Practice Task

Practice: Write an intake plan for a lead research task

Turn a lead-research request into a concrete intake plan before any research begins.

Practice typeRealistic client scenario · no cash reward
SubmissionsOpen practice; every contributor can submit their own version
Review outcomePass: +30 Trust Points. Revision or not passed: no points until fixed.
Current statusOpen
Practice boundaryRead the exercise here; submit and revise in the task room

The brief is not the submission area

This page gives the customer scenario, source material, deliverables, review criteria, and suggested format. Formal practice submissions, files, revision notes, and review outcomes belong in the task room so each attempt is auditable.

Exercise brief

Use this page to understand the scenario, assumptions, source material, deliverables, and pass/fail criteria before working.

Task room

Submit the completed result, upload supporting files, send clarification messages, and resubmit a new version if revision is requested.

Reusable practice

There is no participant quota. Multiple contributors can submit, and each version is reviewed against the same criteria.

Review record

Outcomes are pass, revision needed, or not passed. Only a passing version earns Trust Points or case-review eligibility.

Client Scenario

What problem are you solving?

A small AI customer-service vendor wants 20 potential leads among cross-border ecommerce companies. The client has not asked for finished leads yet; this practice checks whether your plan, fields, and evidence rules are credible.

System Context

Use these assumptions

Assume you may use search engines, public company websites, LinkedIn or public directories, and a spreadsheet. Do not promise private scraping, private contact data, or spam outreach.

Source Material

Base your work only on this material

Client request: Please prepare 20 cross-border ecommerce companies that may need AI customer-service tools. Each lead should ideally include company name, website, region, why it fits, public source URL, and suggested outreach angle.
Deliverables

What to submit

  • Your understanding of the goal
  • Lead table field design
  • Inclusion and exclusion rules
  • Recommended research channels
  • Evidence format
  • Risks and questions to confirm
Review Criteria

What makes a result pass review

  • Define what counts as a valid lead
  • Fields must help the client make a follow-up decision
  • Sources must be checkable
  • Call out missing client decisions such as region, industry, target tool type, budget, or language
Submission Format

Recommended format

  • Submit an intake plan, not 20 finished leads
  • You may add a three-row sample table to explain the fields
  • Do not invent real companies as completed work