# Create a client-specific research brief

Use case · Agencies

Canonical page: https://datasdk.ai/use-cases/create-a-client-specific-research-brief

Deliver a compact brief the client's team can verify.

## Who this helps

An agency can help a client investigate a business without acting as the client's seller.

## How to use it

1. Confirm the matched domain and the client's fit criteria.
2. Research the business using relevant public sources.
3. Separate facts, open questions, and the proposed next step.

## Illustrative example

A brief explains why a service firm fits the client's delivery model.

## What to check

Never state that a named person visited unless independently verified.

## How Data SDK fits

Data SDK connects website visits with available company details worldwide, from startups to larger businesses. Coverage and fields vary. Start free trial opens an email request; terms are confirmed with the team. The full API is coming soon.

These are suggested workflows, not a list of built-in integrations. Use your own approved analytics, CRM, and research process where needed. Matches and fields vary. A company match does not identify a person or prove buying intent.

## Related reading

- [Human review](https://datasdk.ai/glossary/human-review): Human review puts a person in the loop before a result is accepted or acted on.
- [Research brief](https://datasdk.ai/glossary/research-brief): A research brief is a compact explanation of a company and why it may be relevant.
- [Source attribution](https://datasdk.ai/glossary/source-attribution): Source attribution shows where a claim or data point came from.
- [Show clients the businesses their site reaches](https://datasdk.ai/use-cases/show-clients-the-businesses-their-site-reaches): Give clients concrete companies to evaluate rather than only aggregate counts.
- [Evaluate a client website redesign](https://datasdk.ai/use-cases/evaluate-a-client-website-redesign): Add company-fit context to the post-launch review.
- [Prepare a client prospecting workshop](https://datasdk.ai/use-cases/prepare-a-client-prospecting-workshop): Leave the workshop with a realistic shortlist and repeatable fit rules.

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