Qualification makes the research useful
A worthwhile research brief needs a specific product problem, credible annual deal economics and enough company context to select accounts. The qualifying conversation checks whether the exercise can produce useful hypotheses and whether your bottleneck matches the work.
Bring the normal deal range, target segment, existing sales ownership and one win/loss example. The written and voice options are alternative ways to provide context; the same fit criteria apply. Do not treat audio participation as a requirement to receive help or disclose confidential customer information merely to complete the intake.
| Decision | Evidence to use | What changes next |
|---|---|---|
| Company type | B2B product or service with a defined buying problem | Explain which operational situation makes a buyer relevant |
| Business stage | Funded OR at least $1m ARR | Discuss commercial readiness rather than assuming budget from a label |
| Annual deals | $5,000 or more per year | Confirm the research effort fits a considered purchase |
Work through the decision
Illustrative comparison: a funded B2B product selling $15,000 annual contracts meets the stated stage and deal criteria, subject to the qualifying conversation. A bootstrapped B2B company with $1.2m ARR and $8,000 annual deals can also meet them because the stage rule is funded OR $1m+ ARR.
An unfunded pre-revenue company does not meet that rule merely because its hoped-for contract value is large. A qualifying call should clarify uncertainty rather than invite invented figures. The result may be research, a narrower recommendation or an honest explanation that the scope does not fit.
The OR rule becomes an unnecessary double requirement
The stage criterion is funded or at least $1m ARR, not both. Keep it separate from B2B and annual-deal requirements. Paid-engagement approval is a further decision based on readiness, scope and economics.
A concrete next step
Use the existing start flow to provide the three essentials and book a qualifying call. Use the written alternative if microphone access or voice input is inconvenient.
Sources and research notes
- Ramp Year: qualifying call and research offerOur public intake and research offer
- Ramp Year: delivery method and public offerOur public offer; final agreement controls
Primary sources reviewed October 6, 2026. The operating recommendations and worked scenarios are Daavid’s analysis. Illustrative numbers are assumptions, not measured client results. Company marks identify sources and prior experience; they do not imply a customer relationship or endorsement.
Schematic