Custom Strategy

Cust's personal outbound strategy

We’ll share the exact tools that work best for Cust in the B2B SaaS — Customer Retention / CSM automation (AI retention agents) to scale your outbound efforts and help you build more pipeline.
Prepared by Agent Frank
#1 AI SDR

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

Lead generation
Customer Lookalikes
If you want to get fast results, start by targeting companies that closely resemble your best existing customers — for example, mid-market to enterprise B2B SaaS companies, fintech, or healthtech organizations managing a high volume of customer accounts (1,000+). Leadsforge helps you find more businesses that fit your ideal customer profile, speeding up your prospecting while ensuring the companies are likely to need your solution. Here is why: Companies with similar profiles to your successful customers are more likely to see immediate value and respond positively, making your outreach more productive and boosting demo conversions.
Competitor Followers
A smart way to gather your first prospect list is to gather people who already follow your competitors’ company LinkedIn pages. Simply provide your competitor’s company page link and website to Leadsforge. Share their LinkedIn company page link in Leadsforge and it will handle the rest for you. Here is why: These followers already show an interest in solutions similar to yours, making them highly relevant prospects and increasing the likelihood of booking meetings.
Ideal Customer Profile
Continue focusing on well-defined ideal customer profile (ICP) criteria, such as B2B SaaS businesses with 500–20,000 accounts, especially those using Salesforce or HubSpot. Narrow your targeting by buyer roles like Head of Customer Success, VP RevOps, or Chief Customer Officer, and tailor your targeting by region or security needs (like HIPAA, GDPR). If you want to refine this further, simply add your criteria into Leadsforge to find the right contacts with up-to-date, enriched data. Here is why: Aligning pitch and effort to buyers with the highest fit boosts your reply rates and the quality of your meetings.
Targeting
Segmentation
Use industry, company size (ARR and customer volume), location, technology stack, and security requirements as your main segmentation factors. 1) Industry: Prioritize B2B SaaS, fintech, healthtech, and any businesses relying on recurring revenue from large customer sets. 2) Company size: Start at 1k+ accounts or ARR $5M+ for the best fit. 3) Location: Cover your main geographies, but consider separate touchpoints for North America, EMEA, and APAC. 4) ICP fit: Focus on those with Salesforce/HubSpot in their stack and any compliance demands.
Vertical Slices
Break your outreach strategy into targeted slices, like mid-market SaaS (ARR $5–50M), enterprise/complex SaaS (ARR $50M+), and high-churn SaaS segments (lots of small accounts, heavy support volume). Each vertical slice can have custom messaging and lead magnets, using deep-researched insights relevant to their use case (like compliance or retention pain points).
Signals
Focus on event-based triggers such as recent fundraising rounds, new CSM hiring activity, renewal seasons, publicized churn, or signs of rapid customer growth. Use these signals to prioritize your outreach and to personalize messages. Leadsforge can help spot many of these triggers through enhanced prospect data.
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 orchestrate campaigns from lead capture to outreach and booking demos by automatically scoring leads based on real engagement data (email opens, clicks, replies), helping you prioritize hot prospects. This is ideal for companies like yours with complex buying cycles and multiple key personas. Campaign setup is guided and tracks all your key KPIs.
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 purpose-built for quickly building up outbound contact lists that match your best-fit customers. You can enrich your lists by industry, company size, technologies used, and job title — all without manual effort. Leadsforge also allows you to target LinkedIn followers of similar companies and to filter your lists by triggers like funding or job growth. This is a huge time-saver and ensures you are always working with up-to-date data that aligns with your ICP.
Possible combinations
For your initial pilot phase, use Primeforge for prewarmed Google or Microsoft mailboxes (maximum inbox placement) and Mailforge for follow-up emails sent from a shared IP cluster, perfect for high-volume but lower-touch communication. If your sending needs grow or you want full whitelabel and dedicated IP capability, Infraforge can be added later for custom infra and scale. Here is why: Primeforge gets you inboxed and replying fast, while Mailforge makes it easy to send larger campaigns without risking your main sending reputation. Infraforge is there if you scale past 100k/month or need fine-tuned control or dedicated infrastructure.
Available Domains
custai.com getcust.com trycust.com usecust.com custhq.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

View all Case Studies
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