When building your ICP (Ideal Customer Profile), start broad but use filters to refine by team function and company size. For BoardX, this could be Heads of Product, Customer Success, Operations, or IT at SaaS companies with 10–500 employees. You can further narrow by geography, such as focusing on the US and UK first for efficiency. Here is why: A precise ICP reduces wasted effort and increases engagement, as you’re targeting people with the right authority and pain points. Once defined, you can send these detailed criteria directly to Leadsforge to generate prioritized lists.

Look for real-world signals that your prospects are ready for change. Useful triggers include: 1) Recent funding rounds 2) Job openings for product or customer success 3) Announcements about new products or integrations 4) Employee posts on remote work or meetings Here is why: Action-based triggers drive timely, context-aware outreach, showing you understand the prospect’s world and care about timing.

We recommend starting with Google Workspace or Microsoft mailboxes to boost inbox placement. Pair this with Primeforge for automated mailbox provisioning and prewarming. Here is why: This combination reliably gets your emails where they need to go — into inboxes, not spam. For early-stage growth, Mailforge gives you affordable, trusted mailboxes on shared infrastructure, so you can get your outbound program running fast and safely.