For your outbound strategy, start by targeting companies that closely resemble your best existing clients—specifically, mid-market organizations led by CFOs or finance executives in industries where you have strong case studies. With Leadsforge, you can easily identify similar companies by filtering for revenue, industry, company size, and recent financial activity. Focus on those segments that already value your unique mix of advisory and audit expertise. Here’s why: Going after lookalikes increases win rates because you already know how to solve their pain points, and your proven track record gives instant credibility.

A smart move is to connect with businesses interested in services like yours. Instead of guessing, you can target the followers of your competitors and peers. Simply provide the LinkedIn company page or website of your competitors in Leadsforge, and it will discover follower details and build your list. Here’s a practical next step: Share your competitor’s LinkedIn page link in Leadsforge and it will locate potential prospects for you.

Segment your outreach by grouping prospects into meaningful clusters: 1) M&A / Exit-readiness (owners over 55 in active M&A industries) 2) Finance Modernization (CFOs/Directors involved with ERP/data) 3) Compliance & Tax Optimization (multi-state operators, tax directors) Here’s why: Segmentation lets you tailor your message and offer for each group, improving engagement and reply rates.

For deeper personalization, slice your lists by industry vertical—such as construction, healthcare, manufacturing, or nonprofit. Each group faces different regulations and business challenges, so mention industry-specific success stories and resources in your outreach to boost credibility. Here’s why: Personalized, relevant messaging based on the recipient’s industry dramatically increases trust and response.