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The Customer Dossier Method

How we research one organisation from public records and turn it into a short, useful brief, written so you can run it on your own prospects.

Price to be confirmed. No GST is charged. Delivered as customer-dossier-method-guide.pdf.

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Who it's for

  • Sales owners who want to walk into a first call prepared
  • Bid writers and consultants
  • Advisers who want a repeatable research habit

What you get

  • The method in order, from first search to finished brief
  • Which public sources to use and what each tells you
  • A one-page brief template
  • How to record sources so every claim can be checked
  • Two worked layouts with the names removed

Delivery

You receive customer-dossier-method-guide.pdf (PDF, about 24 pages, plus a template file) after payment. Public records only. The guide covers the limits of what to claim from them.

Price

Price to be confirmed

No GST is charged. One payment, yours to keep. Full terms: /terms

Straight answers

Email us and we will sort it out in plain terms. Refund terms are in our terms page and are confirmed in writing before you pay.

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If you like what you have read and it fits, would it be okay to go ahead? A no is welcome too.

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