What makes a great prospect research profile? What are the key elements that help us determine how quickly to start a relationship with a new prospect, or decide how best to involve someone with our organization? A great research profile can help answer these questions and many more.
Each member of my team at HBG works directly with at least one client on a dedicated basis, and each one of those organizations has their own favorite way to receive information. We brainstormed as a group this week in a very fun, rapid-fire instant message session, and as we ‘talked’ we discovered some important commonalities.
The following presentation is a distillation of the 4 most important elements we determined that no strategic profile should be without.
Do you agree? Do you have more elements to share?