# Buying-signal research worksheet

Syndesi.io | https://www.syndesi.io/
Version: October 30, 2026
Guide: https://www.syndesi.io/insights/how-to-check-a-b2b-buying-signal

Copy this worksheet for each item. Leave missing details marked unknown. Keep completed worksheets private if they contain client, prospect, or contact information.

## Research brief

- Product or service you sell:
- Territory:
- Customer or partner criteria:
- Exclusions:
- Researcher and date checked:

## Observed change

- Company and relevant location:
- Project or registration identifier, if available:
- What changed, in one factual sentence:
- Original source title and URL:
- Event date, or unknown:
- Publication or filing date, or unknown:
- Date this source was checked:
- Additional source and what it independently confirms, or none:

## Commercial interpretation

- Why this change could create a need for our specific offer:
- Evidence supporting that connection:
- Reasons the connection might be wrong or too late:

## Qualification checks

- Territory fit, with basis:
- Product or service fit, with basis:
- Timing and current project status, with basis:
- Customer requirements and exclusions checked:
- Purchasing role or public business contact, with source and date, or unknown:
- Questions still unanswered:

## Buying intent

- Direct evidence of an active relevant purchase, with source and date, or not verified:

A public change or a match to your criteria is not proof of buying intent.

## Decision and handoff

- Decision: keep / investigate / exclude
- Reason for that decision:
- Useful information the sales team can act on:
- Next verification or follow-up action:
- Owner:
- Recheck date suited to the opportunity:

This blank worksheet is free to use. It is not an actual research sample or a promise of results. Paid Syndesi research is scoped and priced separately.