Capabilities / Research
Prepare outreach with context.
Before the first message, the seller should understand who they are contacting, why the company is relevant and which sources support that judgement.
PreparationFacts before the messageSources remain visible during qualification.
01Company research02Contact organisation03Qualification04Evidence and judgement05Conversation preparation
01
Company research
Record key company information, public websites, notes and relevant context while keeping sources visible.
02
Contact organisation
Keep contact details connected to the company and check for missing or duplicate information.
03
Qualification
Use a criteria-based score as a prioritisation aid, not as a promise that a company will buy.
04
Evidence and judgement
Distinguish verified facts, conclusions and sales hypotheses before acting.
05
Conversation preparation
Review a concise summary, notes and previous activity before a call or message.