Context that survives the handover
The fit decision
Document why the business belongs in the shortlist.
The shared evidence
Attach the source and distinguish inference from fact.
The next conversation
Review the work together and choose your own approach.
Illustrative process. Review public evidence and your own circumstances.
Start with a shared definition of fit
Agree on the criteria behind a prospect list. Clear exclusions and a consistent customer profile help a team review results without relying on unexplained scores.
Keep the handover useful
A company name alone creates more work for the next person. Include the source-backed finding, why it connects to the offer, and what still needs checking. A signal is context for a conversation, not proof of intent.
Preserve human judgement
Review any prepared asset or contact result before using it. Handraise generates research and work for your team; it does not run an outreach transport or contact a prospect on your behalf.
Example team handover
A fictional researcher records a recent service launch, links the original announcement and explains its possible relevance. A colleague checks the interpretation and decides on the next step. This is an illustrative process, not a reported customer result.
Illustrative review process. This does not represent a real prospect or customer outcome.
Before you move on
- Agree on fit and exclusions
- Attach evidence to each handover
- Keep uncertainty visible
- Review assets before using them
Public information can be incomplete or out of date. Check sources and your own circumstances before acting. This guide explains a review process; it does not guarantee a result.