# Sales prospect research checklist

Blank external planning worksheet from DitLead. These fields are suggested notes,
not a representation of native app fields. Keep business-relevant public evidence;
do not record passwords or private personal information.

- [ ] Company and domain identify the right account.
- [ ] The company fits the actual offer and supported service scope.
- [ ] Buyer role owns or influences the relevant workflow.
- [ ] Source URL is recorded and accessible for review.
- [ ] Event date, if known, and date checked are recorded separately.
- [ ] Observed fact is separated from inference.
- [ ] Confidence explains the evidence, rather than predicting a sale.
- [ ] Commercial relevance connects the fact to the offer.
- [ ] Decision: ready / research further / skip.
- [ ] Draft contains no unsupported growth, budget, dissatisfaction or results.
- [ ] All placeholders are resolved before sending.
- [ ] Duplicates, existing customers, opt-outs and reply handling are checked.

## Account record

Company:
Domain:
Buyer role:
Fit criterion:
Source URL:
Event date (if available):
Checked date:
Observed fact:
Evidence confidence and uncertainty:
Commercial relevance:
Decision and reason:
Draft:
Reviewer:

Guide: https://ditlead.com/blog/how-to-research-sales-prospects