For your ICP, focus on companies with field/outside sales teams in specific roles – like VP/Head of Field Sales, Directors, Sales Operations or Enablement leaders. Target by relevant sectors (industrial, HVAC, wholesale, business services), team size, and CRM usage (Salesforce, HubSpot, Dynamics). Here is why Defining your ICP this way ensures campaigns are only reaching contacts most likely to benefit from Otto, improving reply rates and resource efficiency. You can further refine targeting (by region or territory, company size, or tech stack), then send those criteria to Leadsforge for custom lists.

Track buying signals such as - Companies posting new jobs for field sales or Sales Ops roles - CRM migrations to Salesforce/HubSpot/Dynamics - Announcements about new regional offices or territory expansions - Recent funding rounds or growth press releases Here is why These triggers indicate readiness for new tools and suggest budget is available. Acting quickly on these signals gives you a first-mover advantage for timely outreach.

We recommend using Primeforge for reliable, high-deliverability mailboxes that integrate with Google or Microsoft (matching your users’ toolsets for more natural outreach). Pair Primeforge with Mailforge’s prewarmed shared mailboxes for affordable scaling without upfront complexity. This hybrid setup maximizes flexibility, safety, and reply rates as you ramp up. Here is why Mailforge mailboxes are great for early campaigns and quick testing, while Primeforge lets you run core outreach from authentic, recognizable Google/Outlook accounts—which increases trust and opens. As you grow, this keeps your infrastructure healthy and your sender reputation strong.