Project Requirements Form/Contract

This form is intended to help us answer all of the critical questions needed in order to quickly and effectively provide you with the contacts you need. Please be as specific as you can! We have conducted hundreds of contact identification research projects, but each is unique and completely customized to your needs and situation -- so we need your help “spelling things out” as clearly as possible so that we get you what you need…and nothing that you don’t!

Process:

You complete and sign this Contact Identification Project Requirements Form.
You provide any contact or account exclusion list(s).
Bridgemark will generate a list of companies for you to review, based on this form.
Bridgemark will then provide a sample list of contacts for you to review, and provide any recommendations to ensure a successful project.
You will give BlueEmber approval to move forward with the full project.
BlueEmber will complete and deliver the project to you.
BlueEmber will send you an invoice for the final project (please note that the actual dollar amount can’t be determined until the conclusion of the project because it’s not possible to know how many contacts will be identified during the project research until it has been completed).

General Project Questions

Your Company Name

Your Name

Project Name

Today’s Date

Desired List Delivery Date

What is the maximum # of contacts you would like delivered from each company?

What is the maximum # of contacts you would like delivered for the project as a whole?

How is the list going to be used, in general? (I.e. 1-to-1 sales with emailing and calling, mass email blasts, snail-mail marketing, etc.)

Standard fields are: Company Name, First & Last Name, Title, Business Email, Company Phone (Direct Phone when available), Company Mailing Address, LinkedIn Public Profile. Is anything else ne

Do the contacts we find need to be de-duplicated against a list of contacts you already have?

Yes

If so, please provide that list – at a minimum we need you to provide first name, last name, and company name.

Target Companies

Are you providing us with a list of companies to search within, or should BlueEmber generate the list of companies?

If BlueEmber is generating the list, what can you tell us about your optimal companies?

What is their general profile?

Are there any specific industry names or NAICS codes?

Is annual revenue range relevant? If so, what are the lowest and highest levels desired?

Is employee range relevant? If so, what are the lowest and highest levels desired?

Is geography relevant? Do we need to focus on specific states or countries?

What are a few examples of actual companies you are interested in?

If you are supplying the company list…

Have you excluded the companies you do not want us to pursue?

Yes

Are you able to provide company websites? This expedites the project by allowing for more accurate matching.

Yes

We use a range of databases and resources, but do you have any suggestions in terms of additional specific resources we should use, i.e. specific membership directories?

Target Titles

What are the keywords of your optimal or “perfect” target titles? Please be sure to list any and all relevant variations, as each will be searched separately, and we will use your input exactly as you provide it.

Please rank them with the best being first. Please include as many as are relevant

Are there certain hierarchical levels that you prefer, i.e. analyst, manager, director, VP, C-Suite, President/Head/Leader, etc.? Are higher levels better?

What are the secondary, or “next best” target titles/keywords? We will search for these AFTER we have searched for all of the optimal target titles in each target company. Please list all rel

Are there certain hierarchical levels that you prefer, i.e. analyst, manager, director, VP, C-Suite, President/Head/Leader, etc.? Are higher levels better?

If we cannot reach the desired quantity of contacts in each company using the hierarchical levels listed above, shall we move to other levels to make up the difference?

I.e. Director and VP are desired, but only 2 are available for the given company and 7 is the goal. Shall we then drop to Manager level to try to find 5 more?

Are there any title words or phrases we need to avoid?

Is the prospect’s geography relevant? Must each contact come from specific cities, states, or countries -- which may differ from the company headquarters?

If few, or none, of the above optimal or secondary titles can be found in a given company, what would you like us to do? Are there any last-resort titles? Or should we just move to the next c

Your Email

Your Phone

We may need to regroup with you after we review your feedback for further clarification and to make any recommendations.

Thank you!

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