The blog / Practical client research

Better research.
A more useful next step.

For the work between choosing a market and starting a relevant conversation: researcher handoffs, file checks and the people behind a business decision.

Research operations

How to Brief a Virtual Assistant on Prospect Research

A practical handoff for one client campaign: company criteria, role hypotheses, evidence columns, a small pilot and clear acceptance rules.

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Buying prospect data

How to Check a Prospect CSV Sample Before Buying a Larger List

Inspect the actual file, separate missing data from poor fit, and decide whether a sample supports the work you need to do next.

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Consulting business development

How to Map Decision-Maker Roles for One Consulting Offer

Turn a specific consulting deliverable into a small role map, check current responsibilities and avoid filling a list with the wrong senior titles.

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Target account research

How to Build a Target Account List for a Consulting Offer

Build actual company rows with source evidence, exclusions, research limits and a useful next action.

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Segment selection

A B2B Ideal Customer Profile Worksheet for Small Consulting Firms

Define a company segment using delivery fit, observable evidence and questions only a buyer can answer.

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Account planning

Account-Based Prospecting for a Small B2B Agency

Coordinate one named account through a completed workboard for relationships, responsibilities and dependencies.

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LinkedIn research

LinkedIn Boolean Search Examples for Consultants Finding Client Roles

Use original role queries and a search log to inspect People-search results before expanding a profile sample.

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List qualification

How to Qualify a Prospect List Before Starting Outreach

Review account fit, responsibility, contact context and existing conversations with an accept, hold or exclude queue.

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Company signals

Research Sales Triggers Without Guessing Buying Intent

Use a dated company-signal log to separate public events, service hypotheses and an appropriate question.

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First conversations

Write a Consultant Outreach Message from Real Account Research

Turn one relevant fact into a natural professional question, with original examples and useful reply branches.

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Research operations

A Weekly Prospecting Routine for Consultants with Delivery Work

Use a completed capacity ledger to prioritise commitments, research and decisions about what carries or stops.

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Buying prospect data

Buying Lead Lists or Building Your Own: A Practical Cost Worksheet

Compare the same research deliverable including review and rework, with a transparent hypothetical cost calculation.

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Start with the decision you need to make.

These articles use concrete working examples. Where an example is fictional, it is labelled. Where a product step matters, you can inspect the existing profile-export fields before deciding whether to use Leadsforlinked.