<aside> <img src="/icons/exclamation-mark_blue.svg" alt="/icons/exclamation-mark_blue.svg" width="40px" /> Note: Some clients prefer the Teammate flow, while others do not. In order to accommodate both, not all jobs will go through Teammate. If it is a Teammate job, it will be clearly marked. IF IT IS NOT MARKED AS A TEAMMATE, WE WILL NOT FOLLOW THIS CHEATSHEET BUT INSTEAD USE THE NORMAL FLOW CHEATSHEET.

</aside>

<aside> <img src="/icons/exclamation-mark_blue.svg" alt="/icons/exclamation-mark_blue.svg" width="40px" /> If there is an RM on duty, they will write your NEXT STEPS along with the templated language needed. If not, you will still need to write these for yourself.

</aside>

Post in #Teammate Jobs In Progress

• Job Claimed: Name of Job
• All communications about your job take place in the thread so we can locate the information easily.
• Acceptance of the job means that you are actively working on this job for three hours.

Read the Chat

<aside> <img src="/icons/view_blue.svg" alt="/icons/view_blue.svg" width="40px" /> The important thing to remember here is that we are only selecting ONE research path to work on for three hours. Usually, it makes the most sense to select the first research path the client mentions or the first research path that is shared in our plan of attack with the client. Check out how we broke down three different Client chats here.

</aside>

• If the client mentions turnaround time or budget, immediately post in the THREAD for an RM.
• You are only working for THREE hours. Select the most important research path the client mentioned and start there.
  • The easiest way to select a research path is to map it to a Common Project Type.
  • If you are unsure of where to start or how much to do, collaborate with your RM.
• Check to see if the client has a preferred starting point.
  • If not, decide on a starting point by using the chat to help you figure it out.
  • For example, if the majority of the chat is talking about market sizes and at the end they mention demographics, it is pretty clear that they are more concerned about market sizes, and that is where we should start.

<aside> <img src="/icons/view_blue.svg" alt="/icons/view_blue.svg" width="40px" /> Here is where I share in a thread with the RM my own plan of attack. This is a great way to keep everyone in the loop and to make sure we are all on the same page. When I am formulating my plan of attack, I step back and look at everything the client has said. How do I get them to their end goal? Do I understand all the terms the client has mentioned? I NEVER make assumptions that I understand, and I quickly look up keywords to make sure.

If I do not feel 100% comfortable with the topic or what I need to do to complete the research effectively and efficiently, I release the request. While getting paid for the work is why we do this, it never pays to do something we are uncomfortable with, as it eventually will catch up with us.

</aside>

• If you can tell it is a larger project that will most likely require more than four three-hour increments, please let the Research Manager know so we can collaborate on the follow-up. Please DO NOT wait until you are ready to submit. Do this in the BEGINNING. ****
  • You will continue working for three hours. If it is a large project, you will begin researching the actual data for the project.
    • For instance, if multiple companies are listed in the client’s spreadsheet. You will start with the first company and work for three hours, filling out the spreadsheet as you go. Then, you will complete the standard write-up for a spreadsheet request.
    • If there is no spreadsheet already created, you will create a very basic spreadsheet to hold the work you are completing, again, starting with the first company, working for three hours.
    • You do not have to create the spreadsheet for the entire project, just what you are working on. The RM will create the actual spreadsheet.
• If a spreadsheet or slide is attached, let your Research manager know so they can review it for the best next steps.

Select the Common Project Type

<aside> <img src="/icons/view_blue.svg" alt="/icons/view_blue.svg" width="40px" /> Sometimes, we will not be able to find a project type that corresponds to the client’s request. In these cases, we have Insights and Concept Overviews. These are generalized types of request formats that can cover any topic.

</aside>

• Pull up the Common Project Types and select the project type that most closely matches the job you are working on.
  • Audit is based on the requirements listed for each project type. This document gives you exactly what you need to complete the job!
  • If there is no project type that matches the job you are working on, default to Insights or a Concept Overview.
    • We will give the analyst the benefit of the doubt when selecting job types. Use your best judgment.

<aside> <img src="/icons/exclamation-mark-double_blue.svg" alt="/icons/exclamation-mark-double_blue.svg" width="40px" /> If it is a Spreadsheet or Slide presentation, check here to understand what is required for the deliverable and the written brief.

</aside>

Research