Planning worksheet

Turn your targeting problem into a clear research brief

Fill in the decision your team needs to make. Review the draft before discussing a project. No project starts and no message is sent.

Define the research decision.

Use general descriptions. Leave out customer records, names, credentials, and sensitive information. Entries are not submitted or saved by this tool. Copy the draft to keep it; reloading clears the worksheet.

What does your business sell?

What decision must the research support?

Required business role: direct customer, reseller, distributor, or referral partner?

Market or service area

Must-have fit criteria

Clear reasons to exclude a company

Fields your team needs to review

Facts that may remain unknown at first

Who will review the first batch? Use a role, not a name.

What would make that batch useful?

The draft updates as you write. Each field allows up to 600 characters.

Your draft brief

TARGET RESEARCH BRIEF — DRAFT

What does your business sell?
Not yet defined

What decision must the research support?
Not yet defined

Required business role: direct customer, reseller, distributor, or referral partner?
Not yet defined

Market or service area
Not yet defined

Must-have fit criteria
Not yet defined

Clear reasons to exclude a company
Not yet defined

Fields your team needs to review
Not yet defined

Facts that may remain unknown at first
Not yet defined

Who will review the first batch? Use a role, not a name.
Not yet defined

What would make that batch useful?
Not yet defined

Review gaps before commissioning work. This draft sets no fee, deadline, or ongoing commitment.

What sales decision are you trying to make?

Tell Henok what your business sells, who you want to reach, your role, and where your current search gets stuck. If there is a fit, the next step is to agree on a paid research scope, fee, and delivery date.

Discuss a research project henok@henokai.com

A short description is enough to start. Please leave out private customer records and other sensitive information.