# B2B account-research worksheet

The Lead Agency: https://www.theleadagency.in/account-research-worksheet.html

Blank working template, not client work. Keep sensitive information in approved systems.

## Scope
- Account:
- Offer being considered:
- Required fit criteria:
- Explicit exclusions:
- Account decision: progress to message review / clarify / exclude
- Reason:

## Evidence ledger
Repeat for each material observation:
- Observation:
- Source URL:
- Date checked:
- Caveat or uncertainty:

## Interpretation
- Hypothesis (not a fact):
- Why it might matter to the offer:
- Question that could confirm or disprove it:
- What must not be claimed in outreach:

## Relevant roles
- Role to understand:
- Why that role might matter:
- Authority or involvement still unknown:

## Before any outreach
- Research reviewed by:
- Exclusions checked:
- Messaging and channel responsibilities agreed:
- Permissions and applicable requirements checked:
- Next action and owner:

Do not infer buying intent from public signals. Do not fill unknown fields with invented facts.