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CUSTOM BUILD BRIEF · SCOPE TO BE AGREED
Lead research workflow
Scope a structured prospect brief that separates evidence, inference and unknowns.
For b2b founders and sales teams.
No checkout or downloadable package is available. This brief is a starting point, not an agreed statement of work.
What you need to provide
- Company names and business context you are authorized to process
- Your ideal-customer criteria and permitted research sources
- A sample of approved briefs and a human review owner
Proposed deliverables
- Proposed scope: a consistent prospect-brief format
- Fit criteria, evidence references and explicit unknowns
- A review process and documented data-source boundaries
Limitations & exclusions
- The current demo does not fetch a company website merely because you enter its URL; its agent configuration has no web-fetch step.
- Do not treat generated contacts, company facts or fit scores as independently verified.
- Scraping, private-data enrichment, CRM writes and outbound messaging are not included unless explicitly scoped and authorized.
Suggested acceptance checks
- Briefs distinguish source-backed facts from assumptions
- Unverified contacts and missing evidence are visibly flagged
- No outreach is sent and no CRM record is changed without authorization
Before work begins
- Price & running costs
- Quoted after scope review. Provider subscriptions, API usage and hosting costs must be identified separately; no price is implied by the free demo.
- Setup & delivery
- Agree supported tools, access permissions, deployment ownership, timeline, test cases and handover before implementation.
- License & ownership
- Usage rights, source-code handover and any resale restrictions must be stated in the written proposal. Demo access grants no resale license.
- Support & changes
- Agree a support period, response expectations, maintenance responsibilities and how additional changes are priced. No ongoing support is included by implication.
Review the website terms and refund policy. Final project-specific terms require agreement.