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FORGEOS CASE STUDY · INSTANTLY BOOST+

LIVE CASE STUDY · 3-WEEK BUILD

From LinkedIn lists to sales-ready enquiries.

The client needed one scalable path from supplied LinkedIn profiles or domains through contact enrichment, research, tailored offers, relevant emails and strategic follow-up—stopping only when an enquiry reached the sales team.

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INPUTLead
list
HANDOFFSales-ready
prospects
Anonymous client · sales team takes over here

EARLY TEST EVIDENCE

13 replies from the first 157 leads emailed.

In the first controlled test, 157 leads were emailed and 13 replies came back, an 8.28% reply rate. This early signal did not yet measure booked calls or sales.

THE FLOW

LinkedIn profile or domain to sales-ready enquiry.

Flowchart: a lead list moves through automated lead import or finding, contact checks, research, email writing, sending, follow-up, reply classification, and sales-ready handoff before the client's sales team books calls and closes sales.
The system runs automatically from lead list through research, email writing, sending, follow-up, and reply classification. When a prospect wants to discuss the offer, automation stops and the client's sales team takes over.

WORKING EVIDENCE

Instantly Boost+ and its first controlled test.

The client remains anonymous. The evidence below comes from the working system and its first controlled test.

01

Intake automation

Screenshot of the live automation: incoming accounts are checked one by one, duplicates are removed, and new leads are created.
The system checks each account, drops duplicates, and passes only usable leads to the campaign.
02

First controlled campaign

157leads emailed13recorded replies8.28%overall reply rate
Campaign analytics showing 157 sequence starts, 13 recorded replies, and an 8.28 percent overall reply rate.
These are early totals from one test. They do not show booked calls or revenue.

3-WEEK PROCESS

How this build was delivered.

Every phase was done in sequence and reviewed before moving to the next.

  1. 01
    COMPLETE

    Define goals in interviews

    • Interview decision makers and define sales goals
    • Agree who to target, the offer, and what counts as a sales-ready reply
    • Set clear rules for finding the right companies and contacts
  2. 02
    COMPLETE

    Build early version in week two

    • Build a first working outbound sequence
    • Write the first emails from researched company facts
    • Send a controlled test and record the results
  3. 03
    CURRENT

    Refine through week three

    • Improve the emails, the timing, and the follow-up
    • Judge every change on sales-ready replies
    • Optional ongoing support after week three

WHAT THIS BUILD COST

$6,500 development cost.

$3,500 upfront. $3,000 on completion. This introductory rate was agreed alongside permission to share the results in this anonymous case study.

The model below keeps the client's $6,500 development cost fixed and uses editable assumptions to show projected booked calls, sales, revenue, profit, and payback.

PROJECTED MONTHLY ECONOMICS

A directional model of the client's path to booked calls and sales.

All figures in USD

Projected monthly economics for the client.

Five emails per prospect. Total monthly sends determine prospect volume, operating costs, and projected commercial outcomes.

Development cost$6,500One-time build
Ongoing monthly costs$725First month $755, including $30 domain setup. Operating costs only; development shown separately.
Monthly revenue$9,975Scenario estimate
Monthly profit$5,260After gross margin and ongoing monthly costs; before tax, overhead, and sales time
Months to ROI1.2Development and domain setup ÷ monthly profit

Modeled sales-team outcomes after handoff

Prospects contacted1,000
Emails delivered950
Replies33.3
Sales-team booked calls8.3
Sales after handoff1.2

Project scope: This build was intentionally limited to the outbound process through the sales-ready handoff, excluding the client's sales process. Booking, sales follow-up, and closing could be developed as a later extension.

THE SALES-TEAM HANDOFF

Automation stops when the sales conversation should begin.

When a prospect wants to discuss the offer, the workflow stops follow-up and sends the opportunity to the client's sales team. That sales team owns the booked call, sales conversation, and close.

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