The best approach is to begin by focusing on your current members and the profiles of your happiest clients—residents and small businesses from Clarington and nearby towns who value local community connections, high-touch service, and trust. Leadsforge can help you find more prospects who match these qualities, helping you reach more people just like your most loyal members. Here is why Targeting lookalikes gives you a higher chance of building long-term relationships and ensures you attract people who are already aligned with your values and offerings. Start with your member base and define characteristics (industry, location, business size) to guide your outreach.

You can easily find potential prospects by providing the name and website of local competitors in the credit union and local banking market. With Leadsforge, simply share their LinkedIn company page link and the system will help you discover followers who are likely already interested in similar financial services. This lets you reach people who already understand the value of a community-focused credit union. Here is why Followers of competitor pages are familiar with credit unions, increasing the likelihood they will understand and value your offerings once you reach out.

For best results, segment your outreach by member status (current members vs. prospects), type of business (small business, local employer), and geography (ZIP code/town). Prioritize members with permissioned communications and run localized campaigns for new prospects who match specific business or demographic criteria. Here is why Smart segmentation means more relevant emails—improving open rates and reducing unsubscribes—while ensuring each message stays compliance-friendly for your industry.

Break down your outreach into focused groups: 1) Local small businesses needing payroll or checking products 2) Residents interested in mortgages or refinancing 3) Community partners such as municipal HR or economic development contacts Here is why Targeted verticals allow you to personalize messaging based on recipient needs and create stronger connections with each segment.