Custom Strategy

TODAY (usetoday.io)'s personal outbound strategy

We’ll share the exact tools that work best for TODAY (usetoday.io) in the Finance & Insurance to scale your outbound efforts and help you build more pipeline.
Prepared by Agent Frank
#1 AI SDR

Here's what TODAY (usetoday.io) should do to generate more qualified meetings every month.

Lead generation
Customer Lookalikes
Start your outbound by going after companies that closely resemble your best and most engaged pilot users or the type of financial advisory firms you want as customers. Focus on those who share similar size (5–200 advisors), region (EU, especially DACH and Nordics), and strong compliance needs. Leadsforge is perfect for uncovering these lookalikes — simply enter the attributes of your ideal customer and let it find match-ready prospects for you. Here’s why: lookalikes tend to convert faster and are already a proven fit for your solution.
Competitor Followers
To find new prospects who already follow companies similar to yours (such as competitors or adjacent fintechs), simply provide their LinkedIn company page link and website in Leadsforge. This tool will automatically pull followers, saving you hours of manual work and giving you a warm audience already interested in your space. Try it: share a competitor’s LinkedIn company page link with Leadsforge and watch it build a fresh outreach list for you.
Ideal Customer Profile
Your ICP is clearly defined: small to mid-sized financial advisors, advisory teams within banks and insurance, and compliance-sensitive firms in the EU (focus on Denmark, Germany, Sweden, Norway). Refine your targeting by specifying teams’ size, key decision-makers (like Head of Advisory, Compliance, or Founder), and geography. Leadsforge enables deep targeting — build precise lists by layering in location, team size, and decision-maker titles before exporting contacts.
Targeting
Segmentation
Segment your outreach by industry (financial advisory, insurance, banking), company size (5–50 vs 50–200 advisors), and region (DACH, Nordics). For each segment, tailor your messaging: emphasize fast ROI and compliance for advisors; highlight low-risk onboarding and scale for mid-size firms. This ensures your campaigns are more personal and relevant, boosting reply rates and conversions.
Vertical Slices
=Within fintech for advisory, slice further into: 1) Independent advisory firms/brokers, 2) Bank/insurance-led advisory groups, and 3) onboarding/coaching teams at larger organizations. Customize your approach for each: owners/MDs appreciate efficiency, while compliance leads value security, and onboarding teams look for seamless training solutions. This structure makes it easier to run parallel outreach tailored to each group’s specific pain points.
Signals
=Watch for triggers that signal buying intent or urgency: regulatory updates (AI-Act, GDPR), hiring sprees for new advisors, CRM or tech stack upgrades, fresh funding or publicity (like case studies or awards). Time your messages around these moments to make your pitch more relevant.
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
When your outbound operation grows — more mailboxes, more team members — Salesforge lets you manage multi-mailbox campaigns, coordinate follow-ups, and run advanced automations so you never miss a lead or a reply. It’s built for scaling sales ops and gets even more powerful as your team expands.
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 regulated EU sectors — it sources clean, compliant, and permission-based B2B contacts with built-in validation. For fintech/finance, it dramatically cuts research time and helps you find exactly the right advisors, teams, or compliance leaders in your target region and company size — all in seconds. The result: higher quality leads with far less manual work.
Possible combinations
Set up your outbound infrastructure with Primeforge for mailbox management and whitelabel hosting. For sending, use Mailforge’s shared IP pool for cost-effective, high deliverability campaigns out of the gate. Set up and warm up your secondary domains (usetoday.net, usetodayteam.com, usetodaysupport.com) for outbound only, keeping your main .io domain for product/ops. As you scale — especially beyond 50k monthly emails or if you need even greater deliverability control — consider upgrading to Infraforge for dedicated IPs and advanced whitelabeling. For mailbox compatibility and reliability, Google Workspace and Microsoft 365 mailboxes are recommended.
Available Domains
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
1,000
100,000
Cost
$89 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
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