Custom Strategy

Credios's personal outbound strategy

We’ll share the exact tools that work best for Credios in the Financial Services / Fintech (Home Equity, Condomínios, Financing) to scale your outbound efforts and help you build more pipeline.
Prepared by Agent Frank
#1 AI SDR

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

Lead generation
Customer Lookalikes
A great way to start is by reaching out to people and organizations that most closely match your best clients. Here is why Focusing on owners of high-value, paid-off properties (such as entrepreneurs and investors) as your first outbound targets usually brings higher reply and conversion rates. With Leadsforge, you can quickly find more people like your ideal customers by selecting profiles who look just like your top current clients or who fit your perfect customer description. Begin by specifying the traits and locations of your most successful past clients – for example, high-value homeowners or influential condominium managers in Rio, São Paulo, and other major metro areas.
Competitor Followers
Another powerful strategy is to reach people who are already interested in similar services to yours. Here is why Followers of your competitors’ LinkedIn pages are likely to have an interest in home equity, condo credit, or financial solutions, and may be open to better offers or faster service. Use Leadsforge: simply share your competitor’s LinkedIn company page link and Leadsforge will identify and help you contact those followers for you.
Ideal Customer Profile
For best results, make sure you clearly define your ideal customer profile (ICP) first – considering factors like geographic location (focus on Brazil, and locally in Rio de Janeiro, São Paulo, Brasília), property type, professional title (property owners, CFOs, condo managers, real-estate brokers), and company size. Here is why Refining your ICP targeting ensures higher campaign efficiency: you don’t waste time contacting people who are not a fit, and you can tailor your messaging to each group for better results. Build separate lists for each segment with Leadsforge, then easily import them to your outbound campaign.
Targeting
Segmentation
Start with three main target groups: 1) Homeowners with significant equity, 2) Condominium decision makers (managers and boards), 3) Professional channel partners (brokers, accountants, business consultants). Segment by location (major urban centers), property type/value, and decision-making role for more tailored communication. Here is why Segmenting helps you send highly relevant messages that speak directly to the unique needs of each group, increasing your open and reply rates.
Vertical Slices
Break down your strategy by verticals such as residential owners, commercial properties, and condo administrators for even sharper outreach. Prioritize by those most likely to need capital soon – for example, areas with new refinancing news or recent property transactions. Here is why Focusing on verticals lets you quickly identify and prioritize the best potential leads by product relevance and urgency.
Signals
Capitalize on triggers like newly paid-off properties, news of condo financing activity, or when a property management company is growing (hiring or funding announcements). These moments indicate a higher potential interest in your offers. Monitor local property listings and news – when relevant triggers appear, reach out with a tailored value proposition.
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 companies like Credios ready to scale outbound efforts with a small team. Here is why It takes care of complex tasks like coordinating multi-step email sequences, personalizing at scale, tracking opens and responses, and adjusting automatically for best inbox placement, so your team can focus on closing deals, not on technical details.
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 makes list-building for your specific segments fast and accurate. Here is why You’ll save hours on research while always keeping your outreach laser-focused on the right property owners, condo managers, and partners — no more guesswork about where to find qualified leads.
Possible combinations
To get the best email deliverability from day one, use Primeforge alongside Google or Microsoft mailboxes for important sender personas like CEO or Partnerships. Mailforge is the best starting point for your broader sequence mailboxes, offering cost-effective scaling and shared IPs — all managed simply via the platform.
Available Domains
crediosai.com crediosbr.com crediosteam.com crediossupport.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
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"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."
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