Build a weekly prospect research list
Spend research time on visiting companies that fit your offer.
105 PRACTICAL WORKFLOWS
Put company visits to work.
Find a workflow for your team, with clear steps, an example, and what to check before acting.
Read in Markdown105 entries
Practical workflows, not built-in integrations. Platform and AI-agent guides are planning examples; the full API is coming soon.
Research companies that view pricing
Prepare better commercial questions before a legitimate conversation.
Check existing accounts before prospecting
Avoid duplicate outreach and conflicting conversations.
Prioritize companies in your service area
Remove obvious geographic mismatches from the research queue.
Find startups your product can serve
Recognize smaller businesses that match your product's scope.
Screen out companies you cannot support
Keep sellers focused on businesses the team can realistically help.
Prepare for a scheduled discovery call
Bring more relevant questions to the conversation.
Add context to an open opportunity
Keep research aligned with the current deal rather than starting a separate sales motion.
Route research to the right territory
Reduce duplicated effort between regional or industry teams.
Separate parent and subsidiary interest
Research the operating business that is most relevant to the visit.
Review repeat company activity
See whether a company deserves another research check without counting it as new each time.
Prepare an industry-specific question
Make the next legitimate conversation more relevant to the company's work.
Recheck previously disqualified accounts
Reconsider an account only when new facts justify it.
Coordinate SDR and account-executive research
Create a clear handoff instead of parallel work.
Avoid treating service providers as prospects
Keep research lists relevant to actual selling opportunities.
Choose accounts for a manual pilot
Learn whether matches produce research your sellers can use.
Find potential channel partners
Recognize possible distribution or service relationships.
Prepare a relevant case-study shortlist
Make meeting preparation more useful without guessing the visitor's identity.
Check paid-search audience fit
See whether matched businesses resemble the customers the campaign targets.
Review partner referral quality
Evaluate the business audience behind an available referral stream.
Assess an industry landing page
Learn whether the page attracts the intended kinds of businesses.
Compare two campaign audiences
Choose what to investigate in each campaign's audience mix.
Review organic content reach
Find content that deserves a closer commercial-audience review.
Audit webinar promotion traffic
Understand which business segments reached the promotion page.
Evaluate an event campaign
Review whether relevant businesses encountered event-related pages.
Check a product launch audience
Separate commercial audience fit from total launch traffic.
Review country-specific campaigns
Check the geographic company mix before making campaign changes.
Measure target-account reach
Find evidence of overlap between available matches and that list.
Review newsletter landing traffic
Inspect which business types appear in traffic to the linked page.
Identify content gaps for relevant industries
Choose practical topics to research with your sales team.
Review comparison-page audiences
Understand the business mix before judging the page's value.
Test positioning against company fit
Use company fit as one input when reviewing a messaging test.
Separate student and commercial research audiences
Avoid measuring every visit as a potential sale.
Review agency campaign reporting
Add a business-fit discussion to a campaign review.
Choose content for a target-account program
Select topics grounded in known account needs and available website context.
Review a low-volume high-value page
Avoid dismissing specialized content based only on visit totals.
Prepare for a customer review meeting
Bring relevant questions to the existing customer conversation.
Notice interest in another product line
Find a topic worth discussing through the existing account relationship.
Prepare implementation support resources
Choose relevant setup material before the meeting.
Check renewal discussion topics
Prepare better renewal questions without treating visits as a health score.
Coordinate sales and customer success
Keep customer conversations with the team that owns the relationship.
Review training-resource interest
Prepare the right educational resources for an agreed discussion.
Separate customer activity from acquisition reporting
Keep acquisition research distinct from customer-service activity.
Investigate a customer rebrand
Keep the relationship connected to the correct business record.
Prepare a partner account review
Bring useful enablement topics to an established partnership.
Review public support-content traffic
Choose support documentation to discuss or improve.
Prepare a customer workshop agenda
Use website topics as questions to confirm during preparation.
Avoid premature churn alerts
Keep customer-risk decisions grounded in stronger evidence.
Show clients the businesses their site reaches
Give clients concrete companies to evaluate rather than only aggregate counts.
Evaluate a client website redesign
Add company-fit context to the post-launch review.
Prepare a client prospecting workshop
Leave the workshop with a realistic shortlist and repeatable fit rules.
Review a niche SEO engagement
Discuss whether content reaches the kinds of companies the client serves.
Support a fractional marketing review
Make campaign and sales discussions use the same fit criteria.
Check lead-generation campaign scope
Set clear deliverable expectations with the client.
Create a client-specific research brief
Deliver a compact brief the client's team can verify.
Plan a white-label identification service
Discuss a service clients can understand without an extra brand handoff.
Keep client reporting boundaries clear
Protect client separation while making reports easier to review.
Review an agency's own inbound audience
Focus new-business research on relevant organizations.
Prepare a board-level marketing summary
Translate company data into a defensible marketing discussion.
Scope a client identification trial
Agree what a useful trial would demonstrate.
Research manufacturers for industrial software
Create a research list based on actual operating fit.
Screen employers for payroll services
Avoid researching employers outside the service's practical scope.
Find relevant buyers for logistics services
Focus research on shippers your operation may be able to serve.
Research potential wholesale customers
Build a shortlist of retailers or resellers that fit the range.
Identify research targets for managed IT
Find businesses worth a service-fit review.
Review audience fit for cybersecurity services
Choose businesses for responsible fit research.
Research employers for recruitment services
Use a matched business as the starting point for hiring research.
Find relevant firms for accounting services
Research companies that fit the practice's delivery model.
Research commercial cleaning prospects
Focus research on organizations with relevant sites in reach.
Review buyers for employee training
Prepare relevant training conversations instead of generic pitches.
Research agencies for design software
Find businesses whose published work suggests a relevant product fit.
Find relevant firms for procurement software
Choose research targets based on practical process fit.
Review audience fit for commercial insurance
Screen business relevance before any needs assessment.
Research organizations for coworking sales
Identify businesses worth a location-fit review.
Find distributors for a manufacturer
Identify partnership research targets from relevant company visits.
Research companies for translation services
Look for publicly supported reasons a business might need language services.
Review prospects for B2B payment software
Research whether the offer fits how the company serves other businesses.
Research software companies for developer tools
Find companies worth technical-fit research without guessing their stack.
Add company identification to a CRM product
Plan a feature that puts company context beside the account record.
Planned · API coming soonAdd a branded visitor view to an agency portal
Plan a single branded place for clients to review visiting businesses.
Planned · API coming soonBuild a company-fit review queue
Plan a workflow that turns records into explicit accept-or-skip decisions.
Planned · API coming soonAdd company context to a marketing dashboard
Plan a view that explains which company segments appear in the matched sample.
Planned · API coming soonOffer identification in a website-builder product
Plan identification as a clearly explained optional website capability.
Planned · API coming soonBuild a tenant-safe company lookup service
Plan company lookup around authorized customer contexts.
Planned · API coming soonDesign a graceful no-match experience
Avoid misleading users with guessed names or stale company cards.
Planned · API coming soonPlan a retry-safe enrichment workflow
Design safer retries before connecting company data to actions.
Planned · API coming soonDesign company data permissions
Plan access around customer roles and actual workflow needs.
Planned · API coming soonPlan a white-label reseller package
Define a product offer whose scope can be confirmed before sale.
Planned · API coming soonAdd a company research link to product records
Plan a small feature that helps users verify a business themselves.
Planned · API coming soonDesign a bounded company-data cache
Plan faster repeated work while preserving customer boundaries.
Planned · API coming soonConnect identification to a customer-defined workflow
Plan explicit user control over research and review steps.
Planned · API coming soonBuild a company-record quality panel
Plan a record view that makes missing information easy to handle.
Planned · API coming soonPlan an export for approved company research
Design an export with useful fields and clear ownership.
Planned · API coming soonPrepare an AI company research brief
Plan concise briefs tied to a matched company domain.
Planned · API coming soonClassify company fit with evidence
Plan a reviewable explanation of how a company meets user-defined criteria.
Planned · API coming soonSuggest questions for a discovery call
Plan questions grounded in the company's business rather than guesses about the visitor.
Planned · API coming soonSummarize a company's public product
Plan a source-linked product summary that saves manual reading.
Planned · API coming soonDraft an internal account handoff
Plan a handoff that explains fit and the recommended review owner.
Planned · API coming soonCheck a generated brief for unsupported claims
Plan a verification pass before people rely on the brief.
Planned · API coming soonResearch a possible parent-company relationship
Plan an evidence-backed relationship check before combining accounts.
Planned · API coming soonPrepare industry-specific account context
Plan a short explanation of the company's business model and relevant questions.
Planned · API coming soonPrioritize a human research queue
Plan transparent sorting rules instead of opaque intent claims.
Planned · API coming soonCreate a company-data quality checklist
Plan checks that stop incomplete records from triggering unreliable actions.
Planned · API coming soonGenerate a source-linked weekly research digest
Plan a digest that highlights useful research without repeating every visit.
Planned · API coming soonTest an agent against difficult company records
Plan an evaluation that catches invented facts and unsafe actions.
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