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Second Month Checklist With
Second Month Checklist With

Here's our recommendation on some housekeeping items at the 2 month mark of your journey with

Peter Roloff avatar
Written by Peter Roloff
Updated over a week ago

Important Benchmarks For Your Second Month With

There are things we do every day, like brush our teeth or wash our faces. There are things we do every month, like get a haircut or call that one friend who lives across the country.  Similarly, there are items to check daily, weekly, monthly, quarterly, bi-annually, and annually in Check out our 2nd Month guide below!

Build Your Quarterly Plan

Outline your quarterly priorities, and determine which sections of the platform you may need to utilize in order to achieve your goals. Here are some examples of goals you may have for your team as well as our recommendations on how to achieve them:

  • Uncover 25 viable leads's Project Section might contain some low-hanging fruit. You can uncover active projects that have confirmed interest in investing in or around your region. Once you've picked some Projects, be sure to use the Company Finder to build a list of leads from scratch. Add in your industry criteria, geographical restrictions, G Score and other filters, and you can build yourself a highly targeted list of companies poised to expand. You can also discover leads by targeting new recruitment zones. Maximize your use of our GIS Map to uncover hidden gems! You may be targeting companies from a region with plenty of companies in your key sector, but they might have low G Scores. By overlaying the G Score filter, you might locate some emerging recruitment zones that you had never considered before. 

  • Identify Your Competitors's Industry Finder contains many hidden gems, including our Heat Maps. If you are based in the United States of America, you can apply 12 different economic indicators across over 900 industries at both the state- and county levels. Gain insight on who you should be looking out for and why!

  • Respond to Changes In Key Sectors Rapidly
    Your key sectors may be going through some changes. We now have so many hybrid industries, such as agtech, govtech, or cleantech. Make use of our Keywords to keep tabs on where these emerging technology companies are coming from as well as what they're getting up. Be sure to pair this feature with our Custom News Feed, and add some of those companies' names to your feed.

Master Advanced Features

While we enjoy showing you all of's different bells and whistles, it's useful to stick to the platform's core functions before tackling the more advanced parts.
Here are some Advanced Features you may want to revisit at this time;

Optimize Your Custom News Feed

It's time to delete and add some keywords to your Custom News Feed. Based on your Quarterly Plan, we recommend adding keywords that represent your key industries, and warm/hotter leads you have in your pipeline. With you'll be able to focus on consistently reaching out to companies with informative, updated information about their industries. Understanding a prospect's industry, victories, and pains will help you build a valuable, long-lasting and fruitful relationship.

Those are some of our best tips and tricks for perfecting your knowledge and making considerable strides with! If you'd like to check out our other 'How-To' Guides, you can click here.

Interested in booking a session on integrating into your daily, weekly, monthly, or yearly routine? Please schedule some time to meet with our Training Specialist by clicking here.

Happy Gazelle-ing!

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