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  • BD QC - DD - Aug 29

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    Gel Albis
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    The document appears to be a quality control checklist for contact management, calendar events, cadence campaigns, and clean-up of business development data. It includes fields to audit details like contact information, email correspondence, meeting invites, cadence campaign stages, and candidate profile information to ensure accuracy and completeness. Scores are recorded to measure quality for each area reviewed.

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    The document appears to be a quality control checklist for contact management, calendar events, cadence campaigns, and clean-up of business development data. It includes fields to audit details like contact information, email correspondence, meeting invites, cadence campaign stages, and candidate profile information to ensure accuracy and completeness. Scores are recorded to measure quality for each area reviewed.

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    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
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    5 views52 pages

    BD QC - DD - Aug 29

    Uploaded by

    Gel Albis
    The document appears to be a quality control checklist for contact management, calendar events, cadence campaigns, and clean-up of business development data. It includes fields to audit details like contact information, email correspondence, meeting invites, cadence campaign stages, and candidate profile information to ensure accuracy and completeness. Scores are recorded to measure quality for each area reviewed.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as xlsx, pdf, or txt
    of 52

    Contact Management QC

    60% Date
    MD Assigned Contact Name
    Audited
    BDA Name
    Contact
    placed in
    Last date Prompt Grammar & Professional Email thread Correct Nurture
    Score response & ism & synced in overview
    contacted Language Cadence
    Follow-up Accuracy Salesforce deck sent
    unless bad
    contact
    Email
    address
    Type of updated Phone BD Contact BD Pipeline DNC - added
    Objection number Owner = MD Status
    (including or removed
    updated updated name updated
    assistant
    info)
    Comments

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    Calendar QC
    20% Date Date of
    MD Assigned Contact Name Calendar Score
    Audited
    Invite
    BDA Name
    Primary No Mistakes
    Meeting Correct Activity Meeting Lead Meeting Lead Details and/or
    source filled Activity Type: Status Origination Medium saved/updat
    Owner filled Formatting
    out Type updated filled out updated ed in SF
    out Issues
    Comments

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    Cadence QC
    20% Date
    Date
    MD Assigned Cadence Campaign Campaign Score
    Audited
    Created
    BDA Name
    Cadence
    name is Tick the Templates
    same as "automatica has no
    Cadence Correct
    code and lly remove errors, No errors in
    steps stages of
    added on SF people from including emails sent
    followed campaign
    meeting cadence" relevant
    event boxes merge tags
    picklist
    Comments

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    BD Clean-up
    QC Last date Correct Correct
    Candidate / Contact Date Qced / Score LinkedIn Correct Name "Major U.S. Correct
    Name Audited in TR City you are "Other City"
    Added Name
    Name located near"

    09/08/22 09/02/22 95.45%


    Franc Damasco Jeffrey Stevenson Yes Yes Yes N/A
    Franc Damasco Ryan Milligan 09/08/22 09/02/22 100.00% Yes Yes Yes N/A
    Franc Damasco Cory Gaffney 09/08/22 09/02/22 100.00% Yes Yes Yes N/A
    09/08/22 09/02/22 95.45%
    Franc Damasco Adnan Nisar Yes Yes Yes N/A
    Franc Damasco Dan Brinkenhoff 09/08/22 09/02/22 95.45% Yes Yes Yes N/A
    Franc Damasco Gretchen Perkins 09/08/22 09/02/22 100.00% Yes Yes Yes N/A

    09/08/22 09/02/22 86.36%


    Franc Damasco George Birman Yes Yes Yes N/A
    Franc Damasco David Stott 09/08/22 09/02/22 100.00% Yes Yes Yes N/A
    Franc Damasco Tom Nugent 09/08/22 09/02/22 95.45% Yes Yes Yes No
    Franc Damasco Dan Goetz 09/08/22 09/02/22 100.00% Yes Yes Yes N/A
    Correct Correct Correct Correct Correct Correct Correct Correct
    Country Current title Correct Account Company LinkedIn LinkedIn LinkedIn Colloquial Company
    level Current Title Account Company
    Select Name Website Company URL Company Size Name
    Industry Name

    Yes Yes Yes Yes Yes Yes Yes Yes Yes No


    Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
    Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes

    Yes No Yes Yes Yes Yes Yes Yes Yes Yes


    Yes No Yes Yes Yes Yes Yes Yes Yes Yes
    Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes

    Yes No Yes Yes Yes Yes Yes Yes No Yes


    Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
    Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
    Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
    Correct Top-
    Tier Correct MBA Correct Compliance
    Management Correct MBA School Grad Undergraduat Correct "Alum Correct Email address agreement
    School of?" LinkedIn URL updated more than
    Consulting year e School
    Experience 60days

    N/A N/A N/A N/A Yes Yes Yes


    N/A
    N/A Yes Yes Yes N/A Yes Yes N/A
    N/A Yes N/A Yes N/A Yes Yes N/A
    Yes N/A Yes N/A Yes Yes N/A
    N/A
    N/A N/A N/A Yes N/A Yes Yes N/A
    N/A N/A N/A Yes N/A Yes Yes Yes

    Yes Yes Yes No Yes Yes Yes


    N/A
    N/A Yes Yes Yes N/A Yes Yes Yes
    N/A Yes Yes N/A N/A Yes Yes Yes
    N/A N/A N/A Yes N/A Yes Yes Yes
    Comments

    Company Name should be VSS Capital


    Partners

    Current Title Level should be President (he is


    also a Partner)
    Current Title Level should be C-Suite

    Current Title Level should be President;


    Colloquial Company Name should be
    PowerPlant; Alum of UPenn

    State of Other City should be SC

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