Recommended Checklist for Quick Review of WealthPoint Databases

I have developed a helpful checklist for some of my clients to provide guidance on my recommended process for initial review of WealthPoint results in ResearchPoint, and I wanted to share it with the Target Analytics Community.  I am attaching the PDF of this document to this post.


Within the document, I not only list the recommended databases to review, what to review within the data, the recommended order to the review, but also very briefly the reasoning.  There are also tips on what columns to look for and how to sort the data.


So many of my clients have a smaller development staff and as a result do not have a dedicated researcher.  I found developing this checklist can serve as a place to start when trying to figure out what is truly important to review, in particular for newly identified prospects.


I also want to stress that the order I which I recommend you review the WealthPoint screening results on this checklist are listed in that order by design, as certain databases lend themselves to having auto-confirmed matching and reveal middle initials and spouse names.  Having that information can be instrumental to helping you confirm matches in databases where there are few or null auto-confirmed matching (i.e., think FEC, Thomson, Guidestar, and often NOZA). 


I hope you find this document helpful and am curious as to what other methods our clients use for this process.  Please share your insights on the Community.