Research notes · checked July 2026Installer documentation
RESEARCH CAPABILITIES

Ask better prospecting questions before buying more data

This guided view turns an ICP hypothesis into a sequence of inspectable research decisions. It is designed for revenue teams that need useful contact discovery without treating a database match as permission to send.

Annotated prospecting research workflow

Capability pairs that answer distinct questions

Company discovery + exclusion logic

Start with the total addressable market, then narrow by operating geography, company profile, and explicit disqualifiers. A transparent exclusion rule is often more valuable than a longer list because it prevents adjacent but irrelevant accounts from entering the workflow.

Role mapping + contact verification

Identify likely decision makers and influencers by responsibility, not title alone. Keep role confidence separate from email verification status: a valid mailbox may still belong to the wrong person, while an appropriate buyer can remain unverified.

Technographics + intent interpretation

Technology use and buying signals can sharpen prioritization, but neither proves active demand. Capture the source, observation date, and alternative explanations so an SDR can challenge the inference instead of inheriting a black-box score.

Enrichment + provenance

Waterfall enrichment may improve match coverage by consulting multiple sources. It can also complicate consent, attribution, and cost. Preserve which provider supplied each field and mark conflicts for review rather than silently choosing the last value.

Questions an evaluator should ask

Does installation begin outreach automatically?

No. Copying and running the installer are setup actions. Target selection, message approval, and every send decision should remain behind a human-in-the-loop review gate.

Does email verification guarantee inbox placement?

No. Verification estimates mailbox status; it does not guarantee delivery, reply, or placement. Sender reputation, authentication with SPF, DKIM and DMARC, list relevance, message quality, and recipient systems all matter.

How should unknown data be handled?

Keep it unknown. Do not infer unsupported phone numbers, job roles, buying intent, security posture, or legal basis. An explicit gap is safer and more useful than false precision.

A workflow change you can evaluate

BEFORE

Tab-led prospecting

A rep moves between search, spreadsheet, enrichment, email verification, copywriting, and CRM tools. Filters are difficult to reconstruct, evidence gets detached from records, and approval often occurs after the list is already imported.

AFTER

Brief-led agent research

The team states criteria once, requests a bounded result, inspects evidence and unknowns, then approves a portable handoff. The improvement is not “more automation”; it is a clearer chain of responsibility.

TRY THE METHOD

Run the installer, then test one narrow ICP brief

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