It pays to be as specific as possible when identifying your ideal customer profile. For your firm, the ICP should focus on: 1) Local high-net-worth individuals or families in the Mobile, AL area (especially over age 45) needing estate planning/trusts 2) Real estate investors/brokers engaged in 1031 exchanges and tax-sensitive deals 3) Small and mid-size business owners (especially those preparing for succession or sale) 4) CPAs and financial advisors who can refer clients with complex legal needs Use your current structure based on team focus and geography, and refine your lists further by targeting local zip codes, business types, or property ownership. Once you have set your ICPs, send them to Leadsforge for list building.

Triggers help you reach the right people at the right time. For your campaigns, useful triggers can include: - Public notices of real estate sales or commercial properties listed - News of business formation, new management, or business for sale - Tax law or estate tax updates (especially near tax deadlines) - Announcements of business expansions or closings in your region Here is why: Using these triggers ensures your outreach appears timely and relevant, increasing the likelihood of responses and conversion to qualified consults.

For your current stage, use Mailforge for cost-effective and easy mailbox management. If you want higher trust and improved inbox placement (especially when mailing to high-value individuals or referral partners), add Google or Microsoft mailboxes powered through Primeforge. This approach gives you flexibility for scaling later while protecting your primary domain (cdklaw.com).