Project Kickoff
Type of project where all experts need an additional layer of permission from their employer, or can self-approve if sufficiently senior enough
What is MP Only?
This list should be checked before any lead generation is started.
What is DNC List?
The one thing that should, by default, never be included in initial outreach (even if listed in project title)
Client-specific compliance questions
What are Oversight Questions?
NM requested to not be contacted by GLG. This type of DNC is referred to as what?
What is iDNC (individual Do Not Contact)?
All experts must be formers of a public company with this type of compliance consideration
What is Public Company (PubCo) Block
True or False: When sourcing Franchise owners, DNCs of franchisors do not automatically apply to their franchisees
What is True?
All cold outreach should contain this at the end of your signature.
What is Link to GLG Compliance Page
What information do you need to collect when a lead mentions an NDA?
What are:
1. topics covered in NDA
2. length of NDA
3. Other related off-limit topics
If your lead outlines these items during the PA, they should be prominently listed at the bottom of your Highlight
What is Off-Limits Topics
Type of project where all experts need an additional layer of permission from their employer, or can self-approve if sufficiently senior enough
What is MP Only?
When you encounter this item present on an Advisor Page during lead intake, you should investigate to determine if the lead is suitable to consult on the project
What is a Caution Flag
Veiled language used to describe private equity, credit, and hedge fund clients.
What is Investment Management Firms
You need two years of this recorded in our system in order to be eligible to participate on consultations
What is Employment History?
Network Members having technical difficulty completing the Terms & Conditions and Tutorial, or questions or concerns, should be forwarded to what team?
What is Member Solutions
This would prevent us from adding a lead who currently works for an Advertising agency on a project requested by a client in the Advertising space.
What is End-Client Restrictions
These countries are limited in the breadth of topics they can discuss with GLG
What are Yellow light companies?
When sending outreach to currents at a medium to large company, what is the maximum number of currents you can engage on day 1 of recruiting?
What is 4?
(alt: up to 4)
Escalate to this team if the lead begins to engage in violent, rude, or threatening conversation on the phone.
What is NM Quality?
This is something the expert is allowed to do if the client requests proprietary or nonpublic information on a GLG-Facilitated phone consultation.
What is terminate/end the call?
This section of the recruiting request, which you can also find in Streamliner, is where you can find all of the client-specific compliance rules for a specific client account
What is Client Servicing Rules?
Experts resident in these countries that are subject to comprehensive sanctions and are not eligible to participate in the Councils.
What is Red Light Countries?
This was developed to help mitigate the risk of sharing sensitive client information with leads who have not yet signed our Terms and should be sent to only people who share strong, affirmative interest in working with us.
What is Warm Lead Invite?
Step to take when NM uses “inside” or “insider” in a way that suggests they will provide inside info to the client.
What is Escalate to Compliance
This clause states that an NM is eligible to consult with client outside of GLG only if they had a pre-existing relationship. NM is not restrained from further work with the client when that work differs from GLG service offerings.
What is Non-solicitation of clients?