Start by focusing on founders, CEOs, and revenue leaders at your best-performing or most-engaged client companies—these are ideal matches for your advisory offer. You can use Leadsforge to discover similar companies that share their characteristics, such as funding stage, growth rate, or industry niche. Here is why: Companies that already benefit from your approach (or closely resemble your top customers) are far more likely to convert. Leadsforge helps you zero-in on these high-fit profiles by providing targeted data based on funding, team size, and titles.

For rapid list building, consider targeting followers of your closest competitors or similar advisory firms. Just provide Leadsforge with the LinkedIn company page or the company’s website, and it will automatically find followers who fit your target audience. Here is why: Followers of related or competitive pages are already interested in this type of service, making them warm prospects to add to your outreach. Share their LinkedIn company page link in Leadsforge and it will find it for you.

Segment your outreach into three main buckets: 1) Founders/CEOs at Seed–Series B, 10–75 employees 2) Series B/C (20–250 employees), CRO/VP Sales 3) Enterprise-facing teams (healthcare, security, infrastructure) Within each segment, you can create campaigns tailored to their current challenges, such as recent funding, hiring, or expansion. Here is why: Segmentation lets you personalize your approach—making each message more relevant and increasing your reply rates.

Prioritize verticals like B2B SaaS, AI, and enterprise tech. Within these, consider slicing by sub-niches such as healthcare tech, cybersecurity platforms, or infrastructure SaaS for even sharper personalization. Here is why: These verticals have complex GTM and revenue operations, making them strong candidates for your high-value advisory.