{"id":14987,"date":"2018-10-03T13:44:23","date_gmt":"2018-10-03T13:44:23","guid":{"rendered":"https:\/\/www.process.st\/templates\/company-research-checklist\/"},"modified":"2024-04-25T13:16:58","modified_gmt":"2024-04-25T13:16:58","slug":"company-research-checklist","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/company-research-checklist\/","title":{"rendered":"Company Research Process"},"content":{"rendered":"\n<section id=\"introduction\">\n <h2>Introduction:<\/h2>\n <div class=\"image-content\">\n  <figure>\n   <a href=\"https:\/\/ps-attachments.s3.amazonaws.com\/97788b14-25d2-4000-814c-f28d02efd951\/j7_7vHSOpf677poTT25L2w.png\" alt=\"Introduction:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/ps-attachments.s3.amazonaws.com\/97788b14-25d2-4000-814c-f28d02efd951\/j7_7vHSOpf677poTT25L2w.png\"> <\/a><!-- No caption -->\n  <\/figure>\n <\/div>\n <div class=\"text-content\">\n  <p>Whether a new company has <strong>shown interest in your services<\/strong> (inbound) or is being <strong>targeted for a sales campaign<\/strong> (outbound), you need to do your research so you can engage in a <strong>constructive conversation<\/strong> that is most likely to <strong>result in a closed won sale.<\/strong><\/p>\n  <p>Unfortunately, a lot of salespeople try to push their product or service offering without taking the time to build a solid understanding of who they are selling to, and how their offering <strong>aligns with their goals or immediate needs.<\/strong> This is a big mistake. A prospective buyer will likely have little to no interest in working with you if you sound uninformed.<\/p>\n  <p>By completing this checklist, you\u2019ll ensure that you have taken the necessary steps to research a prospective company and gain a <strong>well-rounded understanding of the value you can provide<\/strong> them as they look to grow their organization.<\/p>\n  <p>This is simply a <strong>pre-requisite for a successful sales call.&nbsp;<\/strong><\/p>\n  <p>Let\u2019s get going.<\/p>\n <\/div>\n<\/section>\n<section id=\"preparation\">\n <h2>Preparation:<\/h2>\n<\/section>\n<section id=\"enter-company-details\">\n <h2>Enter company details<\/h2>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Company name <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Industry <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Size <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Startup\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Small\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Medium\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Enterprise\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      5\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Large enterprise\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Annual Revenue <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Number of employees (approximately) <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Number of locations <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"url-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Company website <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-content\">\n  <p>At the end of this Company Research Checklist, you will need to consolidate your research findings into a document. This document will require approval by the relevant personnel. Take the time to fill in the details of this personnel below:<\/p>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Research findings approver (full name) <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"email-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Research findings approver (email) <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"crm\">\n <h2>CRM:<\/h2>\n<\/section>\n<section id=\"check-your-crm-for-existing-company-data\">\n <h2>Check your CRM for existing company data<\/h2>\n <div class=\"text-content\">\n  <p>The first thing to do when beginning to research a company is to <strong>check your CRM for any existing company data.&nbsp;<\/strong><\/p>\n  <p>Perhaps a different sales team member interacted with them months or even years ago. Data from any previous interactions will be <strong>valuable information to include in your research.<\/strong><strong>&nbsp;<\/strong><\/p>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Is there any existing company data in your CRM? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Yes\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     No\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"assess-any-prior-engagement-with-your-content\">\n <h2>Assess any prior engagement with your content<\/h2>\n <div class=\"text-content\">\n  <p>Considering there is data on the company in your CRM software, if they have engaged with any of your content, those<strong> details should also be provided on the company page.&nbsp;<\/strong><\/p>\n  <p>Use the form fields below to <strong>link to the company's page in your CRM<\/strong> and <strong>note down any content that they have engaged with.&nbsp;<\/strong><\/p>\n <\/div>\n <div class=\"url-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Link to company page in CRM <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Content that the company has engaged with <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"website-research\">\n <h2>Website research:<\/h2>\n<\/section>\n<section id=\"read-through-key-pages\">\n <h2>Read through key pages<\/h2>\n <div class=\"text-content\">\n  <p>There are a number of <strong>important pages<\/strong> on a company's website that <strong>must be carefully read through <\/strong>when conducting research for sales purposes.&nbsp;<\/p>\n  <p><strong>Complete the sub-checklist below<\/strong> to ensure that you have read through all of the key pages on their website.&nbsp;<\/p>\n  <p>Below there is also a brief explanation of<strong> what to look for on each page<\/strong> and how it will <strong>help you carry the conversation<\/strong> effectively.&nbsp;<\/p>\n  <p class=\"style-info\"><strong>Company website:<\/strong>&nbsp;{{form.Company_website}}<\/p>\n <\/div>\n <div class=\"multi-select-content form-field-content\">\n  <div class=\"form-group\">\n   <label> (Subtasks) <\/label>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     About Us\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Careers\/Open Positions\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     News\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Blog\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"text-content\">\n  <h5>About Us page<\/h5>\n  <p>Check for:<\/p>\n  <ul>\n   <li>Story and core values&nbsp;<\/li>\n   <li>Leadership<\/li>\n   <li>Investors<\/li>\n  <\/ul>\n  <p>Gathering information on these points will enable you to more accurately <strong>define how your business aligns with their goals<\/strong>, <strong>identify potential decision-makers and mutual investors<\/strong> that can be referenced on a call.&nbsp;<\/p>\n  <h5>Careers\/Open Positions page<\/h5>\n  <p>Check for:<\/p>\n  <ul>\n   <li>Open positions within your prospect's team<\/li>\n  <\/ul>\n  <p>Carefully looking through the careers page will provide you with valuable information including <strong>names for software that the team uses<\/strong>, skills that are needed\/<strong>open pain points<\/strong>, and<strong> titles of managers.&nbsp;<\/strong><\/p>\n  <h5>News page<\/h5>\n  <p>Check for:<\/p>\n  <ul>\n   <li>Company announcements<\/li>\n   <li>Recent and upcoming events<\/li>\n   <li>Product\/service updates<\/li>\n   <li>Recent funding<\/li>\n  <\/ul>\n  <p>Being up-to-date with what's going on within a prospect company is an essential component of good research. It can provide you with extremely valuable information such as <strong>recent accomplishments that you can weave into the conversation<\/strong>, and identify<strong> trigger or action events that align your offering with their immediate needs.&nbsp;<\/strong><\/p>\n  <h5>Blog page<\/h5>\n  <p>Check for:<\/p>\n  <ul>\n   <li>Topics<\/li>\n   <li>Content<\/li>\n   <li>Authors<\/li>\n  <\/ul>\n  <p>Scan through the company's blog page to <strong>identify which topics are top-of-mind<\/strong> for the company and any <strong>specific articles you could mention<\/strong> during a call.&nbsp;<\/p>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Takeaways from company's key pages <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"text-content\">\n  <p class=\"style-info\">You can easily set up zaps to automatically pass text from this checklist to a Google doc. <a href=\"https:\/\/zapier.com\/apps\/google-docs\/integrations\/process-street\" rel=\"nofollow noopener\" target=\"_blank\">Read more about our integration with Google docs&nbsp;here and begin setting up some zaps.&nbsp;<\/a><\/p>\n <\/div>\n<\/section>\n<section id=\"identify-any-key-updates-from-press-and-media-releases\">\n <h2>Identify any key updates from press and media releases<\/h2>\n <div class=\"text-content\">\n  <p>Scan through any <strong>recent press and media releases<\/strong> to see if the company has announced any significant updates such as <strong>leadership changes, product releases or financial statements.&nbsp;<\/strong><\/p>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Learnings from press and media releases <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"determine-how-you-align-with-their-goals\">\n <h2>Determine how you align with their goals<\/h2>\n <div class=\"text-content\">\n  <p>After conducting a detailed analysis of the company's website, write a <strong>summary of how you believe your company and product\/service offering aligns with their goals.<\/strong>&nbsp;<\/p>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> How you align with the company's goals <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"social-media-research\">\n <h2>Social media research:<\/h2>\n<\/section>\n<section id=\"assess-the-companys-linkedin-page\">\n <h2>Assess the company's LinkedIn page<\/h2>\n <div class=\"text-content\">\n  <p>When assessing the company's LinkedIn page, there are a <strong>few things to focus on.<\/strong> These are:<\/p>\n  <ul>\n   <li>Company description (how they summarize their value proposition)<\/li>\n   <li>List of employees<\/li>\n   <li>Mutual connections<\/li>\n   <li>Recent updates (promoted content)<\/li>\n   <li>Number of followers<\/li>\n  <\/ul>\n  <p>By investigating each of these points, you will <strong>gain a better understanding<\/strong> of:<\/p>\n  <ul>\n   <li>How the company views themselves<\/li>\n   <li>What type of content they promote<\/li>\n   <li>Potential leads to contact<\/li>\n   <li>Opportunities to capitalize on mutual connections<\/li>\n  <\/ul>\n  <p>Use the form fields below to <strong>link to their LinkedIn page<\/strong> and<strong> note down and important learnings.&nbsp;<\/strong><\/p>\n <\/div>\n <div class=\"url-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Link to company's LinkedIn page <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Learnings from company's LinkedIn (potential leads, mutual connections, relevant content etc.) <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"evaluate-content-and-messaging-on-twitter\">\n <h2>Evaluate content and messaging on Twitter<\/h2>\n <div class=\"text-content\">\n  <p>Twitter is a great source of information when researching a company. This is primarily because it provides a significant amount of insight into <strong>how the company promotes themselves<\/strong> and <strong>how viewers are engaging with their content.&nbsp;<\/strong><\/p>\n  <p class=\"style-info\">Check out this article on <a href=\"https:\/\/www.weforum.org\/agenda\/2018\/06\/what-twitter-reveals-about-a-company-s-reputation-and-productivity\" rel=\"nofollow noopener\" target=\"_blank\">what Twitter reveals about a company's reputation and productivity.&nbsp;<\/a><\/p>\n <\/div>\n <div class=\"url-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Link to company's Twitter page <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Learnings from company's Twitter page <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Specific tweets that contain valuable information <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"financial-data\">\n <h2>Financial data:<\/h2>\n<\/section>\n<section id=\"locate-and-analyze-most-recent-financial-reports\">\n <h2>Locate and analyze most recent financial reports<\/h2>\n <div class=\"text-content\">\n  <p>Financial information can often be <strong>challenging to locate online.<\/strong> Nevertheless, there are a number of resources that are incredibly helpful.&nbsp;<\/p>\n  <p>For <strong>public<\/strong> companies based in the US, you can access financial statements through the <a href=\"https:\/\/www.sec.gov\/edgar\/searchedgar\/companysearch.html?\" rel=\"nofollow noopener\" target=\"_blank\">SEC<\/a>.&nbsp;<\/p>\n  <p>For <strong>private<\/strong> companies, <a href=\"https:\/\/www.privco.com\/\" rel=\"nofollow noopener\" target=\"_blank\">PrivCo<\/a> provides an excellent financial database to access recent financial reports and other valuable information.<\/p>\n  <p class=\"style-info\"><a href=\"https:\/\/www.crunchbase.com\/\" rel=\"nofollow noopener\" target=\"_blank\">CrunchBase,<\/a> <a href=\"https:\/\/finance.yahoo.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Yahoo Finance<\/a> and <a href=\"https:\/\/www.owler.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Owler<\/a> are both excellent resources for information on&nbsp;<span>acquisitions, funding, investors, board members, founders, products, competitors and more.&nbsp;<\/span><\/p>\n <\/div>\n <div class=\"url-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Link to company's financial information <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"summarize-important-learnings\">\n <h2>Summarize important learnings<\/h2>\n <div class=\"text-content\">\n  <p>The final step is to <strong>summarize any important learnings you've obtained<\/strong> through the analysis of the company's financial information.&nbsp;<\/p>\n  <p>Some <strong>questions to ask yourself include:<\/strong><\/p>\n  <ul>\n   <li>Are they expanding or scaling down?<\/li>\n   <li>Have they received any funding recently?&nbsp;<\/li>\n   <li>How much cash does the company currently have?<\/li>\n   <li>How much are they spending on the products\/services you provide?<\/li>\n  <\/ul>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Important learnings from financial analysis <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"final-step\">\n <h2>Final step:<\/h2>\n<\/section>\n<section id=\"input-findings-into-companys-crm-page\">\n <h2>Input findings into company's CRM page<\/h2>\n <div class=\"text-content\">\n  <p>Considering that this company has<strong> existing data in your CRM software<\/strong>, the final step is to <strong>consolidate all of the information<\/strong> that has been gathered and <strong>input your findings<\/strong> into their company page.&nbsp;<\/p>\n  <p class=\"style-info\"><strong>Link to company page in CRM:<\/strong>&nbsp;{{form.Link_to_company_page_in_CRM}}<\/p>\n  <p>Ensure that you <strong>include the following key data points:<\/strong><\/p>\n <\/div>\n <div class=\"multi-select-content form-field-content\">\n  <div class=\"form-group\">\n   <label> (Subtasks) <\/label>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Key takeaways from analyzing their website content\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Important\/relevant news from press and media releases\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Insights from social media research\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Learnings from financial analysis\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"consolidate-research-into-a-document\">\n <h2>Consolidate research into a document<\/h2>\n <div class=\"text-content\">\n  <p><strong>Consolidate all of the information that you have gathered<\/strong> throughout your research in a document.&nbsp;<\/p>\n  <p>Be sure to <strong>include the following information:<\/strong><\/p>\n <\/div>\n <div class=\"multi-select-content form-field-content\">\n  <div class=\"form-group\">\n   <label> (Subtasks) <\/label>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Key takeaways from analyzing the company's website content\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Important\/relevant news from press and media releases\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Insights from social media research\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Learnings from financial analysis\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      5\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Links to insightful articles, reports, web pages\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      6\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Summary of how you align with their goals\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"text-content\">\n  <p class=\"style-info\">You can easily set up zaps to automatically pass text from this checklist to a Google doc. <a href=\"https:\/\/zapier.com\/apps\/google-docs\/integrations\/process-street\" rel=\"nofollow noopener\" target=\"_blank\">Read more about our integration with Google docs&nbsp;here and begin setting up some zaps.&nbsp;<\/a><\/p>\n <\/div>\n <div class=\"text-content\">\n  <p>Information gathered through your research consolidated into the document below needs to be approved by the relevant personnel in your team for completion of this checklist.<\/p>\n <\/div>\n <div class=\"url-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Link to shareable document <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"approval\">\n <h2>Approval:<\/h2>\n <div class=\"approval-content\">\n  <div class=\"header\">\n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n  <\/div>\n  <div class=\"approval-rule-subject-tasks-list\">\n   <ul class=\"list\">\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Consolidate research into a document<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n   <\/ul>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"sources\">\n <h2>Sources:<\/h2>\n <div class=\"text-content\">\n  <ul>\n   <li><span><a href=\"https:\/\/www.glassdoor.com\/blog\/company-research-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Lillian Childress - What to Look for When Researching a Company: A Complete Checklist<\/a><\/span><\/li>\n   <li><span><a href=\"https:\/\/blog.hubspot.com\/sales\/places-to-research-a-prospect-before-sales-call\" rel=\"nofollow noopener\" target=\"_blank\">Emma Brudner - 18 Places to Research a Prospect Before a Sales Call<\/a><\/span><\/li>\n   <li><span><a href=\"http:\/\/guides.library.uq.edu.au\/how-to-find\/company-industry-information\/company-research-checklist\" rel=\"nofollow noopener\" target=\"_blank\">University of Queensland - Company Research Checklist<\/a><\/span><\/li>\n   <li><span><a href=\"https:\/\/www.salesforce.com\/blog\/2013\/08\/sales-researching-prospects.html\" rel=\"nofollow noopener\" target=\"_blank\">Andrew Gothelf - How to Research a Prospect Before That Big Sales Call<\/a><\/span><\/li>\n   <li><span><a href=\"https:\/\/blog.marketresearch.com\/7-popular-sources-for-company-information-and-research\" rel=\"nofollow noopener\" target=\"_blank\">Sarah Schmidt - 7 Popular Sources for Company Research and Information<\/a><\/span><\/li>\n   <li><span><a href=\"https:\/\/www.richardson.com\/blog\/sales-call-preparation-the-ultimate-checklist-to-cover-your-bases\/\" rel=\"nofollow noopener\" target=\"_blank\">Richardson Sales Training - Sales Call Preparation: The Ultimate Checklist to Cover your Bases<\/a><\/span><\/li>\n   <li><span><a href=\"https:\/\/www.yesware.com\/blog\/sales-call\/\" rel=\"nofollow noopener\" target=\"_blank\">Elise Musumano - 5 Incredibly Easy Ways To Get To Know Your Prospect Before The Sales Call<\/a><\/span><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"related-checklists\">\n <h2>Related checklists:<\/h2>\n <div class=\"text-content\">\n  <ul>\n   <li><span><a href=\"https:\/\/www.process.st\/checklist\/sales-competitive-analysis-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Sales Competitive Analysis Checklist<\/a><\/span><\/li>\n   <li><span><a href=\"https:\/\/www.process.st\/checklist\/monthly-sales-report\/\" rel=\"nofollow noopener\" target=\"_blank\">Monthly Sales Report&nbsp;<\/a><\/span><\/li>\n   <li><span><a href=\"https:\/\/www.process.st\/checklist\/sales-presentation-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Sales Presentation Template<\/a><\/span><\/li>\n   <li><span><a href=\"https:\/\/www.process.st\/checklist\/sales-to-service-handoff-process\/\" rel=\"nofollow noopener\" target=\"_blank\">Sales to Service Handoff Process<\/a><\/span><\/li>\n   <li><span><a href=\"https:\/\/www.process.st\/checklist\/sales-forecasting-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Sales Forecasting Checklist<\/a><\/span><\/li>\n   <li><span><a href=\"https:\/\/www.process.st\/checklist\/upselling-process-for-saas-companies\/\" rel=\"nofollow noopener\" target=\"_blank\">Upselling Process for SaaS Companies<\/a><\/span><\/li>\n   <li><span><a href=\"https:\/\/www.process.st\/checklist\/churn-prevention-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Churn Prevention Checklist<\/a><\/span><\/li>\n   <li><span><a href=\"https:\/\/www.process.st\/checklist\/sales-training-process\/\" rel=\"nofollow noopener\" target=\"_blank\">Sales Training Process Checklist<\/a><\/span><\/li>\n   <li><span><a href=\"https:\/\/www.process.st\/checklist\/weekly-sales-prospecting-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Weekly Sales Prospecting Checklist<\/a><\/span><\/li>\n   <li><span><a href=\"https:\/\/www.process.st\/checklist\/cold-calling-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Cold Calling Checklist<\/a><\/span><\/li>\n   <li><span><a href=\"https:\/\/www.process.st\/checklist\/bant-sales-qualification-call-process\/\" rel=\"nofollow noopener\" target=\"_blank\">BANT Sales Qualification Call Process<\/a><\/span><\/li>\n   <li><span><a href=\"https:\/\/www.process.st\/checklist\/sales-pitch-planning-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Sales Pitch Planning Checklist<\/a><\/span><\/li>\n   <li><span><a href=\"https:\/\/www.process.st\/checklist\/closing-the-sale-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Closing The Sale Checklist<\/a><\/span><\/li>\n   <li><span><a href=\"https:\/\/www.process.st\/checklist\/order-processing-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Order Processing Checklist<\/a><\/span><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Introduction: Whether a new company has shown interest in your services (inbound) or is being targeted for a sales campaign (outbound), you need to do your research so you can engage in a constructive conversation that is most likely to result in a closed won sale. 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