BOTSOURCE | LEAD RESEARCH RECORD TEMPLATE

Use the same brief to compare an employee, a BPO or an AI bot.
Worked example: https://www.botsource.ai/resources/lead-research-record
No signup. This is a blank template, not an account or contact list.

BATCH BRIEF

Business reason: [Decision this research supports]
Required account criteria: [Conditions and acceptable evidence for each]
Useful preferences: [Helpful but not required]
Exclusions: [Customers, competitors, territories and other rules]
Company identity rule: [Canonical domain and parent/brand grouping]
Approved sources: [Permitted public or licensed sources]
Recency rule: [Event window and recheck timing]
Required output: [Fields, destination and acceptance rules]
Gap rule: [Which unknowns block acceptance]
Research stop point: [Sources checked or effort allowed before routing a gap]
Decision owner: [Routine authority and exception owner]
Brief version: [Version]

ONE ACCOUNT RECORD

Record ID / brief version: [Stable ID / version]
Company / canonical domain: [Name / verified identity]
Company group / duplicate result: [Parent/brands checked and result]
What was observed: [Factual business observation]
Evidence: [Short excerpt or precise paraphrase]
Source / location in source: [URL or permitted document / section]
Source date: [Date or unknown]
Event date: [Date or unknown; distinguish planned from completed]
Checked date: [Date]
Required-criteria result: [Pass, fail or unknown for each; source references]
Exclusion result: [What was checked and result]
Fit reasoning: [Interpretation separate from the observed facts]
Contact research: [Business function or published contact and provenance]
Unknowns: [Missing facts; whether each blocks the assignment]
Research decision: [Accepted, rejected or needs clarification; rule applied]
Next action / owner: [One specific step]

HANDOFF NOTE

[Company] [fits / does not fit / needs clarification on] the brief because
[supported facts and source references]. [Unknowns or one exception question].
Next step: [owner and action].

Keep contact validation, outreach eligibility, buying authority and interest
separate from research acceptance. A published address establishes none of those.

QUALITY REVIEW

Sample and date: [Representative records reviewed]
Accepted records / reviewed records: [Counts]
Review time: [Observed time and method]
Identity errors / unsupported claims: [Counts and corrections]
Unresolved records: [Count and reasons]
Next sampling check: [Date or batch rule]

https://www.botsource.ai/roles/lead-research-specialist