Skip to content

B2B research and qualification

Patterson Global

Find the companies worth your time.

Patterson Global researches and qualifies companies against your brief, whether you are looking for prospects, partners, distributors or opportunities in a new market.

You receive a small, prioritised batch with fit reasons, source evidence, relevant roles, public contact routes and clear cautions.

Start with a Qualified Research Pilot to review the quality before considering a larger project.

For B2B agencies, consultancies, software companies, manufacturers and sales teams. Research can cover agreed international markets.

The problem

A long list doesn't tell you who fits.

Company names are easy to collect. Checking whether each one meets your criteria takes more work.

The harder questions come afterwards.

01

Does this company meet your criteria?

02

What evidence supports including it?

03

Who is relevant, and how could you reach them?

04

What could rule it out?

That is where Patterson Global focuses its research.

Research format

See what a research entry includes.

The pilot explains why each candidate fits, what supports it and what needs checking. This example shows the structure, not completed client work.

Fictional format example. No real company, sources, contacts or client results are represented.

Research note 01

Example Industrial Supplies (fictional)

Illustrative brief: find distributors serving industrial customers in a selected market, with complementary products and no conflicting exclusive brands.

Distributor research

Why it might fit

For this illustration, assume the candidate serves the requested industrial customers in the target market and carries complementary products.

Relevant decision-maker or role

  • Commercial Director
  • Partnerships Manager

Supporting evidence

A real entry would include links to the company's product catalogue, market coverage and represented brands, with source-check dates. No links are provided here because this example is fictional.

Public contact route

A real entry would identify the company's published partnership or distributor enquiry route where available. A named person would only be included when supported by evidence.

Priority judgement

HOLD

Provisional fit in this fictional scenario. Next action: check represented brands and territory coverage before considering an approach.

PURSUE

Strong enough to deserve further attention.

HOLD

Interesting, but something important still needs checking.

REJECT

Does not meet the criteria, or a material conflict rules it out.

What you receive

What your pilot includes.

A concise spreadsheet or research brief containing a small qualified batch. Each candidate is assessed against the criteria agreed with you.

  1. 01

    Company and fit

    Company, website and why it matches the agreed criteria.

  2. 02

    Supporting evidence

    Source links and supporting facts, with uncertainty clearly marked.

  3. 03

    Relevant people

    A decision-maker or relevant role, with anything unverified flagged.

  4. 04

    Public contact route

    An appropriate company-published contact route, where available.

  5. 05

    Risks and conflicts

    Reasons to exclude or question a candidate, including visible conflicts.

  6. 06

    Priority and next action

    Pursue, hold or reject, with a priority and recommended next step.

A small batch, with the judgement behind it.

Fit. Evidence. Contact. Risk. Next action.

Qualified Research Pilot

How the pilot works

Start small. Review the quality. Decide what comes next.

  1. 01

    Set the brief

    Tell me what you want to find, the market and the criteria that matter. Include anything that would rule a candidate out.

  2. 02

    Agree a small pilot

    We agree the scope, batch size, delivery format, fixed fee and timing before work starts.

  3. 03

    Research and qualify

    I check candidates against the brief, verify supporting sources and flag weak fits, conflicts and missing information.

  4. 04

    Review the results

    You receive the research and recommended next actions. Judge the quality and usefulness before deciding whether to discuss a larger project.

The pilot covers research and qualification. Any further support is discussed separately.

The principle

The judgement is the value.

A generic lead list gives you names and contact details. Patterson adds the reasoning: why a company fits, what supports that judgement and what could make it unsuitable.

I flag gaps and reasons to reject a candidate rather than filling a batch with weak fits. Qualification means fit with your brief, not confirmed interest from the companies identified.

The research is there to answer one question:

Who deserves a closer look?

About

Patterson Global

Patterson Global is a B2B research service run by Julius Lynch in Ireland.

The approach is straightforward: check the fit, link the evidence, question assumptions and make the next step clear.

The person behind the work

Julius Lynch

Patterson Global, Ireland

Contact

Discuss a small research pilot.

Tell me what you want to find, where to look and the criteria that matter. I'll reply to discuss whether a small pilot makes sense and what it would include.

Tell me the type of company, partner or opportunity, the market, and what would make it a good or poor fit.

Information submitted through this form is handled as described in the Privacy Policy.