Custom Strategy

Certainti.ai's personal outbound strategy

We’ll share the exact tools that work best for Certainti.ai in the FinTech / Tax-tech (AI for R&D tax credits) to scale your outbound efforts and help you build more pipeline.
Prepared by Agent Frank
#1 AI SDR

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

Lead generation
Customer Lookalikes
Start with building your outbound lists based on your current best customers — look for companies with a similar profile: enterprise/mid-market businesses with cross-border complexity, and a focus on innovation and R&D spend. Use Leadsforge to identify companies that match your ideal customer (company size, vertical, and region). Share key attributes of your best clients and Leadsforge can help generate highly-targeted lookalike lists. Here is why: Targeting your ideal and proven buyers first gives you the best chance of quick wins and higher-quality replies. Leadsforge can automate much of this research using your ICP criteria.
Competitor Followers
For competitive intelligence and to reach an audience that already shows interest in your space, consider gathering the followers of your competitors’ LinkedIn company pages. Simply share your competitor’s LinkedIn company page link within Leadsforge, and it will surface those profiles for you instantly. Here is why: Followers of competitor companies are often already familiar with your kind of offering and may be more receptive to learning about your unique advantages.
Ideal Customer Profile
Define your Ideal Customer Profile (ICP) based on job titles (CFO, VP Finance, Head of Tax, Tax Director), company size (start with 200–5,000 employees for best mid-market enterprise fit), industry (tech, manufacturing, life sciences, hardware/IoT), and location (US, UK, Australia, Canada, or EMEA). You can refine targeting by team structure, region, or company specifics — then send those criteria into Leadsforge to build your target outreach list. Here is why: The more specific and relevant your outreach, the higher your reply and conversion rates will be, especially for enterprise targets in your niche.
Targeting
Segmentation
Segment your outreach by decision-maker persona (CFO/Finance, Tax, Innovation/R&D, Advisors), company size (mid-market, upper mid-market, enterprise), vertical/industry, and country. Adapt messages to suit each segment’s pain points — for smaller firms focus on fast ROI, for global enterprise emphasize compliance and scaling. Use Leadsforge to group or filter your lists for customized campaigns per segment. Here is why: Personalization and relevance are critical in B2B — showing you understand each group’s unique needs makes your cold emails much more effective.
Vertical Slices
Ensure your outreach includes these high-potential verticals: software & tech, manufacturing, life sciences, and hardware/IoT. These industries commonly claim significant R&D tax credits, so they align best with your offering. Include them explicitly in your ICP and segmenting work. Here is why: Focusing on verticals where you deliver unique value increases response rates and the likelihood of sales-qualified leads.
Signals
Incorporate event-based triggers to make outreach timely — target companies after funding rounds (Series A/B/C), new R&D hires, product launches, fiscal year-end, or when they announce new R&D facilities. Watching for new CFO or Head of Tax hires is also a smart event to target. Add these triggers in Salesforge or Leadsforge and set reminders to refresh your list every month. Here is why: Timely outreach based on relevant company events has a much higher engagement rate and improves your chances of connecting with decision-makers when they most need your solution.
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 run advanced outbound cadences, manage your contacts, and personalize your emails efficiently — perfect for companies in FinTech/Taxt-tech targeting complex, high-value enterprise buyers. With built-in validation, AI-powered personalization, and easy sequence management, your outbound will be more organized and effective from day one. Here is why: Streamlining your outreach with automation and personalization means less manual work for your team and better results with less time spent.
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 a fast, reliable way to find decision-makers and influencers in your target markets. You can build, filter, and export highly-specific lists based on real buyer data like role, company size, or vertical — and even go after lookalike accounts or competitor audiences using just a LinkedIn page or ICP list. Here is why: Data-driven list building maximizes the return on every outbound email and ensures you’re always talking to the right people at the right companies.
Possible combinations
Set up your email sending with Primeforge (using Google or Microsoft/Outlook mailboxes for highest deliverability). Pair this with Mailforge for reliable, cost-effective high-volume outreach using shared IPs, especially for bulk campaigns and follow-ups. This lets you keep your main domain reputation protected while still reaching enough prospects for sustained pipeline growth. If you expect to scale beyond ~100k emails/month or need whitelabel enterprise inboxes, Infraforge is ideal, but most initial campaigns don’t require it. Here is why: Primeforge provides secure high-trust inboxes for personalized outreach and Mailforge keeps your outbound volume high without harming your main email reputation — a strong combination for enterprise SaaS outbound.
Available Domains
certaintiapp.com certainti-support.com certaintiops.com certainti-team.com certaintiai.com certainti.co.uk certainti.com.au
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?

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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
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Case Study