prospect research note

Version: v1 · Status: ready

Traits

Observation Depth

Surfaces non-obvious patterns or strategic observations ↔ Restates headline-level profile information

Whether the note surfaces non-obvious observations — patterns across their work, shifts in strategy, gaps between what they say and what they ship — versus restating what's on their LinkedIn headline or company About page.

Open Questions

Identifies genuine questions or hypotheses to explore ↔ Presents flat facts with no curiosity or open threads

Whether the note identifies genuine open questions worth exploring — things you'd want to ask them, hypotheses about their priorities, gaps in your understanding — versus presenting everything as settled fact with no curiosity signal.

Outreach Utility

Provides a concrete hook or trigger for personalized outreach ↔ Interesting research with no actionable angle for outreach

Whether the note gives the salesperson something concrete to use in a message — a specific hook, a relevant pain point, a timely trigger event — versus research that's interesting but provides no actionable opener.

Signal Over Noise

Focuses on what differentiates this specific prospect ↔ Padded with generic industry context or company boilerplate

Whether the note focuses on information that actually differentiates this prospect — what makes them unique, what's changed recently, what they care about — versus padding with generic industry context or company boilerplate anyone could find in 30 seconds.

About

Scores the quality of a prospect research note.

What it measures

Whether a research note gives the salesperson real signal to work with. The model rewards notes that surface non-obvious observations (not just LinkedIn headline restating), identify genuine open questions worth exploring in conversation, provide concrete hooks for personalized outreach, and focus on what differentiates this specific prospect rather than padding with generic industry context.

Feed a single prospect research note as input text — the kind of brief prepared before reaching out.

Limitations

• Optimized for B2B sales research notes in English. Account-level strategic briefs (full company analyses) are a different format and may score unevenly.
• Does not evaluate factual accuracy of the research — only whether the note structure surfaces actionable signal.
• Notes on prospects with very little public information may score lower on observation depth; that reflects the constraint, not a flaw.

Pairs well with

• u22a8.cold-outreach-opener — the outreach message this research feeds into
• u22a8.clear-value-proposition — whether the pitch itself is concrete enough

Docs

• Tiers — categorical labels (Strong, Solid, Developing, Weak) assigned per trait
• Breaks — the per-trait trained boundaries between tiers