| ICP and lead definition brief | Target customer criteria, account filters, buyer roles, fit signals and disqualification rules | Strategy brief or workshop summary | Discovery and alignment | Sales insight, product context and priority markets |
| Prospect research plan | Sources, fields, validation rules, segmentation approach and data-handling expectations | Research plan and checklist | Research setup | CRM fields, approved sources and compliance guidance |
| Target-account list | Companies grouped by industry, size, geography, tier, relevance and source notes | Spreadsheet or CRM import file | Research and production | Target segments, exclusions and account ownership rules |
| Decision-maker contact list | Names, roles, business context, available contact fields and confidence notes | Enriched lead database | Research and enrichment | Buyer personas, source rules and quality threshold |
| CRM field and status recommendations | Lead stages, handoff fields, source tags, activity notes and rejection reasons | CRM mapping document | Setup | Existing CRM process and reporting needs |
| Campaign-ready outreach segments | Approved lists grouped by campaign theme, market, role, account tier and follow-up priority | Segmented upload file | Activation preparation | Approved messaging and outreach platform rules |
| Qualification and handoff checklist | Definitions for lead fit, interest, urgency, meeting readiness and sales routing | Checklist and operating guide | Qualification setup | Sales acceptance criteria and service-level expectations |
| Weekly activity summary | Research completed, records added, quality checks, responses, blockers and next priorities | Status report | Managed delivery | Timely access, feedback and decision input |
| Quality assurance log | Duplicate checks, missing fields, source conflicts, rejected records and correction actions | QA log | Production and review | Accepted data quality rules and source standards |
| Performance and learning dashboard | Lead source, record completeness, accepted leads, response categories, handoff acceptance and bottlenecks | Dashboard or report | Ongoing optimisation | CRM data, campaign data and sales feedback |
| Lead operations playbook | Roles, workflow, definitions, QA process, escalation paths and reporting cadence | Documented playbook | Handover or scaling | Stakeholder approval and process ownership |