# Illustrative account qualification brief

All companies and source excerpts below are fictional. This is a synthetic work sample created for the portfolio revision, not a live prospect list, client delivery, or measured performance result.

## Example seller and research question

The example seller provides customer-onboarding software for B2B SaaS teams. The question is which companies have a repeatable customer-onboarding process and evidence of manual cross-team handoff problems.

Rules: a hiring title is not sufficient evidence. A quotation supports only what it actually says. A qualification decision is not a statement that the account intends to buy.

## HarborDesk — worth researching

Fictional source: a supplied, synthetic job-description excerpt. No real URL or capture date exists.

> Our onboarding managers rebuild a weekly customer status report from spreadsheets maintained by implementation, support, and customer success. This role will define ownership at each handoff and reduce repeated data entry.

The source supports: a customer-onboarding workflow, cross-team coordination, repeated manual reporting, and an ownership problem.

Inference: the example seller's product may address part of this workflow. That connection needs validation.

Unknown: current systems, scale of the problem, budget, ownership of the purchase, and intent to replace anything.

Relevant role to research: the person accountable for customer onboarding or implementation. No named contact has been invented.

Useful first artifact: a draft handoff map based on the stages in the excerpt, with the missing ownership decisions marked for the team to correct. Do not begin with a claim about how much money the company is losing.

## Cedar Works — exclude from this campaign

Fictional source excerpt:

> The operations coordinator will manage warehouse shift handoffs, stock counts, and dispatch sheets across our distribution centers.

The words handoff and sheets are present, but the process is physical distribution rather than B2B customer onboarding. It fails this seller's buying criteria. Do not buy contact enrichment for this record or add it to the campaign.

## Morrow Labs — need more evidence

Fictional source excerpt:

> We are growing our customer success team to help customers get more value from our product and improve adoption across the customer base.

The excerpt supports growth in a customer-success function. It does not establish a manual onboarding or ownership problem. Hold the record until a source supports or contradicts the required situation.

## What a delivery would add

A real engagement requires an agreed seller offer and qualification rubric, actual permitted sources with URLs and dates, verification of account identity, relevant role research, and review with the client before recurring collection is expanded. Costs, output size, and acceptance criteria are agreed as part of the scope.