Custom Strategy

Swish Funding's personal outbound strategy

We’ll share the exact tools that work best for Swish Funding in the Financial Services / Small-business lending to scale your outbound efforts and help you build more pipeline.
Prepared by Agent Frank
#1 AI SDR

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

Lead generation
Customer Lookalikes
Start by focusing on your best current customers – those small business owners who have received funding quickly and seen direct benefits. With Leadsforge, you can find similar businesses based on industry, revenue, and ownership profile. Here is why: Targeting lookalikes of your top customers increases your chances of connecting with businesses who are likely to engage, since they share needs and success patterns with your most satisfied clients. Leadsforge makes this easy by allowing you to use your ideal client profile to discover new audiences ready for your offer.
Competitor Followers
Identify the LinkedIn company pages of your direct competitors or related SMB lending providers. Then, use Leadsforge to find the followers of those pages – these are people who are already interested in funding options and are more likely to be receptive to outreach. Here is why: Followers of competitor pages already show intent and interest in business funding services. To get started, simply share their LinkedIn company page link in Leadsforge and it will find potential new leads for you.
Ideal Customer Profile
Refine your targeting by selecting business owners and decision-makers within your ICP – specifically, those in high-transaction or seasonal businesses like medical practices, restaurants, retail, home services, auto repair, and cleaning companies. Prioritize by annual revenue (e.g., $500K–$50M), headcounts (2–250 employees), and US geography, focusing first on regions where you can engage at the right times. Here is why: Narrowing your focus to clearly defined segments ensures your messaging resonates and improves conversion rates. You can further refine these criteria in Leadsforge to precisely match your ideal customer profile before building target lists.
Targeting
Segmentation
Segment your outreach into focused lists based on: 1) Industry vertical (e.g., Medical & Dental, Restaurants, Construction, Retail/E-commerce) 2) Business need (payroll gaps, inventory, expansion, contract financing) 3) Company size or revenue bands 4) Geography/time zone. Here is why: Keeping lists tightly segmented allows you to personalize your messages and offers, increasing the likelihood of engagement.
Vertical Slices
Prioritize your four key verticals: Medical & Dental, Restaurants & Hospitality, Construction/Home Services, and Retail & E-commerce. For each, tailor your outreach with relevant case studies and examples to demonstrate immediate impact, such as 'funded in 24 hours' testimonials.
Signals
Use timely signals like new hiring surges, business license or permit filings, rapid online review growth, seasonal cash flow peaks, and competitor marketing pushes to prioritize which prospects to contact first. Pay special attention to events that indicate urgent funding needs, such as expansion announcements or increased advertising for hiring. Here is why: Acting on timely business events or market changes helps you reach business owners exactly when they're most likely to need additional capital, improving your chances for 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
Salesforge empowers your team with streamlined, multi-channel outreach sequences, letting you easily manage personalized email, LinkedIn, and phone touches. You’ll get analytics, reply setup, and easy A/B testing: Here is why: For a small team, Salesforge makes outbound predictable, saves manual effort, and helps you refine messaging to keep improving conversion rates.
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 is tailored for finding, enriching, and validating the contact information of your ideal small business prospects. Build targeted lists for each vertical or campaign and keep your data fresh and accurate. Here is why: Leadsforge allows you to reach verified business decision-makers, saving hours on data research and avoiding wasted outreach to stale or unqualified leads.
Possible combinations
For best deliverability and easy management, start your mailbox setup using Primeforge (for Google Workspace or Microsoft 365 mailboxes)—ideal for personalized outreach. Use Mailforge for main outbound campaigns with rotating shared IPs to maximize inbox reach while you test different audiences. This setup keeps your core domain reputation safe and is fast to deploy for a growing team. Here is why: Primeforge gives your team reliable, trusted inboxes for 1:1 relationship-building, while Mailforge handles scalable sending safely. You do not need dedicated infrastructure like Infraforge until you are ready to send very high volumes.
Available Domains
swishfundingcapital.com swishfundingloan.com swishfundingfin.com
Expected Results
10,000
Prospects Contacted This Month
20 – 40
Sales Calls Per Month
Pricing
Send Emails
Choose No. of Leads
1,000
100,000
Cost
$96 per month
Setup Time
5 Minutes
Reachout to 10,000 Leads via Linkedin & Email
Try Salesforge
Find Leads
Choose No. of Leads
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
Choose No. of Leads
1,000
100,000
Mailboxes
25
Cost
$113 per month
Domains
9
Cost
$126 per year
Get Mailboxes
Shared Email
Choose No. of Leads
1,000
100,000
Mailboxes
25
Cost
$75 per month
Domains
9
Cost
$126 per year
Get Mailboxes
Private Email
Choose No. of Leads
1,000
100,000
Mailboxes
25
Cost
$100 per month
Domains
9
Cost
$126 per year
Total price
$600
Not sure what tool works for you?

10,000+ Businesses Run on Salesforge

View all Case Studies
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
“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
Runs
Multi-Domain
Cold
Outreach
With
The
Forge Stack
Case Study