Not every business fits a ready-made lead category. If your audience falls outside real estate, manufacturing, or general B2B research, tell us who you want to reach. We will work out which criteria can be checked before proposing a research brief.
Approach
How a custom brief comes together
01
Start with the customer, not the list
Tell us who buys from you, what problem you solve, and which geographies or segments you serve. We can then translate those details into research criteria, useful exclusions, and the information your team needs for a relevant introduction.
02
Assess what can be verified
Some details are public and stable. Others are private, change quickly, or cannot be inferred responsibly. We assess what the available information can support before research starts. If a requested signal cannot be checked, we will say so and discuss a more useful alternative.
03
Make each record useful
We agree on the fields your team needs to act on a record. Depending on the brief, that might include company or prospect details, market context, the reason for the match, and review notes. Each record is reviewed against the brief rather than delivered as an unfiltered list of names.
04
Keep the approach discreet
We treat your target criteria and strategy as confidential. A focused first brief also gives your team a chance to assess relevance and refine future research before expanding into a wider audience.
See it run
A niche audience, checked against your rules
Example of a custom brief: every clinic is checked against the thresholds you set.
Research runExample · sample data
Scope a new audience: independent veterinary clinics in Ontario with three or more vets.
Delivered: 4 clinics that meet the brief6 / 6
Clinic 07Independent · 4 vetsverifiedMeets ownership and size thresholds
Clinic 08Corporate group · 6 vetsexcludedPart of a corporate group, excluded by brief
Clinic 09Independent · 3 vetsverifiedMeets thresholds; owner contact found
Clinic 10Independent · 2 vetsexcludedBelow the three-vet threshold