Research prospects before pitching them
A Lindy agent built for a side project researched a prospective resort, found a PR risk and avoided pitching it.
Done withLindy
- What they did
- Maddie Weber runs outbound sales in hospitality at Blackbird with no dedicated SDR team. She used Lindy for lead lists, prospect research, cold outreach and meeting prep. An agent built for her side project did its own research pass on a high-profile resort. It found a PR risk and didn't pitch the resort. The source gives few mechanics beyond this.
- How it went
- Per Lindy's case study, Weber saved 10 to 20 hours a week and booked sales meetings on day one. The source describes the resort case only briefly and gives no further detail.
- Worth knowing
- The source is a vendor case study that a review article summarizes. Lindy bills by credit, so heavy research and outreach can use up a month's credits quickly.
Try it yourself with Lindy
Before I pitch [company or venue name] on [my product or service], research them. Look at their website, recent news, reviews, and social media, and flag any PR risks, controversies, or red flags. Finish with a one-page brief that has a clear recommendation to pitch or skip, plus two or three personalized talking points if I should go ahead. Don't send any messages.
Source: report.takingheed.com · Undated
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