Define your ideal customer profile (ICP) by focusing on the types of people and organizations who benefit most from your products: local residents for consumer banking, small business owners seeking business accounts, and real-estate agents for referral partnerships. You can further refine by geography (Clarington and a 50-mile radius), industry (retail, trades, professionals), and company size (1–20 employees). Once your ICP details are set, upload them to Leadsforge to build a high-quality lead list for outreach. Here is why: The more you clarify the specific traits of your target audience, the more effective and compliant your outreach will be—especially important in financial services.

Use timely triggers to increase response rates, such as new home purchases (sourced from realtor feeds), new business registrations, local hiring news, or seasonal events (tax season, auto-buying time, back-to-school). Automate enrollment in outreach sequences based on these real-life actions. Here is why: Triggers make your outreach more relevant by connecting offers to your prospects’ immediate needs, boosting replies and conversions.

For your initial needs, Mailforge paired with Primeforge is the ideal starting setup. Choose Google or Microsoft mailboxes to improve deliverability and reliability, and add your new sending domains (like suddenlinkteam.com). Mailforge manages multiple mailboxes efficiently, and Primeforge helps you handle authentication and warm-up for optimal inbox placement. As you scale, consider Infraforge if you require a dedicated IP and reputation management for higher-volume campaigns.