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LEGATISExecutive Partners
Customer and referral-partner search · a worked example

An example of the two lists, start to finish.

Every business in it is fictional, invented to show what a run contains: the prospects, the referral partners, the routes and the sources. The real thing is searched from the public record for your business. About the tool.

Customer and referral-partner search · example

Project Osprey

3 prospects · 3 referral partners · searched 2026-10-01

Prospects3businesses like the best customers
Referral partners3already in front of them
Confirmed3rows at high confidence
With a direct route3a published phone, email or website
Places3cities and areas covered

A fictional example: a Fraser Valley commercial HVAC contractor whose best customers are food processors and cold-storage warehouses with 20 to 100 people. Forty-one prospects were found across Abbotsford, Chilliwack and Langley, most from the BC Food and Beverage member directory and the industrial listings around the Gloucester and Mount Lehman estates. The strongest partners are the refrigeration equipment suppliers, the two food-safety consultants who name those plants as clients, and the industrial realtors who place them.

List 1

Prospects: businesses like the best customers

Why each one matches, the business's own published phone, email and website, the role to approach, the first move, and the searches that find the person.

BusinessWhy it matchesHow to reach themFind the person
Sumas Prairie PackersMeat processor, about 60 people · AbbotsfordhighSame plant type and size as the client's two largest customers, and on the same industrial estate.sourcePlant manager
604 555 0142
info@example.com
website · LinkedIn page
Introduction through the refrigeration supplier both plants use; otherwise a visit during a shift change.
Vedder Cold ChainCold-storage warehouse, about 35 people · ChilliwackmediumRuns the same ammonia and glycol systems the client services, and its listing shows a second building under construction.sourceOperations manager
604 555 0188
website · LinkedIn page
Call: the published number reaches the office directly.
Harrison Mills DairyDairy processor, about 25 people · AgassizmediumA newly provincially licensed plant whose permit lists new refrigeration; the trigger the client named.sourceOwner
604 555 0117
website
Through its food-safety consultant, who is partner 2 below.
List 2

Referral partners: who is already in front of them

Why they are in front of the customer, which customers and prospects they are likely to know, and what referring the client does for them.

WhoWhy they are in front of the customerHow to reach themFind the person
Pacific Industrial Refrigeration SupplyEquipment supplier · LangleyhighSells the compressors and controls every plant on the list buys, and is called before a contractor is chosen.Likely knows: Sumas Prairie Packers, Vedder Cold ChainWhat is in it for them: A contractor they can recommend who installs what they sell properly, and a joint call on new plants.sourceBranch manager
604 555 0120
sales@example.com
website · LinkedIn page
Fraser Valley Food Safety ConsultingFood-safety consultant · AbbotsfordhighAudits the plants against the temperature records the client's maintenance produces; in the plant twice a year.Likely knows: Harrison Mills Dairy, and four other plants on its client pageWhat is in it for them: A maintenance partner whose logs make their audits pass, which makes them look good to the plant.sourcePrincipal
604 555 0151
website · LinkedIn page
BC Food and BeverageIndustry association · VancouvermediumMost of the prospects are members; it runs a supplier directory and plant tours.Likely knows: The member plants across the regionWhat is in it for them: A member supplier who speaks on refrigeration costs at a plant tour.sourceMembership manager
604 555 0160
info@example.com
website
Still open

What could not be found

  • Cold-storage operators without a website were found only by name; a drive-by list from the client's technicians would confirm them.
  • The client's permission to use customer names was given, but two of the listed customers have no public footprint, so their peers could not be traced.

From public sources on the date shown, read by a research assistant and checked as far as the record allows: confirm a row before acting on it. Contact details are the business's own published ones; the person is found through the LinkedIn search on each row. Canada's anti-spam law applies to commercial email, so the phone, a visit or an introduction through a partner comes first. The businesses listed are prospects found in the public record, not customers of Legatis or of the client, and nothing here is a recommendation of any of them.

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