Before launching a prototype
Use this resource before a workshop or first prototype. It clarifies inputs, outputs, risks and success criteria.
Use this resource with Optimization PilotResources
Responsible B2B prospecting checklist
A checklist to structure targeted, professional prospecting with opt-out awareness.
How to use it
- describe the context
- list useful data
- identify exceptions
- name the validation owner
- define one first success indicator
Sections to prepare
Target and exclusions
Data source
Useful personalization
Limited follow-ups
Opt-out and tracking
Related services
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Frequently asked questions
Do we need to fill everything?
No. Unknown areas help prepare the scoping questions.
Are answers stored?
No, unless you voluntarily send a request through the form.