Fun with Fundamentals!

You are researching an Industrial branch. What are the key titles you should gather? (mark all that apply)

• Plant Manager

• Warehouse Manager

• Quality Control Manager

• CEO

• Facilities Director

When was Business Wise founded?

• 1975

• 1980

• 1985

• 1989

XYZ Company is acquired by ABC Company. Their name changes to ABC Company, and it becomes a branch of ABC Company. When you regather the start year, what should it reflect?

• There is no need to regather the start year

• The year XYZ company was acquired by ABC company

• The start year of ABC company

• None of the above

What field is NOT required for Completed Call?

• Size exact

• Location Code

• Size Range

• Firm Name

I am not able to confirm all the names of the contacts and titles at my first attempt since the ADMA hung up (I confirmed 2/4 only). I have everything else confirmed for it to be a CC. What should I do?

• It is a CC since at least 1 contact name and title is confirmed; no further action required

• It is a CC but I need to make a 2nd attempt so we don't lose contact value

• Search the web to see if you can confirm the remaining contact

• Call RP and ask her to find out for you

The company you’re researching says they are no longer in the office space listed and they all work virtually. What determines whether this will be VI or RE?

• Contacts

• Location Code

• Size this Site / Size Exact

• Mailing Address

In what scenario is it ok to search the internet?

• When verifying Web Addresses

• When the person you speak to refuses even on the 2nd attempt

• ANYTIME is ok!

• It is NEVER ok!

You are making calls today and find out a firm is moving in February of 2024.

How would you notate that?

• Write "Moving Next Year" somewhere on the profile

• RM 02/2024

• You don't need to notate it

• RM 2024

The firm that is moving in February of 2024 leases the space they occupy. What other field on the profile needs to be notated?

• No other field needs to be updated other than Start Year

• Change Date

• Follow Up Date

• Lease End

At Call-In, you have a batch where you only made first attempts on 50 profiles out of 140 profiles. What should be the only blanks filled in on the cover sheet?

• CC

  DISC/OOB

• All the blanks should be filled in

• Date

  CC

  DISC/OOB

  TOTAL

  Rumored Moves

• Nothing should be filled in since you don't send back incomplete batches