Private manual research target before review.
Sponsor research
Manual lead-sheet template.
Reusable manual lead-sheet schema for approval-gated sponsor research. This is not outreach, scraping, booking, payment collection or public posting. Every row must stay internal until editor review and explicit approval.
Columns needed before any sales-prep issue.
Research and rejection states for each row.
No outreach, scraping, booking, checkout or public posting.
Required fields and statuses
Use these columns and states before creating any Linear sales-prep issue.
Fields
- business_name
- segment
- coverage_area
- town_or_station
- website
- public_proof_url
- local_offer_shape
- reader_job
- regulated_or_sensitive_copy_flag
- recommended_package
- research_status
- review_notes
- linear_issue
- approval_state
Statuses
- research_candidate
- rejected_no_local_fit
- rejected_no_public_proof
- needs_manual_copy_review
- ready_for_editor_review
- approved_for_sales_prep
Approval states
- internal_research_only
- editor_review_required
- approved_before_outreach
- blocked_external_action
Package fit
Map each reviewed row to a package only after public proof and locality checks pass.
Founding issue sponsor
Founding issue sponsor
One practical local CTA with a date, booking window, consultation or resident offer.
Minimum proof: service area; landing page; offer terms; desired issue date
Launch week sponsor
Launch week sponsor
Higher-consideration services that need repeated morning visibility across the belt.
Minimum proof: service area; landing page; five-date schedule; copy review flag
Referral reward sponsor
Referral reward sponsor
Local prizes, vouchers and experiences that can reward verified referrals once attribution is live.
Minimum proof: reward terms; eligibility area; fulfilment owner; winner-contact review
Sample rows
These are schema examples only. Replace them with private, reviewed public-proof research before any Linear handoff.
research_candidate - Kildare
Example station cafe
Segment: Station-adjacent food and retail
Offer: Morning preorder or commuter coffee offer
Reader job: Grab breakfast or coffee before rail and school-run travel
Review: none
Package: Founding issue sponsor
needs_manual_copy_review - South Dublin
Example family activity provider
Segment: School-run family services
Offer: Camp deadline, activity booking or family appointment
Reader job: Plan parent logistics before school runs and weekend bookings
Review: childcare_or_family_review
Package: Referral reward sponsor
Rejection rules and next moves
Bad lead rows are cheaper to reject early than to clean up during sales prep.
Reject or escalate
- Reject leads without a public website or official booking/proof page.
- Reject leads where the service area does not clearly include Dublin suburbs, Kildare, Meath or Wicklow.
- Reject vague offers that are not useful to residents before 9am or during weekend planning.
- Reject or escalate medical, legal, financial, childcare and regulated claims unless a manual copy-review route exists.
- Do not use audience size, open rate, click rate, subscriber count or sponsor-performance claims until live Buttondown and analytics proof exists.
- Do not scrape private contact details or send outreach from cron automation.
Operator next moves
- Create a private 24-row lead sheet from public business websites only.
- Start with commuter sprint segments, then map each lead to one coverage area and one package.
- Reject rows that fail locality, proof, landing-page or regulated-copy checks.
- Open Linear sales-prep issues only after editor review; do not send outreach from this loop.