CSM Check
What makes up an opportunity name?
“product name, company name, contracted years” i.e. USRDC- Baker’s Brewing- 2018-2020
Who does Pink Taroreh need as a shadow on accounts?
Andy Zhang
If a client goes unresponsive and you are unable to reach them, who does it go to and what stage does the opp go to?
The client is sent back to the business developer (BD) in an email explaining the status. The stage is set to BD to Chase and the business leakage comment is updated with their unresponsive timeline.
List how you would get to the client template
Box\01. Consultants\00. Clients\000. Group Resource Client Folder\00. Client Template
Who is the engineering team lead?
Ignacio Cetrangolo
What is the rate (fee percentage) for Shiva Information Technology Services?
25%
Which financial consultants can currently be allocated to for an R&D client?
Akbar Khan
Ankitha Kumar
Ben Brissette
Pink Taroreh
Who is included on the welcome email?
Decision-making contact
Business developer
Salesforce merge
Introducer - if there is one, but confirm with BD
*Any extra people mentioned specifically in the sales comments
What folder do you make the file request link from?
Uploads folder
Who can do solos on the engineering team?
Jenna Kubiak
Who is the account manager for Altai Systems, Inc?
Isabel Filippone
Which FCs can only take smaller clients currently?
Pink and Ankitha
What is the only document required for a sales tax study?
What documents have been uploaded by QuikForms?
2020 Tax Return
2020+2021 P&LS
Which technical consultants (TCs) have priority for allocation on the engineering team?
Oumaima Chahidi and Riley Saeger
What determines the contract end date on the opportunity?
It should be the last day of the year through which they were signed. For example, if they were signed for 2018-2020 it should say 12/31/2020.
Who is added as a shadow for Ben, Devin and Kathryn's clients?
Tevia Combeaux
What makes up the current document request for an R&D Study 2018-2021?
What documents has Pax Dental uploaded?
2018-2020 Federal Tax Returns
2021 P&L
Who can shadow for Riley?
Jenna and Ignacio
What makes up the R&D estimated sales value (ESV) formula?
((# of tech employees * average salary) + raw material costs + infrastructure costs + (contractor expenses * 65%)) * 30% R&D * 10% credit return * Leyton Fee Rate
Who is assigned all sales tax opps?
Sunday Vanderver, she allocates some out to Travis
What documents are required for an ERC Study?
2019-2021 P&L Statements (divided by quarter) – Excel would be ideal
2020-2021 Employer and Employee paid health benefits, per employee, per quarter
2020-2021 Quarterly Detailed Payroll Report (by employee) – Excel would be ideal
PPP Loan Forgiveness Application (Form 3508)
Please Fill out the Attached ERC Questionnaire
What documents has Bartram Dental Center uploaded?
2015-2020 Federal Tax Returns
2018-2021 Quarterly P&Ls
2018-2021 W2s
Which engineering technical analyst (TA) specializes in automotive engineering?
Omar Assoudi