Target Account & Contact Research Sprint
Build an evidence-led account and contact list around an agreed targeting brief.
Is this the right
next step?
Your campaign or sales activity needs a usable target list, but existing data is incomplete, poorly matched or difficult to trust. The team needs clear criteria and a structured research handover.
For B2B SaaS businesses with an agreed ideal customer profile and a defined research purpose. Account counts, contact roles, geographies and required fields are confirmed before work begins.
Relevant accounts.
A usable handover.
Duration and fixed fee are to be agreed once the scope and required inputs are clear.
Research and qualification brief
Agree the account-fit criteria, exclusions, target roles, geography, fields and intended use of the research.
Researched account list
Identify and match the agreed volume of companies, with relevant attributes, source evidence and confidence or review flags.
Public professional contact research
Research the agreed roles using public professional information, recording sources and clearly labelling any inferred email patterns or unresolved matches.
Quality review and structured export
Provide an agreed spreadsheet or CRM-import structure, with duplicates reviewed, exceptions flagged and a handover of findings and limitations.
From the brief
to your next move.
- Define the research brief. Agree the target criteria, fields, volumes and exclusions.
- Research and match. Identify accounts and relevant professional roles with source evidence.
- Review the exceptions. Check duplicates, ambiguous matches and information requiring confirmation.
- Export and hand over. Deliver the agreed structure and explain the findings and review flags.
What we need.
What’s included.
What we’ll need from you
An agreed customer profile or targeting criteria, existing account exclusions, target job roles and regions, the intended use of the list, and any CRM field or import requirements.
Scope boundaries
A defined research batch with account and contact quantities, fields and review depth. Purchased datasets, direct outreach, CRM implementation and ongoing enrichment are separate. Research findings are supplied with evidence and limitations; inferred addresses are distinguished from verified contact information. The client agrees appropriate use before outreach.
Before
we start.
Does this include sending outreach?
No. The sprint delivers research and a structured handover. Outreach activity, messaging and the relevant permissions are agreed separately.
Are email addresses guaranteed?
No. Where email information is available we record its basis. Inferred patterns and unconfirmed details are labelled clearly for review.
What if our targeting is not defined?
The Ideal Customer Profile & Buying Group Sprint can establish the criteria before list research begins.
How long does it take and what does it cost?
Duration and fixed fee are to be agreed. We’ll confirm the scope, inputs, review points and timing before the engagement starts.
Let’s find your
way forward.
Talk through your current situation and whether this project is the right fit.