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PROSP3CTIV / COMMERCIAL RESEARCH

Find out what merits checking before contacting a company.

Documented commercial research for selection and prioritisation. More than a contact list, with no promise of buying intent.

Discuss your research

Who it is for

Founders, owners, CEOs/COOs and commercial managers deciding where to invest the team’s time. Product managers exploring segments and salespeople who need context before contact.

Where we start

Start with your offer, suitable customers, criteria and exclusions. Bring an existing list or ask us to identify new companies. Agree an alignment example before scaling.

What you receive

Briefs with fit, priority, facts, sources and dates checked, signals where available, interpretations, unknowns, relevant roles, basic questions and a next step. What cannot be verified is explicit.

What still needs validation

Need, interest, budget, buying stage and the actual responsible person are confirmed in conversation. A documented brief is not automatically a qualified opportunity. Outreach, proposals and negotiation are not included.

YOUR STARTING POINT

Start with what you already have.

Agree what is useful, what needs adding and what is ready to use.

  • You have contacts

    Research and prioritise the companies in your list.

  • You have research

    Build on it. Prepare conversations if the context is already clear.

  • You need new companies

    Identify and document companies using agreed criteria.

WHAT YOU RECEIVE

From identification to a reason to approach.

Three different levels: a contact identifies, a brief documents, a conversation qualifies.

01 / IDENTIFICATION

Know who you could contact.

A contact database provides identification details: company, industry, size, role and available contact details.

FICTIONAL EXAMPLE · OFFICE FURNITURECompany X

Professional services · Office Manager / Procurement

A starting point for selection.

02 / PROSP3CTIV BRIEF

Understand why it merits investigation.

A brief connects the information to your offer and separates what is known from what needs validation.

  1. 01
    Fit

    Why the company matches your agreed criteria.

  2. 02
    Context

    Facts, available signals, sources and verification dates.

  3. 03
    Next step

    A reason to talk, relevant roles, questions and unknowns.

Prioritise and prepare a relevant approach.

03 / QUALIFIED OPPORTUNITY

Conversation validates the need. Interest, project, budget and decision stage are checked through dialogue. The documented brief prepares this step; it does not confirm buying intent.

Explore the complete demonstration brief

The same Company X, with a hypothetical office move. A fictional scenario without real sources or dates. A possible fit-out is a hypothesis, not a confirmed purchase.

Fit
Office furniture for a possible fit-out project.
Fact / scenario
Company X announces an office move — fictional example.
Signal
The move is a reason to investigate, not proof of purchasing.
Source and date
No real source or date: fictional demonstration.
Interpretation / hypothesis
Fit-out decisions might follow.
Reason to talk
Check whether office furniture could be relevant.
Relevant roles
Office Manager / Facilities / Procurement — to validate.
Unknowns
Supplier, budget, buying stage, decision maker.
Question
“Who coordinates the fit-out?”
Next step
Establish the responsible role and project stage.

Named contact details are included only by agreement. If you already have commercial context, agree what else would be useful before researching.

FROM REQUEST TO USING THE WORK

You receive more than a file.

Confirmation → criteria → alignment example → research → verification → handover.

  1. 01

    Understand your offer

    Tell us what you sell, to whom and what to exclude.

  2. 02

    Agree the criteria

    Confirm the target and an alignment example before scaling.

  3. 03

    Research and verify

    Separate sourced facts from interpretations and unknowns.

  4. 04

    Prioritise

    Explain what merits investigation and when to hold off on contact.

  5. 05

    Deliver and explain

    Receive the agreed format and guidance for using it.

PDF and/or Excel/CSV, as contracted. CRM access, named contacts, calls, an orientation video and feedback are included only when expressly agreed.

WHAT WE COMMIT TO

Clear criteria. Clear limits.

Criteria guarantee
For companies outside the contracted criteria, replacement follows the agreed terms.
Limits
No promise of meetings, sales, available budgets or confirmed buying intent.
Price and scope
Volume, complexity, format and options are agreed before work starts.
When no signal exists
We document fit and unknowns. The recommendation may be to hold off on contact.

YOUR NEXT STEP

Tell us what you sell and which companies you want to reach.

Research, preparation or both: clarify what is useful before work starts.

Discuss your situation