Recent Books
Marketing
Make talk-talk to the people.
Information Architecture
File Storage & Document Storage
Information Architecture (Older)
Misc
The DORIS Brand
Office Management
Thank You Notes & Gifts
Process for sending thank you notes and/or books after a Business Development Meeting
Redacted Documents
Redacted documents serve as sales tools to show prospective clients completed work while still ma...
Leading, Managing, and Holding Accountability at DORIS
Marketing
Step Into DORIS Sales
All of the steps included in the DORIS Sales Process
Sales in a Sack
Special Delivery: the DORIS Sales Process
Recently Updated Pages
Scheduling social media posts via Cloud Campaign
Navigate to https://app.cloudcampaign.com/login Use the maria@dorisresearch.com (1Password) to l...
Holiday Gifts
Tracking for Holiday Gifts 2026 Holiday Gifts Timeline Create a 2026 Tab on the above spreadshee...
Conduct Project-to-Sales Handoff
Purpose Provide the Sales Team with feedback on the project and share potential prospecting or fa...
How it should look, sound, and feel.
Prioritizes a trusting team Looks like: Encourages people to talk to each other to manage conf...
What does accountability look and sound like at DORIS?
At DORIS, accountability is not merely top-down and hierarchical. We hold each other accountable ...
Print and pack materials for the meeting
Purpose Prepare for the meeting. Responsible Party Office Manager, Data Analyst Interdependencie...
What does leading at DORIS mean? What does it look like?
At DORIS, you can lead from any position. Lead with Listening (Empathy, communication, and showi...
Conducting a PSAM
Purpose Convene the entire decision-making leadership group to understand all aspects of their pr...
Business Development & Project Folder Naming
"Name of Company" If initials are used as a nickname, it will be "Full Name of Company (Initials...
Document (Printed Report) Storage
What physical copies of printed reports are kept? Redacted Documents Considered Sales tools O...
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