Custom Strategy

Steve McNicholas's personal outbound strategy

We’ll share the exact tools that work best for Steve McNicholas in the Leadership Development / B2B L&D Consulting to scale your outbound efforts and help you build more pipeline.
Prepared by Agent Frank
#1 AI SDR

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

Lead generation
Customer Lookalikes
For best results, focus your outreach on companies or leaders who already get strong value from your programmes or those who match your ideal client profile (CHROs, Heads of L&D, or CEOs in mid-sized to enterprise firms, especially from sectors like Financial Services, Insurance, and B2B SaaS/Consulting). Leadsforge can help you quickly identify and build lists of similar prospects based on your current best clients or your target industry segments. Here is why: Targeting lookalikes means you're more likely to reach decision makers who see value in your work, improving conversion and reducing wasted effort.
Competitor Followers
A high-impact move is to source prospects who already follow your competitors or peer leadership companies on LinkedIn. These audiences have shown an active interest in leadership development, making them more likely to engage with your message. You only need to provide the LinkedIn company page or competitor name—Leadsforge will handle the rest for you. Share their LinkedIn company page link in Leadsforge and it will find it for you.
Ideal Customer Profile
Your current approach to identifying decision makers (CHROs, Heads of People, L&D, CEOs, HR Transformation leads) in organisations with 100+ employees is spot on. You can refine your lists even further by specifying company size, region (UK as primary, Western Europe/US as secondary), industry vertical, and buying triggers (recent hires, M&A, funding rounds). Leadsforge supports these filters to make your targeting sharper before you begin sending.
Targeting
Segmentation
Segment your prospecting lists by: 1) Industry (e.g., Financial Services, Insurance, Public Sector, SaaS, Consulting) 2) Company size (mid-market vs enterprise) 3) Geography (UK, Ireland, Western Europe, US) 4) Role (CHRO, L&D, CEO, etc.) Here is why: This approach lets you craft tailored messaging for each segment, increasing your chances of a positive response.
Vertical Slices
Focus your outreach on sectors where you already have case studies and proof (like insurance and financial services) and build credibility with sector-specific references. Use vertical segmentation in Leadsforge to tailor messages using relevant results and language for each industry.
Signals
For best timing, prioritize companies that show buying signals such as: recent funding, mergers or acquisitions, leadership hires (especially CHRO/Head of People), large hiring waves, and upcoming or recent HR/relevant conferences. These events represent a window when companies are most receptive to leadership solutions. You can identify these triggers in Leadsforge and act fast with timely outreach.
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 simplify and automate campaign management, letting you run sequences, analyze results, and optimize follow-ups in one place. Great for solo consultants or small teams—it makes your outreach more efficient and helps you focus on conversations versus admin. Here is why: You can spend more time building relationships and less time juggling spreadsheets and scattered tools.
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 offers you an efficient way to source high-quality, up-to-date lists of exactly the types of prospects you want (e.g., CHROs, Heads of L&D, event organisers). You can use advanced filters matching your ICP and remove the guesswork from list building—helping you stay compliant and relevant. Here is why: Well-targeted, quality lists mean more replies and booked meetings, and less risk to your reputation.
Possible combinations
Start with Primeforge for sending through authenticated Google or Microsoft mailboxes for best deliverability and simplest calendar integration. If you want an easy path to scale or use shared-IP sending, Mailforge is a great option to add a sending channel as your outreach grows. For now, Infraforge isn’t necessary—keep it in mind only if you later scale to very high volumes and need a dedicated IP setup.
Available Domains
stevemcnicholassuccess.com stevemcnicholasspeaks.com stevemcnicholasteam.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
10,000 Active contacts & Emails
Growth plan
0
270,000
Emails
Cost
800,000
$96 / month
1,000 Personalization credits
Growth plan
0
9,000
Cost
$130 / month
1,000 Validation credits
Growth plan
0
535,000
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
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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