Identify the publisher
Use an organization’s own pages to check what it says about its services and contact channels. Directories can help discovery, but their summaries may be outdated. Record the publisher and source URL so another person can inspect the original context instead of trusting an unexplained copied sentence.
Check time and context
Look for publication or update dates where available. An old vacancy does not establish that a position is still open. A pilot announcement does not necessarily describe the current product. Record these limits rather than converting historical information into a current claim about the company.
Separate observation and inference
“The website lists three offices” is an observation. “The team may need coordinated follow-up” is an interpretation. Keep these distinct in your research notes. The interpretation can support a question, but it should not be presented to a prospect as a requirement they have already confirmed.
Decide whether to proceed
Ask whether the record supports a relevant next step. If sources disagree about identity or contact details, flag it for review. A smaller list with usable evidence can save the sales team from repeating research. Do not treat a completed spreadsheet row as proof that the underlying information is accurate.
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Guide / Research
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