Custom Strategy

ClevrScan's personal outbound strategy

We’ll share the exact tools that work best for ClevrScan in the AI-powered Document Processing & OCR to scale your outbound efforts and help you build more pipeline.
Prepared by Agent Frank
#1 AI SDR

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

Lead generation
Customer Lookalikes
Start by identifying your happiest or largest current customers—for example, a fintech company processing high volumes of invoices, or an insurance firm with strict compliance needs. Use these as your model to build a list of similar companies to target first. Leadsforge helps you find more companies just like them, using industry, size, and geography filters. Here is why: Going after proven segments with a successful track record increases your chances of good replies and easier wins.
Competitor Followers
If you want to reach people who are interested in similar solutions, find the followers of your competitors’ LinkedIn pages or industry leaders. You just need to share their LinkedIn company page link in Leadsforge and it will find them for you. Here is why: People following industry competitors are already open to solutions like yours, giving you a warm starting point.
Ideal Customer Profile
Your ideal customer profile (ICP) should focus on key roles like Head of Finance, AP Manager, Director of Automation, and IT/Integration Lead in organizations with 50 to 2,000+ employees. Refine your criteria based on industry (Finance, Insurance, Healthcare, Real Estate, Logistics, Manufacturing), company size, and target geography (start with India and expand regionally). With Leadsforge, you can further customize your list by filtering for these specifics and then export it for outreach. Here is why: Sharp ICP targeting means higher relevance and response rates—so you spend time on leads most likely to convert.
Targeting
Segmentation
Segment your outreach by the verticals you serve best: 1) Finance / Shared Services (AP/AR) 2) Insurance / Healthcare (claims/KYC) 3) Real Estate / Logistics / Manufacturing (document automation and integrations). Within each, aim for the decision-makers in Operations, Finance, Automation, and IT. Leadsforge helps create separate lists for each segment. Here is why: Segmentation lets your messaging speak directly to the unique pain points of each industry, leading to better engagement.
Vertical Slices
Focus on one industry segment at a time. For example, run a dedicated campaign for finance teams dealing with AP/AR invoices, then another for insurance/healthcare teams focused on claims/KYC, followed by supply chain and logistics. This allows your message to resonate deeply with each audience. Here is why: Tailoring campaigns by industry allows you to use industry-specific proof points and integrations to boost credibility.
Signals
Look for recent company activity such as new funding, hiring for operations or finance, ERP migrations (like Salesforce, SAP, Oracle), procurement or RFP announcements, or regulatory/compliance news. Tech stack triggers work too—if you see they use SAP, Salesforce, or QuickBooks, mention your native integrations. Here is why: Acting on these triggers in your outreach shows you understand their current priorities and makes your message more relevant and timely.
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 makes sequenced outreach and follow-up simple—even if you're just getting started. You can run multi-step email campaigns, manage multiple mailboxes, personalize at scale, and measure what’s working with built-in analytics—all in one place. Here is why: Companies like yours need efficient yet personal outbound campaigns, and Salesforge handles the heavy lifting so your team can spend more time talking to real buyers.
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 targeted company and contact lists, enriched with role, industry, employee size, and location data. You can rapidly export lead lists tailored for each campaign, whether for finance, insurance, or any other vertical. Plus, it helps you find lookalikes and even LinkedIn company followers with just a few clicks. Here is why: Good data is the foundation of successful outbound. Leadsforge keeps it accurate, compliant, and easy to segment.
Possible combinations
Start your outbound journey with Mailforge for ready-to-send mailboxes and Primeforge to let your reps send hyper-personalized emails from their Google or Microsoft inboxes. This combination improves your email deliverability and gives you flexibility as you scale. You only need to use Infraforge once you ramp up your sending volume significantly or need dedicated infrastructure for your brand. Here is why: With Mailforge and Primeforge, you can start quickly and scale smoothly without worrying about technical setup or deliverability issues.
Available Domains
clevrscanai.com tryclevrscan.com clevrscanapp.com clevrscanpro.com cs-ops.com clevr-scan.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