Custom Strategy

Upwards's personal outbound strategy

We’ll share the exact tools that work best for Upwards in the FamTech / B2B SaaS (Childcare & Eldercare Benefits Marketplace) to scale your outbound efforts and help you build more pipeline.
Prepared by Agent Frank
#1 AI SDR

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

Lead generation
Customer Lookalikes
Start your outbound by focusing on the companies where you’ve already had success — your current best customers or the profile of your ideal HR/benefits buyer. These are organizations similar in size, industry, and geographic footprint to your existing wins (e.g. employers like Chobani, Dollywood, and public agencies using care programs). Here is why Organizations with proven positive outcomes and ROI from your platform are most likely to convert again — and they provide great social proof. You can leverage Leadsforge to quickly find and prioritize lookalike companies based on your ideal customer profile. Use your existing case studies to identify patterns: industry (manufacturing, health, hospitality), location (CA, NY, TN), and company size. Run these criteria in Leadsforge to build a high-probability list of new prospects.
Competitor Followers
A smart way to grow your list is to target the followers of competitors or similar platforms. Leadsforge makes this easy: simply enter the name and website of a competitor or relevant benefits marketplace, and Leadsforge can identify followers and employees to target with your campaigns. Here is why Followers of competitor company pages often include HR, benefits, and talent leaders who are actively interested in care benefits and solutions like yours. To get started, share their LinkedIn company page link in Leadsforge and it will do the rest for you.
Ideal Customer Profile
For high-quality targeting, start by refining your ICP: identify teams (Total Rewards, HR, Benefits), geographic coverage (starting with US states where you have wins), company size (500–5,000 employees for mid-market; 5,000+ for enterprise), and relevant buyer titles (CHRO, Benefits Manager, City/County Program Heads). Here is why Having this structure lets you segment outreach for higher personalization and increases your reply and conversion rates. You can further refine this targeting using Leadsforge and then export those contacts for immediate engagement.
Targeting
Segmentation
Segment your outreach by key markers: industry sectors challenged by shift work (manufacturing, healthcare, hospitality), company size (mid-market and enterprise), location (focus initially on CA, NY, TN), and buyer roles (Total Rewards, Benefits, Government Program Managers). Here is why Proper segmentation ensures your message resonates with the most relevant audience, lets you test value props (like ROI improvements), and makes your outreach feel personalized, not generic.
Vertical Slices
Prioritize outreach by vertical: 1) Manufacturing, food & CPG, hospitality, retail (for large employers and shift work) 2) Healthcare systems (for regulatory, compliance-heavy buyers) 3) State and local government benefits programs 4) Fast-growing tech companies with high employee churn risk Here is why Each vertical faces different retention and compliance challenges; tailoring your messaging and content shows you understand their unique needs.
Signals
Time your outreach with high-intent triggers such as: 1) Upcoming open enrollment (seasonal - 2–3 months prior) 2) New HR/benefits leadership changes 3) Public funding announcements for care programs 4) News of company expansion, new locations, or major hiring pushes 5) Press releases about your case studies or competitor activity Here is why Reaching out during these periods increases your chance of a warm conversation, as your product will be top-of-mind and relevant to timely business needs.
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 perfect for a 130+ employee company looking to orchestrate and scale outbound campaigns. It enables you to manage sequencing, use AI personalization, and oversee multiple mailboxes, all while tracking key metrics and deliverability. Here is why Salesforge helps you maintain touchpoints and manage reply flows, without missing hot leads — crucial for a B2B solution with longer sales cycles and several buyer personas.
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 accelerates building high-quality lists for your specific ICP, letting you find roles like Benefits Manager, CHRO, or City Program Director, even within niche verticals. Here is why This targeted approach saves hours on manual research, ensures compliance-sensitive lists (for healthcare/government), and enables volume scaling as you grow.
Possible combinations
For mailbox setup, use both Google and Microsoft mailboxes for best deliverability, with Primeforge as your primary sending infra for priority prospects and shared Mailforge mailboxes for A/B testing and initial sequences. Here is why Primeforge’s prewarmed, GSuite- and Outlook-compatible setup maximizes inbox placement for sensitive HR and government audiences, while Mailforge lets you quickly and safely test new content. Plan your outreach using secondary domains (avoid your main domain for cold outbound).
Available Domains
upwardsco.com upwardssupport.com upwardsbenefits.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
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Positive
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and
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$2.86
CAC
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Over
214K
Prospects
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a
16%+
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Reply
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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."
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"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
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