How to delegate · Sales and lead generation
How to delegate prospect research
To delegate prospect research, give your hire a one-page brief for each meeting or account: what you need to know and where to look. Before each call they summarize the company, the person, recent news, likely priorities, and a few tailored questions, so you walk in prepared without spending your evening on it.
How to delegate prospect research, step by step
1. The SOP outline
- Pull upcoming sales meetings from the calendar each morning.
- Research the company: size, products, recent news, and funding.
- Research the person: role, background, and recent posts.
- Note likely priorities and three tailored questions.
- Attach the one-page brief to the calendar invite.
2. Access and tools to set up
- Calendar access for sales meetings.
- Sales Navigator or a company data tool.
- CRM history for existing contacts.
- A one-page prospect brief template.
3. What good looks like
- Every sales call has a brief attached the day before.
- Briefs are short and specific, not a copy of the website.
- You open calls with relevant questions.
4. Weekly metrics to review
- Briefs delivered before the call.
- Calls where you used a tailored question.
- Time spent per brief.
Mini SOP checklist
- Pull tomorrow's sales meetings
- Summarize the company
- Summarize the person
- List likely priorities
- Write three tailored questions
- Attach brief to the invite
Who to hire for prospect research
Research Assistant. A full-time Research Assistant from the Philippines is $1,800 a month through Rekruuto. Every hire works your hours, starts within 14 days, and begins with a 1-week trial backed by a replacement or a refund.
Free tool for this handoff
Interview question generator: Get role-specific interview questions and a work-sample idea to test candidates on this exact task.
Related tasks to delegate
- How to delegate online research
To delegate online research, write a brief with the question, why it matters, the sources to trust, and the format you want back, such as a one-page summary with links.
- How to delegate lead list building
To delegate lead list building, define your ideal customer in writing: industry, company size, location, job titles, and signals that make a company a fit.
- How to delegate proposal preparation
To delegate proposals, build a template with your standard sections and pricing blocks, then give your hire the call notes and scope for each deal.
Questions about delegating prospect research
How long should a prospect brief be?
One page. If it takes longer than a couple of minutes to read before a call, it is too long.
Can research be done for every lead or only meetings?
Start with booked meetings, where research pays off most. Add light research for high-value target accounts once the meeting briefs run smoothly.
Who should I hire to handle prospect research?
A full-time Research Assistant. A full-time Research Assistant from the Philippines is $1,800 a month through Rekruuto. Every hire is a full-time professional based in the Philippines who works your hours, starts within 14 days, and begins with a 1-week trial backed by a replacement or a refund.
Hand prospect research to a full-time hire
Rekruuto places full-time professionals from the Philippines who work your hours. Most roles are $1,800 a month; software developers and AI Implementation Specialists start from $2,500 a month. Candidates pass top 2% vetting, every hire starts within 14 days, and the first week is a trial with a replacement or refund.