Custom Strategy

CHARLESGATE's personal outbound strategy

We’ll share the exact tools that work best for CHARLESGATE in the Real estate: New development, Property Management, Brokerage to scale your outbound efforts and help you build more pipeline.
Prepared by Agent Frank
#1 AI SDR

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

Lead generation
Customer Lookalikes
The most effective way to grow quickly is to focus your outbound on your very best clients or your ideal imagined customer profile—such as multifamily and condo developers who have benefited most from your services. Here is why: By finding more companies similar to your top existing clients, you’re likely to connect with teams that already have the same needs, budgets, and decision cycles. This means faster conversations and higher conversion rates. Use Leadsforge to generate new contacts that mirror your top customer base. Just input your ideal client details, and Leadsforge will take it from there.
Competitor Followers
A strategic move for targeting is to focus on the followers of your major competitors or similar local real estate firms. These are LinkedIn users already interested in real estate services and likely fit your ICP. Here is why: Followers of competitors are more likely to be engaged prospects who see value in your offering but aren’t yet loyal to a competing brand. It’s simple: Share their LinkedIn company page link in Leadsforge and it will build the list of followers for you.
Ideal Customer Profile
Your ideal customer profiles (ICPs) include multifamily and condo developers, institutional and private investors, property owners with 20–500 units, HOA boards, and leasing/operations directors. For agent recruiting, target high-performing real estate brokers and leasing agents in your markets. Here is why: Focusing your outbound on these groups ensures you’re reaching organizations and individuals who will get the most value from your services, and who can generate predictable revenue. You can get even more precise—choose specific roles (VP, Director of Development, Asset Manager), target by geography (Boston, Denver), or by property portfolio size to rapidly build lists using Leadsforge.
Targeting
Segmentation
Start by segmenting your outreach into three main buckets: 1) Developers & New-Dev Decision Makers (VPs, Heads of Acquisitions, Project Managers with pipelines over 10 units) 2) Property/Portfolio Owners & Asset Managers (5–200 unit owners, REIT/private investor contacts, CFOs) 3) Local Broker/Agent Recruitment (high-value agents in Boston/North Shore/East Boston/Denver). Here is why: This targeted segmentation allows you to deliver more relevant messaging, leading to better response rates. Each segment can receive tailored case studies or value props through Salesforge automated sequences for maximum impact.
Vertical Slices
Target each real estate vertical by industry, size, and location. For CHARLESGATE, this means prioritizing: 1) Multifamily & new development firms (developers, investors) 2) Mid-sized portfolio owners (20–500 units) 3) Active markets (Boston, Denver, surrounding New England) Here is why: By slicing your outreach campaigns by these criteria, you’re ensuring a higher degree of personalization and relevance, which is proven to raise engagement.
Signals
Use real-life triggers to time your outreach: 1) Public permit or new listing filings (new developments) 2) Recent acquisitions or portfolio purchases 3) News of local expansions (like your Denver launch) 4) Market-moving events (rent spikes, municipal RFPs) 5) Prospects who’ve visited your content (case studies, calculators) Here is why: Engaging prospects at the moment they show intent, are in growth mode, or are actively engaged, leads to far better reply and meeting rates. Salesforge lets you automate sequences to capitalize on these triggers.
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 the central tool to manage all your multi-step, multi-segment outbound campaigns. It makes setting up, running, and optimizing your outreach sequences easy—perfect for a regional business like CHARLESGATE looking to grow developer and owner leads. Here is why: With built-in personalizations, CRM sync, and granular tracking, your team can quickly identify what’s working and drive more meetings while keeping operations simple.
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 helps you quickly build highly targeted prospect lists based on any criteria you need—team size, property type, geography, role, or even social engagement. It’s much more cost-effective and accurate than buying static lists elsewhere. Here is why: All you do is outline your ideal customer or competitor company, and Leadsforge will generate a clean, actionable list of prospects ready for your Salesforge sequences.
Possible combinations
For your email infrastructure, combining Primeforge and Mailforge is the best starting point. Use Primeforge for your personal, prewarmed Google/Outlook inboxes (great for regional directors and high-touch outreach), and Mailforge for scaling up campaign sends with reliable deliverability. Here is why: This combination reduces your IT lift and ensures your emails safely reach inboxes from the start. You can always add Infraforge for dedicated IPs and advanced whitelabeling when your needs outgrow shared resources, but for now you're set to launch quickly and safely.
Available Domains
charlesgategroup.com charlesgatepm.com charlesgatedev.com charlesgateco.com charlesgatenew.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
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