B2B SALES RESEARCH / ENGAGEMENT MODEL

Monthly B2B Sales Research Support for Your Existing Sales Team

A one-off company list quickly becomes hard to prioritize. A scoped monthly research engagement helps an existing Sales team receive reviewable accounts, clarify exclusions and feed back what actually helped its selling process. This is research support, not a managed appointment-setting service.

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Published & reviewed: 25 October 2026 · D2 GROUP B2B Research

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What does monthly B2B Sales Research support include?

D2's monthly B2B Sales Research model is an agreed research engagement for an existing client Sales team: define ICP, exclusions and buyer requirements; investigate candidate companies and source-dated signals; map relevant buyer functions and available contact routes; apply QA; and review client feedback across scheduled batches. The number of accepted records, cadence, contact depth and price depend on a confirmed scope. D2 does not automatically conduct outbound, book meetings, operate the client's CRM or guarantee pipeline revenue.

This page explains how ongoing research collaboration is structured and what the customer needs to approve. The core service page defines the product; pricing guides explain cost drivers, not a universal monthly price or guaranteed output.

Not a customer case

Illustrative monthly engagement checkpoint

STRUCTURAL EXAMPLE ONLY. The phases below do not represent a contracted month, a real customer project, a guaranteed lead quota or a turnaround-time promise.

Target: Hypothetical industrial B2B vendor targeting verified manufacturing legal entities
Exclusion: Existing accounts and group-level restrictions must be defined by client Sales before research
Buyer: Technical evaluator, site operator and procurement functions to research; no real personal contacts claimed
Timing: Observe source-dated facility and project events, keeping purchase intent unconfirmed
Sales Reality: Client decides outreach, manages replies and records the reason each account is useful or rejected
Review loop: D2 and client compare research acceptance and contact GAP against the agreed brief; no price or quota is assumed

Five checkpoints in an agreed monthly research cycle

01
Approve the five-part Intake
Confirm Target, Exclusion, Buyer, Timing and Sales Reality before work starts. Set industry, geography, account tiers, missing-contact rules and the definition of an accepted record.
02
Establish an account and exclusion baseline
Use client-approved exclusion and CRM overlap rules, a permitted reference if necessary and a clear escalation route for parent/subsidiary ambiguity.
03
Research and quality-review a scoped batch
Check ICP, primary facts, source dates, signals, buyer functions and contact availability. Mark unavailable data as GAP; do not upgrade tentative evidence to confirmed demand.
04
Collect structured feedback on the handoff
Ask Sales to accept, hold or reject accounts with a specific reason—already known, wrong ICP, insufficient buyer, stale timing or not relevant to its product.
05
Reprioritize the next agreed batch
Use the review to refine industry segments, signal confidence and contact completeness. Record decisions for the next cycle; frequency and deliverable volume remain contractual.

EVIDENCE / INFERENCE / GAP

Clear ownership prevents a research engagement becoming an SDR promise

A productive monthly engagement separates research output, customer Sales activity and work that needs a separate commercial agreement.

D2 research responsibility	Client Sales responsibility	Separate agreement / not automatic
ICP-led company research, evidence notes and QA review	Approve targets, exclusions, priorities and acceptance	Fixed accepted-record volume or named SLA without a signed brief
Buyer function, available contact quality and disclosed gaps	Choose outreach approach, verify legal basis, contact prospects	Email sequences, inbox operations, meeting booking or closing
Review feedback and adjust subsequent research priorities	Explain rejected accounts and update account ownership	Direct CRM write-back, database sync or revenue attribution

Read related guidance

Evaluate the service and its evidence

Frequently asked questions

How many researched accounts does D2 deliver per month?

There is no universal quota on this page. Accepted-record volume and cadence depend on agreed ICP difficulty, source/contact requirements, quality gates and review capacity.

Does D2 run emails and book sales meetings as part of a monthly plan?

No, not by default. The scope described is research support. Prospect contact, reply handling, meeting setting and closing are not included in this research offer.

Can the research priorities change after client feedback?

Yes, within an agreed feedback and change-control process. Sales can identify duplicate accounts, incorrect ICP or contact gaps, and revised priorities can be scoped for later batches.

Review criteria

What should be agreed before the first cycle?

The five-part Target / Exclusion / Buyer / Timing / Sales Reality brief
Industries, geographies, tiers and feasibility limits
Accepted-record definition, direct email requirements and permissible GAP states
Scope-based capacity, handoff cadence, pricing and review window
CRM exclusion responsibility, confidentiality and approved handling of client data
Change requests, hold/reject feedback format and responsibility for Sales outcomes

SCOPE / ACCEPTANCE

Scope a monthly research partnership around your real Sales process

Share your offer, ICP, exclusion rules, buyer roles, time-sensitive priorities and how your Sales team evaluates accounts. D2 can then discuss appropriate capacity, handoff frequency and fees.

Discuss a monthly research scope

This page explains a research method and illustrative fields; it is not an outcome guarantee, quote or permission to send outreach.

RESEARCH / FIELD SCOPE

Which workstreams can a monthly brief cover?

These are building blocks to confirm in a statement of work, not automatically included items or fixed throughput promises.

01

ICP and territory calibration

Agree target sectors, buyer organisations, countries, account tiers, account ownership and hard exclusions. Revisit assumptions using direct Sales feedback, not search volume alone.

02

Evidence-backed account discovery

Research companies with source/date context, relevant business signals and a concise why-selected hypothesis. A public signal does not establish that a company wants to buy.

03

Buyer functions and contact gaps

Identify likely roles and permissible business contact routes; distinguish named people, verified DIRECT emails, general inboxes and unresolved contact GAP against the brief.

04

QA, handoff and feedback loop

Document accepted, held and rejected accounts with reasons, then use client review to refine the next approved batch. Any special platform or integration requires separate scope.