DocsHub Market Research - Contact Sourcing Guide
Contact Sourcing Guide
Section titled “Contact Sourcing Guide”Finding 15 Qualified Contacts for Market Research
🎯 Target: 15 Contacts Across 4 Segments
Section titled “🎯 Target: 15 Contacts Across 4 Segments”| Segment | Target Count | Qualification Criteria |
|---|---|---|
| NGOs & Training Providers | 5 | SETA-registered OR 20+ employees |
| SMEs | 5 | 10-200 employees, any industry |
| Municipalities | 3 | Any SA municipality, operations/IT role |
| Corporate Enterprises | 2 | 200+ employees, knowledge mgmt role |
📍 WHERE TO FIND CONTACTS
Section titled “📍 WHERE TO FIND CONTACTS”NGOs & Training Providers
Section titled “NGOs & Training Providers”LinkedIn Search:
Search: "NGO South Africa" OR "Training Provider South Africa" OR "SETA"Filters:- Location: South Africa- Current Company: [Various NGOs]- Title: "Operations Manager" OR "Executive Director" OR "Administrator"Directories:
- SETA database: https://www.seta.org.za (list of registered providers)
- NGO Pulse: South African NGO directory
- Department of Social Development NGO registry
Example Organizations:
- Harambee Youth Employment Accelerator
- Afrika Tikkun
- CIDA City Campus
- Youth Employment Service (YES)
LinkedIn Search:
Search: "Small Business Owner South Africa" OR "Managing Director SME"Filters:- Location: South Africa (Gauteng, Western Cape, KZN)- Company Size: 11-200 employees- Industry: Professional Services, Technology, Consulting, ManufacturingNetworks:
- SMME South Africa groups on LinkedIn
- Local chambers of commerce (JHB, CPT, DBN)
- Business Partners Limited client network
Target Industries:
- Professional services (legal, accounting)
- IT/technology firms
- Consulting firms
- Manufacturing SMEs
Municipalities
Section titled “Municipalities”Direct Contact:
- Municipal websites have public contact information
- Look for: IT Manager, Operations Manager, Documentation Officer
Target Municipalities:
- Metro: City of Johannesburg, City of Cape Town, eThekwini
- Local: Stellenbosch, Knysna, Mbombela
- District: West Coast, Overberg
LinkedIn Search:
Search: "Municipality" AND "South Africa"Filters:- Title: "IT Manager" OR "Operations" OR "Chief Information Officer"- Location: South AfricaCorporate Enterprises
Section titled “Corporate Enterprises”LinkedIn Search:
Search: "Knowledge Manager" OR "Documentation Manager" OR "Information Manager"Filters:- Location: South Africa- Company Size: 201-500 OR 500+- Industry: Financial Services, Telecommunications, RetailTarget Companies:
- Banks: Standard Bank, FNB, Nedbank, Absa
- Telecoms: MTN, Vodacom, Telkom
- Retail: Shoprite, Pick n Pay, Woolworths
- Consulting: Deloitte SA, PWC SA, KPMG SA
🔍 LINKEDIN SOURCING STRATEGY
Section titled “🔍 LINKEDIN SOURCING STRATEGY”Step 1: Advanced Search
Section titled “Step 1: Advanced Search”- Go to linkedin.com/search
- Click “All Filters”
- Apply filters (location, title, company size)
- Review results (aim for 20-30 potential contacts per segment)
Step 2: Qualify Contacts
Section titled “Step 2: Qualify Contacts”Good indicators:
- Clear role in operations/IT/administration
- Active on LinkedIn (posted in last 30 days)
- Open to messaging (has “Open to” badge)
- Shared connections (easier to reach)
Red flags:
- Sales roles (will try to sell you, not give honest feedback)
- Very junior (may not have decision-making context)
- Inactive profile (won’t see message)
Step 3: Connection Strategy
Section titled “Step 3: Connection Strategy”Option A: Direct Message (if you have LinkedIn Premium)
- Can message without connection
- Higher response rate
- Worth the investment for research
Option B: Connection Request + Note
Hi [NAME], I'm researching documentation challenges for [SEGMENT]in South Africa and would value your insights. Would you be opento a brief survey or call?- Keep under 300 characters
- Be specific about why you’re reaching out
- Mention mutual connection if you have one
📋 CONTACT TRACKING TEMPLATE
Section titled “📋 CONTACT TRACKING TEMPLATE”Create a spreadsheet with these columns:
| Name | Organization | Segment | Title | Source | Status | Notes | ||
|---|---|---|---|---|---|---|---|---|
| John Smith | NGO ABC | NGO | Ops Mgr | john@ngo.org | linkedin.com/in/johnsmith | Not contacted | Has SETA background |
Status values:
- Not contacted
- Email sent (date)
- Response received
- Survey completed
- Interview scheduled
- Declined
💡 WARM INTRODUCTION STRATEGY
Section titled “💡 WARM INTRODUCTION STRATEGY”Most effective approach: Leverage your network
Step 1: Map Your Network
Section titled “Step 1: Map Your Network”- Who do you know in each segment?
- Who do your colleagues know?
- Who are your existing customers/partners?
Step 2: Ask for Introductions
Section titled “Step 2: Ask for Introductions”Hi [YOUR CONTACT],
Quick question - do you know anyone at [NGOs/SMEs/Municipalities] whohandles operations or documentation?
I'm doing market research and would love an intro if you know someonewilling to share insights.
Thanks!Step 3: Leverage Introductions
Section titled “Step 3: Leverage Introductions”When someone intro’s you:
- Respond within 4 hours
- Be extra grateful (they’re doing you a favor)
- Keep it brief
- Follow up with introducer afterward (let them know how it went)
⚡ QUICK WIN TACTICS
Section titled “⚡ QUICK WIN TACTICS”1. LinkedIn Groups
Section titled “1. LinkedIn Groups”Join relevant groups and post:
Hi all - conducting research on documentation challenges for [SEGMENT].Looking for 10-15 people willing to complete a 5-min survey or brief call.Happy to share findings. DM me if interested!Relevant groups:
- South African NGO Network
- SME South Africa
- South African Business Owners
- Local government professionals SA
2. Twitter/X
Section titled “2. Twitter/X”Post and tag relevant organizations:
Researching doc management challenges for SA NGOs/SMEs. Need 5min ofyour time for a survey. Will share findings! DM if interested. #SouthAfrica #SME3. Email Signatures
Section titled “3. Email Signatures”Your own organization’s network - ask colleagues:
- “Who do you know at NGOs?”
- “Anyone you know at municipalities?”
- Forward survey to their networks
🎯 DAILY SOURCING GOALS
Section titled “🎯 DAILY SOURCING GOALS”Day 1 (2 hours):
- Identify 30 potential contacts (10 per segment min)
- Find email addresses for 20
- Create tracking spreadsheet
- Draft personalized intro for each
Day 2 (2 hours):
- Complete contact list to 25 potential contacts
- Send LinkedIn connection requests (10)
- Prepare final email list (15 for Day 3)
✅ QUALITY CHECKLIST
Section titled “✅ QUALITY CHECKLIST”Before adding contact to final list:
- Fits segment criteria (right org type, size, role)
- Has decision-making or influencing authority
- Contact information verified (email or LinkedIn)
- Not a competitor or vendor (want unbiased feedback)
- Active (LinkedIn shows recent activity)
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