The CRM Prospect Verification Checklist is the first required step after identifying a potential business and before making contact.
Its purpose is to protect existing relationships, prevent duplicate prospecting, provide the Strategist with the business’s LKNConnect history, and establish whether the Strategist is Clear to Proceed.
Identify → Check → Clear → Contact
No prospective business should be contacted until the CRM has been reviewed and the Strategist is Clear to Proceed.
Business Name: ______________________________________
Primary Contact, if known: ___________________________
Business Category: __________________________________
Website: ____________________________________________
Date Identified: ____________________________________
Identified By: ______________________________________
Lead Source:
Search the CRM using the business name and reasonable variations.
Current CRM Status: _________________________________
Search for the known contact by name, business, email and/or phone when available.
Primary Contact in CRM: ______________________________
Before making contact, determine whether another Strategist is already working with the business.
Assigned Strategist: _________________________________
Active Opportunity: Yes / No
Another Strategist Currently Working With Business: Yes / No
Most Recent Contact Date: ____________________________
Most Recent Contact By: ______________________________
A Strategist should not independently contact a business actively assigned to another Strategist.
Review previous CRM activity.
Check for:
Relevant Notes:
Determine whether the business has previously received visibility through LKNConnect.
Check all that apply:
For significant visibility activity, the CRM should record:
Type of Activity
Title/Description
Publication or Activity Date
LKNConnect Program/Guide
Link, when available
Responsible TEAM Member, when applicable
If the business is currently included in one or more LKNConnect Guides, identify them.
Guide: ______________________________________________
Date Added: _________________________________________
Most Recent Update: _________________________________
Status: Current / Removed / Archived
Link: _______________________________________________
Additional Guide(s): ____________________________________
Following the CRM review, select one:
Clearance Decision: _________________________________
Reviewed By: ________________________________________
Date: _______________________________________________
Next Action: ________________________________________
Next Action Date: ___________________________________
Where technically practical, the CRM should automatically display the information needed for this verification rather than requiring the Strategist to search multiple locations.
The business record should provide an easily accessible view of:
Where possible, LKNConnect articles, videos, Guide participation and other published visibility should be automatically associated with the appropriate business CRM record.
Every CRM Prospect Verification must result in one of three statuses:
CLEAR TO PROCEED
ALREADY ASSIGNED
INTERNAL REVIEW REQUIRED
No initial prospect contact occurs until the business is CLEAR TO PROCEED.
