Custom Strategy

Westmont Bagel's personal outbound strategy

We’ll share the exact tools that work best for Westmont Bagel in the Restaurants / Local Bakery & Catering 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
For best results, start by identifying your most loyal and high-value customers – for Westmont Bagel, these might include local offices that already order catering, corporate accounts, and residents who are repeat visitors. Here is why: Companies similar to your best customers are more likely to trust your brand, try your food, and become repeat clients themselves. With Leadsforge, you can find ‘lookalike’ companies or organizations in your area, such as nearby corporate offices, schools, law firms, or clinics. This helps you focus your outreach on those most likely to buy from you.
Competitor Followers
One smart way to reach potential new clients is by finding people who follow your competitor bakeries, bagel shops, or local catering businesses on LinkedIn. Here is why: Followers of similar businesses already have an interest in catering or local food services, making them perfect prospects for your campaigns. You only need to share a competitor’s LinkedIn company page or their business website with Leadsforge, and it will handle the rest for you. To get started, just paste the competitor’s LinkedIn company page link into Leadsforge and let it find relevant followers you can contact.
Ideal Customer Profile
Think about who your ideal catering customers are – for Westmont Bagel, this means nearby office managers, HR teams, event planners, and local small business owners. Also consider location (within a 15–20 mile radius), company size (5–100 employees for recurring orders), and the roles most likely to order catering. Here is why: Identifying your ICP (Ideal Customer Profile) lets you personalize your outreach so you target only the most relevant people. Leadsforge makes it easy to filter by company type, location, and even job title—so your campaign is focused and effective.
Targeting
Segmentation
Segment your outreach by: 1) Local Corporate Catering (primary target – office managers, HR, facilities within 15mi) 2) Event Planners & Venues 3) Local SMBs (small offices, clinics, legal practices) 4) Residents (newsletter and loyalty program) Here is why: By dividing your list, you can craft messaging that speaks directly to each group’s needs. For example, office managers love reliability and easy ordering, while residents may value special offers and community ties.
Vertical Slices
Think about verticals like types of local businesses you want more of: law firms, medical offices, real estate agencies, local schools, or financial planners. You can also focus on event-related accounts: wedding planners, venues, churches, or neighborhood organizations. Here is why: Going deep into one vertical helps you develop specialty packages and stronger word of mouth within those circles. Leadsforge can help you build lists for exactly these kinds of companies so each campaign feels relevant and personal.
Signals
Powerful triggers for outreach include: 1) Local events (school functions, holiday parties, sports banquets) 2) Office-heavy dates (tax season, Monday morning team meetings) 3) Area business openings/relocations 4) Community or seasonal events (graduation, fairs) Here is why: Timing your emails around these triggers catches prospects when they actually need catering or fresh bagels, raising your chance of getting a reply.
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 gives you an easy way to automate multi-step email outreach, track responses, and keep all your campaign activity organized in one place. Here is why: Automation saves you hours every week as you scale up your outreach—plus you get analytics to learn what messaging wins the most replies. This is especially useful if you want to expand from a dozen local companies to hundreds of leads, without the headache of manual follow-up.
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 helps you build rich, local prospect lists with just a business name, website, or competitor info—no research required. Here is why: You get access to decision-makers at local offices, event venues, or area businesses that actually fit your target customer profile. Leadsforge lets you refine by location, role, or company type, so every lead is a real opportunity for more catering orders.
Possible combinations
We recommend using Primeforge to set up your Google or Outlook mailboxes for all your main business email addresses. For sending your promotional campaigns and local B2B outreach, Mailforge offers lower-cost, reliable sending using shared, pre-warmed IP addresses, which is ideal for the volume Westmont Bagel will send at this stage. Here is why: Primeforge ensures excellent deliverability for important messages and customer replies. Mailforge lets you test different messages and run ongoing promotions without risking your main domain’s reputation.
Available Domains
trywestmontbagel.com newwestmontbagel.com westmontbagelnj.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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