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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