Tax Law, Probate, 1031 Exchanges) to scale your outbound efforts and help you build more pipeline.
Prepared by Agent Frank
#1 AI SDR

Here's what Coale, Dukes, Kirkpatrick & Crowley, P.C. should do to generate more qualified meetings every month.

Lead generation
Customer Lookalikes
Start by reaching out to local business owners, real estate investors, and high-net-worth families who resemble your best existing clients. Leadsforge lets you easily build tailored lists based on your highest-value customers or your ideal client profile. Here’s why: Focusing on your strongest client relationships first means more relevant outreach, better response rates, and more valuable referrals. You can simply upload a list of your favorite clients or describe your ideal fit, and Leadsforge will help you build lookalike audiences.
Competitor Followers
To easily identify potential leads who are already interested in services like yours, target followers of competitor law firms or related local businesses. Here’s why: Followers of local competitor pages are likely already engaged and researching legal services similar to what you offer. Just share their LinkedIn company page link in Leadsforge and it will find it for you.
Ideal Customer Profile
Define your ICP with specifics—think business owners, CPAs, real estate investors, and high-net-worth families in Mobile, Daphne, Baldwin County, and across the Alabama/Mississippi Gulf Coast. Pinpoint by team size, geographic market, and business type. Then, send your criteria to Leadsforge to get a refined and compliant list of prospects. Here’s why: The more closely you match your targeting to your ideal types of clients and partners, the higher your consult and referral rates will be.
Targeting
Segmentation
Segment your outreach into these logical buckets: 1) CPAs, accountants, and financial planners for referrals 2) Real estate investors and brokers for 1031 exchanges 3) Local small/family business owners for business law 4) High-net-worth individuals and trustees for estate planning Here’s why: Segmenting ensures your messaging resonates with each group’s unique needs, making your outreach more relevant and valuable.
Vertical Slices
Focus your messaging by vertical: 1) Regional CPAs/financial advisors (referral partners) 2) Real estate professionals (investors, brokers, property management) 3) SMB/Family business owners (by industry if possible) 4) Nonprofits and board executives (for specialized counsel) Here’s why: Each vertical faces different legal challenges. Tailored messaging positions your firm as a trusted, experienced partner.
Signals
Keep an eye out for key local events that open up outreach opportunities: 1) Recent business sales or new DBAs in your area 2) Property purchases or local real estate market activity 3) Press mentions about business leadership changes or notable transactions 4) Tax season deadlines for audit defense and planning Here’s why: Reaching out based on real business triggers makes your message more timely and compelling—boosting response and interest 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 is perfect for managing high-touch, consultative law firm outreach. With it, you can automate personalized multi-step email sequences, track consult bookings, and maintain compliance. Its reporting helps you quickly refine your approach based on real client activity. Here’s why: It takes the manual work out of follow-ups, so you stay top-of-mind with minimal risk of missing a valuable lead or referral.
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 empowers you to build local, customized lists of CPAs, brokers, business owners, and investor profiles aligned to your region and expertise. Whether you start with lookalike targeting or search competitor audiences, Leadsforge handles data refreshes and ensures up-to-date, relevant contacts. Here’s why: The best campaigns begin with high-quality, compliant data. Let Leadsforge do the heavy lifting so your team can focus on client conversations—not endless prospect research.
Possible combinations
For your current scale and sensitivity, start with Mailforge as your outbound mailbox hub. Pair it with Primeforge to unlock the deliverability advantages of Google or Microsoft mailboxes for high reputation and strong inbox placement. This combination is easy to set up and keeps your main firm domain protected. Here’s why: Mailforge manages all the technical setup, warm-up, and daily limits for you—so you avoid spam issues while focusing on building trust.
Available Domains
cdklawteam.com cdklawlegal.com cdklawusa.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
0
100,000
Mailboxes
25
Cost
$113 per month
Domains
9
Cost
$126 per year
Get Mailboxes
Shared Email
0 Leads to process
0
100,000
Mailboxes
25
Cost
$75 per month
Domains
9
Cost
$126 per year
Get Mailboxes
Private Email
0 Leads to process
0
100,000
Mailboxes
25
Cost
$100 per month
Domains
9
Cost
$126 per year
Total price
$600
per month
Not sure what tool works for you?

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and
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Over
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“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.
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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
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