Please follow the instructions below carefully when completing the attached Excel file (complete columns where columns titles are highlighted in gold). Do not overwrite any cells that are already filled in.
1. Company Qualification Check
Your task is to determine whether each company listed is a legitimate and relevant provider offering services similar to RAIN Group (reference site: https://www.rainsalestraining.com/).
How to qualify the company Review the company’s website thoroughly. Look for:
- Blue-chip or well-known client logos - Case studies or publications - Clear service descriptions related to sales training, consulting, coaching, B2B training, or similar services
If the company appears legitimate and relevant: - Mark the qualification cell green, as shown in the example rows.
If the company is not relevant, or appears suspicious or unclear: - Leave the cell uncolored and add a short note explaining why (e.g., “No relevant services,” “Website unclear,” “No client evidence”).
Here is a link to short video (https://drive.google.com/file/d/1QzhMGZ8VzyiqXxv33qw5ZO6zYQQ2xjSj/view) is attached which demonstrates how to perform this qualification check- please ensure you watch it before starting.
2. Confirm Number of Full-Time Employees
Using the following sources, determine the exact or best-estimated number of full-time employees: - Company website - Look for “About Us,” “Team,” “Our People,” or similar pages. - LinkedIn Company Page - Use the “Company size” field - Cross-check with number of employees listed on LinkedIn - Enter the final number in the appropriate column. - Do not overwrite any cells that are already populated.
3. Identify Key Company Officers
For each company, identify the top 1–2 senior officers only: - CEO - President - Owner / Founder - Board Chair (if applicable)
Record the following for each person: - Full name - Job title - Verified email address - Phone number
Email verification: - Ensure emails are correctly formatted and double-checked. - If no email is available, leave the cell blank and note “Not available”.
Phone numbers: - Use the company website, LinkedIn, or reputable directories. - Company main line is acceptable only if no direct line is available.
Important Notes: - Do not change or overwrite existing completed cells. - Ensure all information is accurate and verified. - Follow the structure exactly as shown in the example rows.
Watch the attached video before beginning - this explains the expected approach and level of detail. Let me know if you need further clarification.
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