# Which tool should you use to get your first B2B clients? - working worksheet

Reviewed alongside the Eli guide: https://hireeli.io/resources/best-tool-to-get-first-b2b-clients

## Decision to make

Choose the first acquisition tool from the actual bottleneck

Owner: ____________________
Review date: ____________________
Canonical page or destination: ____________________

## Buyer questions

- [ ] What tool should I use to get my first B2B clients?
- [ ] Do I need a CRM before the first customer?
- [ ] When is an AI visibility tool useful?
- [ ] How many acquisition tools should a startup buy?

## Evidence-led work plan

### 1. If follow-up is failing, start with a system of record

Use a spreadsheet or lightweight CRM to store the company, person, problem evidence, last interaction, next step and owner.

Evidence or artifact: ____________________
Status: [ ] not started  [ ] working  [ ] verified  [ ] blocked

### 2. If targeting is failing, improve the account source

Buy access to better company or contact data only after defining the segment and observable trigger.

Evidence or artifact: ____________________
Status: [ ] not started  [ ] working  [ ] verified  [ ] blocked

### 3. If conversations are failing, fix the channel workflow

Choose one tool that supports the channel the buyer already uses, such as email, LinkedIn, events or partner introductions.

Evidence or artifact: ____________________
Status: [ ] not started  [ ] working  [ ] verified  [ ] blocked

### 4. If discoverability is failing, add search evidence

Search Console helps measure Google demand.

Evidence or artifact: ____________________
Status: [ ] not started  [ ] working  [ ] verified  [ ] blocked

### 5. Use a thirty-day keep-or-cancel test

Write the job, weekly output, owner, cost and success evidence before subscribing.

Evidence or artifact: ____________________
Status: [ ] not started  [ ] working  [ ] verified  [ ] blocked

## Source ledger

- [ ] HubSpot: free CRM product information: https://www.hubspot.com/products/crm
- [ ] Pipedrive: CRM product information: https://www.pipedrive.com/en/products/sales/crm
- [ ] Google Search Console: performance report: https://support.google.com/webmasters/answer/7576553
- [ ] Eli: current plans and free tier: https://hireeli.io/pricing

## Measurement boundary

Baseline date and exact context: ____________________
7-day observation: ____________________
14-day observation: ____________________
30-day observation: ____________________
Known limitations: ____________________

Keep technical eligibility, citations, recommendations, visits, leads and revenue as separate evidence. This worksheet does not guarantee an external ranking or commercial result.