Custom Strategy

WordsmithDirect's personal outbound strategy

We’ll share the exact tools that work best for WordsmithDirect in the Direct-response copywriting for FinTech and Health/Wellness to scale your outbound efforts and help you build more pipeline.

Prepared by Agent Frank

#1 AI SDR

Recommended Forges

Search Engine For Leads

Primeforge

Google & MS365 Infrastructure

Mailforge

Distributed Email Infrastructure

Still have questions?

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

Lead generation

Customer Lookalikes

To kickstart your outbound, focus first on reaching companies that mirror your very best clients or your 'dream' customer profiles. For WordsmithDirect, that means targeting FinTech startups and Wellness brands similar to those featured in your strongest testimonials or case studies. Here’s why: Companies already succeeding with your Blueprint Session or Copy Emergency Room are most likely to see value right away, increasing your chances of fast booked meetings and case study wins. You can find these lookalikes (by company type, industry, and size) using Leadsforge — just input the attributes of your best clients and the platform will build you a fresh list to work from.

Competitor Followers

You can efficiently reach prospects who are already following or interested in your competitors. Simply provide the name and website of a relevant competitor or admired company, and Leadsforge will identify the people following their LinkedIn page. Here’s why: These followers are proven to be interested in the type of copywriting or messaging services you offer, making them warmer prospects from the start. Share their LinkedIn company page link in Leadsforge and it will find it for you.

Ideal Customer Profile

Start by identifying the specific industries (FinTech, Wellness), company sizes (startups, SMBs, and scaleups), and decision-maker roles (founders, Heads of Marketing, Product Marketers) that fit your sweet spot. Look at where you have the best results or reviews, and focus there first. Here’s why: This ensures your outreach is relevant and immediately resonant. With this insight, you can refine your lists by geography or team size and then send these criteria to Leadsforge to generate a tailored prospect list.

Targeting

Segmentation

Segment your outreach by industry (FinTech vs Wellness), company size (1–50, 50–250), and buyer role (Founder/CEO, Head of Marketing, Product Marketer). Plan different messaging or lead magnets for each segment. For example: highlight regulatory trust for FinTech, and testimonials or case studies for Wellness brands. Here’s why: Personalized, relevant messaging always outperforms generic blasts—especially in crowded or regulated sectors. This structure keeps your approach smart, targeted, and respectful of your prospects’ inboxes.

Vertical Slices

Split your target market into vertical slices: FinTech (emphasize compliance and trust messaging), and Wellness (focus on education, proof, and testimonials). Customize your email copy and lead magnets for each slice to maximize relevance. Here’s why: Each vertical has different pain points and triggers. Tailoring your story shows you understand their world, earning more replies from serious buyers.

Signals

Key triggers for outreach include: 1) Recent funding rounds or Series A/B news (FinTech) 2) New product launches or major site/app updates 3) Job postings for senior marketing, growth, or acquisition roles (shows expansion) 4) Seasonal cycles like New Year for Wellness (when new marketing or campaigns are planned) Here’s why: Trigger-based timing ensures your offer lands when decision-makers are most receptive to messaging audits, fast fixes, or trust-building support.

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 designed to manage your outbound campaigns, automate follow-ups, and personalize emails at scale—all in one place. It’s perfect for small agencies or solo teams who need smart automation, easy tracking, and the ability to test and optimize messaging. Here’s why: You get an AI-powered outreach engine that helps you get more replies without adding complexity, so you can focus on booking more Blueprint Sessions or fast Copy Emergency Room wins.

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 precisely targeted lists fast—filtering by industry, company size, job title, and more. You can pursue lookalikes, identify key followers of your competitors, or refine your ICP and export lists in minutes. Here’s why: Start every campaign with the right contacts, saving time and maximizing your odds of booking meetings with the decision-makers that matter most.

Possible combinations

For mailbox setup, use Google or Microsoft mailboxes for the best deliverability. Pair them with Primeforge for management and Mailforge for sending via shared trusted IPs. This combo gives you inbox reliability and fast ramp-up—no technical headaches required.

Available Domains

wordsmithdirecttry.com wordsmithdirectai.com wordsmithdirectco.com wordsmithdirectteam.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

Cost

$113 per month

Domains

Cost

$126 per year

Try Primeforge

Get Mailboxes

Shared Email

Choose No. of Leads

1,000

100,000

Mailboxes

Cost

$75 per month

Domains

Cost

$126 per year

Try Mailforge

Get Mailboxes

Private Email

Choose No. of Leads

1,000

100,000

Mailboxes

Cost

$100 per month

Domains

Cost

$126 per year

Try Primeforge

Total price

$600

Not sure what tool works for you?

10,000+ Businesses Run on Salesforge

View all Case Studies

Debt Investment

Case Study

Debt Investment

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."