One prospect, researched end to end.
This is the complete record for Meridian Industrial Supply, a company that does not exist. The fields and the scoring depend on what matters to your sale, and some information is not available for every company, so the gaps are left in on purpose: one field could not be confirmed, one role has not been found yet, and two email addresses were found but could not be verified.
Fictional example · every name, figure and source is inventedWhat lands on the record.
Why it fits, the facts with where each came from, the people to speak to with the status of each email, what is still open and where it all goes.
Why it fits
- Sells into mining, construction and manufacturing, the industries in the agreed profile
- A distributor rather than an end user, which is who the profile describes
- Between 240 and 280 staff, inside the agreed size range
- Stocks the product categories you compete in
Worth knowing: Likely to hold existing supplier agreements, so expect a longer first conversation.
A score says the company looks like your best customers. Whether they are in the market now is still for the conversation. How the 84 was calculated.
The facts that matter to the sale
The people to speak to
- Decision makerDavid Brennan, Managing DirectorEmail verified
- Budget holderRachel Ng, Finance DirectorEmail not verifiedAddress found, could not be verified
- Sales leaderJames Okafor, National Sales ManagerEmail verified
- Operations leadBen Walsh, Operations ManagerEmail not verifiedAddress found, could not be verified
- BuyerCarlos Mendez, Purchasing ManagerEmail verified
- Safety leadNobody confirmed in this role yetNot found yetNot found yet, the search continues
Finding a role, verifying an email and finding a phone number are three different things, so each is shown on its own.
Still open on this record
- Number of sites not confirmed
- Safety lead not found yet
- Two email addresses found but not verified
- No direct phone number for James Okafor
Where it goes
Written to the company and contact records in your CRM, with the score, the tier, each persona and the source of each fact. Also available as an export.
What a rep can do with it
Open the record, read why the company fits and who holds the buying roles, and go into the first call knowing the business. The reason for the call is still theirs to find; the research is not.
How the 84 was worked out.
Four criteria your team would have agreed, each with a weight. Points are withheld for anything that could not be confirmed rather than guessed. The scoring guide explains the method in full.
| Criterion | Weight | Points | Why |
|---|---|---|---|
| Industrial customer base | 40 | 36 | Sells into mining, construction and manufacturing, the industries in the agreed profile. Four points withheld because the share of each sector is not published. |
| Distribution model | 30 | 27 | A distributor with trade ordering and maintenance supplies, which is who the profile describes. Three points withheld for own-brand lines that may compete. |
| Territory | 20 | 16 | Sydney and New South Wales confirmed from the website. Coverage of other states is not confirmed, and the number of sites is not found. |
| Company size | 10 | 5 | The staff estimate sits inside the agreed range. Revenue is an estimate from two sources that disagree, so half the points are withheld. |
| Total | 100 | 84 | Gold in this example's bands (Gold from 80, Silver from 60, Bronze from 40, Coal below). The bands are set with you. |
The same records, before and after the work.
The company record, the buying roles and one contact, as they look in the CRM before and after. Values your team entered are not overwritten unless a rule you agreed says so.
What to take from it, and what not to.
The record shows the kind of information your team receives and how honestly the gaps are shown. It does not show your fields: those are agreed with you, and an industrial distributor, a software vendor and a professional services firm would each have a different list.
The score says Meridian Industrial Supply looks like the customers in the profile. It says nothing about whether they are in the market this quarter, which is still for the first conversation to find out.