Research leads with a reusable method

Define the research scope

Choose the method’s supported provider, the business type and geographic scope. Identify the authorized ledger or destination and the fields you want. A useful record should explain why the lead matches, with a source the team can reopen.

Prepare a bounded request

Research a small set of businesses that match this audience and location. Check the existing ledger before adding records, link the supporting sources and leave existing notes intact. Prepare the findings for review; do not contact anyone.

Review before outreach

Inspect the actual saved rows and source links. Distinguish discovery from permission to contact a person. When you later request outreach, review the audience, message, account and action separately.

Keep going