Illustrative deliverable

See what makes an opportunity relevant.

This fictional example shows the structure you receive. Names, findings and dates below are illustrative; they are not verified sales leads.

Question: Is this district worth an introductory conversation?

Example District · Student-support software

Decision: Prioritize a short discovery conversation with the student-services team. Confirm how they currently record interventions before proposing a pilot.

Public evidence: A hypothetical board document names a student-support initiative. A hypothetical staff directory identifies the relevant department. An older technology plan mentions an incumbent system.

Source record: The delivered brief would link each actual document, record its publication date and the date checked, and identify the passage supporting the finding.

What remains uncertain: Whether the incumbent covers this workflow, who can sponsor a pilot, and whether budget is available.

Next action: Ask how staff currently document interventions and whether improving that process is a priority this year.

Keep the details together.

Each agreed target has its evidence, dates checked, relevant public business contacts and unresolved questions in one place. New findings update that record.

Keep the next step with the opportunity.

If discovery reveals a procurement issue or a competitor worth investigating, that can become the next next research question.

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