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Company Research Checklist

Company Research Checklist

Gather information on a company you will be pitching to in the near future.
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Introduction:
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Preparation:
3
Enter company details
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CRM:
5
Check your CRM for existing company data
6
Assess any prior engagement with your content
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Website research:
8
Read through key pages
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Identify any key updates from press and media releases
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Determine how you align with their goals
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Social media research:
12
Assess the company's LinkedIn page
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Evaluate content and messaging on Twitter
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Financial data:
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Locate and analyze most recent financial reports
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Summarize important learnings
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Final step:
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Input findings into company's CRM page
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Consolidate research into a document
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Approval:
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Sources:
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