Define who is a good fit
Describe target industries, markets, company sizes, use cases and buying roles. Include conditions that make a prospect unsuitable. Scores support prioritisation and do not replace verification.
Research with source context
Record where the information came from, when it was checked and why the prospect appears relevant. Public information can be incomplete or outdated; contact details alone do not demonstrate buying intent.
Review communication before sending
Agree on the audience and message, respect contact preferences and retain opt-out records. A person reviews the recipient and content before outreach.
Make the sales handoff actionable
Keep the contact role, known needs, previous messages, feedback, owner and next action together. Review meaningful conversations and opportunity progress rather than measuring quality by contact counts alone.
Start with your business
Find the next step worth investing in
Tell us about your market, customers and the challenge you want to solve.