What happened to the 2020 version?
WhiteBridge published a guide to prospecting in 2020, which after recently reviewing, I realised needed an update, as there were statistics listed in it that could no longer be traced. Every trail ended in a blog post citing another blog post.
Those references have been removed and the guide was rebuilt. Appendix A in the guide lists all sources with a note on how far each one reaches. One of the references is intentionally marked as being weaker than the rest, as every figure taken from it comes from a press release about a report behind a paywall.
Validation creates trust. Although it can be slower, I believe it is worth it.
What is in it
Prospecting in 7 steps: define the target, collect signals, prioritise, prepare the approach, make first contact, sequence & review.
Steps 1 to 4 happen before the account knows you exist, which is where most of the value sits and most of the time does not get spent.
Around that, 4 new sections that did not exist in the previous version of this guide:
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Prospecting within European rules. What Norwegian law requires before you email a named person at work, how narrow the existing-customer exception really is, and why the telephone runs the other way. It is not legal advice. It will tell you what to ask a lawyer.
- Deliverability. The authentication required since February 2024, and what silently happens to mail sent without it.
- AI in prospecting. Where it does the work, and where it produces confident nonsense.
- A 30-day start, for anyone who would rather begin than finish reading.
Who is it for
Three readers with the same problem and different constraints.
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The employed seller with a territory, a quota and a CRM.
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The solopreneur who is the whole commercial function and whose scarcest resource is hours.
- The founder selling because nobody else can yet, trying to work out what a repeatable process looks like before hiring for it.