Immediate Actions:
- Set up your first table with 5-10 companies
- Run Navigator and analyze results
- Document your findings for process improvement
- Scale gradually to larger company lists
Advanced Integrations:
- CRM integration: Push compliance data to Salesforce/HubSpot
- Lead scoring: Weight prospects by business maturity
- Alert systems: Monitor for compliance changes
- Competitive intelligence: Track competitor corporate changes
Ongoing Optimization:
- Refine prompts based on industry specifics
- Build prompt libraries for different research types
- Create automated workflows for regular monitoring
- Develop quality metrics for research accuracy