A better shortlist starts with better questions.
Use business and website signals to give your research direction.
Define the problem you solve
Write a sentence describing your service and the type of company it helps. Use that sentence to choose the niche and territory for your search. Keep the qualification criteria simple enough for another teammate to use.
Separate evidence from assumptions
A website signal is an observation, not proof that a company wants to buy. Review the site yourself. Record what you can verify and separate it from ideas you want to ask the business about.
Build a consistent review habit
Use shared tags and statuses to give your team a common vocabulary. Notes should explain why a lead fits and what needs more research. Revisit scores when new information changes your understanding.
Keep the next action specific
End each review with one useful action: verify a contact, research a service, or remove a duplicate. This turns qualification into progress instead of an expanding collection of open questions.
Put a little insight into practice.
Explore the workflow with our interactive product demo.
Take a closer look