Choose a company
Look for a specific use case you can understand. Record the page and the evidence that made you look closer.
Audit company fitFor B2B case-study writers & video agencies
Find your next customer-story client.
Research companies that could fit the stories you make. Use the guides and worksheet to record what you found, which team might own the project and what to ask next.
Research one company
Try a profile sample Free worksheet. No account needed.
A research resource from the Leadsforlinked team.
Customer-story researchExample 01
Research brief / Selected fieldsFictional example
Northstar Workflow
A fictional B2B software company
- Observed
- Its approval-workflow page explains the process but has no linked customer story.
- Possible opportunity
- A customer interview could explain how a team uses the workflow.
- Possible function
- Customer Marketing / Advocacy
An observation and a question. Demand and ownership still need confirming.
Build your own briefFor the work you sellWritten case studiesCustomer interview filmsCustomer advocacy content
A practical research sequence
Give the next conversation
a reason.
Keep a public observation, a possible opportunity and a useful question together. Each step helps you decide what to research next.
Map the possible owner
Separate a relevant job title from confirmed responsibility. Find the function that can clarify the project.
Map the project rolesKeep a usable brief
Write down the observation, possible role and next question. Export the worksheet as Markdown or CSV, or print it.
Open the worksheetWhen companies and roles are selected
Inspect the file
before you build a list.
Leadsforlinked helps you collect selected LinkedIn profile records. Start with a small sample and review whether it fits your research.
01
full_name02
first_name03
last_name04
linkedin_url05
headline06
company07
position08
location09
avatar_url10
created_at11
civilityExport workflow reference
Process diagram · not an app recording
- 01
Set your criteria in a regular LinkedIn People search.
- 02
Import selected profiles with the Chrome extension.
- 03
Review the audience in the app.
- 04
Download a CSV for your next research step.
A header shows the structure, not field completeness. Profile records are not verified email addresses.
Try a profile sampleStart with the research
Two field guides
for better decisions.
Choose the company. Find the function. Keep the evidence behind each choice.
Field guide / 01
Company fit9 min read
Find a reason to approach the company.
A practical account-research method for case-study writers and customer-story agencies. Separate public observations from a plausible service opportunity.
Read the field guide
Field guide / 02
Buying context8 min read
Find the function that can answer.
Map the possible roles of Content, Customer Marketing, Brand and Customer Success without treating a job title as proof of budget or ownership.
Read the field guide
For the next stage of the work
Prepare the account.
Scope the story.
Handoffs and proposals
Hand Off a Customer-Story Opportunity Without Losing the Scope
Give the colleague taking over a completed action card, a natural opening and a clear proposal decision.
Discovery and scoping
Customer-Story Discovery Call Questions That Help You Scope the Work
Clarify the audience, customer access, evidence, approvals and deliverables before writing a production proposal.
Profile research
Build a LinkedIn CSV Sample for Customer-Story Account Research
Select possible functions, inspect the literal profile-export fields and decide whether a larger sample would be useful.
Your next practical step
Keep your research
in one brief.
Use the free worksheet to capture your company observation, possible project owner and next question. Download your brief as Markdown or CSV, or print it for your project notes.
Research one companyNo account. Your entries stay on the page.