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SECONDARY ROUTE · AGENCY-SPECIFIC WORKFLOW

Keep each client campaign on its own research brief.

Where an agency-specific engagement is agreed, Keystone can help turn each client’s market, buyer roles and exclusions into a clear research and handover standard. This page is secondary and does not make an unverified white-label or multi-client infrastructure promise.

CLIENT-OWNED IMPLEMENTATION
TargetingResearchDelivery
KEYSTONE FRAMEWORK
ConfiguredDocumentedHanded over
01 · CLIENT BRIEF

Start with the requirements for the client in front of you.

A client-specific workflow begins with the target market, geography, buyer roles, exclusions, evidence requirements and handover format. The scope is confirmed before research starts.

  • ✓Client-specific targeting
  • ✓Agreed buyer priorities
  • ✓Existing-contact exclusions
  • ✓Clear acceptance criteria
02 · RESEARCH STANDARD

Keep the reason for inclusion visible.

A useful agency delivery keeps company fit, buyer relevance, source context and verification state attached to the record where those checks are part of the agreed brief.

  • ✓Relevant company context
  • ✓Named decision-maker context
  • ✓Verification state where required
  • ✓Source and collection context
03 · CHOOSE THE ROUTE

Start with delivery, then scope ownership if it is justified.

Qualified B2B Lead Packs and Managed B2B Prospect Research are the approved starting routes. A client-owned B2B Lead Generation System can be discussed separately when the agency has the operating capacity and evidence to support it.

  • ✓First Lead Pack, 75% off: £74.75 / 100, £149.75 / 250, £249.75 / 500
  • ✓Managed research from £995/project
  • ✓Installed system from £2,500 one-off
  • ✓No unverified white-label promise

AGENCY-SPECIFIC SCOPE

Define the client workflow
before you scale it.

Discuss an agency workflow →