Here's what Upper Left Consulting should do to generate more qualified meetings every month.
Lead generation
A great first step is to go after companies similar to your best customers. Start by identifying founders, CEOs, and sales leaders at B2B SaaS, tech-enabled, or professional services companies who are transitioning sales away from the founder or looking to expand into new markets.
Here is why: You’ll get the best early traction by targeting prospects that match your success stories and core experience. Leadsforge makes it easy to build lists of lookalike leaders in your ICP. Start with your most successful segments and expand as you prove what works.
To get in front of companies already engaged with your competitors, harvest the followers of competing consulting firms’ LinkedIn pages. Simply share their company LinkedIn page link in Leadsforge and it will find the relevant prospects for you.
Here is why: This gives you access to a pool of people who already care about B2B sales consulting, making it much more likely that your outreach lands with the right audience.
Focus your efforts on Founders/CEOs and Heads of Revenue or Sales at B2B SaaS and tech-enabled services companies—typically between 10 and 500 employees—who are experiencing founder-led-to-team sales transitions, geographic or vertical expansion, or are missing revenue targets.
Here is why: Sticking to your ideal customer criteria saves time and increases your chances of getting responses from buyers who actually need your expertise. You can quickly refine your target lists by specifying team, industry, and geography in Leadsforge before you start your campaigns.
Targeting
Segment your targets by:
1) Founders/CEOs at startups (10–50 employees) handing off sales
2) Heads of Revenue/VP Sales at midmarket firms (50–500 employees) aiming for growth
3) Strategy and market-entry leaders at companies launching in new markets
4) Filter by tech stack (SaaS), ARR bands, hiring activity, or recent funding rounds
Here is why: Breaking down your audience this way ensures your messaging is relevant and increases your chances of booking quality meetings.
Recommended verticals:
1) B2B SaaS companies
2) Tech-enabled professional services
3) Consulting firms with recurring or retainer business models
4) Potential enterprise accounts for market entry
Here is why: Beginning with 2–4 verticals lets you focus, test what resonates best, and expand into others as case studies build credibility.
Key triggers to find warm prospects include:
1) Recent funding (especially seed to Series B)
2) New sales leadership job postings
3) Product launches or market expansions
4) Negative press or recent review site issues
Here is why: These changes signal companies are feeling growth pains or are ready for fresh approaches, so your outreach will arrive at a time of real need.
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
Salesforge is a great fit when you’re ready to orchestrate complex, multistep outbound campaigns and manage multiple mailboxes at once. Once you grow past a single-consultant operation, Salesforge will help you automate, personalize, and scale your outreach while saving time.
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 is a must-have tool for your current stage. It lets you easily build hyper-targeted lists based on your ideal customer, competitor followers, or specific growth signals. This means faster, higher-quality campaigns and less worry about data hygiene.
Start with Primeforge and Mailforge for mailbox management and strong deliverability. Both work seamlessly with Google and Microsoft mailboxes, making setup easy and maintaining your email reputation. If you later scale significantly and need advanced control or dedicated sending, Infraforge is available for high volume and white-label needs, but for your current size, Mailforge offers the speed, simplicity, and warm-up you need.
Here is why: Mailforge gives cost-effective, reliable sending with built-in mailbox warming, while Primeforge unlocks the deliverability and credibility of managed Google or Outlook mailboxes.
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