Break down your audience into primary groups: high-net-worth individuals, family office decision makers, private wealth advisors, and cross-border legal or real-estate advisors. Then, refine by geography (US, UK, Middle East) and by team size if needed. This level of targeting ensures your sequences are highly relevant and increases the chance of landing meetings with true decision makers. You can take this refined ICP structure and input it directly into Leadsforge for list building.

Create campaigns around timely events, such as new content or special reports published, updates in Golden Visa eligibility, major geopolitical or market shifts, and news about large real-estate transactions or liquidity events. Salesforge allows you to trigger sequences when these events happen so you’re always reaching out when prospects care most.

For your current phase, Mailforge is ideal to get started, as it’s cost-effective and supports multi-sequence activities from day one. Pair it with Primeforge for key founder or CEO mailboxes to boost trust and open rates. If your campaign volume grows dramatically or you need total isolation and advanced whitelabeling, consider Infraforge as the next step.