Client Overview

The Eddie Hotel & Farm is a boutique hospitality venue in Prince Edward County, offering corporate retreats, private events, weddings, and overnight experiences.

With a premium offering and strong positioning, each booking represents high-value revenue. However, growth depended largely on inbound inquiries and seasonal demand, limiting their ability to consistently fill midweek and corporate event capacity.

Forge partnered with The Eddie to build a predictable outbound pipeline and appointment-setting system to generate and convert corporate demand.

The Challenge

The Eddie faced a common issue among hospitality venues: unused capacity and no scalable sales system.

Key challenges included:

• Heavy reliance on inbound and organic inquiries
• No structured outbound lead generation
• Limited internal capacity to manage outreach and follow-up
• Missed opportunities due to lack of consistent sales process
• Difficulty filling weekday corporate bookings

The issue wasn’t demand, it was the lack of a system to consistently generate and convert that demand into booked meetings.

The Solution

Forge implemented a two-layer outbound and conversion system designed not just to generate leads, but to turn them into booked meetings.

Layer 1: Targeted Outbound Campaigns

Campaigns were built to reach:

• HR leaders
• Event planners
• Operations managers
• Business owners

Messaging was personalized and designed to create real conversations and qualified interest.

Layer 2: Appointment Setting & Pipeline Management

Forge operated as an extension of The Eddie’s sales team:

• Responding to every lead
• Qualifying interest
• Following up persistently
• Booking meetings directly
• Managing pipeline stages in CRM

This ensured every opportunity was worked, not wasted, turning outbound into a true revenue pipeline.

Results

Within the first 90 days, the system generated strong engagement, opportunities, and booked meetings.

Overall Campaign Performance

• 6,600+ decision-makers reached
• 700+ replies generated
• 100+ qualified opportunities created
• $100K+ pipeline generated

Breakdown

Corporate Retreats Campaign

• 7.01% reply rate
• 37 opportunities created

Event Venue Campaign

• 14.95% reply rate
• 68 opportunities created

The campaigns consistently generated high reply rates and strong engagement across target audiences.

Outcome & Impact

The biggest impact came from active follow-up and appointment setting, not just lead generation.

The Eddie: Pipeline Image 1

The Eddie: Pipeline Image 2

• 16 booked meetings with corporate buyers
• Opportunities actively tracked and progressed in CRM
• $222K+ future pipeline value identified
• Structured pipeline across early-stage, mid-funnel, and booked meetings

Instead of losing leads due to slow follow-up, every opportunity was:

• Responded to immediately
• Followed up consistently
• Re-engaged if stalled
• Progressed toward booked meetings

This created a fully managed pipeline from first touch to scheduled calls.

Conclusion

The Eddie didn’t need more inquiries — they needed a system to convert interest into revenue.

By combining outbound outreach with structured follow-up and appointment setting, Forge helped transform:

Inconsistent inbound demand into a predictable pipeline of booked corporate meetings.

The result is a scalable system that not only generates leads, but consistently converts them into real opportunities and revenue.

Client Overview

Milea Vineyard is a family-owned winery in New York offering curated wine, culinary, and event experiences. In addition to traditional visits, the vineyard hosts corporate retreats, leadership offsites, and wellness experiences.

Despite a strong offering and recent brand revamp, Milea relied primarily on word-of-mouth and inbound demand, limiting their ability to scale corporate bookings.

Forge partnered with Milea to build a predictable outbound pipeline targeting organizations within driving distance of NYC, New Jersey, and Connecticut.

The Challenge

Milea Vineyard lacked a structured system to generate corporate event demand.

Key challenges included:

• Heavy reliance on referrals and inbound inquiries
• No proactive outreach to corporate decision-makers
• Limited visibility into future bookings
• Need to attract offsite, retreat, and team event demand from nearby cities

The goal was to create a consistent pipeline of corporate retreat and event opportunities rather than relying on sporadic inbound interest.

The Solution

Forge implemented a targeted outbound strategy across two core campaigns, focused on high-intent event use cases.

Campaign 1: Wellness Retreats

Targeted wellness brands, yoga studios, and lifestyle-focused organizations.

Positioning focused on:

• Wellness retreats
• Team bonding experiences
• Nature-based offsites
• Yoga and lifestyle events

Campaign 2: Leadership Offsites

Targeted mid-market companies and executive teams planning offsite experiences.

Positioning focused on:

• Leadership retreats
• Strategy sessions
• Corporate offsites
• Team-building events

Both campaigns focused on organizations within a 1.5-hour radius, ensuring strong geographic relevance and higher likelihood of conversion.

Results

Within the first 2 months, the outbound system generated strong engagement and qualified opportunities.

Wellness Retreat Campaign

• 1,906 prospects contacted
• 6.51% reply rate
• 43.55% positive reply rate
• 54 leads generated
• $405K pipeline value

Leadership Offsites Campaign

• 3,104 prospects contacted
• 1.26% reply rate
• 46.15% positive reply rate
• 18 leads generated
• $135K pipeline value

The wellness campaign emerged as the primary driver of inbound interest and engagement.

Outcome & Impact

The campaigns successfully established a structured outbound pipeline generating consistent interest from corporate and wellness-focused organizations.

• 72 total opportunities generated
• $540K+ combined pipeline value
• Positive reply rates consistently exceeding 20% KPI

While deals were still progressing through the sales cycle, Milea now has a reliable flow of qualified opportunities to convert into future events.

Conclusion

By implementing a focused outbound strategy, Forge helped Milea Vineyard transition from reactive, referral-based growth to a predictable pipeline of corporate event demand.

The campaign delivered strong engagement, qualified conversations, and a scalable system for attracting:

• Corporate retreats
• Leadership offsites
• Wellness experiences

Milea now has a repeatable outbound engine to consistently generate and convert high-value event opportunities.

Client Overview

Culinary Canvas is a premium event venue and catering experience based in St. Louis, specializing in corporate events, fundraisers, holiday parties, team-building experiences, and private functions.

With an average event value of around $15,000, each qualified opportunity represents meaningful revenue potential.

Forge partnered with Culinary Canvas to build a predictable outbound pipeline for corporate and nonprofit events within a single-city market where expansion into new regions was not possible.

The Challenge

Unlike multi-location hospitality brands, Culinary Canvas operates within a geographically capped market.

This created several growth challenges:

• A finite local lead pool
• Risk of exhausting prospects through traditional outreach
• Strong dependence on seasonal demand
• Limited ability to scale through new markets

The goal was to generate a consistent flow of qualified corporate and nonprofit event opportunities while carefully managing a limited prospect universe.

The Solution

Forge implemented a sequenced five-phase outbound system across email and LinkedIn designed to maximize engagement without burning through the local market.

Phase 1: Corporate Holiday Campaign
​Launched during peak planning season to capture companies organizing year-end celebrations.

Phase 2: Corporate Events Campaign
​Messaging pivoted to broader corporate event positioning such as team-building experiences, executive dinners, and company gatherings.

Phase 3: Galas & Fundraisers Campaign
​A new segment targeted nonprofits, foundations, and associations planning fundraising galas and donor events.

Phase 4: LinkedIn Campaign Layer
​LinkedIn outreach was added to increase brand exposure and engagement alongside email campaigns.

Phase 5: Ecosystem Expansion & Re-Touch Strategy
​Forge eventually layered in vendor partnerships, event planner outreach, and past client re-engagement campaigns to extend lifecycle value from existing prospects.

This sequencing allowed Forge to continuously engage the same ICP with new context and timing rather than new lists, preventing market exhaustion.

Results

Over five months of campaigns, the outbound system generated strong pipeline growth.

• 64 qualified opportunities created
• Reply rates up to 4.3%
• $960,000 total pipeline value generated
• $135,000 confirmed pipeline actively in the sales cycle

The corporate campaign alone produced 39 opportunities, while the nonprofit fundraising campaign achieved an 8.99% reply rate, demonstrating strong engagement from targeted segments.

Outcome & Impact

The outbound system helped Culinary Canvas generate nearly $1M in potential event bookings within a single geographic market.

With an average deal size of ~$15K per event, each qualified opportunity represented meaningful revenue potential.

More importantly, the business now has a structured pipeline and repeatable outreach strategy capable of consistently generating corporate and nonprofit event opportunities.

Conclusion

Culinary Canvas demonstrates that growth does not always require expanding into new markets.

By implementing a structured outbound strategy and sequencing campaigns around buyer timing, Forge helped generate:

• Dozens of qualified event opportunities
• Nearly $1M in pipeline value
• A predictable corporate and nonprofit event booking engine

Within a capped market, precision and segmentation outperformed volume, creating a scalable system for future event revenue.

Client Overview

Pyek Group operates Typhoon Texas Waterparks, with locations in Houston and Austin. The parks attract large summer crowds and also host corporate outings, school trips, church groups, and private events.

While group bookings were an important revenue driver, the business primarily relied on B2C traffic and inbound demand, making corporate and large group bookings unpredictable.

Pyek partnered with Forge to build their first structured outbound system designed to generate high-value corporate and group bookings across both park locations.

The Challenge

Before working with Forge, Typhoon Texas faced several growth constraints:

• No structured outbound B2B lead generation system
• Marketing focused primarily on families and general park traffic
• Limited visibility into corporate booking pipeline
• Need for larger group bookings to maximize peak summer revenue

The goal was to create a system that could consistently generate conversations with:

• Corporate event planners
• Leadership retreat organizers
• Churches and youth groups
• Schools and community organizations

The Solution

Forge implemented a dual outbound campaign strategy using targeted cold email and LinkedIn outreach.

Campaign 1: Corporate Company Outings
​Focused on companies planning:

• Employee appreciation events
• Leadership offsites
• Corporate summer outings

Average deal size: ~$12K per booking

Campaign 2: Youth & Community Groups
​Targeted:

• Churches
• Youth organizations
• Schools

A key conversion driver was inviting prospects to on-site happy hour events, park tours, and private event space previews, giving prospects a clear reason to respond and start a conversation.

Results

In under 60 days, the outbound system generated strong engagement and pipeline growth.

Corporate Campaign

• 2,794 contacts reached
• 4.29% reply rate
• 25% positive reply rate
• 30 opportunities created
• ~$360K pipeline value

Youth / Group Campaign

• 1,514 contacts reached
• 8.32% reply rate
• 38% positive reply rate
• 48 opportunities created

These campaigns significantly exceeded typical reply benchmarks for outbound outreach.

Outcome & Impact

Across both campaigns, Forge helped Pyek generate a substantial early pipeline.

Combined Results (First ~2 Months)

• 78 total opportunities created
• $360K–$400K estimated pipeline value
• Reply rates exceeding the 3–3.5% benchmark
• Positive reply rates exceeding 20% KPI

Most importantly, Typhoon Texas now has a predictable outbound pipeline generating high-value corporate and group booking opportunities.

Conclusion

By implementing a structured outbound strategy, Forge helped Pyek Group shift from relying solely on B2C park traffic to building a high-value B2B booking pipeline.

The campaign delivered strong engagement, dozens of qualified opportunities, and a repeatable system for generating corporate and group events.

This approach gives Typhoon Texas a scalable engine for filling large group bookings and maximizing summer revenue.

Client Overview

Yardbird is a well-known restaurant group with an active Miami location and expansion plans in Chicago and Los Angeles.

The team wanted to increase group dining revenue and corporate event bookings while building a predictable outbound system that could generate partnerships and bookings across multiple locations.

Forge partnered with Yardbird to develop a targeted outbound strategy focused on corporate event opportunities and hotel partnerships.

The Challenge

Yardbird operates in a competitive hospitality market where the number of potential corporate and hotel relationships is limited.

To grow bookings, they needed a way to:

• Reach corporate planners and hotel decision-makers
• Generate consistent conversations before peak seasons
• Identify which offers would resonate most with the local market

Without a structured outbound strategy, growth depended largely on inbound bookings and local awareness.

The Solution

Forge launched targeted outbound campaigns across email and LinkedIn to test two approaches:

Corporate Event Campaign

Positioning Yardbird as a venue for corporate dinners and private events.

Hotel Partnership Campaign

• value-driven partnership offer including:
• Complimentary tasting for hotel staff
• 15% guest dining incentive
• A simple partnership model with minimal commitment

Campaign messaging, targeting, and sequencing were continuously optimized to improve engagement and pipeline generation.

Results

Within the first few months of sending, the campaigns generated strong engagement and partnership conversations.

• 9.1% average reply rate
• 69% positive reply rate
• 40+ qualified hotel partnership leads
• 57 total leads recorded

Corporate event outreach also produced opportunities but at lower engagement levels, reinforcing that offer positioning drives campaign performance.

Outcome & Impact

The hotel partnership strategy created a meaningful revenue opportunity pipeline.

Conservative internal modeling estimated:

• $50K+ potential monthly revenue from hotel partnerships
• $120K+ in total opportunity value

Beyond revenue potential, the campaign also increased brand visibility among Miami hotels and corporate contacts while generating more leads than the team could initially handle.

Conclusion

By testing different offers and focusing on partnership value, Forge helped Yardbird build a repeatable outbound pipeline for corporate events and hotel relationships.

The campaign delivered strong reply rates, qualified conversations, and a scalable growth model that can be replicated across future locations.

Overview: Expanding Reach in a Competitive Market

Sproat Lake Landing, a luxury resort on Vancouver Island, partnered with Forge Strategy to expand its footprint in the corporate retreat space. The goal: to attract decision-makers across Canada and the U.S.—particularly those unfamiliar with the destination—and build a strong pipeline of high-quality leads.

The Challenge: Awareness Beyond the Island

Despite offering a world-class setting and experience, Sproat Lake Landing was relatively unknown to corporate planners outside the local area. In a competitive market for retreats and off-sites, the resort needed a targeted strategy to raise awareness, generate qualified interest, and secure future bookings.

Our Approach: Targeted, Tactical, and Data-Led

Forge Strategy designed and executed a full-funnel outreach campaign aimed at executive teams and corporate planners. Combining automation, personalization, and continuous refinement, we built a program to drive measurable interest and long-term visibility.

Execution Highlights

1. Optimized Email Deliverability
   • Tuned domain, DNS, and sender reputation for maximum inboxing
   • Used gradual warm-up protocols to protect sender reputation
   • Delivered segmented volumes with personalized copy to enhance authenticity
2. High-Intent Targeting
   • Recalibrated Ideal Customer Profile (ICP) using real-time engagement data
   • Shifted focus to mid-to-large companies with established retreat budgets
   • Prioritized outreach to British Columbia and major urban centers
3. Consistent Lead Management
   • Maintained 3–4 personalized follow-ups per week during a 30-day lead cycle
   • Aligned sequences to each prospect’s planning timeline
   • Adjusted outreach strategy based on seasonal trends and engagement behavior

Key Metrics (Mar–Oct 2024):

The Results (March–October 2024)

• $150,000+ in estimated opportunity value
• 126 engaged leads generated
• 8+ organic referrals from impressed prospects
• Significant visibility gains across previously untapped markets
• Strengthened brand positioning as a distinct retreat destination in British Columbia

The Impact

Within six months, Forge Strategy helped transform Sproat Lake Landing’s corporate outreach. The campaign sparked awareness in new markets, positioned the resort as a compelling retreat venue, and created long-term momentum for bookings and brand recognition. Sproat Lake Landing is now part of the conversation in boardrooms it hadn’t reached before.

Campaign Analytics Overview:

Client Overview

Franworks is a leading hospitality group with a diverse portfolio of restaurants across Canada. As the holiday season approached, they wanted to boost corporate and group bookings for their restaurants, particularly targeting companies planning Christmas and year-end parties.

Challenge

Franworks faced a common seasonal challenge: How can they increase corporate party bookings during the busy holiday period and do so in a predictable, scalable way?

While their restaurants had consistent local traffic, they lacked a structured outbound strategy to reach corporate decision-makers in the community proactively. They needed a system that would:

• Generate awareness for holiday bookings.
• Initiate conversations with HR teams and office managers.
• Secure commitments before the holiday rush.

Solution

Forge implemented a targeted outreach campaign using Instantly.ai to reach businesses across the city.

The campaign strategy included:

1. Curated Target Lists:
   ​ Local companies likely to host year-end gatherings or corporate dinners.
2. Personalized Email Sequences:
   ​ Messaging designed to “plant the seed” early — highlighting Franworks venues as ideal spots for team celebrations.
3. Automated Follow-Ups & Appointment Setting:
   ​ Using appointment-setting workflows to book calls and meetings directly with event coordinators or restaurant managers.
4. Performance Tracking & Optimization:
   ​ Continuous A/B testing of subject lines and offers to improve open and reply rates.

Results

After four months of active sending, Franworks achieved:

• $82,000 in closed corporate bookings.
• Significant pipeline growth valued at over $624k, with multiple ongoing conversations expected to convert before the holidays.
• Consistent Opportunity Flow: 192 active opportunities managed in the appointment-setting CRM.
  ​

Outcome & Impact

Franworks successfully transitioned from relying solely on inbound bookings to an outbound-driven, data-backed growth model.

• Built a holiday bookings pipeline valued at over C$120K, with more opportunities pending.
• Established repeatable outreach infrastructure for future seasonal campaigns.
• Created brand visibility among hundreds of local corporate contacts.

Conclusion

Forge’s targeted outreach campaign delivered measurable results for Franworks, generating hundreds of thousands in guaranteed bookings and establishing a repeatable outbound model for future campaigns.

With refined messaging and improved engagement rates, Franworks is now well-positioned to maximize corporate event bookings during peak seasons, turning outreach into a reliable revenue driver.
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Driving Group Bookings for Natura Water Park

Client Overview

Natura is a water park focused on providing memorable experiences for families, schools, and organizations. Despite its high-quality amenities and strong reputation, Natura faced a significant challenge in attracting large group bookings — particularly from corporations, schools, churches, and camps.

Challenge

Problem: Natura’s main issue was a shortfall in group and corporate bookings. The park relied heavily on individual visitors, leaving untapped revenue potential in the group segment.

Goal: Forge Strategy was tasked with designing and executing an outreach campaign to fill Natura’s event calendar with high-value group bookings and establish a consistent lead pipeline for future seasons.

Solution

Forge implemented a multi-channel outreach campaign combining cold email automation and LinkedIn outreach to reach corporate event planners, HR managers, school administrators, and youth/church organizers.

Tactics included:

• Creating targeted prospect lists for corporations, schools, and community groups.
• Automating outreach through Instantly (email) and Heyreach (LinkedIn).
• Personalizing follow-ups to increase reply rates and engagement.
• Tracking engagement metrics to optimize message performance.

Follow-Up Systems:

• Retouch Campaigns: Re-engaged past visitors and warm leads.
• Future Interest Pipeline: Tagged qualified prospects expressing future booking interest for continued nurturing.
  ​

*Dashboard view of Forge’s multi-channel system showing email and LinkedIn outreach opportunities in progress.

Results

1. Campaign Performance

Email Outreach (Instantly Platform)

• Campaign 1 Cold Outreach: 7,292 leads targetted
  • Open rate: 17%
  • Reply rate: 3%
  • Opportunities generated: 48

• Campaign 2 Retouch: 2,827 leads targetted
  • Reply rate: 2.9%
  • Opportunities generated: 61

LinkedIn Outreach (Heyreach Platform)

• Connections Sent: 3,264
• Accepted Connections: 846 (25.9% acceptance rate)
• Messages Sent: 775
• Replies: 258 (33.3% message reply rate)
  ​

*This strong response rate demonstrates significant interest among corporate and community decision-makers — validating the channel as a reliable lead source.

2. Opportunity Breakdown

Confirmed Group Bookings: 9 (Worth $9,260+)

Confirmed Past Patron Bookings: 49

Qualified Leads (Future Interest – Group Bookings): 72 (Worth $290,000+)

Total Opportunities to Date: 116 (Worth Over $309,260+)

3. ROI and Revenue Projection

• Average Group Size: 50–500 people
• Estimated 2025 Revenue (Confirmed): $9,260+
• Future Pipeline Value: $290,000+
• Projected 2026 Closures: $58,000
  ​ (Based on a 20% close rate and $5,000 average deal size)
  ​

Future Campaign Planning

To maintain growth during the off-season and capitalize on the momentum, Forge developed a Slow Season Strategy:

Next Steps

• Promote Season Passes to past patrons via retargeting campaigns.
• Run Seasonal Promotions: early-bird offers, bundled group packages, and gift card incentives.
• Expand Outreach: Dedicated campaigns for schools, church groups, and youth organizations (clubs, athletics, graduations).
• Implement Retouch Campaigns: Time follow-ups for high-quality leads based on seasonal demand trends.
  ​

Conclusion

Forge Strategy’s outreach program successfully positioned Natura to fill its event pipeline and increase high-value group bookings, turning an underperforming sales channel into a predictable source of revenue. By leveraging a data-driven approach through email and LinkedIn automation, Natura not only generated 116 total opportunities but also built a scalable foundation for ongoing group sales success into 2026.
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Client Overview

Hilton Kingston Resort, located in Myrtle Beach, South Carolina, is part of the Kingston Resorts collection, a premier oceanfront destination offering luxury accommodations and corporate event facilities. The resort serves both U.S. and Canadian corporate markets, with a focus on attracting group business, meetings, and conferences.

The Challenge

As a U.S.-based property marketing to both American and Canadian audiences, Kingston Resorts faced a key challenge: How can a U.S. resort effectively reach and convert Canadian corporate clients amidst ongoing economic frictions between the two countries?

These cross-border economic factors had created hesitancy among Canadian decision-makers, leading to lower engagement rates and reduced booking inquiries compared to historical norms.

The Solution

To overcome these barriers, Forge Strategy implemented a two-pronged campaign approach across email and LinkedIn (HeyReach):

1. Direct & Personable Copywriting

​ The messaging was crafted to be relatable, conversational, and authentic—building human connection before business. Rather than focusing on offers or discounts, the copy emphasized shared experiences, trust, and ease of collaboration across borders.
​
​ The goal was simple: Create a clear and genuine pathway to conversation that transcended market and economic barriers.
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1. Dual-Market Campaign Strategy
   • Canadian Corporate Campaign: Focused on re-engaging Canadian corporate travel and event planners with personalized outreach.
   • U.S. Corporate Campaign: Designed to nurture local U.S. opportunities and reconnect with domestic corporate partners.
   • HeyReach LinkedIn Campaign: Launched from the Director of Sales’ LinkedIn account, offering a more personal, peer-to-peer engagement experience.

The U.S. Corporate Campaign

The U.S. Corporate Business Campaign was designed to position Hilton Kingston as a trusted partner for domestic conferences, corporate retreats, and incentive events. The challenge here wasn’t awareness; it was differentiation in a competitive hospitality landscape.

Concept

We highlighted Hilton Kingston’s value in stability, reliability, and experience, leaning on the Hilton brand strength while showcasing Myrtle Beach as a destination that provides both productivity and relaxation. This campaign emphasized efficiency, convenience, and brand trust, appealing to decision-makers seeking predictable, professional venues for their teams.

The Canadian Corporate Campaign

The Canadian Corporate Business Campaign focused on overcoming cross-border hesitation by using an empathetic, friendly, and relatable tone.
​ The messaging leaned into shared North American culture and reassured Canadian clients that booking in the U.S. was seamless and valuable.

Results

This campaign outperformed the U.S. campaign by 3x, showing that personalized, connection-driven outreach can overcome economic and psychological barriers.

HeyReach LinkedIn Campaign

We also launched a LinkedIn outreach campaign through HeyReach, using the Director of Sales’ personal profile to send connection requests and follow-ups to targeted corporate decision-makers.

Performance Snapshot

• Connections Sent: 1,481
• Connections Accepted: 490 (33.1%)
• Messages Sent: 460
• Message Replies: 200 (43.5%)

This approach proved to be incredibly successful, generating 200 replies in under 3 months.
​ Next steps include onboarding additional LinkedIn accounts from other sales team members to 2–4x the engagement and lead flow.

Overall Campaign Performance

• Engaged Leads: 29
• Total Pipeline Value: $246,500
  ​ (based on 29 opportunities at ~$8,500 per lead)
• Canadian Campaign Performance: 3x stronger than U.S.
  ​

The Results

• 32 engaged corporate leads generated across both campaigns
• $246,500 total pipeline created to date
• 3x stronger engagement from the Canadian market
• 200+ direct conversations initiated through LinkedIn
• Consistent technical performance and campaign scalability

Strategic refinements in copy, targeting, and sequencing, particularly for the U.S. side, are ongoing to optimize engagement further.

Conclusion

The Hilton Kingston Resort campaign demonstrates how authentic, cross-border communication strategies can overcome economic and psychological barriers to drive meaningful B2B results. By blending personalized messaging, data-driven outreach, and multi-channel execution, Forge Strategy successfully built a pipeline exceeding $246,000, positioning Hilton Kingston Resort for continued growth in both U.S. and Canadian markets.
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