B2B LEAD RESEARCH BRIEF Free planning template. No company data is included. 1. OUR OFFER What do we sell? Which projects or order sizes can we deliver? 2. OUR BUYER What must the company actually do? Are we seeking end customers, distributors or partners? 3. OUR MARKET Countries, cities or service area. Languages we can handle. Delivery limits. 4. REQUIRED FACTS Which requirements must be supported by public evidence? Which are preferences? If size matters, describe a useful range and how unknown size should be treated. 5. EXCLUSIONS Existing customers, earlier contacts, competitors, unsuitable categories and objections. Keep personal or confidential details in your own approved systems. 6. IF TOO FEW COMPANIES MATCH What may broaden? What must stay fixed? When should we review the scope? 7. REVIEW AND FOLLOW-UP Who reviews the list, checks contact eligibility, handles replies and records paid outcomes? Keep observed facts separate from assumptions. A public contact route does not establish purchase interest or permission to send marketing.