Proposal Work
What is required when submitting proposal support to Guidepoint/Expert Networks?
What is:
Asset name
Case code OR partner contact
How does a sell-side diligence differ from a buy-side diligence in terms of compliance for competitors?
What is:
sell side - sell side has to be formers only (12+ months removed), no currents because end client competes in the industry
buy side - competitors can be currents or formers (unless otherwise requested to be formers only)
When a call IS recorded and transcribed, where do they go?
What is the GuidepointNOW
What FAQ can I find in the GPNOW?
Advisor pricing, transcript info, workstream info, outreach info, workstream leaders, advisor updated availability, advisor updated screening responses (if re-screened), etc.
How does portco diligence compliance manifest itself?
for portco, needs to be formers only 12+ months removed since competes in industry among the competitors
After you submit the proposal (albeit, correctly), what is required immediately FROM Guidepoint before ANY outreach to leads OR advisors?
What is: Outreach approval (external title and workstream outreach)
YES, even just for a proposal. ALL Expert Networks SHOULD be doing this per BCG Compliance! !
What should I do if I am receiving the same profiles from different networks?
What is avoid sending to many networks unless you want to see same profiles and spook advisors/leads
Best practices are to book with whomever sent profile first (first come, first serve)
Advisors either get scared and run away, or request tons of money as they know they are hot commodity
BCG's end client wants to listen in on calls. What is the order of operations?
What is: let guidepoint know the nature of your end client (e.g., institutional investor, private equity firm, etc) so that they can get permission from advisors.
How can I schedule advisors after hours or over the weekend?
What is GuidepointNOW instant book
What is AskGP?
allows users to search and leverage their own past transcripts via AI to quickly gather insights as they work on relevant cases
What are Guidepoint's Proposal work offering(s)?
What is:
2 free 30 min calls
1 free 60 min call
or more, depending on the case and how nice you are :)
There is an appropriate amount of times to rescreen advisors on each angle. What is it?
What is 2-3 times MAXIMUM?
There is a specific way to phrase questions for a customer profile so as not to reveal the asset of interest. What is the most accurate and most compliant way?
What is blinding the asset of interest in a customer matrix and listing similar competitors?
Who is Guidepoint contact for Quantitative surveys?
Who is:
global.survey.quotes@guidepoint.com
There is a window of time where BCG can cancel scheduled calls without penalty. What is the amount of time?
What is 60 minutes?
How many free proposal calls is BCG allocated per Quarter?
What is 300
It is your first time connecting with an advisor on a case. How many CUs for a 30 minute call for standard advisor?
What is .75 CUs for a 30 min call for FIRST Call?
There is BCG Compliance rule for formers of the potential asset. What is the amount of time an advisor would need to be removed from the company of interest?
What is 12 months removed?
There is a brief period between conducted call and when respective Guidepoint Transcript is ready. How long is the waiting period?
What is 1-3 hours?
Guidepoint allows shortened calls, pro-rated. What is the shortest call client's can do for a FIRST time interaction with an Advisor?
What is 30 minutes?
What are the absolute best practices when submitting proposal support when the target is EXTREMELY small?
What is: OUTREACH APPROVAL ASAP AND submitting to 1-2 networks EARLY so their associates can get a jump on recruiting and avoid sending out to all networks so that formers of the asset don't get "spooked"
You are connecting again with the same advisor but this time for another 30 mins. How many CUs would it be for a 30 minute call with the SAME advisor on the SAME project?
What is .5 CUs?
When requesting specific information about an advisor's former employment, what is the best way to phrase quantitative questions to avoid gathering MNPI?
What is asking for industry averages, a range, or a number based on published data?
The scheduled call with advisor has a bad connection. What do we do?
What is: ping client services team, and try with bridgeline dial in - NOT webdial
How much does Guidepoint charge for a standard one-hour call?
What is $1,085?