Prospect Research Checklist: 7 Essential Checks Before You Pitch
A prospect research checklist with 7 checks: the company record, source url, retrieval date, size estimate, contact route, signal and disqualifier.
Editorial & Publications
Category: Client Discovery
Honest client discovery and prospect research.
Qualify a Prospect: 6 Real Questions Before You Send Anything
Qualify a prospect with 6 questions covering budget, authority, need, timing, delivery and the reason to walk away. Answers you can check before you write.
Freelance Client Prospecting: 5 Simple Habits for Steady Work
Freelance client prospecting works better as five weekly habits than one big push. A pipeline block, ten names, a rate floor and a follow up ladder.
Agency Client Acquisition: 6 Proven Steps to Better Fits
Agency client acquisition that starts with the retainer you want to run, not a bought list. Six steps, one shared list and a weekly hour.
Niche Client Research: 5 Simple Steps Before You Commit
Niche client research that counts real buyers, reads competitor saturation and tests demand before you commit. Five steps and one scorecard.
Outreach List Building: 6 Honest Rules for Cleaner Lists
Outreach list building with one offer per list, domain dedupe, a suppression list and a bounce rule. Six rules that keep a list worth sending to.
Prospect Data Quality: 5 Real Checks That Save Your Time
Prospect data quality checks that catch dead domains, duplicate records and stale signals before a send. Five checks and a repair loop.
Lead List Export Formats: 6 Essential Options Compared
Lead list export formats decide who can open your research and whether it lasts. Six options compared on readers, columns and archive risk.