Start your outbound efforts by identifying your best-fit clients – think about those who would most benefit from your advisory services. For you, this could be CFOs, Founders/CEOs, or Heads of Finance at SMBs and mid-market companies going through change, such as recent funding, leadership hires, or operational restructuring. Leadsforge makes it easy to build lists of similar decision makers so you can test and refine your campaigns from day one. Here is why: Focusing on lookalikes of your ideal buyer gives you a ready-made audience more likely to convert, saving you time and increasing your chances of meaningful conversations.

If you know who your competitors are, you can target their audience as well. Just share the LinkedIn company page link of a competitor in Leadsforge and it will provide a list of their followers – these are professionals who are already interested in services like yours. Here is why: Targeting company page followers is a powerful shortcut for finding people interested in your market, and it’s extremely quick to get started: simply provide the company page URL in Leadsforge.

Break your list into smaller, strategic segments. For example: 1) New/scaling SMBs (10–100 employees): Founders, Heads of Finance 2) Mid-market (100–250): CFOs, Operations Leaders 3) By industry vertical: such as tech, finance, or manufacturing. Leadsforge lets you filter and organize your segments as you need. Here is why: Segmentation ensures every message is relevant, making your outreach more effective and improving response rates.

If you plan to specialize, build vertical lists for core industries (ex: tech, financial services, or manufacturing). Adjust your messaging for each group to demonstrate your industry expertise. You can quickly pull targeted contacts for each vertical using Leadsforge. Here is why: Personalizing by vertical instantly increases your credibility and resonance with the audience, as you speak directly to their industry challenges.