Custom Strategy

Invoka Consulting's personal outbound strategy

We’ll share the exact tools that work best for Invoka Consulting in the Smartsheet consulting / Collaborative Work Management to scale your outbound efforts and help you build more pipeline.
Prepared by Agent Frank
#1 AI SDR

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

Lead generation
Customer Lookalikes
Start by identifying your best customers—those who’ve benefited the most from your Smartsheet solutions, such as NHS Property Services or Brightview Senior Living. Using Leadsforge, you can easily find companies that closely match the size, industry, and project needs of your top clients. Here is why By focusing on organizations that resemble your most successful partnerships, you increase your chances of getting positive replies and building immediate trust. Simply define your ideal customer in Leadsforge and let it build your target list for you.
Competitor Followers
To uncover more relevant leads, target the followers of companies competing in the collaborative work management space. You only need the competitor’s company name and website—Leadsforge will handle the research for you. Here is why This approach uncovers prospects who are clearly interested in collaborative tools. Share their LinkedIn company page link in Leadsforge and it will find it for you.
Ideal Customer Profile
Segment your outreach by team role (Heads of Transformation, PMO, Procurement, Operations, IT/Data Integration) and geography (EMEA focus). You can refine your targeting by company size (mid-market/enterprise) and domain focus, then export this audience directly from Leadsforge. Here is why Targeted outreach to specific decision makers by role and region means your emails are more relevant and have a greater chance of success.
Targeting
Segmentation
Segment your contact list by industry: healthcare (NHS, hospitals), senior living/real estate, public sector, construction, and professional/enterprise services. Then further refine by organization size, geography, and the fit with your collaborative tooling offer (especially those using Smartsheet or similar platforms). Here is why Breaking down your audience in this way increases personalization and ensures you reach out with highly relevant case studies and offers.
Vertical Slices
Focus your campaigns on specific verticals such as: 1) Healthcare & NHS-related estates/operations 2) Senior Living / Property Management 3) Public Sector 4) Construction 5) Enterprise/Professional Services Here is why Tailoring messaging and offers (like your NHS case study or a health-check workshop) for each vertical makes outreach more compelling and credible.
Signals
Monitor for situations when your target organizations: 1) Post jobs for PMO/Transformation roles 2) Announce new capital projects or major changes 3) Mention Smartsheet or collaborative tools in tech stack pages/job ads 4) Issue procurement or contract renewal notices Here is why Actioning outreach when companies signal potential transformation or tool adoption dramatically improves your relevance and timing.
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 makes it simple for boutique consultancies to run multi-step, multi-mailbox sequences with high personalization. Here is why You can manage all outreach touchpoints, track performance, and optimize your cadence without needing complex technical setup—perfect for your small team handling high-value enterprise accounts.
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 delivers ready-to-use lists based on roles, verticals, and triggers you select—no need for messy manual research. Here is why It empowers you to build and validate target accounts and contacts that match your best customer profile, improving outreach efficiency and response rates.
Possible combinations
For email deliverability, start with Primeforge for Google or Outlook-powered mailboxes to maximize inbox placement and personalization quality. Pair it with Mailforge to manage broad, low-volume or experimental sequences at low cost. Here is why Primeforge ensures your critical touches land in the inbox, while Mailforge is great for cost-effective early testing. Scale to Infraforge only when your monthly volume and deliverability needs grow beyond what shared infrastructure can handle.
Available Domains
invokaconsultingai.com invokaconsultingteam.com invokaconsultinguk.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
160,000 Active contacts & Emails
Tier 12
0
270,000
Emails
Cost
800,000
$96 / month
4,000 Personalization credits
Tier 12
0
9,000
Cost
$130 / month
200,000 Validation credits
Tier 12
0
535,000
Cost
$228 / month
200,000 Social actions
Tier 12
0
100,000
Cost
$228 / month
Lead Generation Layer
Search Engine For Leads
Get 100 Free Credits
160,000 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?

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“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!
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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."
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Stuart Brent
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