BUYER RESEARCH CHECKLIST

Research a potential export buyer before writing the first email.

Good prospecting creates a useful record of what you observed, where it came from and what still needs confirmation. It does not turn a search result into a verified buyer claim.

No buyer database claims. No auto-sending. Every draft and quotation needs human review.

The problem

When research notes are copied without sources or context, the next salesperson cannot distinguish facts from assumptions and may send an irrelevant message.

The practical outcome

Use structured, source-led notes to decide whether a company is worth pursuing and to give a human reviewer the context behind any outreach draft.

What this workflow helps you do

Separate public observations from assumptions

Keep the source and date with the research note

Turn research into one measured next action, not bulk outreach

Practical checklist

  1. 01

    Start with a public source

    Save the company website, public company page, trade-show listing or other source URL. Record the date you checked it because public information can change.

  2. 02

    Confirm basic company context

    Note the company name, website, apparent market, business type and products it publicly presents. Mark anything uncertain as an assumption rather than a fact.

  3. 03

    Look for product fit

    Compare the buyer’s visible category, positioning or sourcing signals with your product range. Record the specific observation that supports the fit instead of using broad claims.

  4. 04

    Record the contact context carefully

    If you identify a public business contact, record the source and role. You remain responsible for deciding whether contact is appropriate and lawful in the relevant market.

  5. 05

    Add a research gap

    Write down what is still unknown, such as quantity, specification, purchasing authority or target delivery date. This prevents an AI draft from presenting unverified details as facts.

  6. 06

    Choose one next action

    Set a focused next step: verify another source, request an introduction, prepare a restrained draft, or close the record if there is no clear fit.

Frequently asked questions

Does buyer research software verify a buyer?

No. Software can help organize your notes, but a public web page or directory entry is not a guarantee of identity, authority, intent or creditworthiness.

Should I store scraped contact lists?

Keep only information you are entitled to use and follow the applicable privacy, marketing and platform rules. GetExportFlow is designed for user-reviewed records, not mass contact collection.

Start with a private workspace.

Use the Free plan to test a focused export workflow, then upgrade only when your team needs more capacity.

Create workspace