Custom Strategy

UnitPlus's personal outbound strategy

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

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

Lead generation
Customer Lookalikes
To quickly find more prospects like your best clients, start by focusing on customers who already engage deeply with your investment products (such as those holding ZinsPlus or MultiPlus). Leadsforge makes this easy—just upload your top customers or describe your ideal customer profile (e.g., finance directors, active fintech app users) and it will automatically find similar profiles to target. Here is why: Finding lookalikes ensures your outreach is relevant, targeting those most likely to engage and convert, which is especially effective when launching new investment products or entering new markets.
Competitor Followers
Want to reach the same people who follow or interact with your competitors or similar finance brands? Use Leadsforge: simply provide the LinkedIn page link for any competing product or top fintech company, and it will automatically identify the networks of interested followers for you. Here is why: This expands your reach to highly-qualified leads with a proven interest in investment solutions. Share their LinkedIn company page link in Leadsforge and it will find it for you.
Ideal Customer Profile
You already have strong ICPs for both your B2B partnership (Heads of Treasury, CFOs, Platform leaders) and B2C app growth audiences (affluent German, DACH, or EU retail savers). You can refine these further in Leadsforge to match company size (SMB, mid-market, enterprise), geography, and specific department or job title—making each list even more targeted and customized to your needs. Here is why: Fine-tuned ICP targeting ensures your messages go to key decision-makers or high-intent consumers, saving time and maximizing campaign results.
Targeting
Segmentation
For UnitPlus, a smart segmentation approach combines: 1) Industry (bank, fintech platform, corporate treasury) 2) Company size (SMB, mid-market, enterprise) 3) Geography (Germany first, later DACH/EU) 4) Fit for ICP (relevant job titles for B2B, asset levels or behaviour for B2C) Here is why: Segmented lists mean your outbound can be tailored and personalized—boosting reply rates and conversion, and minimizing wasted sends.
Vertical Slices
Within financial services, focus each outbound campaign on vertical slices such as European neobanks, SMB treasury teams, or digital wealth platforms. For your B2C track, consider sub-niches like high-net-worth savers or app comparison blogs. Each vertical can be addressed separately, allowing sharper messaging and offer alignment. Here is why: Vertical focus lets you speak your prospect’s language—referencing their challenges, industry awards, or needs, which dramatically increases engagement.
Signals
Useful outreach triggers for UnitPlus include recent funding or award press (e.g., 'Finance Product of the Year 2025'), product launches (Berg-Serie, FestPlus), relevant regulatory or rate changes, and company hiring activity (especially for product/partnership roles). Here is why: Trigger-based outreach is timely and personalized, cutting through inbox noise and prompting more responses from high-value prospects.
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 centralizes your entire outbound process—sequencing personalized emails, automating follow-ups, managing multiple sending mailboxes, and seamlessly integrating your lead list sources. For a growing company with both B2B and B2C campaigns, this means less manual work and better results from every campaign. Here is why: Automation, personalization, and detailed analytics are crucial to scale your outreach without hiring extra staff or losing touch with your brand voice.
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 your shortcut to quality leads—easily find your ideal prospects, build lookalike lists of your best clients, or tap into competitor audiences for both B2B and B2C needs. No manual search required. Here is why: Sourcing the right contacts fast lets you focus on converting—not just researching—so you get meetings and app downloads sooner.
Possible combinations
For mailbox setup, use Primeforge with Google and Microsoft mailboxes for your B2B outreach. For high-volume B2C sends (such as app acquisition campaigns), Mailforge with rotating shared IPs is ideal—giving you scale and helping keep your main brand domain reputation pristine. Infraforge is only needed if you plan to send over 100,000 emails per month or require a dedicated IP setup for total deliverability control. Here is why: This setup matches industry best practices for finance brands, balancing deliverability with scale and compliance.
Available Domains
unitplusapp.com unitplusteam.com unitplusapp.net unitplus-de.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
0
100,000
Mailboxes
25
Cost
$113 per month
Domains
9
Cost
$126 per year
Get Mailboxes
Shared Email
0 Leads to process
0
100,000
Mailboxes
25
Cost
$75 per month
Domains
9
Cost
$126 per year
Get Mailboxes
Private Email
0 Leads to process
0
100,000
Mailboxes
25
Cost
$100 per month
Domains
9
Cost
$126 per year
Total price
$600
per month
Not sure what tool works for you?

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