Templates

Build a clean company list for your agency clients.

A template for agencies selling growth, design, technology, or local operations services and needing organized business lists by category, area, and need signals.

Agency market research

Agency market research template

A practical path for turning local markets into opportunity lists an agency can approach with confidence.

Qualification
Medium
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Credit planner
200-600 credits
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Pricing
Growth
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Use cases
Growth agencies, design studios, technology providers, and business consultants
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Categories with likely budget, such as clinics, restaurants, or retail
Service area that matches the revenue team
Website or digital channel where available
Reputation or recent activity signals where available
B2B services and agencies

Agency market research template

A practical path for turning local markets into opportunity lists an agency can approach with confidence.

01

Choose a sector with visible pain

Start with a category where the agency can explain its value in one sentence.

02

Capture decision context

Save why the business fits: category, location, digital presence, or a clear improvement opportunity.

03

Hand off to sales

Move qualified businesses into Sheets or CRM with the notes that matter.

Integrations

Turn a template into an actionable list inside Munjam.

Choose a template, adjust the market, category, and qualification rules, then review results before credits or export.

Qualification

Business
Name, category, and area
Context
Reason the service fits
Channel
Phone, website, or email where available
Priority
Internal team review score
handoff.01

More relevant team review

Notes become a real reason to reach out instead of a generic opener.

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Sector-based lists

Repeat the template for each category or city without changing the workflow.

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Cleaner team coordination

Business teams work from the same definition of an opportunity.

Agency market research

Everything you need to know

Is this useful for external teams?

Yes, especially when the team needs a clear reason to approach each business.

Can we repeat it for every sector?

Yes. Change the category and city while keeping the qualification and export method consistent.

Growth agencies, design studios, technology providers, and business consultants

Turn a template into an actionable list inside Munjam.

Choose a template, adjust the market, category, and qualification rules, then review results before credits or export.