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UCS Customer Profile Checklist
Key areas to research include:
• Company: history, nature of business, mission statement, annual reports
• Offerings: description, type, uniqueness
• Market: size, location, trends, maturity
• Competition: position, strategies, differentiation, comparisons
• Financials: balance sheet, income statement, track record
• Exec Biographies: work, history, education
• Critical business issues or initiatives
Best Do your
Practice Homework
Thoroughly
