Here's what Invoka Consulting should do to generate more qualified meetings every month.
Lead generation
Start by identifying your best customers—those who’ve benefited the most from your Smartsheet solutions, such as NHS Property Services or Brightview Senior Living. Using Leadsforge, you can easily find companies that closely match the size, industry, and project needs of your top clients.
Here is why
By focusing on organizations that resemble your most successful partnerships, you increase your chances of getting positive replies and building immediate trust. Simply define your ideal customer in Leadsforge and let it build your target list for you.
To uncover more relevant leads, target the followers of companies competing in the collaborative work management space. You only need the competitor’s company name and website—Leadsforge will handle the research for you.
Here is why
This approach uncovers prospects who are clearly interested in collaborative tools.
Share their LinkedIn company page link in Leadsforge and it will find it for you.
Segment your outreach by team role (Heads of Transformation, PMO, Procurement, Operations, IT/Data Integration) and geography (EMEA focus). You can refine your targeting by company size (mid-market/enterprise) and domain focus, then export this audience directly from Leadsforge.
Here is why
Targeted outreach to specific decision makers by role and region means your emails are more relevant and have a greater chance of success.
Targeting
Segment your contact list by industry: healthcare (NHS, hospitals), senior living/real estate, public sector, construction, and professional/enterprise services. Then further refine by organization size, geography, and the fit with your collaborative tooling offer (especially those using Smartsheet or similar platforms).
Here is why
Breaking down your audience in this way increases personalization and ensures you reach out with highly relevant case studies and offers.
Focus your campaigns on specific verticals such as:
1) Healthcare & NHS-related estates/operations
2) Senior Living / Property Management
3) Public Sector
4) Construction
5) Enterprise/Professional Services
Here is why
Tailoring messaging and offers (like your NHS case study or a health-check workshop) for each vertical makes outreach more compelling and credible.
Monitor for situations when your target organizations:
1) Post jobs for PMO/Transformation roles
2) Announce new capital projects or major changes
3) Mention Smartsheet or collaborative tools in tech stack pages/job ads
4) Issue procurement or contract renewal notices
Here is why
Actioning outreach when companies signal potential transformation or tool adoption dramatically improves your relevance and timing.
Outbound Stack We Recommend:
Every company should choose outbound tools that work specifically for their industry.
Unlimited Linkedin Profiles
ESP Matching for increased delivery
Here’s Why
Salesforge makes it simple for boutique consultancies to run multi-step, multi-mailbox sequences with high personalization.
Here is why
You can manage all outreach touchpoints, track performance, and optimize your cadence without needing complex technical setup—perfect for your small team handling high-value enterprise accounts.
Latest & High Quality Contact Data
Find Competitor’s LinkedIn Page Followers
Highest Data Coverage (10+ Providers)
Find Lookalikes of your Customers
Find Linkedin, Email & Phone Number
Here’s Why
Leadsforge delivers ready-to-use lists based on roles, verticals, and triggers you select—no need for messy manual research.
Here is why
It empowers you to build and validate target accounts and contacts that match your best customer profile, improving outreach efficiency and response rates.
For email deliverability, start with Primeforge for Google or Outlook-powered mailboxes to maximize inbox placement and personalization quality. Pair it with Mailforge to manage broad, low-volume or experimental sequences at low cost.
Here is why
Primeforge ensures your critical touches land in the inbox, while Mailforge is great for cost-effective early testing. Scale to Infraforge only when your monthly volume and deliverability needs grow beyond what shared infrastructure can handle.
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