OPERATOR Lead Research Business OS

Description

Build and Run a Professional B2B Lead Research Service

OPERATOR — Lead Research Business OS is a self-contained business system designed to help you launch, manage and grow a B2B lead research service.

Instead of trying to piece together your process from spreadsheets, notes and disconnected templates, OPERATOR gives you a structured system for managing the entire client workflow — from defining exactly who your client wants to target through to research, qualification, quality control and delivery.

Define Exactly Who You’re Looking For

Use the built-in ICP Builder to create detailed Ideal Customer Profiles for each client. Define industries, company size, geography, growth stage, technology signals, buying roles, approved job titles, competitors and exclusion criteria.

Generate a written ICP specification that can be sent to your client for approval before research begins. Lead Research Business Console

Create Clear Qualification Rules

Build company-level and contact-level qualification criteria so your research follows a repeatable process rather than guesswork.

OPERATOR includes configurable rules for industry, company size, geography, technology signals, funding, hiring activity, buying roles, seniority, email verification and more. Lead Research Business Console

Build Consistent Research Records

Create structured client delivery records covering company information, contacts, buying roles, email details, technology, funding, trigger events, hiring signals, research sources and other useful intelligence.

Choose which fields each client requires so your delivery can be customised to the engagement. Lead Research Business Console

Manage Clients and Projects

Keep your client work organised inside one system. Track each engagement through stages including:

Discovery → ICP Sent → Kickoff Approved → Pilot Batch → Active Engagement

Each client has their own ICP, qualification rules, research records, validation information, batches and related data. Lead Research Business Console

Track What You Reject — Not Just What You Deliver

OPERATOR includes a dedicated Disqualification Log so you can record companies that fail your criteria and exactly why they were rejected.

This creates a clearer research trail and helps prevent unsuitable prospects from repeatedly entering your workflow. Lead Research Business Console

Run Your Business, Not Just the Research

OPERATOR goes beyond prospect research. The Business section includes a Pricing Calculator, Client Acquisition system, 90-Day Launch Plan, and SOP & Scaling tools, helping you build the commercial side of your service alongside the actual client work. Lead Research Business Console

Your dashboard gives you an at-a-glance view of clients, research batches, disqualifications, qualification rates and launch progress, with quick access to common tasks. Lead Research Business Console

What’s Included

OPERATOR — Lead Research Business OS includes:

• Business dashboard
• Client management
• ICP Builder
• Company and contact qualification rules
• Research record architecture
• Disqualification tracking
• Research toolkit reference
• Validation checklist
• Batch and reporting tools
• Pricing calculator
• Client acquisition tools
• 90-Day Launch Plan
• SOP and scaling tools

The app runs locally in the browser, with its data stored locally rather than being sent from the app to an external server. Lead Research Business Console

Whether you’re starting a new lead research service or want a more structured way to manage existing client work, OPERATOR gives you the framework to research, qualify, organise and deliver B2B lead research from one purpose-built system.