SAMPLE FIELDS & METHOD
Useful context,
with a source trail.
A sample format only. The example below is a field schema and contains no real prospect records or implied customer results.
Illustrative record: Company name | public website | town/region | observable service or sector note | short reason it matches the brief | source URLs | checked-on date. Contact fields are only included when separately scoped and appropriate.
| FIELD | WHAT IT TELLS YOU | HOW IT IS TREATED |
|---|---|---|
| Company / trading name | Which organisation the record refers to | Checked against a public company source where practical |
| Website | A starting point to review the company | Linked to the public company website |
| Location | Publicly stated base or service area | Specificity depends on available source evidence |
| Fit note | Why the company appears to match your criteria | Researcher judgement, separated from reported facts |
| Source and date | Where and when the information was checked | Links supplied so you can review the evidence |
Research approach
- Translate the brief into observable inclusion and exclusion criteria.
- Identify potential organisations from relevant public business sources.
- Check the company website or another suitable source for key facts.
- Record source links and a checked-on date; mark uncertain fields rather than guessing.
- Review for duplicates and obvious mismatches before delivery.
Boundaries
Sources can be incomplete or out of date. A public web presence does not verify trading status, purchasing authority, budget, suitability or buying intent. Research supports your own assessment; it does not replace it.