Custom Strategy

Plum's personal outbound strategy

We’ll share the exact tools that work best for Plum in the Insurtech / Employee Benefits to scale your outbound efforts and help you build more pipeline.
Prepared by Agent Frank
#1 AI SDR

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

Lead generation
Customer Lookalikes
For the best outbound strategy, begin by identifying your best existing customers—such as high-growth tech, scale-ups, and unicorns in India. Focus first on those who value employee benefits for recruitment and retention. Using Leadsforge, you can easily target companies with similar characteristics. Here is why: Lookalike targeting allows you to efficiently prioritize prospects that have the highest chance of becoming customers since they share key traits and needs with your most successful clients. This helps ensure your early campaigns are both relevant and impactful.
Competitor Followers
You can engage with decision-makers who already follow similar brands. For example, consider reaching out to followers of your competitors’ LinkedIn pages—these are people who have demonstrated a clear interest in HR and employee benefits solutions. Simply share their LinkedIn company page link in Leadsforge and it will identify the relevant audience for you. Here is why: By reaching out to those following competitors, you tap into a pool already interested in your product space, making them more likely to respond positively to your outreach.
Ideal Customer Profile
Define your ICP by focusing on HR and People teams, Finance leaders, and benefits managers within companies ranging from startups (50–500 employees), SMBs (100–2,000), to enterprises (2,000+). Prioritize Indian tech-focused businesses, especially those headquartered or with large operations in Bangalore, Mumbai, Delhi NCR, Hyderabad, and Chennai. You can get even more precise by narrowing the list by sub-sector, company stage or funding round. Refine your targeting as needed and send the criteria to Leadsforge to build your prospect list. Here is why: The better your targeting, the more your messages resonate—leading to higher reply and meeting rates from ideal buyers.
Targeting
Segmentation
Segment your outreach using the following: 1) Industry (tech, SaaS, and fast-growing B2B companies) 2) Size (startups, SMB, enterprise as defined above) 3) Geography (Indian metros, with flexibility to expand) 4) Role (CHRO, Head of People, CFO, HRBP, Benefits Manager). Here is why: Segmenting by these dimensions lets you tailor your messaging and lead magnets, thus increasing your chance of engagement with each audience group.
Vertical Slices
Create tailored campaigns for each vertical slice, such as high-growth tech startups (talent retention and speed), SMBs (cost and claims predictability), and large enterprises (compliance, benchmarking, integration). For each, use hooks relevant to their needs, like Employee Health Report, Claims Improvement Audit, or integration capabilities with HRIS. Here is why: Personalized messaging to each segment shows you understand their unique pain points and makes your outreach stand out from generic emails.
Signals
Focus on signals like recent funding rounds (Series A–C), headcount surges, new HR or payroll tech adoption, and benefits renewal cycles. You can detect these by monitoring job postings, news alerts, or using enrichment through Leadsforge. Here is why: Trigger-based campaigns reach prospects at the moment they’re most in need of your solution, increasing the likelihood of a conversation or demo.
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 enables you to run automated, multi-step campaigns and personalize messaging at scale using AI—perfect for your content-rich, consultative approach. Its analytics help you track opens, replies, and meetings booked, so you can refine sequences for maximum effectiveness. Here is why: Using a data-driven tool like Salesforge ensures you work smarter, not harder, and maximize results from every prospecting effort.
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 simplifies and speeds up your list building by letting you target companies by size, industry, recent funding, and more. Plus, you can discover leads who follow your competitors and enrich your database with decision-maker contacts in just a few clicks. Here is why: Quality, up-to-date leads are the foundation of any effective outbound program, so Leadsforge ensures you are always reaching the right people.
Possible combinations
Set up your outbound mailboxes with Primeforge (for Google/Outlook mailboxes) for high deliverability and a personal touch. Pair this with Mailforge for dependable initial campaigns using shared infrastructure. This approach balances scale and quality, allowing you to experiment, ramp up safely, and easily transition to a more dedicated setup as you grow. Here is why: Combining Primeforge and Mailforge helps you enjoy best-in-class inbox placement from day one, keeping your outreach safe, compliant, and effective.
Available Domains
tryplumhq.com plumhqcare.com plumhqteam.com plumhq.io plumhq.in getplumhq.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
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
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
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and
a
$2.86
CAC
With
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Mailforge
&
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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
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Cold
Outreach
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Case Study