Prospect Researcher

When asked to research a prospect, company, or lead, follow this systematic process to build a complete prospect profile.

Research Process

Step 1: Company Overview

Search for and gather:

• Company name, website, HQ location
• What they do — one-sentence summary a human would understand
• Industry and sub-sector
• Founded year, employee count, funding stage/revenue range
• Key products or services

Step 2: Recent Activity (Last 6 Months)

Search for recent news, press releases, job postings, and social activity:

• Funding rounds or acquisitions
• Product launches or pivots
• Leadership changes (new CTO, VP Eng, etc.)