Identify the key profiles you want to reach. For Carbon, this means accredited individual investors, family offices, RIAs/wealth managers, as well as brokers and property managers in your target US markets. You can refine your outreach by targeting by geography (think: major Sunbelt cities or Northeast metros), investor type, and even AUM range. Once you have your criteria, upload these to Leadsforge for precise prospecting. Here is why Starting with a clear Ideal Customer Profile (ICP) helps you focus your outbound on prospects that truly fit your business, saving your team’s time and improving reply rates.

Activate automated prospecting lists when events happen—such as a new fund launch, competitor’s capital raise, large property listing in a target market, or someone engaging with your LinkedIn content. These timely triggers make your outreach more relevant and higher-converting. Here is why Reaching out precisely when a prospect is active or interested increases your chance of getting a reply and building trust.

For your mailbox and domain setup, combine Mailforge (to handle your sending infrastructure with safe, rotating shared IPs) and Primeforge (for smooth integration with trusted Google or Microsoft mailboxes). This gives you both deliverability and reliability, right from the start. No need for Infraforge (dedicated IPs) at your current volume—focus on getting your first campaigns live quickly and safely.