Mergers, Acquisitions & Buyouts
Ginsberg
How do we capture user feedback
Editor in the loop (thumbs up or down)
Used for prospect engagement
Outreach
Two-thirds of opportunities may be lost to this
Indecision
Government Contracts
Joe Gornick
Delaware Corporation Law
Folk
What activates/opens the VL AIA
The Sparkle
2 tools used for prospecting
SalesIntel, ZoomInfo, LI Sales Navigator, DCC
J
Judge the amount indecision
Securities
Arch Chenevert
Trustee's Handbook
Loring & Rounds
How do we ensure accuracy
Closed system (only WK Content)
Editor In the loop
Cites to sources
Tracks Your Activity
SFDC, Gong, OR
O
Offer your recomendation
Employment Law & HR
Joe Gornick
Contracts
Farnsworth
Step by step reasoning
Chain of thought
2 tools to track prospects & their product interest
SalesIntel Intent, LI Sales Navigator
L
Limit exploration
Privacy & Cybersecurity
Kent Frankstone
Telecommunications Law
Huber, Kellog
RAG stands for
Retrieval Augmented Generation
Used to make bulk changes to SFDC Records
Conga Grid Explorer
T
Take risk off the table
Blue Chip Reports
Chris Carr