To get started quickly, the smartest move is to build your first prospecting lists based on your best current clients or your ideal customer profiles. Think about your happiest clients or the types of companies you wish you could clone as customers—maybe they're B2B SaaS companies with growth teams or digital agencies with recurring service models. These 'lookalikes' are likely to convert well because they already fit your product and workflow perfectly. Leadsforge makes it easy: just upload the basic info about your existing best clients or your ideal customer profile, and Leadsforge will help you find more companies like them in minutes. Here is why: Contacting companies with similar attributes to your best clients increases your chances of booking meetings, and reduces the time wasted on non-ideal leads.

Finding fresh prospects who are already interested in similar solutions is a great shortcut for outbound. One simple trick is to target the followers of your competitors or adjacent service providers on LinkedIn. You only need to provide the company name and website—Leadsforge will handle the research and supply you with qualified contact data from those follower lists. Here is why: Followers of competitor pages are likely already exposed to the pain points you solve. You can quickly tap into this 'warmed up' audience by sharing their LinkedIn company profile link in Leadsforge and letting it do the work for you.

Split your outbound efforts into smart segments. For Clientstack, we recommend: 1) Mid-market SaaS companies (50–500 employees), UK & US, targeting ops and customer success leaders 2) Early-stage SaaS & agencies (5–50 employees), UK, targeting founders and heads of account management 3) Agencies/consultancies with SaaS clients, using a case study or partnership angle Here is why: Segmentation aligns your messaging to each prospect’s context, improving performance and making your campaigns easier to optimize.

Within your broader target market, create vertical slices such as: 1) SaaS (various verticals: HR-tech, fintech, martech, etc.) 2) Digital agencies (specialized in design, marketing, etc.) 3) Agency partners who serve SaaS clients Here is why: Vertical slices allow you to tailor outreach language and case studies for higher conversion, positioning Clientstack as a specialist in their niche.