Start by identifying your best early clients or those you would most like to work with — for MyClone, these are small, independent financial advisors, boutique RIAs, and consultants who value speed, compliance, and hands-off qualification. Here is why: By focusing your outbound on those who either already paid you or closely match your ideal client profile, you maximize your chance to find more of your best-fit customers. Leadsforge can help you discover and generate leads that look just like your highest-value users. Just point Leadsforge to your ideal customer profile and it will deliver highly targeted results tailored for a business of your size and needs.

Gain an edge by gathering contacts from companies already interested in or following your competitors. For MyClone, this means targeting financial advisor tool companies, digital intake platforms, and workflow solutions followed by your ICP. Here is why: These followers are likely already thinking about improving their processes and could be open to a modern AI-based intake experience like MyClone. Share a LinkedIn company page link in Leadsforge, and it will uncover potential leads who follow or engage with that company’s updates.

Break down your outreach by: - Company size (solo/2–10, 11–50 advisors) - Role (principal, head of ops, head of growth) - Location (focus US, especially big finance regions) - Engagement (recent job postings/customer service hiring, conference attendance, website visits) Here is why: Segmenting lets you send the right message to the right person, improving response rates and aligning your offer with their real pain points.

Prioritize segments like independent RIAs, high-touch consultants, and boutique agencies. Target smaller groups with dedicated messaging around their unique compliance and workflow challenges. Here is why: Focusing on narrower, high-pain groups means your emails can be highly relevant and more likely to be opened and acted on, especially in trust-oriented sectors like finance.