Pinpointing your ideal customer profile is critical before launching outreach. For Shepherd, focus on teams in professional services, high-ticket software, or equipment with ACVs over $5k, where sales are made via meetings. Refine your targeting by role (Founder, CEO, Head of Sales/RevOps), geography (US, UK, France, DACH), and company size (10–200 employees). Then, send these filters to Leadsforge for precise list building. Here is why: Nailing down your ICP and using granular targeting leads to more productive conversations and faster results.

Watch for triggers such as: 1) New Head of Sales hires (companies preparing to scale) 2) Recent funding, grants, or office openings (signs of growth and new budgets) 3) Product launches or big new contracts (moment of change) 4) Website form submissions/inbound leads (use Shepherd’s 30-second response promise) 5) Activity around competitors (prospects showing intent elsewhere) Here is why: Engaging when prospects are experiencing change or demonstrating intent makes your outreach much more relevant and timely.

Set up your initial mailboxes using Primeforge for prewarmed Google or Microsoft accounts—these give you the very best email deliverability. Add Mailforge for extra sending capacity across shared mailboxes, protecting your main brand and allowing you to scale smart. Here is why: This stack is tailored for your current needs and lets you scale seamlessly as your campaigns grow.