Your ideal customer profile (ICP) includes roles like Head of Customer Success, Head of Growth, RevOps, and Product Managers at B2B SaaS companies using a mix of product, billing, and CRM data. Segment by company size (10–200 employees), ARR ($1M–$20M), and tech stack (Stripe/Chargebee, HubSpot/Salesforce). Geography is important—start with US, UK, and EU regions. Here is why: This structure keeps your outreach focused on companies most likely to benefit from rapid retention and expansion impact. You can further refine your filters in Leadsforge to match additional criteria—such as specific technology integrations or recent funding events—before exporting your lists.

The best signals to prioritize include: 1) Recent funding events (Series A/B)—these companies are able to buy and often need to scale fast 2) Job postings for customer success or RevOps—signals growth and new pain points 3) Public mentions of churn, layoffs, or renewal announcements 4) Opportunities where product usage drops or support tickets spike Here is why: Acting on these triggers means you’re reaching out when companies are most likely to pay attention and need a solution like yours.

When setting up mailboxes for your team, use Primeforge with Google or Microsoft mailboxes for the best deliverability, combined with Mailforge for sequencing and shared IP sending. This setup is perfect for small teams starting outbound. Here is why: Primeforge makes mailbox setup and warming fast and effective, while Mailforge gives you deliverability and sending flexibility as your outreach grows.