ANIVO — B2B PROSPECTING SOFTWARE EVALUATION CHECKLIST
Version: 2 October 2026
Guide: https://anivoapp.com/guides/b2b-prospecting-software/

Use this document to assess a workflow, not to rank products universally.
No signup required. Not an Anivo import format.
A researched firm is not an acquired customer. A trial is not a sales guarantee.

BLANK EVALUATION

Evaluator and date:
Tool or manual method being tested:
Offer you can deliver:
Target company type and region:
Missing job in the current process:
Essential requirements (including platform, sharing and integrations):
Group you can properly review:
Expected output:

For each check, record: demonstrated / missing / needs another test.
Add what you actually did, evidence, unknowns and next action.
Do not count an untested requirement as successful.

1. Company fit
   Activity checked, required criteria and decision reason:
2. Verifiable information
   Information, source, date and unknowns:
3. Reason to investigate a need
   Observation / your interpretation / question for a conversation:
4. User control
   Plan or draft you changed and its final version:
5. Follow-up record
   Note, stage and task you saved and reopened:
6. Export
   Fields required and what appeared in the exported file:
7. Usage and fees
   Research, unlock, draft and sending rules; repeated-action rules:
8. Working environment
   Device, one or multiple users and required connections:

COMPANY REVIEW RECORD — repeat for each company
Company:
Checked activity, region and date:
Observation and source:
Fit decision: continue research / hold / exclude for this offer
Reason:
Unknown information and how to verify it:
Next task and responsible person:
Draft observation and question:

COST AND CONDITIONS
Subscription or usage fee and billing interval:
Credit or unlock limits and action definitions:
Additional tools or email accounts required:
Setup time (keep separate):
Routine research, review and editing time:
Export, cancellation and workspace access conditions checked:
Contact requirements to check before any sending:

DECISION
Continue / test again / choose another method:
Evidence for the decision:
Missing essential requirement (not offset by other features):
Remaining questions and next test:
Owner of routine work:

FICTIONAL COMPLETED EXAMPLE — planning example, not measured software results

Offer: Printed product labels for packaged food manufacturers.
Target: Food manufacturers in two regions the example supplier can serve.
Missing job: New company research and carrying verified information into drafts.
Essential conditions: Manufacturing activity, serviceable region and work
within production capacity. Material, quantity and timing need a conversation.
Scope: Five firms that can be checked individually. This is an illustrative
work limit, not a statistical sample or recommended ideal list size.
Output: Checked information, decision reason, unknowns and a recorded next step.

New Harvest Foods (fictional)
Observation: Packaged food manufacturer; announced a new product variety.
Decision: Continue research.
Unknowns: Existing label arrangement, material, quantity and project timing.
Next task: Verify the activity and ask about the current label arrangement.
Draft question: Are labels for the new products handled with your current supplier?
The announcement does not establish a buying need or supplier-change intent.

Summit Trading (fictional)
Observation: Local address; manufacturing versus distribution is unclear.
Decision: Hold.
Next task: Verify the activity; do not infer manufacturing from the name.

City Table (fictional)
Observation: On-site food service only; no packaged products in this example.
Decision: Exclude for this offer.
Reason: Does not fit the example supplier's packaged-food label offer.

Evaluation entries: Not completed here. Reopening a task, checking an export,
editing a draft and verifying usage rules require your own test.
Selection decision: Test the essential requirements before choosing software.
No real messages, replies, customers or performance results are reported.

ANIVO WORKFLOW TO TRY
Describe the offer and target to the Agent. Review and approve the plan.
Assess firms and opportunity notes. A score is not purchase intent.
Move suitable records into the CRM; add notes and next tasks.
Prepare and review a message draft using company information.
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