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B2B Lead Research

Business Operations Updated 2026.08.30

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About this skill

Problem Addressed

Early B2B sales often stall on finding the right person: a team may have a company website, industry keywords, or a rough customer profile, but no clear decision-maker, reachable email, or enough context to move the deal forward. This skill turns lead generation into an executable workflow covering keyword search, contact identification, email verification, and company background fields, which is useful for supplier development, export sales, and B2B sales teams that need repeatable qualified lead lists.

How It Works

  • Quick mining: builds searches from product, customer type, and region, such as site:com, distributor, manufacturer, and wholesale, then prioritizes roles like Founder, CEO, President, and Procurement Director.
  • Email verification: cross-checks sources such as domain search, LinkedIn Sales Navigator, RocketReach, website contact pages, BBB or registry records, and press releases, aiming to label results as Verified, Probable, or Unverified.
  • Batch research: examines ten dimensions including basic company info, product lines, business model, market positioning, competitive context, sales channels, social profiles, customer reviews, financial signals, and growth plans, plus supply-chain, business, and procurement pain points.
  • Output structure: can produce a customer master sheet, decision-maker detail sheet, and outreach templates, with fields for company, website, region, size, revenue estimate, decision-maker, email, phone, priority, pain points, and pipeline status for CRM follow-up.

Boundaries and Notes

This is suited to structured lead discovery, not guaranteed email deliverability. The source material requires at least two email verification methods, an independent company website, and a real decision-maker. For very small companies, weak public data, or regions with privacy constraints, valid lead volume may be lower than expected.

Use Cases

  • Export sales reps need to turn product and region keywords into 2-3 distributor leads with founder emails and a follow-up sheet.
  • Sales ops teams need to run weekly industry or regional research and fill in decision-maker, website, size, and revenue estimate fields.
  • BD leads need to cross-verify executive emails using domain search, social profiles, and official contact pages.
  • Marketing specialists need to draft first-touch and 48-hour follow-up outreach based on company pain points and value propositions.

Best For

  • Export sales reps who need to turn rough industry keywords into contactable decision-maker emails and a priority list.
  • B2B sales ops who need to batch-fill company fields and produce a CRM-ready customer master sheet.
  • Overseas BD leads who need regional or industry company diligence, competition, channels, and pain points to set follow-up order.
  • SDR or marketing owners who need first-touch and follow-up outreach drafts based on value propositions and pain points.