To kickstart your outbound strategy, focus on finding prospects who most closely resemble your best current customers. For B2B, this often means targeting SMB owners, HR leaders, or founders in industries and business sizes you've successfully served. For consumers, think high-net-worth individuals seeking long-term wealth protection or those approaching retirement age. Leadsforge can help you find these lookalike prospects efficiently — just upload a profile of your dream customer or your current top clients, and let Leadsforge surface similar leads for you. Here is why: Targeting lookalikes ensures your early outreach goes to people who have the highest likelihood to buy and keeps your campaign focused on quality, not just quantity.

A great way to quickly identify a relevant audience is to go after followers of your competitor pages. Just provide the LinkedIn page and website of the competitor you want to focus on, and Leadsforge will handle the rest. Here is why: Competitor followers have already shown interest in services like yours and are more likely to engage. To get started, just share their LinkedIn company page link in Leadsforge and it will automatically identify them for you.

For best results, segment your leads into logical groups before launching your campaign: 1) SMB Benefits & HR Decision-Makers 2) High Net Worth / Wealth Protection Prospects 3) Seniors/Medicare Eligible Base your segmentation on factors like business size, vertical, decision-maker titles for B2B, or age and location for consumer targeting. Here is why: Segmentation enables you to send highly relevant, personalized messages that address the unique needs and pain points of each group, improving engagement and conversion rates.

Within each segment, consider further 'vertical slices' such as focusing on specific industries (e.g., healthcare, legal, construction), regional markets, or key business events (like company expansions or local disasters that might require insurance reviews). Here is why: Verticalizing your campaign helps you deliver even more relevant value propositions and can establish your agency as an expert for specialized client needs.