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 · reviewed credit reward
SubmissionsOpen practice; every contributor can submit their own version
Review outcomePass: +30 Trust Points and +100 withdrawable Circle Credits. Revision or not passed: no points or credits until fixed.
Current statusOpen
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