WORKFLOWFRAME — B2B RESEARCH PILOT WORKSHEET
Version: 2026-09-23 | https://workflowframe.com/guides/apollo-b2b-research-pilot/
Editorial planning template. This is not a live account test or a customer result.
Complete locally with permitted data; do not enter credentials.

1. RESEARCH QUESTION
Owner / reviewer:
Decision supported by the research:
Target companies / geography / company size / relevant role:
Exclusions (current clients, unsuitable accounts, suppression rules):
Required fields and why each changes a decision:
Representative comparison sample and source:

2. MANUAL BASELINE
Observation dates / sample size:
Accepted reviewed records:
Missing / incorrect / uncertain fields:
Research minutes:
Checking and correction minutes:
Total minutes per accepted record (include rejected work):

3. FIELD CONTRACT
Field | Source of truth | Allowed add/update | Missing/conflict rule
Company identity:
Company domain:
Contact identity and role:
Verified customer details:
Suppression state:
Owner / next action:
Research source and review date:

4. ACCOUNT AND SYNC CHECKS
Current plan, relevant features and observed usage/credits:
Exact search filters and dated pilot list:
Integration permissions and field mapping:
New records versus existing-record update behavior:
Automatic sync timing / overwrite / merge / deletion settings:
Isolation boundary (do not assume a push filter isolates the whole CRM):
Rollback and manual recovery procedure:
Official documentation checked on:
https://knowledge.apollo.io/hc/en-us/articles/4416606988941-Configure-HubSpot-Sync-Settings
Permission for the research use confirmed by:
Outreach is a separate decision and is outside the initial research pilot.

5. TEST LOG — EXPECTED RESULT FIRST
Case | Expected result | Actual | Pass/fail | Repair
A. Relevant new company:
B. Existing verified record:
C. Missing required field:
D. Wrong company / stale role:
E. Multiple possible company matches:
F. Repeated operation:
G. Suppressed or excluded record:
H. Deleted or merged record:
I. Partial sync failure:
J. Stop connection and return to manual process:

6. COMPARISON AND DECISION
Records reviewed / accepted / rejected / uncertain:
Field coverage and correct match counts:
Total research + review + repair minutes:
Observed credits/usage and incremental cost:
Cost or minutes per accepted result:
Pre-agreed quality and effort thresholds:
Any harmful overwrite or wrong-company write:
Stop condition / responsible person:
Keep / narrow / stop, and why:
Next review date:

Inspect the ordinary workflow assessment:
https://workflowframe.com/tool/?scenario=lead-enrichment