Industrial account-research sample and template

Example profile DEMO-PROFILE-01: an industrial process-equipment supplier wants to research food-and-beverage manufacturing companies operating production facilities in Ireland. The record unit is the company. Existing accounts and known channel conflicts would be excluded in a real brief; this invented exercise contains none.

Exclude residential-only retailers and businesses without relevant manufacturing activity. An active project is not required for the industry-matched class. For this exercise, the opportunity-signal class requires a source statement identifying a proposed facility expansion at a relevant manufacturing company.

This brief tests account relevance only. It does not assess installed equipment, hygienic requirements, technical compatibility, purchasing authority or buying timing.

Fictional example · DEMO-ACCOUNT-A · Accepted within this illustration only.

Company and territory

Fictional Beverage Manufacturer A; beverage manufacturing; Ireland; company-level record.

Invented source statement

DEMO-SOURCE-A: an invented company activity statement says the business operates a beverage-production facility in Ireland. No live source was retrieved.

Fit reason

The stipulated activity and location meet the example profile’s manufacturing and territory rules.

Research class

Industry-matched lead (Look Alike): fit_matched_lookalike.

Project research status

Not assessed—not required: not_assessed_not_required. This is not a finding that no project exists.

Unknowns

Installed equipment, specifications, current needs and purchasing route are not established.

Next check

In real work, verify company identity and source-supported fit, assess source-use rights and complete duplicate/conflict checks before an acceptance decision.

Why include it? The written account criteria are met in the fictional scenario. No project or buyer-intent claim is needed to explain that fit.

Fictional example · DEMO-SIGNAL-B · Accepted within this illustration only.

Company and territory

Fictional Beverage Manufacturer B; beverage manufacturing; Ireland; company-level record.

Invented source statements

DEMO-SOURCE-B-FIT describes an Irish beverage-production business. DEMO-SOURCE-B-PROJECT says it proposes adding production space at its facility. Both statements are invented; no planning record or company announcement was retrieved.

Observed fact within the fiction

A proposed facility expansion is described. Construction, procurement and equipment selection are not established.

Fit and signal decision

The company meets the same account profile, and the stipulated expansion meets this example’s signal definition.

Research class and status

Opportunity-signal lead: opportunity_signal; qualifying signal identified: qualifying_signal_identified—within the invented scenario only.

Interpretation

The proposed change gives a reason to investigate relevance to the supplier’s range. It does not establish a requirement for a particular product.

Unknowns and next check

Confirm actual stage, specifications and procurement route in real work. Package availability, buyer access and intent remain unknown. No outreach is authorised by the example.

What changed? There is an additional project-evidence requirement, not a higher guarantee of quality or conversion. A real signal record would also need dates, current evidence, rights checks and independent QA.

Open the detailed fictional opportunity brief

Fictional example · DEMO-REJECT-C · Rejected within this illustration.

Company and territory

Fictional Home Pump Retailer C; residential equipment retail; Ireland; company-level candidate.

Invented source statement

DEMO-SOURCE-C says the business sells domestic pumps to householders and does not conduct food-or-beverage manufacturing. This is an invented positive description, not an inference from missing information.

Tested class

Candidate assessed for fit_matched_lookalike; not accepted or counted as a delivered lead.

Project research status

not_assessed_not_required.

Failed criterion

DEMO-PROFILE-01 requires relevant manufacturing activity and excludes residential-only retailers.

Decision reason

Business-type mismatch. A shared product word—“pump”—does not override the targeting brief.

Next step

Exclude from this example scope. Do not invent a project or soften the criterion to make the candidate fit.

This is a rejection against one brief, not a claim that the business would be unsuitable for every supplier.

The blank worksheet and small field dictionary are available without registration. They are an educational starting point for discussing company-level research, not the full internal QA schema or an agreed delivery specification.

• Blank account worksheet (CSV)
• Editable field dictionary (CSV)
• Fictional worked rows (CSV)

The fields keep identity, profile, source references, dates, class, project status, interpretation, unknowns and decision separate. Dates are blank in the fictional rows because no source was published or reviewed. Demonstration source IDs are not live citations.

A real record needs permitted sources, current identity and fit evidence, applicable data controls and the agreed review/release checks. Downloading or completing a worksheet does not clear source rights or authorise outreach.

To check more than one record, use the worked batch audit and acceptance worksheets to reconcile company counts, duplicates, holds and rejections.

Use the Irish manufacturing account-list guide to work from a brief through include, hold and reject decisions.

What must a company do, where must it operate, what should be excluded and what evidence would justify inclusion? Define those answers before deciding how many accounts to research.

To turn the blank account worksheet and field dictionary into a brief, choose the fields your decision needs. In the quote form, use “Anything else needed to scope the work?” to summarise the record unit, exclusions, required fields and whether project research is needed. Mark undecided points as unknown. Send only a non-sensitive summary, not customer lists or completed research files.

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