Custom Strategy

Operationalize's personal outbound strategy

We’ll share the exact tools that work best for Operationalize in the Go-to-market & leadership consulting 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

Mailforge

Distributed Email Infrastructure

Still have questions?

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

Lead generation

Customer Lookalikes

Start by targeting your best commercial consulting clients or your ideal, imagined dream client — for example, SaaS and professional services companies that are currently scaling and value high-touch, outcome-driven guidance. Use Leadsforge to build lookalike lists fast by searching for companies similar in growth stage, industry, and leadership roles (CROs, VP Sales, RevOps heads). Here is why: Focusing on your best-fit clients ensures you get results faster and helps you refine your offer and messaging for those most likely to convert.

Competitor Followers

To build a prospect list from your competitors' networks, simply locate their LinkedIn company page. Input the company page link and website into Leadsforge, and it will gather a relevant audience for outreach. Here is why: Engaging people already interested in similar services increases response rates and helps you jump ahead of cold outreach blind spots. Share their LinkedIn company page link in Leadsforge and it will find it for you.

Ideal Customer Profile

For your consultancy, hone in on SaaS and professional services companies at the scaling stage, especially those hiring or expanding leadership in Sales or Revenue Operations (Head of Sales, CRO, RevOps). Narrow your search by geography (Canada and US regions), growth indicators (funding rounds), and company size (startups, SMBs, and mid-market). Use this refined ICP profile in Leadsforge to get quality lists. Here is why: Tight ICP targeting maximizes personalization and gives you a higher meeting/conversion rate.

Targeting

Segmentation

Segment your outreach lists based on: 1) Industry (SaaS, professional services) 2) Company size (startups 10–50, SMB 50–500, mid-market 500+) 3) Geography (starting with Canada, then US SaaS hubs and UK) 4) Title/function (Head of Sales, Head of RevOps, Sales Enablement, CEO/Founder) Here is why: Well-segmented campaigns let you tailor messages and offers to each group, improving engagement and reply rates.

Vertical Slices

Target micro-verticals such as Series A SaaS startups, scaling sales consultancies, or professional services firms onboarding new sales leadership. Refine further by buyer persona and region to sharpen your focus. Here is why: This approach helps you personalize even more and stand out in crowded inboxes.

Signals

Monitor for these triggers: 1) Funding announcements (Seed, Series A/B) 2) Leadership changes or new hires in Sales/RevOps 3) Job postings for sales roles 4) Announcements of product launches or new market expansion 5) CRM or RevOps tool adoption (Salesforce, HubSpot, Outreach) Here is why: Outreach following these triggers is timely, contextually relevant, and therefore more likely to get a positive response.

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

As your outreach grows more complex or your team expands, Salesforge lets you manage multiple mailboxes and campaign workflows without missing a beat. You’ll automate follow-ups while maintaining the human touch. Here is why: Salesforge is built for consultancies like yours, scaling up but still wanting clear structure, orchestration, and control over outreach quality.

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 and validate highly targeted prospect lists from scratch, find people matching your ICP, and track audience shifts across SaaS and services — all without manual research or relying on stale lists. Here is why: It saves hours, improves data accuracy, and lets you react quickly as your ideal customer profile evolves.

Possible combinations

Use Primeforge to manage your team’s outreach mailboxes with Google and Microsoft for increased deliverability and authentic sender reputation. Start campaigns using Mailforge for safe, scalable email sending without worrying about technical setup. Here is why: This mix gives you the best first-step deliverability and reduces manual management, perfect for consultancies not running enterprise-scale email volumes yet.

Available Domains

operationalizehq.com operationalizeco.com operationalizeteam.com operationalizeops.com operationalizeconsulting.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."