Custom Strategy

Westmont Bagel's personal outbound strategy

We’ll share the exact tools that work best for Westmont Bagel in the Restaurants / Catering / Local Café to scale your outbound efforts and help you build more pipeline.
Prepared by Agent Frank
#1 AI SDR

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

Lead generation
Customer Lookalikes
To quickly reach the right buyers, start by targeting local companies and organizations that closely resemble your current regular catering clients, or the customers you want more of. Think of local businesses, medical and dental offices, schools, event planners, and real estate groups already familiar with your food or services. Leadsforge makes this easy by letting you search for and instantly build lists of similar local offices and organizations who are likely to have recurring catering needs. Here is why: Focusing on these lookalike accounts gives you the highest chance for fast wins—you already know your offer fits, and you’ll see higher open and reply rates with this approach.
Competitor Followers
If you have competitors or similar cafes serving business catering nearby, you can find potential new clients by focusing on companies that follow or engage with those local pages online. Using Leadsforge, all you need to do is share the LinkedIn company page link of a competitor, and it will find businesses and contacts connected to that page for you. Here is why: This is a smart way to reach buyers who are likely already interested in bagel or breakfast catering, making your outreach more effective and relevant. Share their LinkedIn company page link in Leadsforge and it will find it for you.
Ideal Customer Profile
Keep your targeting simple and focused: aim for local businesses and organizations within about 20–30 miles of your shop, including offices, schools, event planners, medical practices, senior centers, and real estate groups. You can narrow down by team size (10–200 employees), industry type, or geography (South Jersey, Haddon Township area). Leadsforge lets you refine this easily—choose your best-fit office types and send the filtered list straight to your outreach campaign. Here is why: Defining your Ideal Customer Profile (ICP) this way makes sure you reach only local groups most likely to need catering now or soon, saving you time and boosting response rates.
Targeting
Segmentation
Break your prospect list up by types of business and their likely catering needs for better results: 1) Corporate offices needing recurring breakfast programs 2) Event planners and wedding vendors for large, one-off catering 3) Schools, PTAs, and local clubs for fundraiser and event bundles 4) Senior living facilities for breakfast delivery 5) Real estate brokerages and property managers for open-house catering Here is why: Segmenting ensures you’re sending the right offer to the right contact at the right moment, making every email far more likely to get a reply.
Vertical Slices
For Westmont Bagel, verticals like corporate offices, K–12 schools, event planners, and health care offices provide the biggest catering opportunities. Slice your campaigns by each vertical and adjust your email message to match their common needs—like Monday breakfast delivery for offices, fundraiser packages for schools, or free sample trays for event planners. Here is why: When your outreach talks directly to a vertical’s typical use case, you instantly appear more relevant and boost your chance of booking a meeting or catering order.
Signals
Watch for local events, company moves, school semester starts, open house dates, or nearby festivals—then reach out offering timely catering or sample menus for their special occasions. For example: a new office opening or local teacher appreciation week are perfect hooks for an introductory catering deal. Here is why: Trigger-based outreach gets higher engagement because your message arrives when the need is highest and most urgent.
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 a great choice for local businesses wanting to scale up their outbound later—once you have a few mailboxes running smoothly and start hiring more staff or sending higher volumes. It automates high-touch outreach and maximizes reply rates without extra manual effort. Here is why: For a growing catering business, Salesforge means less time in your inbox and more meetings, tastings, and orders coming in as you expand your email campaigns.
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 makes finding and connecting with local South Jersey businesses extremely easy—just plug in your area and audience, and it does the heavy lifting. You'll quickly generate lists of corporate offices, event planners, schools, or realtors ready to try local catering. Here is why: Instead of hours spent searching for the right contacts, Leadsforge gives you a steady stream of fresh, targeted prospects so you can focus on closing more catering deals.
Possible combinations
Start with Mailforge for your sending needs, as it's budget-friendly, quick to set up, and already pre-warmed for reliable delivery. Choose Google or Microsoft mailboxes to get the best performance and easiest inbox setup for your main outreach sender. If you start sending at a much larger scale or need stricter email control, you can add Infraforge later for dedicated sending power; for now, Mailforge has you covered. Primeforge can help with automation and AI-powered personalization in your follow-up campaigns as you grow, but is not required to launch successfully.
Available Domains
westmontbagelcatering.com westmontbagelshop.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
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