Illustrative artifact / Research record
Show the evidence.
Keep the uncertainty.
This is a record structure, not a real prospect or a client result. Expand the notes to inspect how a hypothesis becomes a decision.
A record that
another person can review.
A contact is not ready for outreach simply because an address exists. The reviewer needs to understand the account fit, the signal, and the connection to the offer.
Explore the research methodACCOUNT RESEARCH / RECORD STRUCTUREILLUSTRATIVE
- Account fit
- Sector · team size · geography · relevant use case
- Observed signal
- A recent funding announcement
- Evidence
- Source URL, announcement date, and date checked
- Working hypothesis
- Product growth may create an engineering capacity gap
- Counter-evidence
- An internal team may already cover that capacity
- Relevant buyer
- Current owner of product or engineering delivery
- Contact status
- Role and address require verification
- Decision
- Hold until fit, evidence, and contact checks pass
What would disqualify this account?
An unsupported signal, a mismatch with delivery capability, the wrong geography, or a problem that has already been solved. An exclusion should have a recorded reason.
What belongs in the message?
The relevant observation, a tentative connection to the buyer’s work, and a useful next step. Unverified assumptions remain questions.
A better starting point
Before we send anything,
let’s understand your market.
We’ll look at your buyers, your offer, and whether the economics make sense.