Custom Strategy

Cresa's personal outbound strategy

We’ll share the exact tools that work best for Cresa in the Commercial Real Estate Advisory to scale your outbound efforts and help you build more pipeline.

Prepared by Agent Frank

#1 AI SDR

Recommended Forges

Search Engine For Leads

Primeforge

Google & MS365 Infrastructure

Mailforge

Distributed Email Infrastructure

Still have questions?

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

Lead generation

Customer Lookalikes

Start by targeting companies that resemble your existing best clients or your ideal profile—global and regional occupiers in mid-market and enterprise categories. Focus on firms in healthcare, finance, and technology verticals, as these industries show a high demand for office leasing and workplace strategy. Leadsforge can help uncover decision makers in similar organizations based on their industry, size, and recent activities. Here is why: Going after customer lookalikes lets you capitalize on proven needs and successful case study angles, increasing your chance for positive replies and qualified meetings.

Competitor Followers

Identify and pursue companies engaging with your key competitors—these are likely considering occupier-centric advisors. With Leadsforge, you only need to provide the LinkedIn company page or website of a competitor. Leadsforge will then identify the companies following those pages for you. To get started, simply share the LinkedIn company page link of your top competitors in Leadsforge, and it will do the rest.

Ideal Customer Profile

Keep focusing on decision-makers responsible for real estate and workplace solutions—like Heads/VPs/Directors of Real Estate, Facility Managers, Heads of HR, CFOs handling capital strategy, and Technology/IT leaders managing workplace enablement. Refine your targeting by specifying teams (real estate, HR, finance), preferred geographies (US metros; London, Madrid, Paris), and company size (500–5,000 employees, and high-growth 100–500 scale-ups). Feed these parameters into Leadsforge to generate precise prospect lists.

Targeting

Segmentation

Effective segmentation sets the foundation for high-conversion outreach. Segment by: 1) Decision-maker role: Real Estate, Workplace Ops, HR, Finance, IT 2) Industry vertical: Healthcare, Financial Services, Technology, Life Sciences, Data Centers, Industrial/Logistics 3) Geography: Major US cities (New York, Chicago, SF, Atlanta), then Europe (London, Madrid, Paris) 4) Signals: companies hiring, relocating HQ, or coming up for lease renewal Here is why: Tailoring your messaging and lead magnets to each group boosts open and reply rates, making every touchpoint more relevant to their current needs.

Vertical Slices

Divide prospect lists into key verticals—Healthcare, Finance, Tech, Life Sciences, Industrial/Logistics. Customize subject lines and offers: use benchmarking whitepapers and quick space audits tailored to each sector. Leverage Cresa’s content for localized case studies and vertical insights to personalize each outreach sequence.

Signals

Watch for signals like company expansion, recent funding rounds, new real estate or C-suite hires, and news of office moves or lease expirations. Triggers help you reach out with exactly the right message at the right time, positioning you as a proactive advisor who understands their journey.

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 streamlines your entire outbound process—handling sequence management, AI-powered personalization, and integrated LinkedIn outreach. Its intuitive workflows help your team collaborate effortlessly, while the automation and tracking features ensure no warm lead gets missed. Here is why: For a company like Cresa with many team members and segmented audiences, Salesforge supports multi-touch, multi-channel outreach that ramps results fast without added complexity.

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 prospecting simple for even non-technical users. It fills your outreach pipeline with high-quality, verified contacts based on clearly defined filters—industry, role, size, and intent signals. Export leads tailored to every vertical or campaign, accelerating your list-building and ensuring compliant, GDPR-ready data. Here is why: The more relevant your lead list, the higher your reply and meeting rates—Leadsforge eliminates the guesswork so you focus only on best-fit prospects.

Possible combinations

For safe mailbox setup and peak deliverability, use Primeforge alongside Mailforge. Start on Google and Microsoft mailboxes for maximum inbox placement, and Mailforge will ensure rapid, secure warm-up with shared IPs. When you’re ready to scale up, add Infraforge for dedicated IPs on high-volume or newsletter sends. This staged setup keeps your main corporate domain reputation intact while giving maximum outreach flexibility.

Available Domains

cresateam.com cresahq.com cresa-team.com cresaoffice.com cresanew.com

Expected Results

10,000

Prospects Contacted This Month

20 – 40

Sales Calls Per Month

Pricing

Send Emails

Choose No. of Leads

1,000

100,000

Cost

$96 per month

Setup Time

5 Minutes

Reachout to 10,000 Leads via Linkedin & Email

Try Salesforge

Find Leads

Choose No. of Leads

1,000

100,000

Cost

$89 per month

Setup Time

Instant

10,000 Credits to extract Linkedin, Email & Phone Numbers.

Try Leadsforge

Get Mailboxes

Google + Microsoft

Choose No. of Leads

1,000

100,000

Mailboxes

Cost

$113 per month

Domains

Cost

$126 per year

Try Primeforge

Get Mailboxes

Shared Email

Choose No. of Leads

1,000

100,000

Mailboxes

Cost

$75 per month

Domains

Cost

$126 per year

Try Mailforge

Get Mailboxes

Private Email

Choose No. of Leads

1,000

100,000

Mailboxes

Cost

$100 per month

Domains

Cost

$126 per year

Try Primeforge

Not sure what tool works for you?

10,000+ Businesses Run on Salesforge

View all Case Studies

Debt Investment

Case Study

Debt Investment

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."