Start with your best customers—think CFOs, Controllers, and Finance leaders at mid-market firms in your core industries (like construction and healthcare). Leadsforge makes it easy to find similar decision-makers: simply define your top accounts or create an ideal profile, and Leadsforge will generate a lookalike list for you. Here is why: Targeting prospects that resemble your most successful customers increases your chances of getting strong replies and building on proven use cases.

To quickly expand your reach, identify who follows your competitors’ company pages or similar advisory firms. This gives you ready-made lists of engaged prospects. All you need to do is provide the competitor’s LinkedIn company page and website in Leadsforge. Share their LinkedIn company page link in Leadsforge and it will find and build the list for you.

Focus your outreach by segmenting leads based on: 1)Primary industry (e.g., construction, healthcare, manufacturing, nonprofit) 2)Company size (mid-market, upper SMB/enterprise) 3)Geography (US regions near your offices) 4)Seniority/role (CFO, Controller, CIO/data leader, HR) Here is why: Good segmentation helps you craft messages that are relevant and timely for each group, improving open and reply rates.

Build your outbound sequences around your major verticals (construction, healthcare, nonprofit, manufacturing, retail, technology). Tailor your messaging and lead magnets for each. Here is why: Showing you understand the unique challenges of each sector positions Eide Bailly as an industry expert, which increases trust and engagement.