# Prepare a client prospecting workshop

Use case · Agencies

Canonical page: https://datasdk.ai/use-cases/prepare-a-client-prospecting-workshop

Leave the workshop with a realistic shortlist and repeatable fit rules.

## Who this helps

A client wants help turning website company signals into a useful research process.

## How to use it

1. Review a bounded set of available company matches.
2. Have the client explain fit and disqualification criteria.
3. Agree who will research each selected business and what evidence is needed.

## Illustrative example

The workshop produces ten research assignments, not a list of supposedly ready buyers.

## What to check

Contact discovery and outreach are separate steps with their own requirements.

## 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

- [Qualification](https://datasdk.ai/glossary/qualification): Qualification checks whether a potential customer fits the offer and has a relevant need.
- [Account research](https://datasdk.ai/glossary/account-research): Account research gathers relevant facts about a business before a commercial decision or conversation.
- [Sales handoff](https://datasdk.ai/glossary/sales-handoff): A sales handoff passes an account or opportunity between people or teams.
- [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.
- [Review a niche SEO engagement](https://datasdk.ai/use-cases/review-a-niche-seo-engagement): Discuss whether content reaches the kinds of companies the client serves.

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