# Agency prospecting worksheet

Use with: https://agencyfieldguide.com/guides/how-to-use-agency-field-guide-for-prospecting

Download this file and open it in a text editor, a Markdown editor, or copy it into your own document. Duplicate the candidate section for each company. AFG does not save the completed worksheet.

## Define the search
- Our offer:
- Buyer and business problem:
- Conditions required for a good engagement:
- Three reasons we would decline:
- Search queries and filters used:
- Research owner:
- Date:

## Candidate (duplicate for each company)
- Company and website:
- Specific business unit or location:
- How it fits our criteria:
- Agency naming the company:
- AFG profile / brand page:
- Original source URL:
- Date source checked:
- Project dates stated in source (or unknown):
- Work and agency role explicitly described:
- Evidence of the relevant service being purchased:
- Current company development and source/date:
- Our hypothesis about a possible need:
- What remains unknown:
- One useful question:
- A small useful resource we can genuinely offer:
- Decision: investigate now / research further / set aside
- Reason for decision:
- Next action, owner and date:

## Illustrative completed entry
Fictional example only. Alder Skin is not an actual directory finding.
- Public evidence: a fictional case study describes a storefront redesign two years ago; a fictional company announcement describes a new refill range.
- Fit hypothesis: differing replenishment cycles may create a lifecycle messaging need.
- Unknown: current email setup, budget, ownership, satisfaction and appetite for outside help.
- Question: How are you handling reminders for customers whose different products run out at different times?
- Decision: investigate, not sales-qualified.
- Next action: validate the current public evidence and business fit before considering outreach.

## After a conversation
- What we learned:
- Which hypothesis was supported:
- Which assumption was wrong:
- Current problem and owner:
- Agreed next step, if any:
- Change to our research criteria:

## Before using the list
Check company identity. Do not treat a past client mention as current buying intent, an unhappy relationship or permission for automated outreach. Keep sources separate from your interpretation. Do not add agency counts across aliases as though they were distinct buyers.