Lead pack template
A shareable format for company, contact, score, signal, why-now note, and evidence references.
Open templateICP brief template
A planning template for fit criteria, triggers, role targets, and exclusions before a research run.
Open templateResearch handoff template
A simple operating template for routing lead packs from research into sales or RevOps review.
Open templateWhy teams use them
Reduce interpretation drift between strategy and handoff.
Shared brief language
The ICP brief template creates clearer yes/no logic before research starts.
Consistent exports
The lead pack template standardizes which fields reach sales or RevOps.
Cleaner routing
The handoff template keeps approval, QA, and import steps explicit.