Custom Strategy

Exit Factor's personal outbound strategy

We’ll share the exact tools that work best for Exit Factor in the Business Consulting & Services to scale your outbound efforts and help you build more pipeline.
Prepared by Agent Frank
#1 AI SDR

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

Lead generation
Customer Lookalikes
For your first outbound campaigns, focus on business owners who match your best existing clients—those who are 3–7 years from a potential exit and who have already benefited from increased profitability or valuations with your help. Here is why: Targeting lookalikes improves results by focusing on people who are most likely to value your offer, boosting reply and meeting rates. You can identify these lookalikes in Leadsforge by uploading your list of favorite past customers or simply describing your ideal owner—Leadsforge will surface similar business owners for you.
Competitor Followers
To discover even more qualified leads, you can target people following your competitors or adjacent consulting firms on LinkedIn. Just provide the company name and website of a competitor in Leadsforge. Leadsforge will identify these followers and build your outreach list efficiently. Here is your next step: Share the LinkedIn company page link in Leadsforge and it will find the profiles for you.
Ideal Customer Profile
Keep your focus on business owners or C-level execs within privately owned SMBs, especially those with $500k–$25M in revenue and who may be considering selling or growing their business in the next few years. Segment by role (owner/founder/CEO/CFO/COO), company size, and states where you have active consultants. You can refine your criteria further (such as industry or local presence), send this to Leadsforge, and get qualified contact lists in minutes.
Targeting
Segmentation
Segment your outreach by intent, company profile, and region. For example: 1) Owners nearing exit (age 50+, revenue $2M–$25M) 2) Owners focused on growth (revenue $500k–$5M) 3) Qualified potential franchise/partner prospects (entrepreneurs with relevant experience and investment capacity). Here is why: Segmentation allows you to personalize messages and increase relevance, which boosts conversion rates. You’ll also get more accurate feedback for campaign optimization.
Vertical Slices
You can further slice your target market by business vertical (industry), metro/state location, and ownership type. Prioritize areas/states where your consultant network is present, and industries where you have recent client wins. This way you can connect leads to their 'local expert' for higher trust and response rates.
Signals
Add real-time triggers for even greater intent targeting: 1) Owner retirement announcements or leadership changes 2) News about company M&A, local acquisitions, or newly funded businesses 3) Founding anniversaries (10, 15, 20+ years) 4) Recent rapid growth or business for sale mentions in industry news These cues make your message timely and compelling.
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 automate, personalize, and optimize every campaign in one easy dashboard. It manages your email sequences, automatically tracks replies, and gives you analytics to continually improve results. Perfect for business consulting firms looking to book more meetings and convert high-value leads without manual tracking or messy spreadsheets. Here is why: For a boutique team with limited ops resources, Salesforge saves hours every week and makes sure you never miss a hot prospect. Great fit for a team your size needing scalable outreach.
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 lets you quickly build lists of business owners filtered by revenue, industry, location, and more—ideal for small and mid-size business consultants. You can target lookalike owners, competitor audiences, and franchise prospects all from one place, with built-in validation and export. Here is why: No more guessing which lists will work. Start with high-fit, validated contacts for efficient outreach and see better conversion from day one.
Possible combinations
For mailbox setup, start with Salesforge for campaign execution, Mailforge for mailbox management and warm-up (shared infrastructure), and Primeforge if you want Google/Microsoft mailboxes and best-in-class deliverability as you scale. This covers all your deliverability needs as you launch and grow your outbound program.
Available Domains
exitfactormail.com exitfactorconsult.com exitfactorteam.com exitfactoradvisors.com exitfactorcoaching.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?

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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
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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