Operator Research Worksheet
Structured worksheet for documenting operator research findings — well count, regional activity, service needs, and outreach approach.
This worksheet provides a structured template for documenting operator research. Use it before outreach, during territory planning, or when building a target account list. Each section corresponds to a data point you can pull from FracturingHub and AER sources.
Section 1: Operator Profile
| Field | Your Notes |
|---|---|
| Operator Name | |
| Headquarters | |
| Key Contacts (if known) | |
| Website | |
| Public/Private | |
| Primary Focus | |
| First Nations / Indigenous Ownership |
Section 2: Well Portfolio Summary
| Metric | Value | Source |
|---|---|---|
| Total Wells (current dataset) | FracturingHub / ST37 | |
| Active Wells | ||
| Inactive Wells | ||
| Suspended Wells | ||
| Abandoned Wells (PA + PR) | ||
| Orphan Wells | ||
| Active-to-Total Ratio | ||
| Inactive-to-Active Ratio | ||
| Wells added since last period | ||
| Wells lost since last period |
Section 3: Regional Activity
| Region / Field Centre | Well Count | Status Mix | Trend (growing/stable/declining) |
|---|---|---|---|
Section 4: Production Profile
| Metric | Value | Trend (vs. prior period) |
|---|---|---|
| Total Oil Production (bbl/month) | ||
| Total Gas Production (m3/month) | ||
| Total Condensate Production | ||
| Average Production per Well | ||
| Top-producing Well (UWI) | ||
| Lowest-producing Active Well (UWI) |
Section 5: Service Opportunity Assessment
| Opportunity Type | Evidence | Priority (H/M/L) | Estimated Value |
|---|---|---|---|
| New Well Completions | |||
| Reactivations (IA to A) | |||
| Workovers | |||
| P&A Programs | |||
| Reclamation | |||
| Chemical / Optimization | |||
| Equipment / Rental |
Section 6: Competitive Landscape
| Field | Your Notes |
|---|---|
| Known competitors active with this operator | |
| Our current relationship status | |
| Competitive advantage we offer | |
| Risk factors (existing relationships, price sensitivity) |
Section 7: Outreach Strategy
| Field | Your Notes |
|---|---|
| Best contact approach (phone, email, in-person) | |
| Key talking points (data-backed) | |
| Timing rationale (why now) | |
| Desired outcome of first conversation | |
| Follow-up plan | |
| Owner / deadline |
How to Use This Worksheet
- Pull the data first. Before filling in any fields, run a FracturingHub search for the operator. Export the dataset. This gives you the raw material for every section.
- Focus on sections 2-4. The well portfolio, regional activity, and production profile tell the story. The rest is documentation and strategy.
- Compare to prior periods. The most important data points are trends — is the operator growing, stable, or contracting? Changes between ST37 periods reveal this.
- Write your outreach strategy last. Let the data drive your talking points. Specificity (e.g., "I noticed you brought 3 wells back online in the Clearwater") beats generic pitches.
- Save and reuse. Keep completed worksheets as templates. Over time you build a reference library of operator intelligence.
Quick Reference: Data Points by Section
| Worksheet Section | FracturingHub Feature | Alternative Source |
|---|---|---|
| Operator Profile | Operator search, operator detail page | AER Active Well Database, company website |
| Well Portfolio Summary | Well count by status, status change comparison | ST37 raw data, Petrinex |
| Regional Activity | Map view, regional filter, Field Centre breakdown | Alberta Open Data GIS layers |
| Production Profile | Production trends, per-well averages | Petrinex (official production record) |
| Service Opportunities | Status change alerts, well count analysis | Manual ST37 comparison |
| Competitive Landscape | Operator profiles for competitors, regional overlap | Industry knowledge, trade shows |
From Worksheet to Qualification Score
A completed worksheet is the raw material for a decision, not the decision itself. Once the well portfolio, regional activity, and production profile sections are filled in, feed them into the account qualification framework to score the operator on activity, service fit, accessibility, and timing. The worksheet supplies the evidence; the framework converts it into a priority tier. When you have several completed worksheets, line them up in the operator comparison matrix to rank your pipeline.
Grounding the Worksheet in Well-Level Research
The operator profile is an aggregate of individual wells. Before you trust the portfolio summary, run the well research checklist on a representative sample of the operator's wells and interpret each status with the well status interpretation guide. This bottom-up approach keeps your well counts, active ratio, and formation mix accurate rather than relying on reputation or a single headline number.
Turning a Completed Worksheet into Outreach
The final sections — service opportunities and outreach strategy — are where research becomes revenue. Translate the operator's specific wells, formations, and status transitions into a tailored opening, using the research summary template to keep the message concise and evidence-based. Reference the operator's own data — a recent spud, a reactivation, a declining well — so the first conversation demonstrates that you did the work.
Frequently Asked Questions
How long does it take to complete a worksheet for one operator?
First time: 20-30 minutes including data pull from FracturingHub. Once you are familiar with the workflow, 10-15 minutes per operator. The bulk of the time is in sections 2-4 — well portfolio, regional activity, and production profile.
Should I complete a worksheet for every operator?
No. Prioritize operators that match your target profile — right region, right well count, right status mix. Use FracturingHub's filters to narrow your list before investing time in detailed research.
What if I cannot find key data points?
Leave the field blank and note what is missing. Incomplete worksheets are still valuable — they show you where to dig deeper. Some data (contact info, competitive landscape) may require offline research or conversation.
Can I adapt this worksheet for my company's CRM?
Yes. The sections map directly to CRM fields — Operator Profile becomes the Account record, Service Opportunities become Opportunities, Outreach Strategy becomes the Activity plan. Export FracturingHub data to CSV and map fields to your CRM schema.
How often should I update completed worksheets?
Review quarterly or when new ST37 data is released. Operators change — they acquire wells, abandon wells, shift regions. A stale worksheet can mislead your outreach. FracturingHub's period comparison feature makes this fast.
Is this worksheet useful for account-based marketing (ABM)?
Yes. The worksheet structure aligns with ABM workflows — account intelligence, opportunity sizing, engagement planning. Use it as the research backbone for your ABM plays targeting Alberta oilfield operators.
What is the first section I should complete?
Start with the Operator Profile — legal name, size, and head office — then the Well Portfolio Summary. Establishing well count by status early tells you whether the operator is worth the deeper sections. If the portfolio is dormant and does not fit your service line, you can stop before spending more time.
How do I fill in the Well Portfolio section accurately?
Pull the operator's wells from AER ST37, group them by status, and compute the active ratio. Compare the current dataset to the previous month to capture status changes. These transitions are the highest-value entries because they signal recent operator decisions and spending.
Where does production data come from for the worksheet?
The Production Profile section draws from Petrinex, the official volumetric record. Record monthly oil, gas, and water trends and per-well averages. Declining production is a workover or artificial lift signal; flat or rising production confirms an operating, spending customer.
How do I complete the Regional Activity section?
Map the operator's wells by field centre and formation. Concentration in one basin (for example, the Montney or Cardium) tells you the service fit and whether the operator falls inside your territory. Scattered wells across many regions may indicate a smaller or acquisition-driven operator.
What goes in the Service Opportunities section?
Translate the data into specific, dated opportunities: recent spuds needing completion, declining wells needing workover, inactive wells needing reactivation or reclamation. Tie each opportunity to a well or cluster so your outreach references specifics rather than generic capability statements.
How do I research the Competitive Landscape section?
Identify incumbent vendors, contract timing, and regional overlap with competitors. This is field intelligence rather than public data — gather it from trade shows, industry contacts, and past interactions. Note incumbent lock-in because it affects your accessibility and timing in the qualification framework.
Can I use this worksheet for a newly formed operator?
Yes, though some sections will be sparse. New operators often have few wells and little production history, but a cluster of recent licences and spuds is a strong timing signal. Focus on drilling activity and note that a stale competitive landscape means an open door.
How does a licence transfer show up in the worksheet?
A recent licence transfer changes the operator of record and often triggers a vendor review or workover program on the acquired wells. Capture the transfer date in the Operator Profile and flag it in Service Opportunities as a positive timing signal with a new decision-maker to identify.
Should I keep completed worksheets in a spreadsheet or a CRM?
Either works, but map the sections consistently: Operator Profile to the Account record, Service Opportunities to Opportunities, and Outreach Strategy to Activities. Exporting FracturingHub data to CSV and importing it keeps the quantitative fields accurate and reduces manual re-entry.
How many operators should I work through before starting outreach?
Complete enough worksheets to build a ranked shortlist — often the top 10 to 20 operators in a territory. Rank them with the comparison matrix, then begin outreach on the highest tiers while continuing to research the next batch. Do not wait to research every operator before acting.
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This page provides general educational information from FracturingHub. It is not a substitute for professional training, engineering review, regulatory guidance, or site-specific safety instruction. Always confirm requirements with qualified professionals and follow local regulations, site procedures, and safety standards.