An account-fit brief
Industry, geography, size, needs, target roles and disqualifiers that define which businesses are worth researching.
A relevant account.
The right person.
A useful next step.
Give your sales team research they can work from: accounts that fit, contacts qualified against agreed criteria and a clear handoff with sources and open questions.
Inspect the handoffMore useful than
More useful than
a name in a spreadsheet.
Every record should explain why it belongs, what has been verified and what the next person needs to do.
Illustrative lead record · no real contact
Example: regional packaging maker
- Fit to check
- Manufacturing location inside the agreed service territory.
- Target role
- Plant or facilities manager responsible for maintenance.
- Evidence required
- Company location source, current role source and contact verification status.
- Qualification
- Research pending. Do not treat this example as a verified lead.
- Next action
- Confirm fit and contact details before any outreach.
Clear labels beat confident guesses.
- 01Account fits the agreed business criteria.
- 02Contact has a relevant, current role.
- 03Business contact details carry a source and verification status.
- 04Unknowns remain visible for the person taking over.
A qualified contact is not automatically an interested buyer. We agree what “qualified” means before research starts.
What you get
A defined piece of work. A clear handover.
The scope, required access, delivery responsibilities and ongoing support are agreed before work starts.
Source-backed records
Relevant account and contact fields, source links, verification status, fit rationale and explicit gaps.
A sales-ready handoff
A clean sheet or agreed import format with priorities, opener context and next actions for your team.
Getting started
Start with the way you work today.
- 01Define a good fit—and a bad one.
Bring your offer, examples of suitable businesses and the accounts you want excluded. Agree the qualification threshold.
- 02Review a sample together.
Check a small set of researched records before scaling. Correct the criteria while the work is easy to adjust.
- 03Deliver in the form your team uses.
Agree the field mapping and handoff. Outreach, CRM changes and ongoing enrichment are separate scope unless included.
Know what you’re receiving.
What does a qualified contact mean?
It means a record meets the role, fit and verification criteria we agreed. It does not imply purchase intent, permission to contact through every channel or a guaranteed meeting.
Will you fill gaps with guessed emails?
No guessed address is presented as verified. Source and verification status stay with each contact. Missing information is clearly marked.
Can we use our existing list?
Yes. The scope can focus on checking fit, removing duplicates, updating roles and enriching the records you already have.
Do you send outreach too?
Research and handoff are this offer. Approved outreach can be scoped through Cold Email Marketing, with its own sending and reply-handling setup.
Show us the customers you want more of.
We’ll turn that into clear research and qualification criteria.