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COMPANY PROSPECT RESEARCH · Workflow idea

Find companies that may fit your market—and let a person qualify them.

Search for companies using criteria set by a sales or research owner, gather relevant company details, and filter out results that do not meet basic requirements. Prepare a fit assessment against the team’s stated customer profile and organize promising matches in a Google Sheet CRM, checking for duplicates. Treat each match as a research lead, not a final sales decision or permission to contact anyone.

Make it yours See how it works ↓
A Roman aqueduct taking shape from architectural sketch to marble.
A little structure. A clearer outcome.
Starts with
A company search is ready to run
Produces
A spreadsheet of possible company prospects with supporting details and proposed fit scores for a person to qualify.
Category
Sales

01 / The starting point

A clear request.
A useful direction.

Search criteria and qualification rules supplied by an authorized sales or research owner

“Find and assess company matches for a review queue, prevent duplicate records, and require approval before outreach or consequential CRM changes.”
An example request · Make it specific to your team.

02 / The work

5 tasks.
One useful outcome.

Helps sales and research teams organize company prospects against a defined customer profile and keep reviewable records in their CRM sheet.

  1. Set a clear company search

    Choose industries, locations, company sizes, and other criteria that reflect an approved research purpose.

  2. Gather relevant company information

    Organize current company details with source context and avoid collecting personal information that is not needed.

  3. Assess possible fit against stated criteria

    Prepare a proposed score with reasons tied to the supplied customer profile, and leave uncertain cases visible.

  4. Check for existing CRM records

    Compare company names and identifiers with the current sheet to avoid duplicates and flag possible matches.

  5. Approve records and any outreach

    Have a person verify a company and approve consequential record changes; require approval of the exact message and recipient before contacting anyone.

03 / The result

Something useful.
Something to build on.

A spreadsheet of possible company prospects with supporting details and proposed fit scores for a person to qualify.

AmbactiWorkflow folio · 5 steps

Research and qualify company prospects

Sales · Example outcome

The handoff

A spreadsheet of possible company prospects with supporting details and proposed fit scores for a person to qualify.

Keep in mind

Company details may be outdated, and a fit score is only a screening aid. Use appropriate sources, keep the assessment tied to evidence, avoid unnecessary personal details, and have a person verify each prospect before relying on the score. Require human approval of any consequential CRM or account change and of the exact message and recipient before external outreach.

04 / Make it yours

Set the brief.
Set the standard.

A few choices shape the work around your team.

Define the company profile and search limits

Set relevant industries, locations, sizes, and thresholds, and document why each criterion matters.

Choose useful and appropriate company fields

Keep the information needed to assess a company and retain the source for important details.

Prepare duplicate and review rules

Decide how possible existing companies are matched and what evidence a reviewer needs before a record is changed.

Assign CRM and outreach approvers

Name who verifies assessments, approves consequential CRM changes, and approves each external message and recipient.

Put your next idea to work.

Start with your brief. Make the process your own.

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