Prospect Research & Verification

Prospect research and verification workflow

Start with an agreed ideal customer profile, including industry, geography, business type, and relevant decision-makers.

Step 1: Define targeting criteria

Confirm the company types and service areas the campaign should cover.

Step 2: Source relevant businesses

Build a prospect list using suitable research sources and capture available business context.

Step 3: Review available details

Manually review company fit and contact details, flag uncertain information, and exclude records that are out of scope.

Step 4: Prepare for outreach

Organize the reviewed prospects and relevant context so outreach can be personalized. This is a workflow blueprint, not a claim of a prebuilt software integration.