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

Recommended Forges

Search Engine For Leads

Primeforge

Google & MS365 Infrastructure

Infraforge

Private Email Infrastructure

Still have questions?

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

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

100,000

Mailboxes

Cost

$113 per month

Domains

Cost

$126 per year

Try Primeforge

Get Mailboxes

Shared Email

0 Leads to process

100,000

Mailboxes

Cost

$75 per month

Domains

Cost

$126 per year

Try Mailforge

Get Mailboxes

Private Email

0 Leads to process

100,000

Mailboxes

Cost

$100 per month

Domains

Cost

$126 per year

Try Primeforge

Total price

$600

per month

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."