01
Ideal Customer Research
Define target industries, company size, geography, business characteristics, and relevant decision-makers.
DELIVERABLEA concise ideal customer profile and targeting rules.
B2B LEAD GENERATION & PROSPECT RESEARCH
Better-Fit Prospects.Clear Research.Actionable Leads.
We help B2B businesses identify relevant companies, research the right decision-makers, and build carefully qualified prospect lists around their ideal customers.
Research you can evaluate. Scope you approve. No promised conversions.
RESEARCH PILOTTarget account overview
3 example rowsCOMPANYCONTACT ROLEFIT
NNorthstar ClinicPractice ManagerReview
OOakwell GroupOperations DirectorReview
CClearview DentalClinic OwnerReview
Company fit Contact research Verification status
Fictional example. Not a live database or verified prospect list.
WHAT WE DELIVER
Prospecting Built Around Your Ideal Customer.
A considered research service—not a generic list. Each part is shaped around your market, requirements, and agreed acceptance criteria.
02
Company & Contact Research
Identify suitable businesses and research relevant contacts using appropriate professional sources.
DELIVERABLECompany records, role research, and traceable source links.
03
Lead Qualification
Evaluate prospects against agreed criteria and distinguish accepted, rejected, and uncertain records.
DELIVERABLEClear qualification notes and status for each researched record.
04
Clean, Structured Delivery
Receive organized information your team can review, filter, and use in its own sales process.
DELIVERABLEA spreadsheet with company details, sources, fit notes, and verification status.
OUR FIVE-STEP PROCESS
Clear from the First Brief to Final Handover.
Every step has a defined objective and review point. Research starts after scope and criteria are approved.
01
DEFINE THE PILOT
Start With a Clear Agreement.
Objective: Set the scope and expectations before research begins.
What we do
- Agree on the target market and ideal customer profile.
- Define deliverables, quantity, deadline, and budget.
- Establish lead acceptance criteria and verification requirements.
- Confirm project scope and payment terms.
DELIVERABLE
An approved project scope with clear acceptance criteria and payment terms.
SUCCESS CRITERIA
The client approves the pilot before research begins.
02
BUILD THE SEARCH PLAN
Know Exactly Who Qualifies.
Objective: Turn your customer profile into practical search and inclusion rules.
What we do
- Define relevant industries, locations, and company characteristics.
- Identify suitable decision-maker roles.
- Set inclusion and exclusion rules.
- Agree on how uncertain records will be handled.
DELIVERABLE
A concise ideal customer profile and lead acceptance rules.
SUCCESS CRITERIA
The client approves the targeting criteria.
03
RESEARCH RELEVANT PROSPECTS
Find Businesses That Fit.
Objective: Identify candidate companies and relevant roles with traceable research.
What we do
- Research relevant company directories and official business websites.
- Record company names, websites, locations, and fit notes.
- Identify relevant decision-makers using appropriate professional sources.
- Capture source URLs for traceability.
DELIVERABLE
A structured spreadsheet of researched prospects with supporting source links.
SUCCESS CRITERIA
The agreed number of prospects has been researched and documented.
ILLUSTRATIVE DEMO TARGET30 researched prospects.Example only; not a guaranteed quantity or verified result.
04
QUALIFY & VERIFY
Quality Before Quantity.
Objective: Assess the research against approved criteria and make uncertainty visible.
What we do
- Check each prospect against the approved criteria.
- Review company relevance and available contact information.
- Verify job titles and details where possible.
- Flag missing, outdated, or uncertain information.
- Remove unsuitable records from the accepted list.
DELIVERABLE
A cleaned prospect list with qualification notes and verification statuses.
SUCCESS CRITERIA
The delivered list meets the agreed acceptance rules.
ILLUSTRATIVE DEMO TARGET20 accepted prospects from 30 researched.Example only; not a guaranteed quantity or verified result.
05
DELIVER & IMPROVE
Turn Research Into the Next Opportunity.
Objective: Make findings usable and identify sensible follow-up improvements.
What we do
- Deliver the completed spreadsheet and a concise findings report.
- Explain coverage, exclusions, and data limitations.
- Invite the client to review the deliverables.
- Gather feedback and discuss potential improvements.
- Offer recurring research when it suits the business.
DELIVERABLE
A completed project, delivery report, and documented feedback.
SUCCESS CRITERIA
The client reviews the delivery and next steps are discussed.
EXAMPLE DELIVERABLE
See What Your Lead Report Includes.
Example columns and notes show how research can be organized for review and handoff.
Fictional examplesThese names and records are not verified real prospect data.
| Company | Target contact | Why it fits | Location | Qualification status | Source |
|---|---|---|---|---|---|
| Northstar Family ClinicFictional example | Practice Manager | Appointment-heavy business | Texas (illustrative) | Example only | No source supplied |
| Oakwell Medical GroupFictional example | Operations Director | Multi-provider operations | Texas (illustrative) | Example only | No source supplied |
| Clearview Dental CareFictional example | Clinic Owner | Patient scheduling needs | Texas (illustrative) | Example only | No source supplied |
Sample layout only. No company URLs, personal contact details, or verification claims are fabricated.
Request a Sample ReportLEAD QUALIFICATION FRAMEWORK
Every Prospect Has a Clear Reason to Be Included.
We can use an example weighted score to organize research, then adjust the criteria and threshold with you before the pilot begins.
Example methodology only. Final scoring weights, required checks, and acceptance thresholds are agreed with each client. Contact information is not labeled verified unless checks have actually been completed.
EXAMPLE SCORING MODEL
ConfigurableQualification signals
Industry fit25%
Geographic fit20%
Company-size fit15%
Relevant decision-maker identified20%
Supporting source available10%
Contact information verification10%
AcceptedMeets agreed acceptance rules
Needs ReviewUnclear or incomplete evidence
RejectedDoes not meet required criteria
Illustrative framework—not a score for the fictional example records above.
PILOT PRICING
Start Small. Evaluate the Work. Scale With Confidence.
Illustrative placeholder pricing only—not established market rates or a final offer. Final scope and commercial terms are confirmed before any work begins.
ONE-TIME PROJECT
Lead Research Pilot
A defined first project to evaluate the research and delivery process.
$150one-time
Illustrative placeholder- Agreed target market and ICP
- Prospect research for a defined scope
- Qualification against agreed criteria
- Source-linked spreadsheet
- Delivery summary
ONGOING SUPPORT
Monthly Prospect Research
A recurring research rhythm with agreed scope and regular review.
$500per month
Illustrative placeholder- Agreed recurring research scope
- Structured prospect delivery
- Qualification and verification notes
- Regular reporting
- Review and refinement of targeting criteria
TAILORED SCOPE
Custom Lead Generation
Tailored research for specific markets, workflows, or requirements.
Request a Quote
Illustrative placeholder- Custom industry or geographic targeting
- Tailored research scope
- Additional qualification requirements
- Custom reporting
- Agreed delivery schedules
No fixed accepted-lead quantity is promised unless quantity, qualification criteria, and commercial terms are explicitly agreed.
WHY CHOOSE OUR RESEARCH PROCESS?
Research You Can Understand and Evaluate.
Know what was researched, how fit was assessed, and where information needs a closer look.
Clear targeting criteria
The client approves who to include and exclude before research begins.
Traceable research sources
Records include source links so the basis for research can be reviewed.
Transparent qualification rules
Acceptance criteria are agreed in advance and applied consistently.
Honest handling of uncertainty
Unclear, unavailable, or potentially outdated information is flagged, not presented as certain.
Structured, usable deliverables
The spreadsheet is organized for review and handoff into your existing process.
Defined scope and acceptance
Quantity, deadlines, deliverables, and project terms are agreed before work starts.
LEAD GENERATION FAQ
Good questions before you start.
Clear expectations matter. Here’s what to know about scope, qualification, and results.
What is included in a lead generation pilot?
A pilot includes an agreed target profile, research scope, prospect qualification against agreed criteria, a structured source-linked spreadsheet, and a delivery summary. Quantity, timing, and terms are confirmed before work begins.
How do you define a qualified lead?
We agree target industries, company attributes, geography, relevant roles, source expectations, and any required contact checks with you. A record is accepted only when it meets the agreed rules; uncertain records are marked for review.
Which industries and locations can you research?
We can discuss research across B2B sectors and geographies, including SaaS, healthcare technology, healthcare providers, and professional services. Feasibility depends on your criteria and the availability of appropriate professional sources.
How do you verify prospect information?
We review information against appropriate professional sources and document source links. Verification status describes the checks completed for the agreed fields; we do not imply information has been verified when it has not.
What happens if a prospect does not meet the criteria?
Records that do not meet the approved acceptance rules are excluded from the accepted list or clearly marked as rejected or needing review, depending on the agreed reporting approach.
Will you guarantee sales or meetings?
No. The service provides researched and qualified prospect information, not guaranteed sales, appointments, or revenue. Commercial outcomes also depend on your offer, outreach, timing, and sales process.
What format will the final report use?
The standard delivery is a structured spreadsheet with agreed company and contact fields, source links, qualification notes, and verification status, plus a concise summary. We confirm format and fields during scoping.
Can we start with a small project?
Yes. A focused pilot can help both sides confirm the targeting rules, information format, and workflow before considering a broader scope.
Can the research continue monthly?
Monthly research can be discussed when recurring work suits your needs. The scope, cadence, deliverables, and pricing are agreed separately; ongoing work is not automatic.
B2B PROSPECT RESEARCH
Let's Build a Prospect List That Fits Your Business.
Tell us who you want to reach, where you want to find them, and what makes a prospect valuable to your business. We'll help define a practical research scope.
TELL US WHAT YOU’RE LOOKING FOR
Scope a Practical Research Pilot.
Share your target market and prospect needs. We’ll review the brief and discuss the scope, criteria, and next step. An enquiry is not a commitment to purchase.
- Target industry and geography
- Decision-maker roles and qualification needs
- Quantity range and budget expectations
Research begins only after scope, acceptance criteria, timing, and payment terms are agreed.
LEAD GENERATION ENQUIRY
Start with a clear brief.
Fields marked * are required.