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What is the purpose of the Call Prep Sheet? A one - page synopsis of the most important industry information that an analyst would need
What is the purpose of the Call Prep Sheet?
A onepage synopsis of the most important industry information that an analyst would need for call prep
To be a resource used only for firsttime client contacts
A onepage resource that provides key industryspecific terms and definitions to help an analyst "speak the same language" as their client or prospect
A list of to important questions that will support an analyst with their client discovery
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