Don't waste time on dead ends. Export your initial list, apply the 10 binary questions below, and ruthlessly discard the failures. You can use API webhooks or spreadsheet formulas to speed up this process and maintain clean data.
Account qualification templateReview these 10 binary questions for every prospect. You can use this
Crunchbase account research template to speed up your manual checks.
Copy this structure directly into your spreadsheet:- Column A: Company Name
- Column B: Last Funding Date (under 18 months)
- Column C: Headcount Growth (over 10%)
- Column D: Tech Stack Match (Yes/No)
- Column E: Exec Turnover under 6 Months (Yes/No)
- Column F: Total Funding over Threshold (Yes/No)
- Column G: Dedicated Buyer Role (Yes/No)
- Column H: HQ Region Match (Yes/No)
- Column I: Vertical Alignment (Yes/No)
- Column J: Web Traffic Trend (Positive/Negative)
- Column K: Active Hiring for Users (Yes/No)
10 binary checks- Recent funding: Did they raise capital in the last 12-18 months?
- Headcount growth: Is their employee headcount trending upward by 10-15% over the last year?
- Stack match: Does their technology stack integrate seamlessly with your product? Verify this using tools like BuiltWith technology profiling.
- Leadership changes: Were any key executives or founders appointed in the last 3-6 months?
- Funding minimums: Is their total funding strictly above your minimum threshold for enterprise readiness?
- Dedicated buyer: Do they have a dedicated buyer role on staff for your specific category?
- Regional compliance: Are they headquartered in your serviceable region to avoid timezone and compliance drag?
- Vertical alignment: Is their industry category a direct match for your strongest case studies?
- Traffic trends: Is their web traffic trend positive or stable according to external rankers?
- Active hiring: Are they currently hiring for roles that would actually log into your product?
If you want to see this filtering process in action, review these
Crunchbase search examples.
The industry standard conversion range for a raw account list turning into qualified targets sits tightly at 15-20%.
Sample math: If you start with 1,000 Crunchbase results and apply these binary checks, expect an 80-85% drop-off. Multiplying 1,000 prospects by a 15-20% pass rate leaves you with exactly 150-200 qualified accounts that are actually worth your time.