Focus your outreach on Facilities Managers, Energy Managers, Property Managers, Directors of Engineering, and Heads of Sustainability at organizations in the US first. Segment by company size (single-location SMBs up to mid-sized multi-site portfolios), industry (offices, retail, education, healthcare, hospitality), and geographic fit. Adjust targeting to match your current footprint and refine as you grow. Here is why: Focusing your prospecting on your ideal customer profile (ICP) increases your outbound success and keeps your lists clean. You can easily customize and refine these filters in Leadsforge before exporting your list.

Watch for signs that a potential customer is ready for outreach, such as: 1) News of building retrofits, expansions, or new energy-efficiency initiatives 2) Hiring a new Facilities or Operations Manager 3) Local press about new sustainability goals or utility rate hikes 4) Publicized grant/rebate awards or ESG reporting deadlines Here is why: These moments indicate high urgency and make your outreach more relevant and likely to get a response.

To get the best possible deliverability and manage multiple mailboxes with ease, we recommend setting up Google Workspace or Microsoft mailboxes using Primeforge. Mailforge integrates seamlessly for sending at scale and managing warm-up processes. You don’t need Infraforge at this stage unless you plan to move to very high volume or need advanced deliverability control.