Identify your best current clients—these are likely SMB employers who value hands-on benefits guidance, responsive service, and help navigating compliance. Focus on searching for companies with similar size (5–500 employees), especially those in sectors you serve well, like professional services or local manufacturing. Use Leadsforge to find new prospects that match the profile of your top customers. Here is why Lookalike targeting helps you reach organizations that already appreciate the value you deliver, boosting your likelihood of positive responses.

For an edge, consider identifying people who follow your competitors' LinkedIn pages, as they likely have an interest in health benefits solutions. You can simply provide the competitor company name and website in Leadsforge, and it will help you gather those potential leads. Here is why Followers of competitor pages are already engaged in your service space, making them strong targets for outreach. Share their LinkedIn company page link in Leadsforge and it will find it for you.

Segment your lists by company size (5–49, 50–199, 200–500 employees), location (Montgomery metro, wider Alabama, neighboring states), and industry (manufacturing, nonprofits, education, professional services). Use these groups to test value props and call-to-action strategies, adjusting based on which segments respond best. Here is why Segmentation allows you to send relevant information and maximize engagement by addressing the distinct needs of each group.

Target specific industries important to your local market, such as education, manufacturing, nonprofits, and professional services. Prioritize those with more complex benefits requirements or higher spend, like manufacturing or education. Here is why Focusing by industry helps you tailor messaging that speaks to unique industry pain points, standing out from generic outreach and establishing credibility.