CRO / VP SALESPressure-test market coverage
Compare a strategic ICP against observable company attributes, discover where the addressable set becomes thin, and identify assumptions that need field validation. The output should support territory and resourcing discussions—not masquerade as a revenue forecast.
- Brief: market boundary and sales motion
- Review: segment logic and exclusions
- Output: account set with evidence gaps
SDR / BDR MANAGERBuild a reviewable prospect queue
Translate a campaign thesis into a bounded list with role mapping, email status, and relevance notes. Managers can sample records before assignment and require message approval before a sequence receives any recipient.
- Brief: campaign hypothesis and buyer role
- Review: fit, verification, opt-out process
- Output: approved research queue
REVOPS / GTM ENGINEEREvaluate enrichment behavior
Test provider coverage on a representative record set, trace field provenance, expose conflicting values, and measure latency or cost in your environment. Waterfall enrichment should be a governed method rather than an invisible promise of completeness.
- Brief: schema, providers, acceptance rules
- Review: provenance and conflict policy
- Output: measured evaluation ledger
FOUNDERResearch a narrow wedge
Turn a customer hypothesis into a small set of companies and people worth learning from. The first result is evidence for better discovery—not permission to blast a generic message across an untested market.
- Brief: problem, segment, geography
- Review: why each account belongs
- Output: concise learning list
DEMAND GENERATIONConnect signals to account context
Combine firmographic and technographic observations with attribution events while recording time and source. Treat buying intent as a prioritization clue that needs corroboration, never as proof that a person wants contact.
- Brief: signal definition and time window
- Review: alternative explanations
- Output: prioritized research candidates
OUTBOUND AGENCYStandardize client research controls
Capture each client's exclusions, sending rules, approval owner, and data boundaries. A consistent evidence schema helps agencies explain how a record entered a campaign and keep one client's assumptions out of another's program.
- Brief: client-specific policy
- Review: segregation and authorization
- Output: auditable client handoff