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Research Companies and Build Prospects in Xtrusio

The company-research workflow supports prospect preparation. Email for this workflow is handled outside Xtrusio.

Availability and responsibility

The company-research workflow supports prospect preparation. Email for this workflow is handled outside Xtrusio.

Xtrusio Authority Ring research section
Xtrusio prospect research

Use Xtrusio's Outreach area to organize company research and build qualified prospects. Email for this company-research workflow is sent through the operator's external account.

Keep company prospecting separate from publisher-placement outreach. They can involve different recipients, evidence and responsibilities.

Research a company

  1. Confirm the company and website.
  2. Review its business, audience and relevance to the intended service.
  3. Record the sources supporting the research.
  4. Identify the reason the company belongs in the prospect set.
  5. Review the qualification and next action with the responsible team.
  6. Hand off any approved communication through the agreed external process.

This guide does not claim a native email composer, delivery tracking or automated sender.

Example

A company may operate in a relevant sector but have a different target market from the one the team serves. Record that distinction before proposing a conversation. A relevant prospect is not simply a domain with a high traffic estimate.

When research is uncertain

Preserve the source and mark the unresolved fact. Do not turn an inference about a company's needs into a statement that its team requested help.

Respect contact preferences and applicable communication rules. Keep private contact information and message history out of public documentation examples.

Finish with an evidence-backed qualification and a clear owner for the next action.