Metrics
What average fill rate % drives operational excellence this month?
What is 80% and above
Name one reason to always cross-reference AI output.
What is to ensure compliance and accuracy?
Name two growth clients we are focusing on this quarter?
What is Aquiline, IVG, or Citi Ventures
What do I do if an expert won’t complete compliance?
We can not move forward with the expert. Try to get them on the phone to talk them through the documents.
What scorecard metrics are analysts and CRMS goaled on.
What is Fill rate, 5in48, custom sourcing and call attainment for analyst. What is Fill Rate, retention and Calls for CRMs.
The expert’s last day was in April but they were paid through June. When does the 6 month mark start?
6 months starts at the last date of payment. You would need to go from June for the six months rule since the expert was paid until June.
What is the importance of “client calls needed” in daily planning?
What is identifying high-opportunity projects to prioritize?
Tegus acquired this data platform in 2021.
What is BamSEC?
Define 5in48 and its exceptions
what is the percentage of eligible projects that had 5 experts recommended within 48 hours of the project being created.
For Account Managers (AMs), this includes all client-driven projects, and the metric is attributed to the AM assigned at the time of project creation.
For Analysts, this includes all projects where they were assigned within 24 hours of the project being created.
The calculation is based on the project creation time.
The metric does correct for weekends.
The metric does not correct for after-hours timing.
What type of clinical trial expert is always off-limits?
Experts involved in a phase of a trial where results are not yet public.
Our client wants to connect with registered investment advisors and or people who might be current customers of Tegus. Can we conduct this project?
We can source current Tegus customers or potential customers, but we must ensure we are not conducting mass outreach to people at these firms. Additionally, when sourcing current Tegus customers, please ensure they are allowed to consult and they are comfortable with the bio and title before proceeding. They may not reveal their Tegus customer status to the call taking customer.
The target company filed an S-1 form. Would we still treat this company as private for compliance purposes?
No, the filing of the S-1 form is the official signal that the company is intending to go public so we would treat this as a public company.