# Prepare a relevant case-study shortlist

Use case · Sales

Canonical page: https://datasdk.ai/use-cases/prepare-a-relevant-case-study-shortlist

Make meeting preparation more useful without guessing the visitor's identity.

## Who this helps

A seller needs examples suited to a known prospect's business.

## How to use it

1. Verify the company's industry and scale.
2. Select your own real case studies that address comparable needs.
3. Let the account owner choose which examples fit the conversation.

## Illustrative example

A seller prepares an approved logistics case study for a logistics company.

## What to check

Do not imply the visiting business is a customer or use fictional proof.

## 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

- [Company size](https://datasdk.ai/glossary/company-size): Company size is a way to group businesses by a measure such as employee count or revenue.
- [Industry classification](https://datasdk.ai/glossary/industry-classification): An industry classification groups companies by the kind of business they do.
- [Account owner](https://datasdk.ai/glossary/account-owner): An account owner is the person or team responsible for a company relationship.
- [Research companies that view pricing](https://datasdk.ai/use-cases/research-companies-that-view-pricing): Prepare better commercial questions before a legitimate conversation.
- [Check existing accounts before prospecting](https://datasdk.ai/use-cases/check-existing-accounts-before-prospecting): Avoid duplicate outreach and conflicting conversations.
- [Prioritize companies in your service area](https://datasdk.ai/use-cases/prioritize-companies-in-your-service-area): Remove obvious geographic mismatches from the research queue.

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