Custom Strategy

Eide Bailly LLP's personal outbound strategy

We’ll share the exact tools that work best for Eide Bailly LLP in the Accounting, Tax, Audit & Advisory Services to scale your outbound efforts and help you build more pipeline.
Prepared by Agent Frank
#1 AI SDR

Here's what Eide Bailly LLP should do to generate more qualified meetings every month.

Lead generation
Customer Lookalikes
For best results, begin by focusing on companies that resemble your very best existing clients or those you imagine as your ideal customer. Use these successful partnerships or envisioned targets as templates—Leadsforge makes identifying similar organizations simple based on factors like industry, size, and leadership profiles. Here is why: Targeting lookalikes helps you replicate past success and reach decision-makers who are far more likely to appreciate and benefit from your services and expertise.
Competitor Followers
One smart move is to target those already interested in competitors. You can easily find the followers of competitor company pages on LinkedIn—just provide the company name and their website, and Leadsforge can handle the rest. Share their LinkedIn company page link in Leadsforge and it will find them for you.
Ideal Customer Profile
Clarify who your ideal customer (ICP) is by dissecting targeted roles—CFOs, Controllers, CEOs/Owners, Finance VPs, or Heads of HR in verticals like construction, manufacturing, nonprofit, healthcare, and real estate. Think about their locations (US regions or international focus), company size (revenue bands), and team structure. You can always refine this further in Leadsforge, ensuring your outreach fits your best-fit profile every time. Here is why: Accurate ICP targeting directs your outreach to those most likely to convert—saving time, budget, and maximizing success.
Targeting
Segmentation
Segment your outreach by core verticals (start with construction, real estate, manufacturing, nonprofit, healthcare), company revenue (e.g., <$25M, $25–250M, $250M–$1B), buyer role (CFO, CEO/Owner, Head of HR), and region (Midwest, West, South, East). Leadsforge lets you build precise lists with layered filters for tighter, smarter campaigns. Here is why: Smart segmentation means relevant messages—and relevant messages get more replies, meetings, and opportunities.
Vertical Slices
Prioritize your strongest industries first—target verticals where you have clear wins and rich case studies (e.g., construction, nonprofit, real estate, manufacturing, healthcare). Use these specific segments for hyper-personalized email campaigns featuring your best examples and lead magnets.
Signals
Activate real-time outreach when there are new funding rounds, mergers, PE investments, CFO/controller job changes, regulatory/tax shifts, leadership updates, audit season, or engagement with your content (case study downloads, newsletters). Salesforge allows you to automate triggers for faster, timelier follow-ups.
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 designed to manage all your outbound sequences and multi-mailbox operations efficiently. Easily coordinate broad or highly targeted campaigns, personalize content using built-in AI, and use its analytics to continuously improve your results. Great for firms needing organized, high-touch outreach across several teams and regions. Here is why: Its detailed reporting, AI-driven improvements, and mailbox integration save time and boost response rates—perfect for complex, regulated industries like accounting and advisory.
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 enables you to build, filter, and export high-value target lists based on any combination of industry, title, revenue, region, or custom triggers. You can tap into competitor followers for warm targeting or use lookalike modeling for new markets. No manual data gathering—just smart, scalable list building in minutes. Here is why: Faster, deeper list building focuses your outbound team on closing more deals instead of hunting for prospects.
Possible combinations
We recommend Infraforge as your primary sending infrastructure. It protects your corporate brand by using dedicated IPs and full domain whitelabeling. This setup helps ensure your outreach lands in the inbox, not spam, especially important for a finance brand under regulatory scrutiny. Use Primeforge if you want integrated Google Workspace or Microsoft 365 mailboxes and need advanced personalization for each message. Use Mailforge only for experiment batches and subject line tests before scaling to full campaigns. Choose dedicated IPs for your main flow (Infraforge), plus optional Primeforge for direct mailbox integrations and deliverability boosts.
Available Domains
eidebaillyteam.com eidebaillyfirm.com tryeidebailly.com
Infrastructure Layer
Primeforge + Mailforge recommended combo
Google & MS365 Infrastructure
Try Primeforge
8,000 Leads to process
Tier 12
0
100,000
Mailboxes
Cost
Domains
Cost
25
$96 / month
8
$112 / month
Distributed Email Infrastructure
Try Mailforge
8,000 Leads to process
Tier 12
0
100,000
Mailboxes
Cost
Domains
Cost
25
$96 / month
8
$112 / month
Private Email Infrastructure
Try Infraforge
8,000 Leads to process
Tier 12
0
100,000
Mailboxes
Cost
Domains
Cost
25
$96 / month
8
$112 / month
Outreach Layer
Running & Managing Everything
Get 14 day Free Trial
Growth base plan
Cost
$96 / month
10,000 Active contacts & Emails
Growth plan
0
270,000
Emails
Cost
800,000
$96 / month
1,000 Personalization credits
Growth plan
0
9,000
Cost
$130 / month
1,000 Validation credits
Growth plan
0
535,000
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
Selected products
Primeforge
Google & MS365 Infrastructure
$123
/ month
Mailforge
Distributed Email Infrastructure
$86
/ month
Infraforge
Private Email Infrastructure
$109
/ month
Salesforge
Sales Execution
$96
/ month
Leadsforge
Search Engine For Leads
$49
/ 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