Research sprint
A 30-minute outbound research workflow (repeatable)
This workflow breaks outbound research into a 30-minute sprint. It keeps you focused on only the data you need to decide fit and personalization. Use it before first touch so every note is clean and actionable.
When to use
When to use this guide
Use it when you need repeatable execution with verified context.
- You have a short prep window before sending outreach.
- You need a repeatable process for multiple accounts.
- You want a consistent minimum data set for handoffs.
How to run it
How to run it
Follow these steps and document each outcome.
- Set a 30-minute timer and open the company website.
- Capture the company name, location, and core category.
- Identify one recent signal (launch, hiring, or press).
- Confirm the decision-maker role and team size.
- Write a 2–3 sentence personalization note.
- Log the outcome and next action in the CRM.
Validation checklist
Validation checklist
Keep outbound quality high with fast verification.
- Company website is the primary source.
- Location and category match the segment list.
- Signal is recent and verifiable.
- Personalization note references the verified signal.
- CRM entry includes a next-step status.
- No unsupported claims are included.
Common mistakes
Common mistakes
Avoid these issues to keep the workflow clean.
- Spending too long on low-value details.
- Using unverified signals from secondary sources.
- Skipping the personalization note step.
- Leaving the CRM status blank.
Related links
Related links
Confirm context before outreach and keep research grounded.