<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

• If the client mentions turnaround time or budget, immediately post in the THREAD for an 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.
• 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 to determine the best next steps.

Select the Common Project Type

• 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.

Research

More information is located here.

Verify Your Research OS Output

• This is essentially a set of prompt chains for the research.
• You may choose to use all or none of the output.