YOUR SITUATION
Research exists. The team needs a shared way to use it.
When the method lives only in someone’s head, the team repeats decisions and loses the reasons behind priorities.
Keep your CRM and outreach channels. The guide connects an existing list or new-company selection to sources, questions and next steps.
02 / WHAT HAPPENS
Each person prospects differently, making criteria and notes hard to compare.
A playbook is a practical working guide. It brings together criteria, steps and examples the team can consult when researching and preparing an approach.
03 / WHERE THE DIFFICULTY APPEARS
What you need to establish
What reaches the call, what stays in a document, and where is feedback lost?
A question to start withWhich steps and fields should be shared while leaving room for different situations?
04 / WHAT YOU RECEIVE
What you receive.
An editable document, examples and templates agreed for your activity. We work on rules that are clear enough to use, not general statements that could mean anything.
WHAT CHANGES FOR YOUR TEAM
Research reaches the call as useful questions and clear next steps.
Use the guide for selection, preparation and follow-up, then revise it with examples.
WHO IT MAKES SENSE FOR
For teams that want shared criteria and founders who want to document their process before delegating it.
05 / WHAT WE WORK ON
What we build.
We define the steps: selecting companies, choosing sources, checking information, documenting findings, identifying roles and preparing for contact.
The guide may include an ideal customer profile, exclusions, sources, signals, a company template, questions and message examples. We also define when to stop researching or ask for clarification.
06 / HOW WE WORK
How we work.
We review the current process, draft a working version, apply it to examples and refine it. The distinction between a tested rule and one that still needs validation remains visible.
07 / WHAT REMAINS TO BE CLARIFIED
A playbook cannot predict a prospect’s response, who approves a purchase or whether a budget exists. These remain validation questions.
The guide needs real examples and use by the team. A document alone does not change working habits.
08 / HYPOTHETICAL EXAMPLE
A new colleague receives a list without explanations. The guide shows which sources to check, how to record unknowns and what information is needed before first contact.
09 / NEXT STEP
What to do next.
Use a working draft on a few companies, record what is missing and adjust the rules before wider use by the team.