Start by focusing on your best existing customers or, if you are just starting out, your ideal imagined client profile. For example, target organizations that have successfully adopted digital health programs, care coordination tools, or are known for innovative benefits management. Leadsforge makes it simple to find similar prospects by analyzing your best fit clients and identifying companies with shared characteristics. Here is why: Targeting lookalikes ensures your message resonates with prospects who are most likely to see value, shortening your sales cycle and improving response rates. Use Leadsforge to quickly assemble a qualified lookalike list.

To identify new leads, we recommend targeting professionals who follow your direct competitors or companies offering parallel solutions. You can get started by simply copying the LinkedIn company pages of these competitors along with their websites. Paste these links in Leadsforge, and it will handle the rest, surfacing key decision makers for your outreach. Here is why: Engaging competitor followers taps into a pool already interested in your space, increasing the odds they will be receptive to your offer. For example: Share their LinkedIn company page link in Leadsforge and it will find it for you.

Create initial lists by company type (employers, health systems, payers), then further segment by industry, company size, geography, and role. Example lists: 1) Employers, HR roles at 200–5,000 employee companies in target US states 2) Health system care management/professional teams in metro areas 3) Payers/ACOs with value-based program leads Here is why: This structured segmentation ensures that your messaging is targeted and personalized, leading to higher response rates and better qualified leads.

Organize outreach by vertical: employer benefits, health system care coordination, and payer partnerships. Tailor your messages and offers (such as ROI calculators for employers or outcome pilots for care teams). Here is why: Each vertical has unique goals and decision making factors—customizing your value proposition for each will improve your traction.