Find prospects that fit your criteria. Keep the next step in view.
Tell me who you want to reach and what makes a prospect relevant. I will research against the criteria we agree on and organize the available information so you can review the fit and decide how to follow up.
Start in writing. We agree on the scope before any work begins.
A longer list is not the same as a useful one.
If you cannot tell why someone is on a list or what to do next, prospecting creates more sorting instead of clarity. Start with a defined target and keep the research, review status, and follow-up together.
Unclear fit
A name alone does not tell you whether it matches your target market.
Scattered research
Relevant details disappear across tabs, spreadsheets, messages, and notes.
Missed follow-up
An opportunity can sit untouched when nobody owns the next step.
Start with research. Add a system if you need one.
Targeted prospect research
I research prospects against criteria we agree on, such as location, industry, property type, or business type. Delivered records include available source information and context to help you review why each prospect was included.
Ongoing sourcing + lead management
If you need a repeatable process, I can scope continued research and a system to organize records, track status, assign next steps, and manage follow-up.
We agree on criteria, research method, deliverables, schedule, and price before work begins.
Know why each prospect made the list.
What is available depends on the market and source. A record can include:
- Prospect or business name
- Location or service area
- Reason the prospect matched the agreed criteria
- Source link or source notes
- Available contact channel, when appropriate
- Research date
- Review status
- Follow-up notes and next step
Missing details are not filled in with guesses, and an unconfirmed prospect is not presented as a qualified buyer.
See how research can stay organized after it is found.
Prospect research is only useful if your team can review the context, see the status, and keep track of the next step. A lead-management system can bring together record review, status tracking, assigned next steps, and follow-up notes. What it includes is scoped to your team — it is not evidence of guaranteed leads or results.
Your target market defines the research.
This service works best when you can explain who you want to reach, where they are, and what would make them worth reviewing.
Real estate professionals
Research against a defined location, property type, and opportunity criteria.
Service businesses
Look for businesses or people who fit a defined customer profile.
Teams building a repeatable pipeline
Keep research, review, outreach status, and follow-up together.
Different market? Share your criteria. I will tell you what can be researched and scoped.
Define the target. Review the scope. Put the research to work.
- 01
Tell me your target.
Use the written form to share your industry, market, ideal prospect, and exclusions.
- 02
Get a proposed scope.
I will respond in writing with what I can research, how information would be delivered, and the next step. If criteria are too broad or sources too weak, I will say so.
- 03
Review and follow up.
Once we agree on the scope, I will deliver researched prospects in the agreed format. Ongoing sourcing and a lead management system are included only if scoped.
I will not add weak prospects just to fill a list.
Tell me what a good prospect looks like.
Share the criteria that matter. I will review whether the research is feasible and reply with a clear next step.
Targeted Leads FAQ
No. We start with your target market and criteria, then agree on what can be researched and delivered.
Turn your target criteria into a workable starting point.
Tell me who you want to reach and what makes them a fit. I will tell you what can be researched and how we could organize it.