Why is it important?

Consistent, thorough research means more satisfied clients.

How do we best manage our time?

Utilize a standard outline to guide your research process!

Step 1: Read the chat/RCs - decide if keep a job (5 min)

Step 2: Post in Teammate Channel (“Job assigned: Name of Job (Linked)”)

Step 3: From Chat, identify Common Project Type and Build an Outline (10 min)

  1. Start outline with the sections that all requests have (except SS requests):

    Summary

    Complete Findings

    Research Strategy

    Next Steps

  2. Next, add in details using the Common Project Type and client chat/RCs.

    1. Use headers as placeholders outlining the major things you need to cover, and bullet points for the details that each header will need. The example below is for a general trends request.

Summary

Complete Findings

Trend 1