Define your ICP (Ideal Customer Profile) thoughtfully: for Groundfloor, that starts with U.S.-based B2B financial advisors, wealth platforms, real-estate developers, local lenders, and fintech distribution partners. Specify what teams you want (e.g., Business Development, Partnerships), where they’re located (targeting top U.S. metros or regional markets), and firm size or regulatory profiles. Leadsforge can hone this further for you — just share your ideal segments and get precisely built lists. Here’s why: A detailed ICP narrows wasted effort and boosts your connection rate, because you’ll be reaching out only to contacts that are best aligned with your service and growth priorities.

Add triggers such as company news (funding or hiring updates), new project launches (like new loan originations or regional portfolio growth), or recent regulatory filings by target firms. Use this to time your outreach for maximum impact and signal awareness of their business. Here’s why: Contacting prospects when there’s relevant news or change in their business greatly increases your reply rates and positions you as a savvy, informed partner.

For Groundfloor’s starting outreach, use Mailforge for shared-IP sending and robust sequence management. Pair it with Primeforge mailboxes (Google or Microsoft) to boost deliverability and reply handling from real, trusted inboxes. This gives strong inbox placement while you validate your campaigns. Infraforge is not needed until you begin sending at much greater scale or require fully controlled dedicated infrastructure.