Research Managers prepare research outlines for our clients so analysts can deliver stellar research!

Architect Flow

Job Responsibilities

Scoping Guidelines 2.0

RM Cheat Sheet

Research Proposal Flow

ResearchOS for Research Managers

Resources

Tutorial: rOS for RMs

Scraping Guidelines

Slide Templates for RMs

Master Resource List

Custom GPTs/Plug-In Cheat Sheet

https://docs.google.com/spreadsheets/d/1egOZzRyhjqAK615pVKGlbZ5PexD7CIOcQa3jcqiQOjA/edit?gid=1834078960#gid=1834078960

https://docs.google.com/spreadsheets/d/1WrDKovnWFHeLMpWu-55PHCENsRXjW5Bqhj3jyudTp7w/edit?gid=1369635061#gid=1369635061

https://docs.google.com/spreadsheets/d/1Ap5tRMnYn1zZxbCJ4lwvlqYFq06kmAGQrh2qIZ-jk5U/edit?gid=1929589484#gid=1929589484

https://docs.google.com/document/d/1qCBH3zgyaxoC5F1vb-O890w0KDHReuCUANaUWJJma_c/edit

ZenDesk

https://docs.google.com/presentation/d/1f9b-8mvPZKK-ATIYMvAyM22qcOJpiu1m4ut2Fp8wDZI/edit#slide=id.g2eb1767b89e_0_185 (To share w/analysts as needed)

Agent Education

Vet, Monitor, or Landscape?

Research Manager Responsibilities

Recurring Projects & Monitoring

https://docs.google.com/spreadsheets/d/1fk4BnQ_8F27aCFqQrZJ7Sz13iNdihjhPb97D-uKHq-o/edit?pli=1&gid=1519743162#gid=1519743162

Crunchbase Pro

RM QA Checks & Rubric

Desk Research/ AI Tools

https://quire.io/w/CSM_Projects?view=board

https://docs.google.com/spreadsheets/d/1TiX4hfaKfbtiHpBooHrV1DVqlm3IdwqZ50XhYYoZ3UA/edit?gid=1663326487#gid=1663326487

Metabase- All Jobs

Metabase- Strategies

Metabase- rOS Runs

https://docs.google.com/forms/d/e/1FAIpQLSf9Jq3ZL5vpmhgIqklACij5hRJv3CW-0AjDHc0ElgyCD0CY1w/viewform


Audit

Research Manager Job Integrity

Strategy/Outline Completion Guidelines & Ops

Collaboration Guidelines

RM Strategy Job Logistics

Strategy Job: Content & Style Guide

RM Outline Job Requirements

Writing Titles for Research Requests


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