A client brief. A defensible shortlist.
Give your agency’s researchers a repeatable prospecting workflow. Translate a brief into company and people criteria, review a shared shortlist, and approve contact spend after qualification.
A prospect research handoff with inclusion reasons, unresolved questions, and a visible contact budget.
From an agency brief to reviewed research
Sales leaders at companies with 51–200 employees in India.
First review after one search page.- 01Map the brief
Company criteria + person criteria
- 02Review the sample
Check fit before more pages
- 03Prepare the handoff
Source facts + qualification notes
Scope the research before producing the list.
Agency prospecting starts with the client’s actual offer and territory. Agree on what makes an account relevant, who needs to be researched, and which questions require evidence beyond a directory record. Then use the same brief to review the shortlist.
Turn the brief into supported criteria
Separate the target account profile from the person’s role and geography. Map company industry, employee band, location, title, function, and seniority to supported filters. Flag revenue, technology, funding, or intent requirements for separate research.
Approve a sample before extending the search
Start with one bounded page and review whether the matches reflect the brief. A nonempty search page costs one credit. Change the criteria intentionally before spending on more pages, and document why the first sample was accepted or rejected.
Keep the rationale beside each prospect
Save approved companies or people to named workspace lists. Add notes for fit, exclusions, and the next research question. Workspace members share those notes. List names organize assignments; they do not provide per-client permissions or a client portal.
Review the handoff and channel budget
Check account identity, role relevance, and unresolved evidence before requesting protected channels. Quote and approve only the contacts the research task needs. Agree separately on permitted use and delivery before sharing data outside the workspace.
Make the brief reviewable.
Use these fields as a research acceptance checklist. A specific review rule is more useful than a broad promise to deliver qualified leads.
| Brief field | Example requirement | Review rule |
|---|---|---|
| Account profile | Companies with 51–200 employees in India | Use company country and employee band, then inspect the account. |
| Target professional | Director-level sales roles | Review title and seniority; verify authority separately. |
| Research boundary | One initial page, then review | Approve more pages only after checking the sample. |
| Handoff notes | Why included and what remains unknown | Keep workspace research separate from supplied source facts. |
| Contact budget | Work email for approved prospects only | Review each quote and approve the evidence and cost. |
Use MCP to make the research brief repeatable.
An authorized AI client can inspect filter vocabulary, propose a bounded search, and read selected list members for a review. REST supports the same workspace research foundation when your agency needs to build its own internal workflow.
Translate this agency brief into supported company and person filters. List unsupported requirements separately. Propose a one-page sample and wait for my approval. After I choose the prospects, prepare qualification notes for the shared list.
Start with research scopes and an explicit credit budget. Vencavo’s implemented workflow covers discovery, shared lists, quoted contact access, REST, and MCP. Client management, white-label delivery, resale rights, CRM sync, and outreach automation are not included in this workflow.
Example instructions only. No client is connected here.Before the next step.
Can agency researchers share prospect lists?
Yes. Named company and people lists and notes belong to the workspace. Confirm membership and permissions before sharing research with colleagues.
Are lists isolated for separate agency clients?
A list is an organizational tool within a workspace, not a per-client permission boundary. This workflow does not provide client management or a client portal. Plan access around actual workspace permissions.
Can we resell records or send campaigns from Vencavo?
This workflow does not establish resale rights and does not send outreach. Discuss permitted use and delivery requirements before sharing data with a client. Campaign execution belongs in your separately selected tools.
How should we estimate research costs?
Budget one credit per nonempty search page, one per new work-email evidence unlock, and five per new direct or mobile evidence unlock. Profiles, lists, and availability quotes are free. Credits are shared within the workspace.
Make the next conversation
a better-informed one.
Build a company brief with a clear research question, inspectable facts, and an honest list of unknowns.