Define the fit
Agree on the companies, roles, markets, and fields that belong in the dataset.
Ask: What makes a record relevant to this brief?Relevance, verification, and a clear handoff matter more when you can see what each one means for your project.
Discuss your data requirements ↗Agree on the companies, roles, markets, and fields that belong in the dataset.
Ask: What makes a record relevant to this brief?Understand which automated and human checks are included, and what uncertainty remains.
Ask: What was checked, and what was not?Separate missing fields, uncertain matches, and other records that need review.
Ask: How will unknown values be represented?Confirm the schema, secure transfer method, and process for addressing a mismatch.
Ask: How will this work in our systems?Agree on the transfer method, purpose, access, and handling requirements first. An initial inquiry only needs a description of the project.
Talk through the handoff ↗There is a separate route for questions, corrections, or requests about business contact information.
Make a data request ↗| Before agreeing | What to establish | What to keep |
|---|---|---|
| Source context | Which source categories are used, and what access and usage terms apply to this project? | The agreed sourcing and permitted-use summary. |
| Verification | Which fields were checked, by what method, and when? What remains uncertain? | Field definitions, check descriptions, and available timestamps. |
| Coverage | Which countries, roles, and fields can actually be supplied? | A relevant sample and a record of missing fields. |
| Acceptance | What qualifies as a mismatch, and how will it be reviewed? | Written acceptance checks and an agreed resolution process. |
| Updates | Does a date refer to observation, validation, or export? | Explicit timestamp definitions and any agreed refresh scope. |
| A problem with a record | Which record ID, field, and correction should the team review? | Your inquiry reference and the project-specific response. |
Use this framework to agree project terms. Specific sources, dates, guarantees, and response times must be confirmed in your agreement.