The field guides
Less guesswork.
Better reasons to talk.
Practical methods for finding a suitable company and a possible project owner. Written for people selling case-study writing, customer-story production and related B2B services.
Company fit01
Find a reason to approach the company.
A practical account-research method for case-study writers and customer-story agencies. Separate public observations from a plausible service opportunity.
9 min read
Buying context02
Find the function that can answer.
Map the possible roles of Content, Customer Marketing, Brand and Customer Success without treating a job title as proof of budget or ownership.
8 min read
Use the method, keep the notes
Bring your own observations.
Leave with a research brief.
The opportunity worksheet keeps public facts separate from your hypotheses. It does not search the web or certify a company as ready to buy.
Start a worksheet