Here's what Pricing from the Start should do to generate more qualified meetings every month.
Lead generation
Start by targeting companies similar to your best existing clients or your ideal customer profile – such as growth-stage B2B SaaS companies, especially those with expansion revenue challenges and a need for packaging/pricing modernization.
Here is why: Companies who already fit your ideal profile are more likely to see value in your offer, and targeting their lookalikes increases your chances of engagement and success.
You can use Leadsforge to find companies with similar characteristics (industry, size, funding stage, product-led or AI-enabled). Begin by profiling your current best customers and loading those parameters into Leadsforge.
Want to target companies already following your competitors or similar solution providers? You only need to provide the competitor’s LinkedIn company page link and Leadsforge will identify the list of company followers for you.
Here is why: Followers of competitor pages are already demonstrating interest in pricing or SaaS strategy – making them receptive prospects for your outreach.
Share their LinkedIn company page link in Leadsforge and it will find it for you.
Refine your outreach by focusing on your ICP: VP / Head of Product, VP / Head of Revenue, CEOs, or Founders at Series A–B B2B SaaS companies (10–500 employees, ARR $1M–$50M, US/UK/EU focus). You can further narrow targeting by specifying product-led or AI-enabled SaaS companies, or those with recent funding/hiring triggers.
Here is why: Precise ICP targeting ensures every outreach message is relevant and highly personalized, which increases reply and conversion rates. After defining your ICP details, send them to Leadsforge to instantly build high-fit lists.
Targeting
Consider segmenting your outreach based on title/role (e.g., Founders/CEOs, Heads of Product, Heads of Revenue), company size, location (US/UK/EU), and SaaS vertical (AI SaaS, SalesTech, MarTech, FinTech). Within each segment, tailor messaging to the unique pain points and priorities of that audience.
Here is why: Segmenting allows you to fine-tune your message and offer to what matters most for each group, boosting both response rates and meeting bookings.
It’s smart to group your outreach into vertical-specific slices like AI SaaS, RevenueTech, MarTech, FinTech, or any niche SaaS segment where your advisory is relevant. For each vertical, call out specific pain points or triggers (like new product launches or industry funding waves).
Here is why: Vertically-specific messaging positions you as an expert in their field and improves trust from the start.
Time your outreach when prospects are most likely to need your help. Great triggers include:
1) Recent funding or new investments
2) Hiring for product/commercial leaders (or new job postings)
3) Publicly-discussed needs for revenue/expansion improvement
4) Competitor launches or major feature releases
5) Public signals like layoff news or investor calls
Here is why: Triggers show a company is actively seeking change, so your message will land when they are most open to external support.
Outbound Stack We Recommend:
Every company should choose outbound tools that work specifically for their industry.
Unlimited Linkedin Profiles
ESP Matching for increased delivery
Here’s Why
As your outreach scales, Salesforge lets you orchestrate multi-mailbox campaigns, schedule sequences, and track performance, all from a single platform.
Here is why: When your consultancy grows to need more sales automation or team-based outbound, Salesforge will help you scale activity while keeping all reporting and compliance in one place.
Latest & High Quality Contact Data
Find Competitor’s LinkedIn Page Followers
Highest Data Coverage (10+ Providers)
Find Lookalikes of your Customers
Find Linkedin, Email & Phone Number
Here’s Why
Leadsforge makes it easy to find, enrich, and build lists of your ideal B2B SaaS targets with export credits and deep filtering.
Here is why: Starting with high-quality, pre-segmented lists saves you time and ensures every outreach is tailored to companies who are likely a fit for your advisory, maximizing effectiveness.
For mailbox setup and email deliverability, start with Primeforge to send from real Google or Microsoft mailboxes for best performance and reply handling. Pair it with Mailforge for affordable mailbox management and sending from shared IPs while you build initial momentum.
Here is why: This combination gives you personalized outreach with high deliverability and easy onboarding. Only consider Infraforge (dedicated IPs/infra) if your list size and send volume grow substantially.
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