Prospect Research by Industry: How to Research Companies for Sales
Prospect research, done the way each industry buys: what to read first, which signals mean a deal, and the questions the research has to answer, for sixteen industries. Each page ends with a Claude prompt that turns a company URL into a one-page brief.
SaaS
The pricing page, careers page, and trust page tell you the motion, the stage, and the security review, plus the Claude prompt that writes the brief.
See the research guide →Fintech
The footer names the sponsor bank, the license registries name the regulator, and the funding cycle names the budget, plus the Claude prompt that writes the brief.
See the research guide →Healthcare
Form 990s, bond disclosures, and CMS data describe a health system more honestly than its website, plus the Claude prompt that sorts the account and writes the brief.
See the research guide →Manufacturing
OSHA logs, EPA facility reports, federal awards, and job posts describe the plants better than the catalog does, plus the Claude prompt that writes the brief.
See the research guide →Logistics
The FMCSA snapshot, the services page, and the job posts tell you the model, the modes, and the TMS before the call, plus the Claude prompt that writes the brief.
See the research guide →Cybersecurity
Category, channel, funding cycle, and the FedRAMP Marketplace tell you how a security vendor sells and spends, plus the Claude prompt that writes the brief.
See the research guide →Ecommerce
The storefront stack, the Meta Ad Library, and the shipping policy tell you the platform, the acquisition spend, and the fulfillment model, plus the Claude prompt that writes the brief.
See the research guide →Professional Services
The people page is the financial statement at a law, accounting, or consulting firm, and public registries fill the gaps, plus the Claude prompt that writes the brief.
See the research guide →Insurance
The filings, ratings, and rate dockets that tell you what a carrier is actually doing, plus the Claude prompt that turns them into a one-page brief.
See the research guide →Banking
Call reports, holding-company structure, and enforcement actions read faster than any earnings call, plus the Claude prompt that turns a bank's site into a brief.
See the research guide →Higher Education
IPEDS, audited financials, and the strategic plan tell you what a campus can buy and when, plus the Claude prompt that reads the institution for you.
See the research guide →Real Estate
REIT supplementals, county records, and license lookups tell you who owns, who operates, and who sells, plus the Claude prompt that sorts a company into the right one.
See the research guide →Media and Entertainment
Segment reporting, FCC public files, and the upfront calendar tell you where the money is and when it moves, plus the Claude prompt that reads the company for you.
See the research guide →Energy and Utilities
FERC forms, rate-case dockets, and EIA data show what a utility is allowed to spend and on what, plus the Claude prompt that reads the company for you.
See the research guide →Construction
License boards, OSHA records, and public bid results show who builds what and how safely, plus the Claude prompt that reads a contractor's site for you.
See the research guide →Hospitality
Brand, owner, and operator are three different buyers in one hotel, and franchise filings, 10-Ks, and tourism data tell them apart, plus the Claude prompt that does it for you.
See the research guide →