Start with the work your team records.
An internal knowledge base, project history, or resolution log can be described for an initial review. These examples show what to inventory. A buyer still needs to assess the material.
| Team | Records to inventory | Review point |
|---|---|---|
| Software and product | Specifications, issue histories, decision records | Code rights and customer contributions |
| Support | Investigation notes, resolution histories, runbooks | Messages, attachments, and identifiers |
| Professional services | Internal playbooks, review procedures, delivery processes | Client-owned work and confidentiality |
| Business operations | Standard procedures, exception logs, process changes | Customer information and commercial restrictions |
Guides by industry.
Each guide describes the records a business in that industry typically keeps, what to consider separately, and what to bring to a first conversation. Worked examples are illustrative.
| Industry | Who it is for |
|---|---|
| Software companies | Owner-led software businesses with support, engineering, and product histories. |
| Field service and trades | HVAC, plumbing, electrical, and equipment service companies with years of job and diagnostic history. |
| Manufacturers | Plants with procedures, quality investigations, and maintenance records. |
| Accounting and bookkeeping firms | Firms with internal procedures, review checklists, and training material, kept apart from client records. |
| Logistics and distribution | Carriers, brokers, and warehouses with exception handling and operating procedures. |
Prepare five company details.
Start with the business and its records. Approximate figures are useful when exact counts are unavailable.
- Industry and team size.
- Record types and the systems that hold them.
- Retained history and language.
- Known ownership or confidentiality restrictions.
- The role responsible for reviewing a potential license.
Fit depends on the records and the request.
A company-size band does not establish eligibility. Buyers may need particular workflows, languages, dates, or types of documentation.
Use the record-category guide to check the history you can actually describe. The industry links above are preparation examples, not a list of approved suppliers. If you are comparing ways existing assets could create income, start with new revenue streams for B2B companies.
Describe the records before exporting.
Use the data inventory template internally. Keep underlying records in your systems during the initial conversation.