Identify your ideal customer by mapping out details such as industry (like healthcare, home services, fitness studios, or auto dealerships), company size (SMBs and growing mid-market teams), and geography if you have a regional preference. Here is why: The more specific you are, the better you can tailor your outbound messaging and increase your chances of positive replies, which is critical for an early-stage SaaS product like yours. Leadsforge can help you refine this targeting and export ready-to-contact lists.

Look for events that show a business may need your solution right now: hiring for sales/support, posting jobs for SDRs, announcing new funding, launching a new product, or leaving negative reviews about missed leads. Here is why: Approaching prospects when they're already motivated to fix lead management gives you a much higher chance of success. Set these event filters in Leadsforge to automate this process.

For mailbox setup and sending, use Primeforge with Google or Microsoft mailboxes for optimal deliverability and seamless calendar integration (important for appointment scheduling). Start your outreach campaigns with Mailforge, which has a controlled shared IP environment great for early-stage email programs and testing. As you scale or if you plan to send large volumes, consider Infraforge for dedicated sending and reputation control. Here is why: This combination safeguards your main domain's reputation, ensures your demo and booking emails reach inboxes, and makes it easy to scale as results improve.