Performing Successful Research for Your Outreach Campaign

Noah Berk

Co-Founder / Strategy

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You have started to plot a course towards an email outreach campaign, but you need to figure out who you’re contacting before you can start generating leads. Quality research is crucial for a successful campaign, and targeted research can give your outreach the boost in effectiveness needed to propel you towards success.

But what is targeted research? It’s simply the process of identifying which businesses would be most receptive to your outreach campaign through analysis of your product or service and the demands of the market.

Get to Know Your Product

Starting research for your campaign may seem intimidating, but it is fairly simple once you take that first step. A good jumping off point for research is to get intimate with your product–know the ins and outs of your offer and the problems your product or service will be solving. This highlights the qualities important to the customer and what types of business may be attracted.

Identify Your Target Market

Discovering industries that need your solution is crucial in lead generation. Rather than shouting into the void with an email blast, focus your efforts on targets that are likely to need your product or service; target companies that would actively use your product in their day to day business or that would be unable to operate without a product similar to yours are a good place to start.

Imagine you run a company that manufactures car parts. Businesses that work with cars will be most interested in purchasing your product, so targeting outside of the auto industry would not be the best use of resources. Identify those companies before moving forward–perhaps a car maker or mechanic would be ideal customers for you to pursue.

Once your target market has been identified, you can start researching companies within that sphere. Websites like Hoovers can help filter companies that are within your scope.

The Right People

Now that you have put together a list of companies, it is important that you are contacting the right people. Generally, you want to reach out to someone with the authority to make decisions, but a lower level manager may also recognize the need for improvement.

Think about who at the company would benefit most from your product or service. For example, if you assist with cyber security, the most receptive point of contact would likely be in the IT department. Just as you targeted companies that would be most receptive to your product or service, do the same when thinking about contacts.

If you have conducted any marketing campaigns in the past, now is a good time look back through the contacts who responded positively to you. Those responses reveal positions more receptive to your marketing and those that are not worth your time.

With the compiled list of companies within your desired target market, with titles that you think will be most receptive, the only thing left to do is find the individuals that match your criteria.

Finding Contacts

All the strategy and research you did up front has narrowed your search, so finding the points of contact will be a breeze. LinkedIn or Zoominfo are effective tools for researching potential contacts. These websites can find the right people in the desired positions at your target companies.

Conclusion

Once research starts turning into responses, you will begin to learn a lot more about your product and target market. Companies and titles that respond positively to your proposals will help focus new outreach in the most effective direction. From that point, any additional research is a walk in the park.

And if the research for your campaign is going nowhere, don’t be afraid to alter your target market–you don’t always get it right the first time. The most important thing is learning from previous research to continuously improve your outreach.

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OutboundOps, LLC (dba obo.)

STANDARD TERMS AND CONDITIONS

These Standard Terms and Conditions (the “Terms”) set forth the terms and conditions that govern purchases by any purchaser (the “Client”) of outbound demand generation services and other related services (the “Services”) from OutboundOps, LLC dba obo. Agency (“obo. Agency”). The Terms and any purchase orders, scopes of work and other agreements regarding the Services shall be referred to as the “Agreement.”

1. OFFER FOR SALE.

All agreements between the Client and obo. Agency to purchase the Services shall be governed by the terms and conditions herein. The Client and obo. Agency agree that any modifications, changes, alterations of the terms and conditions herein, with respect to any specific proposal, must be in writing and signed by the Client and obo. Agency. obo. Agency hereby objects to any additional or different terms which may be contained in any of the Client’s purchase orders, acknowledgements or other documents or any communications received from the Client, and the Client and obo. Agency hereby agree that any such attempts shall be null and void and not deemed a part of the terms and conditions hereunder or any resulting order. 

Any offer hereunder shall expire thirty (30) days following its date, unless the Client executes and returns to obo. Agency that proposal for the applicable Services within such thirty (30) day period. No order may be cancelled, modified or altered by the Client, without written consent of obo. Agency, which may be withheld in its sole discretion.

2. FEES AND PAYMENT.

The fees for the Services are set forth in the applicable proposal provided by obo. Agency and otherwise are based on obo. Agency’s current fees, in effect at the time of order, for the Services. The Client acknowledges and agrees that, if it purchases Services with a minimum period for the Services, such amounts shall be due and payable if this Agreement is terminated sooner.

obo. Agency shall provide the Client with invoices, no more frequently than monthly, for the fees due from the Client under the Agreement. All payments for the Services are payable only in United States Dollars. The Client shall make payment for any and all monthly fees on or before the first day of the applicable month for Services. Unless obo. Agency requires payment in advance or upon different terms, for any other services, the Client shall make payment for all fees within thirty (30) days following the date of invoice.

Subject to the limitations above, payments may be made only in cash or by check or wire transfer or by certain credit cards provided that Client provides credit card authorization satisfactory to obo. Agency.

Charges will be assessed on past due accounts as follows: (i) a late charge at a rate equal to the lesser of one and one-half percent (1.5%) per month or the highest rate permitted by applicable law, and (ii) reasonable collection costs and expenses, including attorneys’ fees and court costs.

The Client’s failure to pay in accordance with the provisions of this Section 2 shall entitle obo.

Agency, without prejudice to its rights to damages, to suspend or cancel any outstanding orders or Services or require further assurance of payment from the Client.

3. TERM AND TERMINATION.

The term of this Agreement shall commence on the effective date as set forth in the applicable proposal, and if not specified, on the date that the proposal is signed (the “Effective Date”) and shall continue in effect, until terminated, in accordance with the terms and conditions set forth in this Agreement, until the date that is the time period specified in the applicable proposal following the Effective Date (and if not specified for six (6) months following the Effective Date, and shall automatically renew for additional terms of equal period unless either party provides thirty (30) days’ written notice to the other party at any time and for any reason whatsoever of its intention to terminate the agreement for convenience (the “Term”).

Either party may terminate this Agreement for a material breach of any provision of this Agreement by the other party upon fourteen (14) days’ prior written notice to the other party, such notice to set forth in detail such breach, and the breaching party’s failure to cure such breach. Either party may terminate this Agreement immediately without breach or penalty by written notice to the other party in the event the other party: (i) institutes or has instituted against it proceedings for bankruptcy (which, in the case of proceedings against it, shall remain for ninety (90) days undismissed), (ii) shall consent to the appointment of a receiver for all or substantially all of its property, (iii) shall make a general assignment for the benefit of its creditors, or shall admit in writing its inability to pay its debts as they become due; or (iv) shall be adjudged a bankrupt or insolvent by a court of competent jurisdiction.

At obo. Agency’s sole discretion, the Services may be immediately terminated or suspended if the Client violates any part of this Agreement. Upon termination of obo. Agency’s engagement hereunder, the Client shall pay to obo. Agency the fees payable to obo. Agency for the Services rendered through the date of termination in accordance with Section 2 hereof.

4. WARRANTY.

obo. Agency warrants to the Client that the Services shall meet the requirements of the applicable proposal and industry standards for a period of sixty (60) days from the date of delivery of the Services to the Client. For purposes of clarity, this limited warranty shall not be applicable to: (a) technical and other issues related to the Client’s website, hardware, software or data that are not related to the Services, including without limitation, development, creation and enhancement of the Client’s website, (b) technical and other issues resulting from any third party’s services or involvement regarding the Client’s website or (c) technical or other issues related to Client’s compliance with data security and other privacy laws that are not within the scope of the obo. Agency Services hereunder.

obo. Agency’s sole responsibility shall be, at its option, during the warranty period either: (i) to repair any warranty issues related to the Services or (ii) to refund to the Client the amounts paid during the warranty period, less a reasonable allowance for use, for such Services with warranty issues.

THIS WARRANTY IS THE SOLE AND EXCLUSIVE WARRANTY GIVEN BY OBO. AGENCY WITH RESPECT TO THE SERVICES PROVIDED BY OBO. AGENCY. EXCEPT AS EXPRESSLY SET FORTH HEREIN, TO THE MAXIMUM EXTENT PERMITTED BY LAW, OBO. AGENCY DISCLAIMS ALL WARRANTIES OF ANY KIND, EITHER EXPRESS, IMPLIED, STATUTORY OR COMMON LAW, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND TITLE. SOME JURISDICTIONS DO NOT ALLOW THE WAIVER OR EXCLUSION OF SOME WARRANTIES SO THEY MAY NOT APPLY. IF THIS EXCLUSION IS HELD TO BE UNENFORCEABLE BY A COURT OF COMPETENT JURISDICTION, THEN ALL EXPRESS, IMPLIED AND STATUTORY WARRANTIES SHALL BE LIMITED IN DURATION TO A PERIOD OF SIXTY (60) DAYS FROM THE DATE OF PROVISION OF EACH PORTION OF THE SERVICES, AND NO WARRANTIES SHALL APPLY AFTER THAT PERIOD.

5. LIMITATION OF LIABILITY.
THE CLIENT EXPRESSLY UNDERSTANDS AND AGREES THAT OBO. AGENCYSHALL NOT BE LIABLE TO THE CLIENT OR ANY THIRD PARTY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, PUNITIVE, CONSEQUENTIAL OR EXEMPLARY DAMAGES, EVEN IF OBO. AGENCY HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES, WHETHER SUCH LIABILITY IS BASED UPON CONTRACT, TORT, NEGLIGENCE OR OTHER LEGAL THEORY. THE CLIENT EXPRESSLY UNDERSTANDS AND AGREES THAT OBO. AGENCY’S CUMULATIVE LIABILITY TO THE CLIENT UNDER THIS AGREEMENT SHALL NOT EXCEED THE AGGREGATE AMOUNT PAID TO OBO. AGENCY UNDER THIS AGREEMENT DURING THE FOUR (4) MONTH PRIOR TO ANY CLAIM.

The Client acknowledges that all delivery dates are approximate. In no event shall obo. Agency be liable for any delays in delivery of the Services.

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obo. Agency agrees that the Client shall own all right, title and interest in and to any pre-existing works of Client, including without limitation, content owned by Client that is provided to obo. Agency (the “Pre-Existing Works”). In the event that any Pre-Existing Works are incorporated into or are used in conjunction with the Services under this Agreement, then during the Term, the Client hereby grants to obo. Agency a fully paid up, non-exclusive, non-transferable, non-sublicensable license to use the Pre-Existing Works solely to provide the Services hereunder.

Upon payment in full for all Services rendered under this Agreement, obo. Agency hereby transfers and assigns to the Client all right, title and interest in and to all work performed in conjunction with the Services, but not including the Licensed IP. For purposes of this Agreement, “Licensed IP” shall mean any and all photographs, artwork and other content and materials that were licensed (not purchased by obo. Agency) for the Services. During the Term, obo. Agency hereby grants to the Client a fully paid up, non-exclusive, non-transferable, non-sublicensable license to use the Licensed IP solely in connection with the Services.

The Client acknowledges that obo. Agency retains all right, title and interest in and to any and all processes, procedures, methods and know-how related to the performance of the Services and any and all related copyrights, trademarks, patents, trade secrets and other intellectual property and proprietary rights. obo. Agency’s name and logo, and all related service names, marks and slogans are the trademarks, service marks or registered trademarks of obo. Agency and may not be used or modified in any manner without the prior written consent of obo. Agency.

7. CONFIDENTIALITY.
At all times during the term of this Agreement and for two (2) years thereafter, the receiving party shall keep confidential and not disclose, directly or indirectly, and shall not use for the benefit of itself of any other third party any Confidential Information of the disclosing party, except that the receiving party may disclose Confidential Information of the disclosing party to its employees and subcontractors to the extent necessary to enable each party to exercise its rights hereunder. “Confidential Information” means any trade secrets or information whether in written, digital, oral or other form which is confidential or proprietary to the disclosing party, including, but not limited to, software, inventions, customer lists, financial information, business methods and processes, and any other materials or information related to any aspect of the business or activities of the disclosing party which are not generally known to others engaged in similar businesses or activities. Notwithstanding the foregoing, Confidential Information does not include information which: (i) was publicly known or generally known within the trade at the time of disclosure; (ii) becomes public knowledge or generally known within the trade without breach of this Agreement by either party or any of its directors, officers or employees; (iii) was information already known by the receiving party at the time of disclosure without a duty of confidentiality, or information independently developed by the receiving party’s personnel who did not have access to the information disclosed by the disclosing party; (iv) is required to be disclosed by law; or (v) is obtained by a party, its officers or employees from third parties who are under no obligation of confidentiality with respect to the information. If the receiving party is required to disclose any Confidential Information by a court order or other specific governmental action, the receiving party may comply with such disclosure requirement, unless the disclosing party, at its own expense, is successful in having the effect of such requirement stayed pending an appeal or further review thereof, or revised, rescinded or otherwise nullified. In all events, the receiving party agrees to notify the disclosing party promptly if at any time a request or demand of any kind is made to the receiving party to disclose any of the disclosing party’s Confidential Information. The disclosing party shall have the right, at its cost, to intervene in any proceeding in which the receiving party is being asked to disclose any of the disclosing party’s Confidential Information.

8. TAXES AND OTHER CHARGES.
The Client shall pay, in addition to the prices as set forth herein, any and all occupation tax, use tax, property tax, sales tax, excise tax, value-added tax, duty, custom, inspection or testing fee, or any other tax, fee or charge of any nature whatsoever, except for taxes on obo. Agency’s income, imposed by any governmental authority on or measured by the transaction between obo. Agency and the Client. The Client shall indemnify, defend and hold harmless obo. Agency against all claims, losses, damages, liabilities, costs and expenses, including reasonable attorneys’ fees, to the extent such claims arise out of any breach of this Section.

9. REPRESENTATIONS.
The Client represents and warrants to obo. Agency that: (i) he is at least 18 years old; (ii) in the event that the Client is an entity, that it has the full right, power and authority to enter into this Agreement; (iii) the performance by the Client of its obligations and duties hereunder, do not and will not violate any agreement to which the Client is a party or by which the Client is otherwise bound; and (iv) the Client’s use of the Services complies in all respects with all applicable laws, statutes, regulations, ordinances and other rules including without limitation, all Federal, state and international laws in connection with data security and privacy of personal data of any identifiable natural person. The Client further represents and warrants that the Client shall ensure that privacy notices posted on Client’s website shall inform users of their rights under all applicable laws.
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The Client further represents and warrants to obo. Agency that the Client shall not violate, misappropriate or infringe upon any patent, copyright, trademark, trade secret and/or other intellectual property or proprietary rights of any third party.

10. INDEMNIFICATION.
The Client shall indemnify, defend and hold harmless obo.Agency and its directors, officers, employees and agents from and against any and all claims, losses, damages, liabilities, costs and expenses, including reasonable attorneys’ fees, that arise out of, result from or are related to (i) a breach by the Client of any warranty, representation or covenant set forth herein, (ii) the Client’s negligence or willful misconduct, and (iii) violation, misappropriation or infringement upon any patent, copyright, trademark, trade secret and/or other intellectual property or proprietary rights of any third party.

11. GOVERNING LAW.
THE PARTIES AGREE THAT THIS AGREEMENT AND THE RELATIONSHIP BETWEEN THE PARTIES SHALL BE GOVERNED BY AND CONSTRUED IN ACCORDANCE WITH THE LAWS OF THE STATE OF MARYLAND, WITHOUT REGARD TO ITS PRINCIPLES OF CONFLICTS OF LAWS AND WITHOUT REGARD TO THE UNIFORM COMPUTER INFORMATION TRANSACTIONS ACT. THE PARTIES AGREE THAT THE UNITED NATIONS CONVENTION ON CONTRACTS FOR THE INTERNATIONAL SALE OF GOODS SHALL NOT APPLY TO THIS AGREEMENT. THE PARTIES AGREE TO SUBMIT TO THE EXCLUSIVE  JURISDICTION AND VENUE OF THE FEDERAL AND/OR STATE COURTS IN THE STATE OF MARYLAND FOR THE RESOLUTION OF ANY DISPUTES AMONGST THE PARTIES UNDER THIS AGREEMENT.

12. NOTICES.
Any notice provided pursuant to this Agreement shall be in writing and shall be deemed given (i) if by hand delivery, upon receipt thereof; (ii) if mailed, two (2) days after deposit in the U.S. mails, postage prepaid, certified mail return receipt requested, or (iii) if sent via overnight courier, upon receipt.

13. GENERAL INFORMATION.
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14. CONTACTING OBO.AGENCY
If the Client has any questions about this Agreement, or any question or problem regarding the Services, the Client can contact obo. Agency by mail at:
obo. Agency
7165 Columbia Gateway Drive, Suite A

Columbia, MD 21046

Or by telephone at (410) 650-5708.

Effective: August 01, 2019.

obo. : Privacy Policy

Purpose

This privacy notice discloses the practices for obo. Agency (OBO) and applies to information collected by this website.

OBO places a high value on your privacy and the expectation that any information collected by OBO remains confidential and is made available only to persons who have a legitimate right to know. OBO recognizes that all employees have an ethical and legal obligation to keep your information confidential and to protect and safeguard this information against unauthorized use. 

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OBO only has access to collect confidential information that you choose to disclose. Confidential information includes, but is not limited to: name, email address, phone number, and address. 

OBO is the sole owner of the information collected and will not sell, trade, or give any confidential information to a third party without express permission. OBO will use gathered information to respond to you regarding the reason you contacted OBO or display/deliver materials, such as emails and content.

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An employee may access, discuss, use, and disclose confidential information only for OBO business as it relates to that employee’s specific job functions and/or responsibilities. Only “Minimally Necessary” information may be disclosed within OBO. “Minimally Necessary” means that only the amount of confidential information necessary to accomplish the intended purpose may be disclosed.

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Confidential information may only be accessed by employees if related to specific job functions and responsibilities.

If you wish to correct, update, or otherwise modify information provided to OBO, please reach out via email or phone number. You may opt out of future correspondence at any time by contacting OBO via email or phone number.

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Change to This Privacy Policy

This website privacy policy is effective as of the date of its posting. OBO may change this privacy policy over time.

How to Contact Us:

If you have any questions regarding this privacy policy, please contact OBO at office@oboagency.com or 410-650-5708 with a detailed description of your inquiry. 

Last Updated October 7th, 2021